Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CWST
Casella Waste Systems Inc

Industrials
1.66K
+ 22.12%
$86.69 - $114.82 $144K - $190K
9.15K $868K
SKYW
Skywest Inc

Industrials
83
+ 4.02%
$100.62 - $123.72 $8.35K - $10.3K
2.15K $216K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
98
+ 1.13%
$40.49 - $40.7 $3.97K - $3.99K
8.75K $355K
PAA
Plains All American Pipeline LP

Energy
4.97K
+ 7.66%
$16.88 - $18.93 $83.9K - $94K
69.8K $1.19M
RGCO
Rgc Resources Inc

Utilities
110
+ 0.69%
$19.68 - $23.16 $2.16K - $2.55K
16.1K $361K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
3
+ 0.06%
$41.19 - $43.7 $124 - $131
4.78K $204K
HYD
Vaneck High Yield Muni ETF

ETFs
5
+ 0.1%
$48.85 - $50.94 $244 - $255
4.95K $251K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
1.13K
+ 10.28%
$3.51 - $4.74 $3.95K - $5.33K
12.1K $48K
AZTA
Azenta, Inc.

Healthcare
1.03K
+ 7.69%
$26.9 - $34.48 $27.6K - $35.4K
14.4K $412K
LAB
Standard Biotools Inc.

Healthcare
617
+ 5.17%
$1.2 - $1.47 $740 - $907
12.5K $16K
WIT
Wipro LTD

Technology
1.95K
+ 18.4%
$2.63 - $3.11 $5.14K - $6.08K
12.6K $33K
2 X Bitcoin Strategy ETF
5.35K
New
N/A
5.35K $0
A2 Z Cust2 Mate Solutions Corp Com
59K
New
N/A
59K $0
SPDV
ETF Ser Solutions Aam S&P 500
24
+ 0.11%
N/A
22.1K $0
Aclarion Inc Com New
10K
New
N/A
10K $0
Aegon LTD Amer Reg 1 Cert
1.35K
+ 7.74%
N/A
18.8K $0
Aeva Technologies Inc Com New
352K
New
N/A
352K $0
Angel Studios Inc Cl A Com
44.2K
New
N/A
44.2K $0
Annaly Capital Management Inc Com New
8.03K
+ 13.97%
N/A
65.5K $0
Aptiv PLC Com Shs
6.06K
+ 33.19%
N/A
24.3K $0
Arista Networks Inc Com Shs
2.18K
+ 1.31%
N/A
168K $0
Arm Holdings PLC Sponsored Ads
1.57K
+ 15.36%
N/A
11.8K $0
Astera Labs Inc Com
3.29K
New
N/A
3.29K $0
Atlanta Braves Hldgs Inc Com Ser A
164
+ 2.1%
N/A
7.96K $0
Atlas Energy Solutions Inc Com New
2.09K
+ 15.69%
N/A
15.4K $0
Bakkt Holdings Inc Com Cl A New
6.26K
New
N/A
6.26K $0
Bank America Corp 7.25 Cnv Pfd L
472
+ 3.61%
N/A
13.5K $0
Barrick Mng Corp Com Shs
21.4K
+ 11.97%
N/A
201K $0
Bitmine Immersion Tecnologies Com New
10.5K
New
N/A
10.5K $0
Blackrock Inc Com
479
+ 2.79%
N/A
17.7K $0
Blacksky Technology Inc Cl A New
1.42K
+ 11.55%
N/A
13.7K $0
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
1.23K
+ 12.92%
N/A
10.7K $0
Brookfield Renewable Corp Cl A Ex Sub Vtg
612
+ 1.39%
N/A
44.6K $0
Btq Technologies Corp Com
28.5K
New
N/A
28.5K $0
Bullish Ord Shs
4.14K
New
N/A
4.14K $0
Calibercos Inc Cl A New
11.5K
New
N/A
11.5K $0
Canopy Growth Corp Com New
7.1K
+ 58.24%
N/A
19.3K $0
Capital Group Conservative Equity ETF
16.7K
+ 33.42%
N/A
66.5K $0
Capital Group Core Balanced ETF
27.6K
+ 33.79%
N/A
109K $0
Capital Group Core Bond ETF
45.4K
+ 6.89%
N/A
704K $0
Capital Group Dividend Growers ETF
24.8K
+ 13.61%
N/A
207K $0
Capital Group Global Equity ETF
2.29K
+ 7.74%
N/A
31.8K $0
Capital Group International Core Equity ETF
13.1K
+ 49.49%
N/A
39.6K $0
Capital Group International Equity ETF
12.7K
+ 22.11%
N/A
70.3K $0
Capital Group Municipal High Income ETF
43.5K
+ 64.82%
N/A
111K $0
Capital Group New Geography Equity ETF
43.9K
+ 8.21%
N/A
578K $0
CGSD
Capital Grp Core Plus Income E
114K
+ 12.99%
N/A
991K $0
Capital Group Short Duration Municipal Income ETF
74.6K
+ 10.23%
N/A
803K $0
CGMS
Capital Grp Core Plus Income E
7.85K
+ 14.99%
N/A
60.2K $0
Activity Summary
Buys All Purchases 1526 New Holdings 239 Increased Positions 1287 Sells All Sells 981 Reductions 981 Sold out 0 Options Calls 0 Puts 0
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