Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Yieldmax Pltr Option Income Strategy ETF
3.21K
New
N/A
3.21K $0
Zooz Strategy LTD Share
12.6K
New
N/A
12.6K $0
ALG
Alamo Group Inc

Industrials
462
+ 14.37%
$190.43 - $232.42 $88K - $107K
3.68K $701K
ACRE
Ares Commercial Real Estate Corp

Real Estate
747
+ 3.76%
$4.14 - $5.13 $3.09K - $3.83K
20.6K $93K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
368
+ 2.17%
$2.08 - $2.15 $765 - $791
17.3K $35K
EB
Eventbrite, Inc.

Technology
470
+ 2.94%
$2.21 - $3.1 $1.04K - $1.46K
16.5K $41K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
446
+ 2.67%
$7.72 - $8.46 $3.44K - $3.77K
17.2K $133K
JFR
Nuveen Floating Rate Income Fund

Financial Services
365
+ 2.0%
$8.07 - $8.58 $2.95K - $3.13K
18.6K $152K
WLY
John Wiley & Sons, Inc.

Communication Services
1.05K
+ 9.8%
$37.89 - $43.52 $39.8K - $45.7K
11.8K $476K
FFIN
First Financial Bankshares Inc

Financial Services
298
+ 4.77%
$33.62 - $37.98 $10K - $11.3K
6.54K $220K
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
4
+ 0.02%
$23.38 - $24.24 $93.5 - $97
16.4K $390K
HNST
Honest Company, Inc.

Consumer Cyclical
4.11K
+ 27.32%
$3.66 - $5.15 $15K - $21.1K
19.1K $70K
MMSI
Merit Medical Systems Inc

Healthcare
358
+ 10.09%
$80.06 - $96.01 $28.7K - $34.4K
3.91K $325K
INFY
Infosys LTD

Technology
1.93K
+ 11.46%
$15.98 - $18.96 $30.9K - $36.6K
18.8K $305K
NAVI
Navient Corp

Financial Services
338
+ 2.64%
$12.41 - $15.59 $4.19K - $5.27K
13.2K $173K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
288
+ 3.69%
$29.41 - $32.05 $8.47K - $9.23K
8.09K $240K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
353
+ 1.04%
$15.64 - $19.17 $5.52K - $6.77K
34.3K $536K
NOK
Nokia Corp

Technology
4.46K
+ 5.67%
$4.05 - $5.23 $18.1K - $23.3K
83K $399K
APG
A Pi Group Corp

Industrials
9.3K
+ 47.21%
$33.09 - $36.34 $308K - $338K
29K $996K
BROS
Dutch Bros Inc.

Consumer Cyclical
1.43K
+ 27.42%
$52.34 - $74.24 $74.6K - $106K
6.62K $346K
EXEL
Exelixis, Inc.

Healthcare
4.55K
+ 6.43%
$36.22 - $46.25 $165K - $210K
75.3K $3.11M
IRT
Independence Realty Trust, Inc.

Real Estate
739
+ 4.55%
$16.35 - $18.11 $12.1K - $13.4K
17K $278K
INDA
Ishares Msci India Index Fund

ETFs
483
+ 5.12%
$51.98 - $55.84 $25.1K - $27K
9.92K $516K
KAI
Kadant Inc

Industrials
19
+ 2.48%
$297.58 - $358.61 $5.65K - $6.81K
786 $233K
SLAB
Silicon Laboratories Inc.

Technology
429
+ 10.38%
$123.76 - $153.48 $53.1K - $65.8K
4.56K $598K
UFPI
Ufp Industries Inc

Basic Materials
131
+ 3.24%
$91.8 - $108.49 $12K - $14.2K
4.18K $390K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
250
+ 1.24%
$9.61 - $10.31 $2.4K - $2.58K
20.4K $195K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
2.06K
+ 10.68%
$14.45 - $16.7 $29.8K - $34.4K
21.3K $308K
DSGX
Descartes Systems Group Inc

Technology
187
+ 4.31%
$94.23 - $107.79 $17.6K - $20.2K
4.52K $426K
LZB
La Z Boy Inc

Consumer Cyclical
55
+ 0.93%
$33.69 - $40.03 $1.85K - $2.2K
5.97K $204K
CNMD
Conmed Corp

Healthcare
492
+ 6.43%
$45.67 - $55.81 $22.5K - $27.5K
8.14K $382K
CQP
Cheniere Energy Partners, L.P.

Energy
35
+ 0.39%
$51.57 - $57.73 $1.8K - $2.02K
9.04K $486K
DLY
Double Line Yield Opportunities Fund

N/A
10
+ 0.03%
$15.08 - $15.65 $151 - $157
35.6K $536K
QSI
Quantum Si Inc

Healthcare
518
+ 1.51%
$1.0 - $2.14 $518 - $1.11K
34.8K $49K
STWD
Starwood Property Trust, Inc.

Real Estate
907
+ 1.81%
$19.37 - $20.97 $17.6K - $19K
51.2K $990K
EPSN
Epsilon Energy Ltd.

Energy
1.51K
+ 13.67%
$4.93 - $7.52 $7.43K - $11.3K
12.5K $61K
CUBE
Cube Smart

Real Estate
253
+ 1.43%
$38.71 - $43.34 $9.79K - $11K
17.9K $729K
SLRC
Slr Investment Corp.

Financial Services
319
+ 0.94%
$15.27 - $16.8 $4.87K - $5.36K
34.4K $526K
CBSH
Commerce Bancshares Inc

Financial Services
747
+ 2.43%
$58.61 - $66.11 $43.8K - $49.4K
31.5K $1.88M
NCNO
N Cino, Inc.

Technology
743
+ 1.2%
$26.19 - $32.69 $19.5K - $24.3K
62.7K $1.7M
NPCT
Nuveen Core Plus Impact Fund
5.92K
+ 1.2%
$10.73 - $11.28 $63.5K - $66.8K
499K $5.49M
HRTX
Heron Therapeutics, Inc.

Healthcare
1.34K
+ 2.8%
$1.21 - $2.23 $1.62K - $2.98K
49K $62K
TMDX
Trans Medics Group, Inc.

Healthcare
31
+ 1.69%
$103.61 - $132.04 $3.21K - $4.09K
1.87K $209K
SBSI
Southside Bancshares Inc

Financial Services
91
+ 0.26%
$28.25 - $31.39 $2.57K - $2.86K
35.8K $1.01M
CPT
Camden Property Trust

Real Estate
86
+ 1.02%
$104.05 - $115.69 $8.95K - $9.95K
8.55K $912K
IPAR
Inter Parfums Inc

Consumer Defensive
737
+ 20.0%
$98.38 - $138.55 $72.5K - $102K
4.42K $435K
OPCH
Option Care Health, Inc.

Healthcare
59
+ 0.52%
$26.82 - $31.95 $1.58K - $1.89K
11.5K $318K
ALRM
Alarm.Com Holdings, Inc.

Technology
436
+ 1.91%
$51.29 - $59.16 $22.4K - $25.8K
23.3K $1.24M
XRAY
Dentsply Sirona Inc.

Healthcare
14.6K
+ 19.12%
$12.37 - $16.85 $181K - $247K
91.2K $1.16M
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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