Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ONON
On Holding Ag

Consumer Cyclical
48
+ 0.72%
$42.35 - $54.36 $2.03K - $2.61K
6.68K $282K
TTEK
Tetra Tech Inc

Industrials
1.9K
+ 3.9%
$33.1 - $38.34 $63K - $73K
50.7K $1.69M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
2.73K
+ 8.2%
$25.09 - $33.65 $68.5K - $91.8K
36K $927K
EAT
Brinker International, Inc

Consumer Cyclical
967
+ 27.1%
$126.68 - $184.02 $122K - $178K
4.54K $574K
APO
Apollo Global Management, Inc.

Financial Services
366
+ 2.63%
$131.55 - $156.05 $48.1K - $57.1K
14.3K $1.9M
SEIC
Sei Investments CO

Financial Services
417
+ 1.94%
$84.85 - $93.8 $35.4K - $39.1K
21.9K $1.86M
DV
Double Verify Holdings, Inc.

Technology
2.53K
+ 7.12%
$11.86 - $16.27 $30K - $41.1K
38.1K $455K
UNM
Unum Group

Financial Services
8.4K
+ 3.43%
$68.55 - $82.12 $576K - $690K
253K $19.7M
SLM
Slm Corp

Financial Services
3.99K
+ 10.82%
$27.68 - $34.4 $110K - $137K
40.9K $1.13M
NSIT
Insight Enterprises Inc

Technology
87
+ 2.3%
$111.76 - $146.66 $9.72K - $12.8K
3.87K $438K
AIN
Albany International Corp

Consumer Cyclical
158
+ 2.46%
$52.8 - $72.53 $8.34K - $11.5K
6.59K $351K
NEXT
Next Decade Corp.

Energy
2.06K
+ 3.71%
$6.45 - $12.0 $13.3K - $24.7K
57.5K $390K
ABEV
Ambev S.A.

Consumer Defensive
831
+ 0.14%
$2.15 - $2.49 $1.79K - $2.07K
592K $1.32M
OSCR
Oscar Health, Inc.

Healthcare
325
+ 0.73%
$13.42 - $20.45 $4.36K - $6.65K
44.9K $849K
CNXC
Concentrix Corp

Technology
430
+ 2.24%
$45.94 - $62.0 $19.8K - $26.7K
19.6K $904K
ABT
Abbott Laboratories

Healthcare
6.3K
+ 1.37%
$120.51 - $136.62 $759K - $860K
467K $62.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
157
+ 6.34%
$5364.25 - $5815.92 $842K - $913K
2.64K $14.2M
TDG
Trans Digm Group Inc

Industrials
213
+ 10.75%
$1271.04 - $1620.83 $271K - $345K
2.19K $2.89M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
548
+ 0.67%
$42.56 - $49.08 $23.3K - $26.9K
82.7K $3.55M
SLF
Sun Life Financial Inc

Financial Services
2
+ 0.01%
$56.54 - $66.41 $113 - $133
20.5K $1.23M
KNSL
Kinsale Capital Group, Inc.

Financial Services
20
+ 0.82%
$415.15 - $489.89 $8.3K - $9.8K
2.46K $1.05M
SPSC
Sps Commerce Inc

Technology
2.11K
+ 18.92%
$103.88 - $142.5 $219K - $300K
13.2K $1.38M
WEN
Wendy'S CO

Consumer Cyclical
10.3K
+ 10.07%
$9.09 - $11.88 $93.5K - $122K
112K $1.03M
SHAK
Shake Shack Inc.

Consumer Cyclical
236
+ 6.91%
$92.4 - $142.03 $21.8K - $33.5K
3.65K $341K
CAG
Conagra Brands Inc.

Consumer Defensive
6.97K
+ 4.98%
$18.04 - $21.14 $126K - $147K
147K $2.69M
PLMR
Palomar Holdings, Inc.

Financial Services
676
+ 9.8%
$112.26 - $148.79 $75.9K - $101K
7.58K $884K
OTIS
Otis Worldwide Corp

Industrials
5.72K
+ 6.04%
$84.93 - $101.07 $485K - $578K
100K $9.18M
ASUR
Asure Software Inc

Technology
65
+ 0.04%
$7.81 - $11.35 $508 - $738
147K $1.19M
HDB
Hdfc Bank LTD

Financial Services
53.5K
+ 109.83%
$34.14 - $78.94 $1.83M - $4.22M
102K $3.49M
MELI
Mercadolibre Inc

Consumer Cyclical
130
+ 6.14%
$2292.04 - $2514.05 $298K - $327K
2.25K $5.25M
TOST
Toast, Inc.

Technology
1.68K
+ 3.44%
$36.51 - $49.3 $61.3K - $82.8K
50.5K $1.84M
GIS
General Mills Inc

Consumer Defensive
1.16K
+ 0.36%
$48.44 - $53.83 $56.3K - $62.6K
328K $16.6M
ET
Energy Transfer LP

Energy
4.94K
+ 0.97%
$17.11 - $18.16 $84.6K - $89.8K
517K $8.87M
TTD
Trade Desk, Inc.

Technology
159
+ 0.82%
$43.93 - $89.76 $6.98K - $14.3K
19.5K $953K
FDS
Factset Research Systems Inc

Financial Services
1.21K
+ 24.13%
$283.86 - $450.3 $343K - $544K
6.21K $1.78M
ALGN
Align Technology Inc

Healthcare
1.5K
+ 14.84%
$124.88 - $207.19 $187K - $311K
11.6K $1.45M
SLQT
Select Quote, Inc.

Financial Services
70K
+ 4.81%
$1.74 - $2.69 $122K - $188K
1.53M $2.99M
TYL
Tyler Technologies Inc

Technology
44
+ 0.6%
$522.22 - $611.76 $23K - $26.9K
7.33K $3.84M
T
At&T Inc.

Communication Services
44K
+ 1.74%
$26.94 - $29.62 $1.18M - $1.3M
2.56M $72.4M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
995
+ 8.34%
$159.87 - $247.68 $159K - $246K
12.9K $2.3M
LKQ
Lkq Corp

Consumer Cyclical
377
+ 0.45%
$29.24 - $39.21 $11K - $14.8K
84.9K $2.59M
DOV
Dover Corp

Industrials
1.16K
+ 2.61%
$165.59 - $190.9 $192K - $222K
45.7K $7.63M
PGR
Progressive Corp

Financial Services
26
+ 0.09%
$238.61 - $264.3 $6.2K - $6.87K
28.5K $7.03M
SMG
Scotts Miracle Gro CO

Basic Materials
146K
+ 14.49%
$55.82 - $70.08 $8.16M - $10.2M
1.15M $65.8M
ADBE
Adobe Inc.

Technology
4.23K
+ 6.12%
$333.65 - $392.1 $1.41M - $1.66M
73.3K $25.9M
UPS
United Parcel Service Inc

Industrials
3.87K
+ 5.41%
$82.58 - $105.54 $320K - $408K
75.4K $6.29M
SPGI
S&P Global Inc.

Financial Services
484
+ 1.58%
$484.94 - $564.15 $235K - $273K
31K $15.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
203
+ 0.18%
$284.17 - $319.49 $57.7K - $64.9K
113K $35.1M
SYK
Stryker Corp

Healthcare
1.19K
+ 1.97%
$368.57 - $403.53 $438K - $479K
61.5K $22.7M
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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