Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CTRA
Coterra Energy Inc.

Energy
1.43K
+ 0.2%
$23.09 - $25.45 $33K - $36.4K
717K $17M
UL
Unilever PLC

Consumer Defensive
13.7K
+ 1.24%
$58.43 - $65.01 $799K - $889K
1.12M $66.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.4K
+ 0.78%
$265.78 - $299.3 $371K - $418K
180K $49.1M
TGT
Target Corp

Consumer Defensive
731
+ 0.47%
$86.56 - $107.43 $63.3K - $78.5K
155K $13.9M
PNFP
Pinnacle Financial Partners Inc

Financial Services
42
+ 0.05%
$86.13 - $119.63 $3.62K - $5.02K
81.5K $7.65M
MCO
Moodys Corp

Financial Services
239
+ 0.39%
$472.69 - $521.32 $113K - $125K
62.3K $29.7M
KMX
Carmax Inc

Consumer Cyclical
259
+ 0.36%
$44.86 - $71.57 $11.6K - $18.5K
71.3K $3.2M
BR
Broadridge Financial Solutions, Inc.

Technology
1.63K
+ 0.4%
$233.75 - $266.89 $380K - $434K
407K $96.9M
INTU
Intuit Inc

Technology
8.92K
+ 10.86%
$646.03 - $807.39 $5.76M - $7.2M
91.1K $62.2M
ISRG
Intuitive Surgical Inc

Healthcare
105
+ 0.38%
$433.66 - $544.47 $45.5K - $57.2K
28K $12.5M
ELV
Elevance Health, Inc.

Healthcare
117
+ 0.28%
$274.66 - $395.76 $32.1K - $46.3K
42.7K $13.8M
NOW
Service Now, Inc.

Technology
754
+ 2.23%
$850.86 - $1044.69 $642K - $788K
34.5K $31.8M
ROP
Roper Technologies Inc

Industrials
822
+ 1.62%
$495.03 - $573.0 $407K - $471K
51.6K $25.7M
ACN
Accenture PLC

Technology
5.51K
+ 6.51%
$232.56 - $304.78 $1.28M - $1.68M
90.1K $22.2M
LII
Lennox International Inc

Industrials
160
+ 0.17%
$516.18 - $664.54 $82.6K - $106K
94.4K $50M
V
Visa Inc.

Financial Services
10.5K
+ 1.86%
$332.09 - $358.86 $3.5M - $3.79M
579K $198M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
11.6K
+ 2.51%
$50.98 - $67.62 $591K - $784K
474K $26.7M
AGM
Federal Agricultural Mortgage Corp

Financial Services
17.3K
+ 5.86%
$167.98 - $209.73 $2.9M - $3.63M
313K $52.5M
RELX
Relx PLC

Communication Services
96.8K
+ 6.06%
$45.13 - $54.19 $4.37M - $5.25M
1.69M $80.9M
DE
Deere & CO

Industrials
10.8K
+ 5.05%
$457.26 - $524.37 $4.94M - $5.67M
225K $103M
BRO
Brown & Brown, Inc.

Financial Services
11.7K
+ 2.34%
$90.88 - $108.93 $1.06M - $1.27M
510K $47.9M
KR
Kroger CO

Consumer Defensive
48.7K
+ 1.78%
$64.52 - $74.35 $3.14M - $3.62M
2.79M $188M
PG
Procter & Gamble CO

Consumer Defensive
490
+ 0.03%
$150.47 - $161.22 $73.7K - $79K
1.81M $278M
NFLX
Netflix Inc

Communication Services
3.43K
+ 3.19%
$1147.87 - $1297.18 $3.93M - $4.44M
111K $133M
WSO
Watsco Inc

Industrials
1.38K
+ 0.35%
$381.94 - $489.97 $526K - $674K
390K $158M
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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