Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AL
Air Lease Corp

Industrials
11.7K
+ 61.56%
$54.35 - $64.28 $636K - $752K
30.7K $1.95M
AWI
Armstrong World Industries Inc

Industrials
3.12K
+ 47.82%
$163.99 - $199.13 $512K - $622K
9.65K $1.89M
ESTC
Elastic N.V.

Technology
9.82K
+ 119.18%
$72.54 - $92.3 $712K - $906K
18.1K $1.53M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.13K
+ 11.54%
$70.77 - $73.59 $646K - $672K
88.3K $6.47M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
31.3K
New
$24.04 - $27.04 $752K - $846K
31.3K $828K
ZION
Zions Bancorporation, National Association

Financial Services
1.22K
+ 0.75%
$51.2 - $59.15 $62.7K - $72.4K
165K $9.32M
TTC
Toro CO

Industrials
7.51K
+ 16.56%
$72.64 - $82.54 $546K - $620K
52.9K $4.03M
SAM
Boston Beer CO Inc

Consumer Defensive
3.87K
New
$191.38 - $226.97 $741K - $879K
3.87K $818K
LECO
Lincoln Electric Holdings Inc

Industrials
2.09K
+ 18.52%
$210.22 - $247.76 $440K - $518K
13.4K $3.16M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
7.78K
+ 33.62%
$87.05 - $93.19 $677K - $725K
30.9K $2.87M
RJF
Raymond James Financial Inc

Financial Services
317
+ 0.82%
$154.64 - $176.43 $49K - $55.9K
39.2K $6.76M
HUBS
Hubspot Inc

Technology
2.09K
+ 103.51%
$420.79 - $560.9 $880K - $1.17M
4.11K $1.92M
NFG
National Fuel Gas CO

Energy
7.86K
+ 83.15%
$82.19 - $93.72 $646K - $736K
17.3K $1.6M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
3.04K
+ 1.16%
$41.13 - $44.7 $125K - $136K
264K $11.8M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
4.7K
+ 0.98%
$23.55 - $24.8 $111K - $116K
482K $11.9M
SPG
Simon Property Group Inc

Real Estate
622
+ 2.5%
$159.93 - $187.67 $99.5K - $117K
25.5K $4.78M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
5.91K
+ 21.77%
$71.86 - $87.45 $425K - $517K
33.1K $2.75M
UBER
Uber Technologies, Inc

Technology
2.33K
+ 1.96%
$86.91 - $99.57 $202K - $232K
121K $11.8M
NKSH
National Bankshares Inc

Financial Services
26.5K
New
$27.11 - $31.6 $718K - $837K
26.5K $781K
NNN
National Retail Properties, Inc.

Real Estate
20K
+ 17.33%
$40.68 - $44.1 $813K - $881K
135K $5.76M
HUBB
Hubbell Inc

Industrials
1.38K
+ 16.88%
$410.51 - $450.93 $566K - $622K
9.55K $4.11M
CACI
Caci International Inc

Technology
1.8K
+ 3.33%
N/A
55.9K $23.9M
JHG
Janus Henderson Group PLC

Financial Services
14.9K
+ 77.57%
$39.46 - $45.37 $586K - $674K
34K $1.51M
NTNX
Nutanix, Inc.

Technology
11.2K
+ 31.95%
$66.06 - $81.12 $743K - $912K
46.4K $3.45M
CHTR
Charter Communications, Inc.

Communication Services
3.97K
+ 158.69%
$256.57 - $418.22 $1.02M - $1.66M
6.48K $1.78M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
787
+ 4.5%
$65.14 - $104.57 $51.3K - $82.3K
18.3K $1.84M
IVZ
Invesco Ltd.

Financial Services
13.4K
+ 22.27%
$16.17 - $23.0 $216K - $307K
73.4K $1.68M
WST
West Pharmaceutical Services Inc

Healthcare
1.99K
+ 40.68%
$210.08 - $279.1 $417K - $554K
6.87K $1.8M
MTZ
Mastec Inc

Industrials
2.05K
+ 30.05%
$168.23 - $212.81 $345K - $436K
8.86K $1.89M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
28.1K
+ 250.84%
$21.49 - $24.47 $605K - $688K
39.4K $962K
SOFI
So Fi Technologies, Inc.

Financial Services
14.4K
+ 34.91%
$17.64 - $29.81 $254K - $429K
55.6K $1.47M
HII
Huntington Ingalls Industries, Inc.

Industrials
1.86K
+ 48.3%
$246.31 - $287.91 $459K - $537K
5.72K $1.65M
PFG
Principal Financial Group Inc

Financial Services
7.15K
+ 21.24%
$75.53 - $82.95 $540K - $593K
40.8K $3.38M
RGTI
Rigetti Computing, Inc.

Technology
6.67K
+ 23.44%
$11.33 - $32.1 $75.6K - $214K
35.1K $1.05M
ABNB
Airbnb, Inc.

Consumer Cyclical
8.03K
+ 32.79%
$118.3 - $142.16 $950K - $1.14M
32.5K $3.95M
ITA
Ishares Tr

ETFs
2.59K
+ 33.48%
$184.73 - $209.26 $478K - $541K
10.3K $2.16M
BITO
Proshares Tr Bitcoin Strategy

ETFs
35.6K
New
$18.74 - $23.05 $668K - $822K
35.6K $701K
VNT
Vontier Corp

Technology
433
+ 0.33%
$37.48 - $43.71 $16.2K - $18.9K
132K $5.54M
SPYG
Spdr Portfolio

ETFs
494
+ 0.72%
$94.33 - $105.31 $46.6K - $52K
68.7K $7.17M
QBTS
D Wave Quantum Inc.

Technology
19.8K
+ 107.06%
$14.81 - $27.72 $293K - $548K
38.2K $944K
IGV
Ishares Expanded Tech Software

ETFs
1.53K
+ 1.7%
$105.96 - $117.79 $163K - $181K
91.8K $10.6M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
31.6K
+ 1.93%
$20.66 - $20.74 $653K - $656K
1.67M $34.6M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
24.6K
+ 75.6%
$27.79 - $32.38 $684K - $797K
57.2K $1.64M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
443
+ 0.66%
$100.63 - $112.27 $44.6K - $49.7K
67.3K $7.43M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.11K
+ 5.22%
$113.78 - $148.0 $127K - $165K
22.4K $3.09M
PB
Prosperity Bancshares Inc

Financial Services
10.6K
+ 100.56%
$65.12 - $74.71 $691K - $792K
21.2K $1.4M
LVS
Las Vegas Sands Corp

Consumer Cyclical
9.46K
+ 63.97%
$47.38 - $57.71 $448K - $546K
24.3K $1.3M
MDU
Mdu Resources Group Inc

Industrials
22.2K
+ 9.65%
$15.85 - $17.81 $352K - $396K
253K $4.5M
NDAQ
Nasdaq, Inc.

Financial Services
7.69K
+ 29.61%
$86.73 - $96.94 $667K - $746K
33.7K $2.98M
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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