Captrust Financial Advisors Sells in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LITE
Lumentum Holdings Inc.

Technology
-1.41K
- 48.57%
$90.44 - $171.5 $128K - $242K
1.5K $243K
CBRE
Cbre Group, Inc.

Real Estate
-2.4K
- 12.11%
$137.04 - $165.9 $329K - $399K
17.4K $2.75M
BNTX
Bio N Tech Se

Healthcare
-36
- 1.04%
$96.22 - $115.31 $3.46K - $4.15K
3.43K $337K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.57K
- 0.89%
$22.36 - $22.52 $35.1K - $35.4K
176K $3.96M
AVNT
Avient Corp

Basic Materials
-1.26K
- 7.32%
$31.57 - $37.86 $39.8K - $47.8K
16K $526K
CTS
Cts Corp

Technology
-204
- 2.51%
$38.41 - $44.62 $7.84K - $9.1K
7.91K $315K
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.75K
- 1.62%
$81.75 - $84.54 $225K - $233K
167K $14.1M
TAXF
American Centy ETF Tr Diversif

ETFs
-947
- 6.75%
$48.42 - $50.27 $45.9K - $47.6K
13.1K $657K
DNP
Dnp Select Income Fund Inc

Financial Services
-5.01K
- 5.16%
$9.65 - $10.02 $48.4K - $50.2K
92.1K $922K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-859
- 5.75%
$45.92 - $47.76 $39.4K - $41K
14.1K $668K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
-2.68K
- 5.09%
$14.1 - $15.94 $37.8K - $42.7K
50K $713K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-2.56K
- 16.24%
$13.87 - $14.46 $35.5K - $37K
13.2K $190K
DTM
Dt Midstream, Inc.

Energy
-403
- 6.62%
$99.17 - $113.27 $40K - $45.6K
5.69K $642K
ESE
Esco Technologies Inc

Technology
-415
- 12.91%
$185.22 - $217.75 $76.9K - $90.4K
2.8K $590K
PZG
Paramount Gold Nevada Corp.

Basic Materials
-84.4K
- 67.17%
$0.6 - $1.33 $50.6K - $112K
41.3K $50K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-2.84K
- 7.07%
$17.13 - $17.98 $48.6K - $51.1K
37.4K $663K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-5.05K
- 10.53%
$34.31 - $38.09 $173K - $192K
42.9K $1.63M
GGG
Graco Inc

Industrials
-31
- 0.14%
$82.58 - $88.81 $2.56K - $2.75K
22.9K $1.95M
AUR
Aurora Innovation, Inc.

Technology
-6.09K
- 12.66%
$5.05 - $6.56 $30.7K - $39.9K
42K $226K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
-68
- 1.92%
$58.33 - $68.56 $3.97K - $4.66K
3.48K $202K
FNDB
Schwab Fundamental U S Broad M

ETFs
-5.08K
- 8.36%
$23.83 - $25.77 $121K - $131K
55.7K $1.43M
ERIC
Ericsson Lm Telephone CO

Technology
-2.22K
- 9.38%
$7.2 - $8.55 $16K - $19K
21.5K $177K
NLOK
Norton Life Lock Inc.

Technology
-1.03K
- 3.43%
N/A
29.1K $624K
SCWO
374 Water Inc.

Industrials
-402
- 0.06%
$0.19 - $0.41 $76.4 - $165
727K $210K
SFBS
Servis First Bancshares, Inc.

Financial Services
-951
- 5.09%
$76.69 - $89.24 $72.9K - $84.9K
17.7K $1.43M
SFL
Sfl Corp Ltd.

Industrials
-1.1K
- 6.83%
$7.53 - $9.48 $8.25K - $10.4K
14.9K $112K
GEF
Greif, Inc

Consumer Cyclical
-30
- 0.86%
$58.87 - $69.85 $1.77K - $2.1K
3.46K $206K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-5.01K
- 10.54%
$79.39 - $90.39 $398K - $453K
42.6K $3.77M
AM
Antero Midstream Corp

Energy
-1.77K
- 6.18%
$16.87 - $19.58 $29.9K - $34.7K
26.9K $523K
WCC
Wesco International Inc

Industrials
-1.69K
- 13.21%
$189.22 - $227.19 $319K - $383K
11.1K $2.34M
SKYY
First Trust Cloud Computing Et

ETFs
-868
- 11.46%
$118.24 - $138.53 $103K - $120K
6.71K $901K
XLV
Select Sector Spdr Fund Health

ETFs
-5.32K
- 3.23%
$129.01 - $139.72 $687K - $744K
159K $22.2M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-4.98K
- 6.56%
$115.87 - $125.42 $577K - $625K
71K $8.9M
ERAS
Erasca, Inc.

Healthcare
-31.2K
- 57.68%
$1.36 - $2.18 $42.4K - $68K
22.9K $49K
VGZ
Vista Gold Corp

Basic Materials
-30.1K
- 73.68%
$0.92 - $2.25 $27.7K - $67.8K
10.8K $22K
AMTX
Aemetis, Inc

Energy
-69
- 0.09%
$2.15 - $3.42 $148 - $236
73.1K $163K
THM
International Tower Hill Mines LTD

Basic Materials
-48.6K
- 59.96%
$0.88 - $1.67 $42.8K - $81.2K
32.5K $52K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-383
- 2.89%
$48.31 - $48.93 $18.5K - $18.7K
12.9K $627K
VNLA
Janus Henderson Short Duration

ETFs
-357
- 7.32%
$48.99 - $49.29 $17.5K - $17.6K
4.52K $222K
ATEC
Alphatec Holdings, Inc.

Healthcare
-12.8K
- 25.96%
$10.31 - $16.55 $132K - $211K
36.4K $529K
SIG
Signet Jewelers LTD

Consumer Cyclical
-2.94K
- 18.07%
$74.31 - $96.87 $219K - $285K
13.3K $1.28M
DGX
Quest Diagnostics Inc

Healthcare
-118
- 0.68%
N/A
17.2K $2.36M
SDGR
Schrodinger, Inc.

Healthcare
-686
- 3.31%
$18.15 - $23.03 $12.5K - $15.8K
20K $402K
MTB
M&T Bank Corp

Financial Services
-244
- 2.65%
$183.74 - $204.05 $44.8K - $49.8K
8.97K $1.77M
NWL
Newell Brands Inc.

Consumer Defensive
-696
- 1.04%
$4.76 - $6.39 $3.31K - $4.45K
66.1K $346K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-176
- 9.21%
$161.6 - $171.2 $28.4K - $30.1K
1.74K $297K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-941
- 12.04%
$195.29 - $223.85 $184K - $211K
6.87K $1.53M
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
-21.5K
- 60.46%
$0.87 - $1.4 $18.7K - $30.1K
14.1K $19K
CHW
Calamos Global Dynamic Income Fund

Financial Services
-3.47K
- 11.06%
$7.06 - $7.63 $24.5K - $26.5K
27.9K $210K
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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