Captrust Financial Advisors Sells in Q4 2024

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLTK
Playtika Holding Corp.

Communication Services
-16
- 0.07%
$6.72 - $8.62 $108 - $138
21.5K $148K
NOVT
Novanta Inc

Technology
-135
- 4.0%
N/A
3.24K $511K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-945
- 8.21%
$70.54 - $79.61 $66.7K - $75.2K
10.6K $803K
PLUG
Plug Power Inc

Industrials
-8.18K
- 29.64%
$1.87 - $2.67 $15.3K - $21.9K
19.4K $41K
UTHR
United Therapeutics Corp

Healthcare
-1
- 0.03%
$348.66 - $410.0 $349 - $410
3.45K $1.22M
FV
First Trust Dorsey Wright Focu

ETFs
-395
- 8.31%
$57.47 - $62.82 $22.7K - $24.8K
4.36K $257K
CNS
Cohen & Steers, Inc.

Financial Services
-117
- 4.98%
$90.53 - $106.6 $10.6K - $12.5K
2.23K $206K
GBF
Ishares Tr

ETFs
-37
- 1.06%
$101.93 - $106.84 $3.77K - $3.95K
3.45K $353K
FAS
Direxion Daily Financial Bull

ETFs
-810
- 16.46%
$126.08 - $182.0 $102K - $147K
4.11K $620K
AFG
American Financial Group Inc

Financial Services
-205
- 4.97%
$126.81 - $149.08 $26K - $30.6K
3.92K $537K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-634
- 9.44%
$61.21 - $76.19 $38.8K - $48.3K
6.08K $455K
TOWN
Towne Bank (Va)

Financial Services
-1.82K
- 3.97%
$31.98 - $37.62 $58.2K - $68.4K
44K $1.5M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-215
- 0.97%
$23.42 - $24.25 $5.04K - $5.21K
22K $520K
ILPT
Industrial Logistics Properties Trust

Real Estate
-867
- 7.35%
$3.25 - $4.64 $2.82K - $4.02K
10.9K $39K
UGI
Ugi Corp

Utilities
-1.95K
- 16.34%
$23.24 - $30.37 $45.4K - $59.3K
10K $282K
FUBO
Fubo Tv Inc.

Communication Services
-9.63K
- 34.33%
$1.25 - $1.81 $12K - $17.4K
18.4K $23K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-269
- 0.49%
$1.07 - $1.47 $288 - $395
54.4K $58K
CPRT
Copart Inc

Consumer Cyclical
-13.2K
- 8.88%
$51.36 - $63.8 $677K - $840K
135K $7.76M
XT
Ishares Tr Exponential Technol

ETFs
-102
- 1.39%
$58.7 - $62.72 $5.99K - $6.4K
7.21K $430K
GERN
Geron Corp

Healthcare
-189
- 1.31%
$3.3 - $4.44 $624 - $839
14.2K $50K
OFC
Corporate Office Properties Trust

Real Estate
-567
- 4.83%
N/A
11.2K $269K
CHW
Calamos Global Dynamic Income Fund

Financial Services
-171
- 0.6%
$6.75 - $7.33 $1.15K - $1.25K
28.5K $192K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
-243
- 5.89%
$60.34 - $65.34 $14.7K - $15.9K
3.88K $238K
ITGR
Integer Holdings Corp

Healthcare
-247
- 3.22%
$124.32 - $141.16 $30.7K - $34.9K
7.43K $984K
FSBC
Five Star Bancorp

Financial Services
-4.45K
- 1.3%
$28.1 - $33.55 $125K - $149K
337K $10.1M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-2.68K
- 2.52%
$9.32 - $10.4 $24.9K - $27.8K
103K $1.01M
OCGN
Ocugen, Inc.

Healthcare
-154
- 0.26%
$0.72 - $1.08 $111 - $166
60K $48K
NRZ
New Residential Investment Corp.

Real Estate
-1.15K
- 1.56%
N/A
72.5K $525K
AMRN
Amarin Corp Plcuk

Healthcare
-10.7K
- 46.74%
$0.44 - $0.63 $4.69K - $6.72K
12.1K $5K
SIGA
Siga Technologies Inc

Healthcare
-208
- 1.9%
$5.73 - $7.72 $1.19K - $1.61K
10.8K $64K
ACON
Aclarion, Inc.

Healthcare
-14.6K
- 6.8%
$0.1 - $0.22 $1.46K - $3.2K
199K $29K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-53
- 0.19%
$41.74 - $49.17 $2.21K - $2.61K
27.2K $1.17M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
-25
- 0.2%
$16.5 - $17.41 $413 - $435
12.3K $204K
SPG
Simon Property Group Inc

Real Estate
-460
- 2.02%
$167.23 - $183.84 $76.9K - $84.6K
22.3K $3.84M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-3.04K
- 8.82%
$90.31 - $106.37 $274K - $323K
31.4K $3.13M
NKTR
Nektar Therapeutics

Healthcare
-747
- 5.86%
$0.9 - $1.45 $672 - $1.08K
12K $11K
SJNK
Spdr Bloomberg Short Term High

ETFs
-27
- 0.26%
$25.09 - $25.69 $677 - $694
10.4K $262K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
-150
- 0.74%
$10.71 - $11.38 $1.61K - $1.71K
20.1K $221K
WOW
Wide Open West, Inc.

Communication Services
-95
- 0.85%
$4.67 - $5.68 $444 - $540
11K $54K
RPM
Rpm International Inc

Basic Materials
-191
- 2.06%
$120.09 - $140.26 $22.9K - $26.8K
9.1K $1.12M
CHRS
Coherus Bio Sciences, Inc.

Healthcare
-7.3K
- 38.87%
$0.67 - $1.71 $4.89K - $12.5K
11.5K $15K
KRE
Spdr S&P Regional Banking ETF

ETFs
-2.31K
- 6.34%
$54.6 - $68.9 $126K - $159K
34.1K $2.06M
KNTK
Kinetik Holdings Inc.

Energy
-1.19K
- 21.67%
$45.65 - $61.95 $54.4K - $73.8K
4.31K $245K
UNIT
Uniti Group Inc.

Real Estate
-147
- 0.92%
$5.07 - $6.12 $745 - $900
15.8K $86K
DJP
Barclays Bank PLC

ETFs
-86
- 0.3%
N/A
28.7K $927K
GIL
Gildan Activewear Inc.

Consumer Cyclical
-6
- 0.02%
$46.28 - $50.23 $278 - $301
31K $1.46M
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
-58
- 1.35%
$50.7 - $54.98 $2.94K - $3.19K
4.24K $223K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
-336
- 1.35%
N/A
24.6K $82K
VRIG
Invesco Actively Managed ETF F

ETFs
-89
- 0.14%
$25.06 - $25.2 $2.23K - $2.24K
62.5K $1.57M
Activity Summary
Buys All Purchases 1355 New Holdings 152 Increased Positions 1203 Sells All Sells 849 Reductions 849 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email