Captrust Financial Advisors Sells in Q4 2024

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SYF
Synchrony Financial

Financial Services
-412
- 2.79%
$49.01 - $68.55 $20.2K - $28.2K
14.4K $933K
TPL
Texas Pacific Land Corp

Energy
-117
- 7.66%
$915.49 - $1730.0 $107K - $202K
1.41K $1.56M
SPYG
Spdr Portfolio

ETFs
-1.69K
- 2.28%
$81.74 - $91.38 $138K - $154K
72.3K $6.36M
LAKE
Lakeland Industries Inc

Consumer Cyclical
-1.64K
- 3.37%
$18.59 - $25.55 $30.5K - $41.9K
47K $1.2M
BBSI
Barrett Business Services Inc

Industrials
-1.4K
- 2.82%
$35.9 - $44.34 $50.1K - $61.9K
48.1K $2.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
-21.5K
- 2.05%
$567.81 - $607.81 $12.2M - $13.1M
1.03M $603M
EMLP
First Tr Exchange Traded Iv

ETFs
-55
- 0.04%
$33.69 - $38.24 $1.85K - $2.1K
142K $5.07M
BOTJ
Bank Of The James Financial Group Inc

Financial Services
-949
- 0.65%
$12.6 - $16.49 $12K - $15.6K
145K $2.29M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-2.78K
- 22.38%
$260.53 - $404.79 $724K - $1.12M
9.64K $3.69M
BECN
Beacon Roofing Supply Inc

Industrials
-253
- 1.11%
$84.82 - $113.77 $21.5K - $28.8K
22.6K $2.3M
TH
Target Hospitality Corp.

Industrials
-9.46K
- 3.77%
$7.37 - $9.88 $69.7K - $93.5K
241K $2.33M
VXF
Vanguard Extended Market ETF

ETFs
-1K
- 1.37%
$179.17 - $207.15 $180K - $208K
72.4K $13.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.78K
- 4.09%
$481.22 - $538.17 $3.74M - $4.19M
183K $93.3M
INTU
Intuit Inc

Technology
-51
- 0.08%
$602.01 - $706.25 $30.7K - $36K
64.8K $40.8M
CW
Curtiss Wright Corp

Industrials
-776
- 2.69%
$335.08 - $389.49 $260K - $302K
28.1K $9.98M
DRI
Darden Restaurants Inc

Consumer Cyclical
-56
- 0.26%
$155.96 - $188.66 $8.73K - $10.6K
21.8K $4.07M
SNOW
Snowflake Inc.

Technology
-137
- 0.9%
$109.65 - $186.51 $15K - $25.6K
15.1K $2.33M
ENB
Enbridge Inc

Energy
-1.23K
- 0.35%
$40.4 - $43.92 $49.7K - $54K
350K $14.8M
VFH
Vanguard Financial ETF

ETFs
-6.16K
- 3.81%
$108.87 - $126.2 $671K - $778K
155K $18.4M
QNST
Quinstreet, Inc

Communication Services
-5.16K
- 2.8%
$18.28 - $24.7 $94.3K - $127K
179K $4.13M
COF
Capital One Financial Corp

Financial Services
-3.33K
- 7.7%
$145.19 - $192.01 $484K - $640K
39.9K $7.12M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.14K
- 0.42%
$124.26 - $134.12 $142K - $153K
272K $35M
IYC
Ishares U.S. Consumer Discreti

ETFs
-4.41K
- 2.78%
$85.96 - $101.28 $379K - $447K
154K $14.8M
OKE
Oneok Inc

Energy
-179
- 0.18%
$92.28 - $117.05 $16.5K - $21K
100K $10M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.73K
- 5.42%
$47.29 - $84.74 $129K - $231K
47.7K $3.55M
BE
Bloom Energy Corp

Industrials
-43.8K
- 25.77%
$9.04 - $27.45 $396K - $1.2M
126K $2.8M
CXW
Core Civic, Inc.

Real Estate
-24.2K
- 14.17%
$12.43 - $23.94 $301K - $579K
147K $3.19M
WMB
Williams Companies, Inc.

Energy
-3.16K
- 2.2%
$46.37 - $59.74 $147K - $189K
140K $7.6M
EPD
Enterprise Products Partners L.P.

Energy
-3.67K
- 0.68%
$28.66 - $34.43 $105K - $126K
533K $16.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
-14.8K
- 3.15%
$94.43 - $105.47 $1.39M - $1.56M
453K $46M
MRVL
Marvell Technology, Inc.

Technology
-696
- 1.88%
$70.31 - $124.78 $48.9K - $86.8K
36.3K $4.01M
FDN
First Tr Fd Dow Jones

ETFs
-2.77K
- 4.18%
$210.5 - $257.24 $582K - $712K
63.4K $15.4M
FCNCA
First Citizens Bancshares Inc

Financial Services
-306
- 4.04%
$1818.92 - $2353.08 $557K - $720K
7.27K $15.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.99K
- 2.41%
$172.07 - $207.36 $343K - $413K
80.8K $16M
BX
Blackstone Inc.

Financial Services
-4.29K
- 3.53%
$148.45 - $199.05 $637K - $854K
117K $20.2M
KMI
Kinder Morgan, Inc.

Energy
-3.61K
- 1.12%
$22.59 - $28.54 $81.6K - $103K
318K $8.73M
ET
Energy Transfer LP

Energy
-8.56K
- 1.7%
$16.05 - $19.86 $137K - $170K
494K $9.68M
GPRK
Geo Park LTD

Energy
-58.2K
- 3.4%
$7.77 - $11.24 $452K - $654K
1.65M $15.3M
KKR
Kkr & Co. Inc.

Financial Services
-2.08K
- 1.57%
$129.87 - $162.87 $270K - $339K
130K $19.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-15.9K
- 1.67%
$311.11 - $335.64 $4.94M - $5.33M
936K $302M
TRGP
Targa Resources Corp.

Energy
-5.23K
- 4.59%
$150.58 - $207.69 $787K - $1.09M
109K $19.4M
NOW
Service Now, Inc.

Technology
-428
- 1.87%
$867.18 - $1148.42 $371K - $492K
22.5K $23.9M
VTI
Vanguard Total Stock Market Et

ETFs
-1.68K
- 0.28%
$280.04 - $302.45 $470K - $508K
603K $175M
AXP
American Express CO

Financial Services
-71
- 0.05%
$267.35 - $305.57 $19K - $21.7K
149K $44.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-12.6K
- 2.85%
$370.24 - $418.94 $4.65M - $5.26M
428K $172M
CSCO
Cisco Systems, Inc.

Technology
-248
- 0.01%
$52.45 - $60.02 $13K - $14.9K
1.88M $111M
APP
App Lovin Corp

Technology
-39.4K
- 21.52%
$130.67 - $401.5 $5.15M - $15.8M
144K $46.6M
VUG
Vanguard Growth ETF

ETFs
-23.1K
- 1.88%
$378.79 - $428.11 $8.77M - $9.91M
1.21M $496M
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
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