Captrust Financial Advisors Sells in Q4 2024

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HROW
Harrow Health, Inc.

Healthcare
-12.2K
- 14.35%
$33.39 - $57.5 $408K - $703K
72.9K $2.45M
RMBS
Rambus Inc

Technology
-45.9K
- 45.41%
$40.13 - $59.14 $1.84M - $2.72M
55.2K $2.92M
LSTR
Landstar System Inc

Industrials
-6.47K
- 46.54%
$171.86 - $192.81 $1.11M - $1.25M
7.43K $1.28M
MDT
Medtronic PLC

Healthcare
-3.94K
- 3.88%
$79.61 - $92.24 $314K - $363K
97.5K $7.78M
SFST
Southern First Bancshares Inc

Financial Services
-42.6K
- 58.31%
$33.26 - $44.86 $1.42M - $1.91M
30.5K $1.21M
SHEL
Shell PLC

Energy
-12.8K
- 9.04%
$60.63 - $70.23 $773K - $896K
128K $8.05M
SHV
Ishares Tr

ETFs
-11.3K
- 75.85%
$109.92 - $110.57 $1.24M - $1.25M
3.6K $396K
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.27K
- 2.69%
$160.89 - $176.18 $526K - $576K
118K $19.1M
BWA
Borgwarner Inc

Consumer Cyclical
-25.9K
- 28.13%
$31.48 - $35.49 $816K - $921K
66.3K $2.11M
BDX
Becton Dickinson & CO

Healthcare
-490
- 0.63%
$220.02 - $243.75 $108K - $119K
77.7K $17.6M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.22K
- 1.44%
$60.13 - $67.31 $133K - $149K
152K $9.23M
KBE
Spdr S&P Bank ETF

ETFs
-27.3K
- 18.99%
$51.33 - $62.76 $1.4M - $1.71M
116K $6.45M
ACWI
Ishares Msci Acwi ETF

ETFs
-7.81K
- 7.2%
$117.05 - $123.03 $914K - $960K
101K $11.8M
NCNO
N Cino, Inc.

Technology
-39.6K
- 38.16%
$30.14 - $42.64 $1.19M - $1.69M
64.2K $2.16M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.07K
- 0.29%
$60.73 - $64.94 $126K - $134K
715K $43.9M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-26.5K
- 9.3%
$40.82 - $45.39 $1.08M - $1.2M
259K $10.8M
RACE
Ferrari N.V.

Consumer Cyclical
-1.56K
- 16.76%
$422.83 - $490.34 $658K - $763K
7.74K $3.29M
DFIV
Dimensional ETF Tr

ETFs
-3.47K
- 0.96%
$34.86 - $37.97 $121K - $132K
358K $12.7M
WY
Weyerhaeuser CO

Real Estate
-467
- 0.26%
$27.21 - $33.7 $12.7K - $15.7K
181K $5.09M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2.73K
- 4.69%
$417.69 - $450.94 $1.14M - $1.23M
55.4K $23.6M
NU
Nu Holdings Ltd.

Financial Services
-40.2K
- 21.89%
$10.24 - $15.89 $412K - $639K
143K $1.49M
MELI
Mercadolibre Inc

Consumer Cyclical
-142
- 6.48%
$1666.0 - $2117.3 $237K - $301K
2.05K $3.49M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-3.93K
- 16.38%
$97.45 - $121.28 $383K - $477K
20.1K $2M
SNY
Sanofi

Healthcare
-10.3K
- 21.26%
$45.89 - $57.31 $471K - $588K
38K $1.83M
CSX
Csx Corp

Industrials
-3K
- 0.79%
$31.58 - $36.88 $94.8K - $111K
376K $12.1M
EXPO
Exponent Inc

Industrials
-3.52K
- 14.59%
$88.94 - $114.63 $313K - $404K
20.6K $1.84M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-7.08K
- 72.25%
$131.85 - $172.52 $933K - $1.22M
2.72K $445K
NNN
National Retail Properties, Inc.

Real Estate
-1.28K
- 1.11%
$39.77 - $49.34 $50.9K - $63.2K
114K $4.67M
BPMC
Blueprint Medicines Corp

Healthcare
-9.57K
- 53.47%
$82.48 - $101.39 $790K - $971K
8.33K $726K
DFAE
Dimensional ETF Tr

ETFs
-11.3K
- 3.86%
$25.36 - $28.15 $287K - $319K
282K $7.16M
NSP
Insperity, Inc.

Industrials
-9.71K
- 77.84%
$72.51 - $88.91 $704K - $863K
2.76K $214K
EVRI
Everi Holdings Inc.

Consumer Cyclical
-68.7K
- 51.93%
$13.14 - $13.52 $902K - $929K
63.6K $858K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-3.61K
- 3.97%
$108.6 - $115.42 $392K - $416K
87.2K $9.53M
SUN
Sunoco LP

Energy
-13.4K
- 17.85%
$50.8 - $56.82 $683K - $764K
61.9K $3.18M
LNTH
Lantheus Holdings, Inc.

Healthcare
-1.34K
- 3.72%
$76.22 - $116.71 $102K - $157K
34.7K $3.11M
IFF
International Flavors & Fragrances Inc

Basic Materials
-6.21K
- 39.23%
$83.96 - $106.19 $521K - $659K
9.62K $812K
SWK
Stanley Black & Decker, Inc.

Industrials
-609
- 2.33%
$79.07 - $109.36 $48.2K - $66.6K
25.5K $2.05M
WM
Waste Management Inc

Industrials
-773
- 0.68%
$201.79 - $228.46 $156K - $177K
114K $22.9M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-12.1K
- 9.79%
$27.09 - $32.06 $328K - $388K
112K $3.13M
ALGN
Align Technology Inc

Healthcare
-678
- 4.89%
$205.03 - $245.32 $139K - $166K
13.2K $2.75M
HII
Huntington Ingalls Industries, Inc.

Industrials
-1.67K
- 27.78%
$184.96 - $264.65 $310K - $443K
4.35K $822K
DFAX
Dimensional ETF Tr
-5.68K
- 1.95%
$24.76 - $27.04 $141K - $154K
286K $7.1M
LOB
Live Oak Bancshares, Inc.

Financial Services
-6.51K
- 10.03%
$38.65 - $50.22 $251K - $327K
58.4K $2.31M
BOCT
Innovator U.S. Equity Buffer E

ETFs
-19.6K
- 15.33%
$42.04 - $44.04 $824K - $863K
108K $4.68M
STZ
Constellation Brands, Inc.

Consumer Defensive
-440
- 2.49%
$219.66 - $257.62 $96.7K - $113K
17.2K $3.81M
BCE
Bce Inc

Communication Services
-17.8K
- 62.93%
$22.53 - $34.84 $401K - $620K
10.5K $243K
SYY
Sysco Corp

Consumer Defensive
-7.05K
- 5.67%
$73.63 - $81.77 $519K - $576K
117K $8.97M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-6.12K
- 8.77%
$74.5 - $78.37 $456K - $479K
63.6K $4.75M
WCN
Waste Connections, Inc.

Industrials
-3.44K
- 20.5%
$171.06 - $193.25 $589K - $666K
13.4K $2.29M
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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