Captrust Financial Advisors Sells in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TRMB
Trimble Inc.

Technology
-11K
- 11.57%
$76.46 - $85.24 $842K - $938K
84.1K $6.87M
ELS
Equity Lifestyle Properties Inc

Real Estate
-5.69K
- 50.78%
$58.43 - $62.12 $332K - $353K
5.51K $334K
CBZ
Cbiz, Inc.

Industrials
-3.73K
- 44.66%
$51.19 - $77.81 $191K - $291K
4.63K $245K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-1.32K
- 17.06%
$138.59 - $171.12 $183K - $226K
6.42K $903K
CNQ
Canadian Natural Resources LTD

Energy
-11.8K
- 22.27%
$29.31 - $32.93 $345K - $387K
41K $1.31M
CPNG
Coupang, Inc.

Consumer Cyclical
-15.9K
- 20.76%
$27.67 - $33.53 $441K - $535K
60.9K $1.96M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-17.7K
- 10.11%
$67.01 - $72.84 $1.19M - $1.29M
158K $11.4M
WMB
Williams Companies, Inc.

Energy
-6.64K
- 4.1%
$56.52 - $64.01 $375K - $425K
155K $9.83M
OKTA
Okta, Inc.

Technology
-2.22K
- 14.15%
$88.51 - $101.1 $196K - $224K
13.4K $1.23M
GTLS
Chart Industries Inc

Industrials
-2.43K
- 55.69%
$162.6 - $200.28 $395K - $486K
1.93K $386K
SFNC
Simmons First National Corp

Financial Services
-18.3K
- 17.42%
$18.71 - $21.16 $342K - $387K
86.7K $1.66M
GEL
Genesis Energy LP

Energy
-17.8K
- 51.86%
$15.75 - $17.48 $280K - $311K
16.5K $276K
TNDM
Tandem Diabetes Care Inc

Healthcare
-12.5K
- 50.53%
$10.12 - $17.24 $127K - $216K
12.3K $148K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-6.44K
- 19.63%
$48.72 - $50.73 $314K - $327K
26.4K $1.3M
RGLD
Royal Gold Inc

Basic Materials
-2.88K
- 24.26%
$151.42 - $200.58 $435K - $577K
8.98K $1.8M
WES
Western Midstream Partners, LP

Energy
-8.57K
- 15.79%
$37.5 - $41.18 $321K - $353K
45.7K $1.8M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-16.2K
- 7.19%
$22.27 - $22.51 $361K - $365K
210K $4.72M
RDVY
First Trust Rising Dividend Ac

ETFs
-5.25K
- 37.19%
$62.38 - $67.29 $327K - $353K
8.86K $596K
ARCC
Ares Capital Corp

Financial Services
-708
- 0.4%
$20.41 - $23.25 $14.5K - $16.5K
176K $3.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-74K
- 6.07%
$21.69 - $23.34 $1.61M - $1.73M
1.15M $26.7M
SNEX
Stone X Group Inc.

Financial Services
-3.92K
- 33.52%
$81.94 - $104.56 $321K - $410K
7.78K $785K
PEG
Public Service Enterprise Group Inc

Utilities
-2.66K
- 3.27%
$79.99 - $90.14 $212K - $239K
78.5K $6.55M
CXW
Core Civic, Inc.

Real Estate
-8K
- 4.95%
$19.6 - $22.53 $157K - $180K
154K $3.12M
CALM
Cal Maine Foods Inc

Consumer Defensive
-699
- 1.82%
$94.1 - $119.16 $65.8K - $83.3K
37.8K $3.55M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-10.8K
- 36.62%
$35.43 - $43.53 $381K - $468K
18.6K $765K
FLR
Fluor Corp

Industrials
-1.17K
- 4.68%
$39.99 - $56.77 $46.7K - $66.3K
23.8K $999K
ISCV
Ishares Morningstar Small Cap

ETFs
-6.5K
- 21.94%
$61.33 - $67.87 $398K - $441K
23.1K $1.54M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-8.51K
- 25.81%
$33.26 - $34.01 $283K - $289K
24.5K $828K
AON
Aon PLC

Financial Services
-758
- 2.89%
$350.91 - $375.27 $266K - $284K
25.5K $9.09M
JBL
Jabil Inc

Technology
-1.2K
- 9.02%
$202.08 - $234.45 $243K - $282K
12.1K $2.63M
EPD
Enterprise Products Partners L.P.

Energy
-13.4K
- 2.38%
$30.74 - $32.14 $412K - $431K
550K $17.2M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-2.06K
- 12.39%
$94.03 - $117.16 $194K - $242K
14.6K $1.38M
MNA
Iq Merger Arbitrage ETF

ETFs
-9.06K
- 9.76%
$35.11 - $36.01 $318K - $326K
83.8K $3.01M
BBSI
Barrett Business Services Inc

Industrials
-8.64K
- 18.98%
$42.51 - $49.17 $367K - $425K
36.9K $1.63M
VGSH
Vanguard

ETFs
-4.41K
- 2.77%
$58.43 - $58.88 $258K - $260K
155K $9.13M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-7.46K
- 9.61%
$64.75 - $69.05 $483K - $515K
70.2K $4.84M
SNY
Sanofi

Healthcare
-3.48K
- 4.79%
$45.07 - $51.35 $157K - $178K
69K $3.26M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-8.9K
- 30.26%
$31.31 - $34.54 $279K - $307K
20.5K $690K
LBRDK
Liberty Broadband Corp

Communication Services
-849
- 15.79%
$58.3 - $100.8 $49.5K - $85.6K
4.53K $287K
RACE
Ferrari N.V.

Consumer Cyclical
-436
- 10.0%
$436.24 - $517.65 $190K - $226K
3.93K $1.9M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-10.6K
- 13.77%
$22.9 - $23.58 $243K - $251K
66.6K $1.56M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-4.98K
- 16.64%
$47.76 - $48.46 $238K - $241K
25K $1.2M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-1.01K
- 32.06%
$220.33 - $265.97 $221K - $267K
2.13K $520K
VVV
Valvoline Inc

Energy
-4.72K
- 16.49%
$35.02 - $40.67 $165K - $192K
23.9K $858K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-3.82K
- 39.59%
$68.27 - $75.58 $261K - $289K
5.83K $433K
GPRK
Geo Park LTD

Energy
-19.4K
- 3.01%
$5.97 - $7.25 $116K - $141K
625K $3.98M
ARES
Ares Management Corp

Financial Services
-782
- 10.86%
$159.89 - $192.76 $125K - $151K
6.42K $1.03M
AXS
Axis Capital Holdings LTD

Financial Services
-295
- 1.25%
$93.33 - $102.44 $27.5K - $30.2K
23.3K $2.23M
PRU
Prudential Financial Inc

Financial Services
-807
- 2.22%
$100.68 - $109.89 $81.2K - $88.7K
35.6K $3.69M
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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