Captrust Financial Advisors Sells in Q4 2024

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KAI
Kadant Inc

Industrials
-1.07K
- 55.99%
$316.45 - $422.93 $337K - $451K
838 $289K
WST
West Pharmaceutical Services Inc

Healthcare
-1.57K
- 26.42%
$285.69 - $344.0 $448K - $539K
4.37K $1.43M
BC
Brunswick Corp

Consumer Cyclical
-2.33K
- 22.37%
$64.5 - $85.95 $150K - $200K
8.09K $523K
CPNG
Coupang, Inc.

Consumer Cyclical
-6.96K
- 9.13%
$21.98 - $26.89 $153K - $187K
69.2K $1.52M
CSGP
Costar Group, Inc.

Real Estate
-3.06K
- 9.19%
$69.7 - $81.97 $213K - $251K
30.2K $2.16M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-3.44K
- 66.61%
$101.51 - $140.63 $349K - $483K
1.72K $216K
MOH
Molina Healthcare, Inc.

Healthcare
-418
- 10.01%
$274.73 - $341.91 $115K - $143K
3.76K $1.09M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
-24.9K
- 3.71%
$35.71 - $38.39 $887K - $954K
645K $23.9M
PWV
Invesco Exchange Traded Fd Tr

ETFs
-3.14K
- 2.76%
$56.33 - $61.73 $177K - $194K
111K $6.29M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.85K
- 2.98%
$37.12 - $41.23 $68.7K - $76.3K
60.2K $2.23M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-4.16K
- 4.66%
$63.01 - $68.55 $262K - $285K
85.1K $5.38M
SVOL
Simplify ETF Simplify Volatili

ETFs
-11.2K
- 13.25%
$20.4 - $21.93 $229K - $246K
73.4K $1.53M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-3.57K
- 5.29%
$77.23 - $82.11 $276K - $293K
63.8K $4.97M
VV
Vanguard Large Cap ETF

ETFs
-6.68K
- 2.9%
$260.27 - $280.65 $1.74M - $1.88M
224K $60.3M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-6.77K
- 15.64%
$30.48 - $34.2 $206K - $231K
36.5K $1.11M
OTEX
Open Text Corp

Technology
-7.09K
- 30.93%
$27.37 - $34.05 $194K - $242K
15.8K $448K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-30.2K
- 72.75%
$9.71 - $15.34 $293K - $463K
11.3K $150K
GDDY
Go Daddy Inc.

Technology
-3.27K
- 39.9%
$153.16 - $209.03 $501K - $683K
4.92K $971K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-8.81K
- 59.56%
$35.94 - $36.85 $316K - $325K
5.98K $220K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-9.93K
- 23.91%
$21.0 - $23.52 $209K - $234K
31.6K $674K
FMX
Mexican Economic Development Inc

Consumer Defensive
-187
- 0.85%
$84.71 - $99.68 $15.8K - $18.6K
21.8K $1.86M
OPCH
Option Care Health, Inc.

Healthcare
-6.26K
- 32.13%
$21.74 - $31.64 $136K - $198K
13.2K $306K
HRB
H&R Block Inc

Consumer Cyclical
-3.46K
- 31.0%
$52.14 - $63.36 $181K - $219K
7.71K $407K
CCK
Crown Holdings Inc

Consumer Cyclical
-2.22K
- 24.77%
$81.89 - $97.79 $181K - $217K
6.73K $556K
HUN
Huntsman Corp

Basic Materials
-6.01K
- 19.23%
$17.57 - $24.21 $106K - $146K
25.3K $455K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-6.82K
- 3.14%
$111.85 - $120.71 $763K - $823K
211K $24.2M
FHN
First Horizon Corp

Financial Services
-53.6K
- 31.62%
$14.91 - $21.42 $800K - $1.15M
116K $2.34M
MGV
Vanguard Mega Cap Value

ETFs
-1.02K
- 2.18%
$124.06 - $133.48 $127K - $136K
45.8K $5.72M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.92K
- 5.69%
$101.77 - $113.02 $195K - $217K
31.8K $3.36M
KBR
Kbr, Inc.

Industrials
-3.45K
- 31.45%
$55.19 - $72.02 $191K - $249K
7.52K $435K
SNEX
Stone X Group Inc.

Financial Services
-5.16K
- 36.35%
$80.62 - $104.76 $416K - $541K
9.04K $885K
TAP
Molson Coors Beverage CO

Consumer Defensive
-4.69K
- 14.61%
$53.97 - $63.88 $253K - $300K
27.4K $1.57M
MFC
Manulife Financial Corp

Financial Services
-14.1K
- 10.28%
$29.21 - $32.87 $413K - $464K
123K $3.79M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.81K
- 4.45%
$43.02 - $47.32 $121K - $133K
60.4K $2.61M
KEX
Kirby Corp

Industrials
-442
- 3.24%
$104.14 - $130.55 $46K - $57.7K
13.2K $1.4M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-24.5K
- 55.75%
$12.27 - $15.41 $301K - $378K
19.5K $282K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-6.45K
- 2.7%
$24.55 - $25.16 $158K - $162K
233K $5.74M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-4.3K
- 10.25%
$33.39 - $37.66 $143K - $162K
37.6K $1.26M
WMG
Warner Music Group Corp.

Communication Services
-8.54K
- 55.33%
$30.73 - $33.67 $262K - $288K
6.9K $213K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-573
- 21.68%
$424.05 - $524.22 $243K - $300K
2.07K $962K
AXSM
Axsome Therapeutics, Inc.

Healthcare
-2.77K
- 48.39%
$83.08 - $100.49 $230K - $278K
2.95K $249K
CHE
Chemed Corp

Healthcare
-122
- 4.34%
$517.44 - $613.19 $63.1K - $74.8K
2.69K $1.42M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-26.7K
- 38.85%
$10.4 - $12.75 $277K - $340K
42K $492K
JKHY
Henry Jack & Associates Inc

Technology
-1.46K
- 18.92%
$171.12 - $186.18 $249K - $271K
6.23K $1.09M
XLB
Select Sector Spdr Fd Material

ETFs
-985
- 6.77%
$83.8 - $97.58 $82.5K - $96.1K
13.6K $1.14M
ICFI
Icf International, Inc.

Industrials
-739
- 20.43%
$117.59 - $175.87 $86.9K - $130K
2.88K $343K
EXAS
Exact Sciences Corp

Healthcare
-2.55K
- 27.06%
$49.33 - $71.97 $126K - $184K
6.88K $386K
VOD
Vodafone Group Public LTD CO

Communication Services
-22.2K
- 51.53%
$8.37 - $9.95 $186K - $221K
20.9K $177K
FEMS
First Trust Emerging Markets S

ETFs
-3.87K
- 12.03%
$37.58 - $41.53 $145K - $161K
28.3K $1.07M
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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