Captrust Financial Advisors Sells in Q4 2024

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-20.9K
- 42.07%
$7.17 - $12.28 $150K - $256K
28.7K $212K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-2.67K
- 11.17%
$86.65 - $94.9 $231K - $253K
21.2K $1.84M
LYG
Lloyds Banking Group PLC

Financial Services
-75K
- 62.62%
$2.67 - $3.23 $200K - $242K
44.8K $121K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-676
- 1.29%
$109.14 - $121.63 $73.8K - $82.2K
51.6K $5.67M
IJUL
Innovator Etfs Tr

ETFs
-7K
- 22.17%
$27.59 - $29.25 $193K - $205K
24.6K $680K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-3.42K
- 8.91%
$78.43 - $87.17 $268K - $298K
35K $2.8M
OHI
Omega Healthcare Investors Inc

Real Estate
-2.52K
- 4.72%
$37.51 - $42.56 $94.3K - $107K
50.8K $1.92M
ICF
Ishares Tr

ETFs
-168
- 0.41%
$58.8 - $66.61 $9.88K - $11.2K
41.1K $2.48M
SMG
Scotts Miracle Gro CO

Basic Materials
-559
- 5.56%
$65.14 - $93.47 $36.4K - $52.2K
9.5K $629K
MHK
Mohawk Industries Inc

Consumer Cyclical
-363
- 7.63%
$116.82 - $161.27 $42.4K - $58.5K
4.39K $523K
WEN
Wendy'S CO

Consumer Cyclical
-4.13K
- 2.96%
$16.26 - $20.42 $67.1K - $84.2K
135K $2.21M
WDS
Woodside Energy Group LTD

Energy
-12.6K
- 52.49%
$14.38 - $18.32 $181K - $231K
11.4K $177K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-4.03K
- 40.03%
$59.58 - $67.31 $240K - $271K
6.03K $381K
ENLC
En Link Midstream, LLC

Energy
-13.7K
- 12.22%
$13.74 - $16.01 $189K - $220K
98.7K $1.4M
ZTO
Zto Express (Cayman) Inc.

Industrials
-270
- 0.62%
$18.49 - $26.99 $4.99K - $7.29K
43.5K $850K
PII
Polaris Inc.

Consumer Cyclical
-620
- 8.09%
$56.74 - $83.06 $35.2K - $51.5K
7.05K $405K
FXE
Invesco Currency Shares Euro Trust

ETFs
-1.13K
- 6.99%
$95.66 - $102.06 $108K - $116K
15.1K $1.44M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-918
- 8.33%
$49.78 - $66.55 $45.7K - $61.1K
10.1K $505K
RRX
Regal Rexnord Corp

Industrials
-1.02K
- 17.35%
$153.56 - $182.22 $156K - $185K
4.84K $751K
MKC
Mccormick & CO Inc

Consumer Defensive
-742
- 2.77%
$73.97 - $84.09 $54.9K - $62.4K
26.1K $1.99M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-311
- 1.78%
$37.97 - $49.45 $11.8K - $15.4K
17.2K $664K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-6.37K
- 7.02%
$129.96 - $144.97 $828K - $924K
84.4K $11.8M
FYX
First Tr Small Cap Core Alphad

ETFs
-2.21K
- 25.04%
$96.51 - $110.53 $213K - $244K
6.6K $666K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-151
- 0.56%
$99.2 - $108.47 $15K - $16.4K
26.6K $2.65M
DSGX
Descartes Systems Group Inc

Technology
-2.76K
- 27.41%
$100.21 - $121.37 $277K - $335K
7.32K $831K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-352
- 0.57%
$563.99 - $620.12 $199K - $218K
61.9K $35.2M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-259
- 0.43%
$30.42 - $36.45 $7.88K - $9.44K
60.2K $1.91M
PBF
Pbf Energy Inc.

Energy
-4.01K
- 18.02%
$25.15 - $33.71 $101K - $135K
18.3K $484K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.23K
- 5.87%
$48.33 - $49.08 $156K - $159K
51.8K $2.51M
PKI
Perkinelmer Inc

Healthcare
-1.66K
- 1.67%
N/A
97.8K $11.8M
BIBL
Northern Lts Fd Tr Iv

ETFs
-4.7K
- 45.76%
$38.73 - $42.41 $182K - $199K
5.57K $216K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-7.05K
- 3.9%
$17.65 - $18.18 $124K - $128K
174K $3.07M
EMGF
Ishares Msci Emerging Markets

ETFs
-1.47K
- 5.17%
$45.23 - $51.49 $66.6K - $75.8K
27K $1.22M
UHS
Universal Health Services Inc

Healthcare
-481
- 21.61%
$175.8 - $236.9 $84.6K - $114K
1.75K $313K
IXC
Ishares Tr Global Energy ETF

ETFs
-3.6K
- 14.65%
$36.95 - $43.06 $133K - $155K
21K $800K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-756
- 3.77%
$32.82 - $45.55 $24.8K - $34.4K
19.3K $644K
BL
Blackline, Inc.

Technology
-4.03K
- 41.54%
$53.92 - $64.91 $218K - $262K
5.68K $344K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-15.7K
- 45.36%
$10.56 - $11.31 $166K - $178K
18.9K $203K
IYH
Ishares Tr

ETFs
-173
- 0.65%
$57.53 - $65.24 $9.95K - $11.3K
26.3K $1.53M
SU
Suncor Energy Inc

Energy
-3.53K
- 6.89%
$34.5 - $41.53 $122K - $146K
47.6K $1.7M
DRSK
ETF Ser Solutions Aptus Define

ETFs
-2.33K
- 1.66%
$27.43 - $28.44 $63.9K - $66.3K
138K $3.78M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-10.8K
- 11.25%
$11.1 - $12.03 $119K - $129K
84.8K $956K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
-216
- 0.4%
$15.45 - $19.82 $3.34K - $4.28K
54.1K $889K
BCS
Barclays PLC

Financial Services
-16.2K
- 57.44%
$11.65 - $13.67 $189K - $222K
12K $160K
VGIT
Vanguard Intermediate Term Tre

ETFs
-934
- 1.75%
$57.78 - $60.4 $54K - $56.4K
52.3K $3.03M
ONB
Old National Bancorp

Financial Services
-22.3K
- 22.51%
$17.94 - $23.23 $399K - $517K
76.6K $1.66M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-5.91K
- 7.19%
$21.1 - $23.08 $125K - $136K
76.2K $1.62M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
-1.23K
- 0.96%
$27.51 - $29.16 $33.8K - $35.8K
127K $3.56M
PINS
Pinterest, Inc.

Communication Services
-237
- 0.47%
$28.24 - $34.15 $6.69K - $8.09K
50.2K $1.45M
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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