Captrust Financial Advisors Sells in Q4 2024

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-7.46K
- 11.83%
$17.93 - $18.8 $134K - $140K
55.6K $1.01M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-3.09K
- 2.09%
$107.41 - $115.71 $332K - $357K
145K $15.9M
HMOP
Hartford Fds Exchange Traded T

ETFs
-2.17K
- 4.18%
$38.56 - $39.45 $83.6K - $85.5K
49.7K $1.92M
FHB
First Hawaiian, Inc.

Financial Services
-6.28K
- 43.11%
$22.33 - $28.3 $140K - $178K
8.29K $215K
ICLN
Ishares

ETFs
-2.17K
- 7.54%
$11.35 - $14.51 $24.6K - $31.5K
26.6K $302K
KBH
Kb Home

Consumer Cyclical
-14
- 0.23%
$65.58 - $85.3 $918 - $1.19K
5.95K $390K
ROCK
Gibraltar Industries, Inc.

Industrials
-898
- 14.74%
$58.67 - $73.99 $52.7K - $66.4K
5.19K $305K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-1.24K
- 20.32%
$100.38 - $107.86 $124K - $133K
4.85K $499K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-71
- 14.17%
$1124.26 - $1344.96 $79.8K - $95.5K
430 $541K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-19.1K
- 27.47%
$5.64 - $5.93 $108K - $113K
50.5K $287K
SXI
Standex International Corp

Industrials
-764
- 12.69%
$172.48 - $211.52 $132K - $162K
5.26K $982K
DHS
Wisdomtree Tr U.S

ETFs
-1.03K
- 2.74%
$92.66 - $100.58 $95.8K - $104K
36.7K $3.42M
FDT
First Trust Developed Markets

ETFs
-1.13K
- 7.84%
$53.27 - $57.72 $60K - $65.1K
13.3K $716K
TKR
Timken CO

Industrials
-456
- 7.33%
$70.76 - $87.24 $32.3K - $39.8K
5.77K $411K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-6.7K
- 27.77%
$13.01 - $14.43 $87.2K - $96.7K
17.4K $230K
VALE
Vale S.A.

Basic Materials
-4.98K
- 20.83%
$8.74 - $11.78 $43.6K - $58.7K
18.9K $168K
FTSL
First Trust Senior Ln Fund

ETFs
-2.61K
- 9.38%
$45.9 - $46.48 $120K - $121K
25.2K $1.16M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-750
- 2.0%
$26.65 - $29.34 $20K - $22K
36.7K $995K
NMR
Nomura Holdings Inc

Financial Services
-22K
- 68.58%
$5.05 - $6.25 $111K - $138K
10.1K $58K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-2.57K
- 5.08%
$16.73 - $19.67 $43K - $50.6K
48K $832K
GGG
Graco Inc

Industrials
-506
- 2.48%
$81.45 - $92.29 $41.2K - $46.7K
19.9K $1.68M
ICUI
Icu Medical Inc

Healthcare
-170
- 5.73%
$153.2 - $183.79 $26K - $31.2K
2.8K $434K
AON
Aon PLC

Financial Services
-1.14K
- 4.93%
$344.14 - $393.31 $391K - $447K
21.9K $7.87M
NNI
Nelnet Inc

Financial Services
-5
- 0.03%
$104.32 - $124.92 $522 - $625
16.2K $1.73M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-1.2K
- 32.43%
$87.41 - $97.21 $105K - $117K
2.5K $225K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-7.51K
- 47.55%
$16.43 - $22.77 $123K - $171K
8.28K $182K
HEI
Heico Corp

Industrials
-81
- 2.35%
$237.06 - $279.02 $19.2K - $22.6K
3.37K $800K
MTN
Vail Resorts Inc

Consumer Cyclical
-709
- 30.0%
$165.69 - $195.44 $117K - $139K
1.65K $310K
NOK
Nokia Corp

Technology
-23.2K
- 32.8%
$4.13 - $4.95 $95.9K - $115K
47.6K $210K
ERIC
Ericsson Lm Telephone CO

Technology
-13.9K
- 56.06%
$7.36 - $8.59 $103K - $120K
10.9K $88K
FLO
Flowers Foods Inc

Consumer Defensive
-2.91K
- 18.46%
$20.4 - $23.31 $59.4K - $67.9K
12.9K $265K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-323
- 2.38%
$106.1 - $114.66 $34.3K - $37K
13.3K $1.41M
PEB
Pebblebrook Hotel Trust

Real Estate
-7.95K
- 27.02%
$11.85 - $14.94 $94.2K - $119K
21.5K $290K
AVT
Avnet Inc

Technology
-1.4K
- 10.98%
$52.09 - $57.69 $72.7K - $80.5K
11.3K $592K
CPT
Camden Property Trust

Real Estate
-298
- 3.6%
$112.52 - $127.03 $33.5K - $37.9K
7.98K $926K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-297
- 2.2%
$185.87 - $204.12 $55.2K - $60.6K
13.2K $2.49M
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.05K
- 16.65%
$55.1 - $61.74 $57.9K - $64.9K
5.26K $291K
VNLA
Janus Henderson Short Duration

ETFs
-1.98K
- 26.95%
$48.82 - $49.11 $96.6K - $97.1K
5.36K $262K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-1.5K
- 3.85%
N/A
37.3K $2.42M
EMB
Ishares Tr

ETFs
-66
- 0.34%
$88.94 - $93.46 $5.87K - $6.17K
19.2K $1.71M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-349
- 3.22%
$55.42 - $61.69 $19.3K - $21.5K
10.5K $580K
IYM
Ishares Tr

ETFs
-35
- 0.79%
$129.15 - $153.25 $4.52K - $5.36K
4.37K $568K
SKY
Skyline Champion Corp

Consumer Cyclical
-151
- 1.29%
$88.1 - $108.92 $13.3K - $16.4K
11.6K $1.02M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-1.08K
- 8.44%
$16.36 - $22.16 $17.7K - $24K
11.7K $195K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.42K
- 7.72%
$35.32 - $44.84 $50.1K - $63.6K
17K $630K
SEE
Sealed Air Corp

Consumer Cyclical
-1.23K
- 6.3%
$33.59 - $37.3 $41.4K - $46K
18.3K $619K
LNC
Lincoln National Corp

Financial Services
-3.11K
- 7.17%
$30.46 - $36.84 $94.7K - $114K
40.2K $1.28M
UFPI
Ufp Industries Inc

Basic Materials
-95
- 2.23%
$112.19 - $139.02 $10.7K - $13.2K
4.16K $468K
SOXX
Ishares Semiconductor ETF

ETFs
-69
- 1.4%
$211.27 - $239.8 $14.6K - $16.5K
4.86K $1.05M
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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