Captrust Financial Advisors Sells in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SNDR
Schneider National, Inc.

Industrials
-279
- 1.54%
$21.09 - $26.92 $5.88K - $7.51K
17.8K $376K
SWK
Stanley Black & Decker, Inc.

Industrials
-2.51K
- 13.1%
$66.98 - $79.52 $168K - $200K
16.7K $1.24M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-3.41K
- 6.76%
$12.11 - $12.64 $41.3K - $43.2K
47.1K $582K
CDE
Coeur Mining, Inc.

Basic Materials
-44.4K
- 56.77%
$8.68 - $18.76 $385K - $833K
33.8K $634K
SWX
Southwest Gas Holdings, Inc.

Utilities
-942
- 20.89%
$72.88 - $79.93 $68.7K - $75.3K
3.57K $279K
FDT
First Trust Developed Markets

ETFs
-1.54K
- 17.02%
$68.09 - $76.05 $105K - $117K
7.53K $567K
FTCS
First Trust Capital Strength E

ETFs
-1.02K
- 6.97%
$89.72 - $93.74 $91.8K - $95.9K
13.7K $1.28M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-3.36K
- 5.5%
$23.69 - $24.32 $79.7K - $81.8K
57.8K $1.4M
IYR
Ishares Tr

ETFs
-800
- 7.71%
$94.16 - $98.46 $75.3K - $78.8K
9.58K $929K
FLO
Flowers Foods Inc

Consumer Defensive
-734
- 4.82%
$12.68 - $16.76 $9.31K - $12.3K
14.5K $189K
FNWB
First Northwest Bancorp

Financial Services
-7.59K
- 21.26%
$6.92 - $8.3 $52.5K - $63K
28.1K $220K
STM
St Microelectronics N.V.

Technology
-1.08K
- 9.72%
$24.77 - $33.41 $26.7K - $36K
10K $282K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-71
- 1.16%
$53.89 - $68.51 $3.83K - $4.86K
6.07K $331K
CAR
Avis Budget Group, Inc.

Industrials
-224
- 11.47%
$147.94 - $207.55 $33.1K - $46.5K
1.73K $277K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-1.46K
- 5.9%
$69.62 - $73.99 $101K - $108K
23.2K $1.67M
IGRO
Ishares Tr International Divid

ETFs
-1.38K
- 1.84%
$75.97 - $80.24 $105K - $111K
73.8K $5.88M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.23K
- 8.43%
$50.9 - $52.37 $62.6K - $64.4K
13.4K $698K
OLED
Universal Display Corp Pa

Technology
-117
- 3.87%
$134.16 - $161.44 $15.7K - $18.9K
2.91K $417K
ROBO
Robo Global Robotics And Autom

ETFs
-2.77K
- 12.16%
$59.49 - $67.23 $165K - $186K
20K $1.31M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
-2.53K
- 11.43%
$7.55 - $9.06 $19.1K - $22.9K
19.6K $148K
LPX
Louisiana Pacific Corp

Industrials
-819
- 10.35%
$83.39 - $102.75 $68.3K - $84.2K
7.1K $630K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
-27
- 0.52%
$89.59 - $104.45 $2.42K - $2.82K
5.2K $465K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-656
- 0.65%
N/A
101K $7.53M
DSL
Double Line Income Solutions Fund

Financial Services
-4.04K
- 10.35%
$11.99 - $12.67 $48.5K - $51.2K
35K $429K
IP
International Paper CO

Consumer Cyclical
-637
- 1.49%
$45.32 - $55.68 $28.9K - $35.5K
42.1K $1.95M
AER
Aer Cap Holdings N.V.

Industrials
-541
- 11.14%
$107.25 - $124.42 $58K - $67.3K
4.31K $521K
UCBI
United Community Banks Inc

Financial Services
-1.58K
- 1.03%
N/A
152K $4.45M
VIR
Vir Biotechnology, Inc.

Healthcare
-11.6K
- 37.86%
$4.28 - $5.93 $49.8K - $69K
19.1K $109K
GORO
Gold Resource Corp

Basic Materials
-78.6K
- 86.01%
$0.44 - $0.86 $34.6K - $67.6K
12.8K $10K
CNHI
Cnh Industrial N.V.

Industrials
-4.14K
- 7.13%
N/A
53.9K $561K
LAD
Lithia Motors Inc

Consumer Cyclical
-32
- 2.04%
$284.47 - $356.6 $9.1K - $11.4K
1.53K $484K
USA
Liberty All Star Equity Fund

Financial Services
-4.58K
- 14.06%
$6.34 - $6.94 $29K - $31.8K
28K $177K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-83
- 0.53%
$73.7 - $90.42 $6.12K - $7.5K
15.6K $1.15M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-5.03K
- 10.67%
$10.18 - $10.96 $51.2K - $55.1K
42.1K $454K
SUI
Sun Communities Inc

Real Estate
-394
- 10.14%
$116.6 - $131.28 $45.9K - $51.7K
3.49K $450K
TDC
Teradata Corp

Technology
-1.12K
- 5.3%
$20.11 - $23.21 $22.4K - $25.9K
19.9K $428K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.73K
- 8.7%
$25.37 - $25.79 $43.8K - $44.5K
18.1K $464K
CHH
Choice Hotels International Inc

Consumer Cyclical
-20
- 1.05%
$106.91 - $135.29 $2.14K - $2.71K
1.88K $201K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-2.58K
- 5.35%
$23.96 - $24.81 $61.8K - $64K
45.7K $1.13M
QUBT
Quantum Computing Inc.

Technology
-1.65K
- 12.78%
$14.33 - $23.27 $23.7K - $38.4K
11.3K $207K
FNDC
Schwab Fundamental Intl Small

ETFs
-1.36K
- 15.28%
$41.81 - $45.21 $56.9K - $61.5K
7.54K $335K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-6.07K
- 10.41%
$11.55 - $12.56 $70.1K - $76.3K
52.2K $656K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-2.67K
- 7.91%
$21.89 - $23.17 $58.4K - $61.8K
31.1K $717K
RPRX
Royalty Pharma PLC

Healthcare
-798
- 6.33%
$34.9 - $37.91 $27.9K - $30.3K
11.8K $416K
ADC
Agree Realty Corp

Real Estate
-276
- 3.46%
$70.53 - $75.05 $19.5K - $20.7K
7.69K $546K
MRNA
Moderna, Inc.

Healthcare
-622
- 5.39%
$23.51 - $34.67 $14.6K - $21.6K
10.9K $282K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.44K
- 1.63%
$30.02 - $30.29 $43.3K - $43.7K
87.1K $2.64M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
-8.42K
- 28.51%
$17.42 - $28.65 $147K - $241K
21.1K $477K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.61K
- 3.25%
$136.48 - $142.97 $630K - $660K
137K $19.2M
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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