Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LEGN
Legend Biotech Corp

Healthcare
367
+ 76.46%
$32.61 - $44.32 $12K - $16.3K
847 $27K
MTB
M&T Bank Corp

Financial Services
9
+ 0.41%
$183.74 - $204.05 $1.65K - $1.84K
2.22K $438K
LNW
Light & Wonder, Inc.

Consumer Cyclical
126
+ 504.0%
$77.87 - $101.11 $9.81K - $12.7K
151 $12K
CMPR
Cimpress PLC

Communication Services
81
+ 23.68%
$43.33 - $63.47 $3.51K - $5.14K
423 $26K
NVT
N Vent Electric PLC

Industrials
6
+ 1.58%
$72.16 - $100.25 $433 - $602
385 $37K
BY
Byline Bancorp, Inc.

Financial Services
324
+ 60.22%
$25.49 - $29.44 $8.26K - $9.54K
862 $23K
CWT
California Water Service Group

Utilities
193
+ 44.57%
$44.32 - $47.59 $8.55K - $9.18K
626 $28K
HOG
Harley Davidson, Inc.

Consumer Cyclical
268
+ 78.36%
$22.95 - $31.03 $6.15K - $8.32K
610 $17K
MEC
Mayville Engineering Company, Inc.

Industrials
710
New
$13.53 - $17.22 $9.61K - $12.2K
710 $9K
NLOK
Norton Life Lock Inc.

Technology
400
+ 48.6%
N/A
1.22K $26K
TPC
Tutor Perini Corp

Industrials
138
New
$45.65 - $66.81 $6.3K - $9.22K
138 $9K
INT
World Fuel Services Corp

Energy
436
+ 52.85%
N/A
1.26K $27K
BGS
B&G Foods, Inc.

Consumer Defensive
2.12K
New
$4.0 - $4.72 $8.49K - $10K
2.12K $9K
IFRA
Ishares Tr

ETFs
1
+ 0.04%
$49.77 - $52.82 $49.8 - $52.8
2.57K $135K
NWN
Northwest Natural Holding CO

Utilities
209
New
$39.48 - $44.93 $8.25K - $9.39K
209 $9K
PRDO
Perdoceo Education Corp

Consumer Defensive
179
+ 35.38%
$28.08 - $37.66 $5.03K - $6.74K
685 $25K
VTC
Vanguard Scottsdale Fds Total

ETFs
127
New
$76.18 - $78.81 $9.67K - $10K
127 $9K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
202
+ 127.85%
$42.9 - $46.83 $8.67K - $9.46K
360 $15K
ELY
Callaway Golf CO

Consumer Cyclical
464
+ 1.71%
N/A
27.7K $519K
CBSH
Commerce Bancshares Inc

Financial Services
176
+ 20.56%
$58.61 - $66.11 $10.3K - $11.6K
1.03K $61K
DSGX
Descartes Systems Group Inc

Technology
94
+ 72.87%
$94.23 - $107.79 $8.86K - $10.1K
223 $21K
GVA
Granite Construction Inc

Industrials
25
+ 8.36%
$92.28 - $111.29 $2.31K - $2.78K
324 $35K
PEBO
Peoples Bancorp Inc

Financial Services
280
+ 9333.33%
$28.16 - $32.1 $7.88K - $8.99K
283 $8K
SFNC
Simmons First National Corp

Financial Services
425
+ 76.3%
$18.71 - $21.16 $7.95K - $8.99K
982 $18K
VFC
V F Corp

Consumer Cyclical
420
+ 62.22%
$11.66 - $15.56 $4.9K - $6.54K
1.1K $15K
APG
A Pi Group Corp

Industrials
427
+ 105.69%
$33.09 - $36.34 $14.1K - $15.5K
831 $28K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
243
+ 55.61%
$24.04 - $27.04 $5.84K - $6.57K
680 $18K
CNO
Cno Financial Group, Inc.

Financial Services
194
+ 204.21%
$35.49 - $40.41 $6.89K - $7.84K
289 $11K
CNXC
Concentrix Corp

Technology
345
+ 26.44%
$45.94 - $62.0 $15.8K - $21.4K
1.65K $76K
EVRG
Evergy, Inc.

Utilities
57
+ 11.49%
$67.73 - $76.02 $3.86K - $4.33K
553 $42K
HCI
Hci Group, Inc.

Financial Services
45
New
$137.88 - $191.93 $6.2K - $8.64K
45 $8K
JBI
Janus International Group, Inc.

Industrials
490
+ 26.76%
$8.54 - $10.68 $4.18K - $5.23K
2.32K $22K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
1.52K
+ 608.0%
$5.32 - $6.82 $8.09K - $10.4K
1.77K $9K
VRNT
Verint Systems Inc

Technology
231
+ 24.57%
N/A
1.17K $38K
CSTM
Constellium Se

Basic Materials
486
+ 90.33%
$13.08 - $16.36 $6.36K - $7.95K
1.02K $15K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
302
+ 2.77%
$10.18 - $10.96 $3.07K - $3.31K
11.2K $121K
HCSG
Healthcare Services Group Inc

Healthcare
444
New
$12.69 - $16.83 $5.63K - $7.47K
444 $7K
IYR
Ishares Tr

ETFs
13
+ 0.56%
$94.16 - $98.46 $1.22K - $1.28K
2.35K $228K
OHI
Omega Healthcare Investors Inc

Real Estate
100
+ 22.94%
$36.29 - $43.34 $3.63K - $4.33K
536 $22K
ADMA
Adma Biologics, Inc.

Healthcare
795
+ 55.71%
$14.66 - $19.91 $11.7K - $15.8K
2.22K $32K
AAT
American Assets Trust, Inc.

Real Estate
361
New
$18.7 - $21.32 $6.75K - $7.7K
361 $7K
AVDV
American Centy ETF Tr Avantis

ETFs
82
New
$79.24 - $89.03 $6.5K - $7.3K
82 $7K
APA
Apa Corp

Energy
253
+ 91.67%
$18.06 - $24.69 $4.57K - $6.25K
529 $12K
APPN
Appian Corp

Technology
258
New
$26.95 - $33.69 $6.95K - $8.69K
258 $7K
CADE
Cadence Bank

Financial Services
92
+ 17.62%
$33.44 - $38.12 $3.08K - $3.51K
614 $23K
COUR
Coursera, Inc.

Consumer Defensive
142
+ 8.48%
$8.09 - $12.7 $1.15K - $1.8K
1.82K $21K
DUOL
Duolingo, Inc.

Technology
84
+ 36.05%
$271.18 - $403.06 $22.8K - $33.9K
317 $102K
GNW
Genworth Financial Inc

Financial Services
815
New
$7.26 - $9.11 $5.92K - $7.42K
815 $7K
PODD
Insulet Corp

Healthcare
27
+ 12.22%
$277.3 - $352.82 $7.49K - $9.53K
248 $76K
Activity Summary
Buys All Purchases 1723 New Holdings 559 Increased Positions 1164 Sells All Sells 863 Reductions 863 Sold out 0 Options Calls 5 Puts 2
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