Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CTA
Simplify Exch Traded Fds Simpl

ETFs
234
New
$26.46 - $28.43 $6.19K - $6.65K
234 $6K
SR
Spire Inc

Utilities
70
+ 137.25%
$72.83 - $81.52 $5.1K - $5.71K
121 $9K
STRA
Strategic Education, Inc.

Consumer Defensive
66
+ 89.19%
$73.87 - $86.09 $4.88K - $5.68K
140 $12K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
135
+ 18.07%
$30.8 - $37.14 $4.16K - $5.01K
882 $29K
BKE
Buckle Inc

Consumer Cyclical
89
+ 2966.67%
$46.95 - $61.58 $4.18K - $5.48K
92 $5K
CCL
Carnival Corp

Consumer Cyclical
123
+ 8.13%
$28.37 - $32.49 $3.49K - $4K
1.64K $47K
CCS
Century Communities, Inc.

Consumer Cyclical
56
+ 31.82%
$56.29 - $69.8 $3.15K - $3.91K
232 $14K
CLH
Clean Harbors Inc

Industrials
20
+ 16.95%
$225.84 - $250.43 $4.52K - $5.01K
138 $32K
DGICA
Donegal Group Inc

Financial Services
219
+ 221.21%
$16.75 - $19.72 $3.67K - $4.32K
318 $6K
FLO
Flowers Foods Inc

Consumer Defensive
397
+ 180.45%
$12.68 - $16.76 $5.03K - $6.65K
617 $8K
HTBK
Heritage Commerce Corp

Financial Services
522
+ 49.9%
$9.25 - $10.69 $4.83K - $5.58K
1.57K $15K
HUBS
Hubspot Inc

Technology
84
+ 21.93%
$420.79 - $560.9 $35.3K - $47.1K
467 $218K
KLIC
Kulicke & Soffa Industries Inc

Technology
51
+ 9.64%
$32.11 - $43.03 $1.64K - $2.19K
580 $23K
LXP
Lxp Industrial Trust

Real Estate
587
New
$7.75 - $9.34 $4.55K - $5.48K
587 $5K
MBWM
Mercantile Bank Corp

Financial Services
106
+ 207.84%
$44.05 - $49.92 $4.67K - $5.29K
157 $7K
MORN
Morningstar, Inc.

Financial Services
58
+ 54.21%
$231.72 - $311.89 $13.4K - $18.1K
165 $38K
NJR
New Jersey Resources Corp

Utilities
92
+ 108.24%
$45.05 - $48.15 $4.14K - $4.43K
177 $8K
PB
Prosperity Bancshares Inc

Financial Services
159
+ 10.93%
$65.12 - $74.71 $10.4K - $11.9K
1.61K $107K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
822
+ 77.69%
$3.87 - $5.83 $3.18K - $4.79K
1.88K $8K
ADEA
Adeia Inc.

Technology
20
+ 1.31%
$12.34 - $16.95 $247 - $339
1.55K $26K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
3
+ 1.7%
$113.83 - $154.45 $341 - $463
179 $27K
AM
Antero Midstream Corp

Energy
238
+ 83.51%
$16.87 - $19.58 $4.02K - $4.66K
523 $10K
ASB
Associated Banc Corp

Financial Services
190
+ 146.15%
$23.78 - $27.01 $4.52K - $5.13K
320 $8K
BANC
Banc Of California, Inc.

Financial Services
25
+ 1.53%
$14.16 - $17.05 $354 - $426
1.65K $27K
OZK
Bank Ozk

Financial Services
21
+ 1.93%
$47.4 - $53.14 $995 - $1.12K
1.11K $56K
CNK
Cinemark Holdings, Inc.

Communication Services
211
New
$24.81 - $30.71 $5.23K - $6.48K
211 $5K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
758
+ 21.63%
$2.79 - $3.95 $2.11K - $2.99K
4.26K $14K
CRCT
Cricut, Inc.

Technology
816
New
$4.64 - $7.21 $3.79K - $5.88K
816 $5K
DK
Delek Us Holdings, Inc.

Energy
161
New
$20.04 - $33.59 $3.23K - $5.41K
161 $5K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
189
New
$24.17 - $29.62 $4.57K - $5.6K
189 $5K
MGEE
Mge Energy Inc

Utilities
61
New
$83.0 - $90.05 $5.06K - $5.49K
61 $5K
MATX
Matson, Inc.

Industrials
85
+ 31.95%
$98.59 - $116.3 $8.38K - $9.89K
351 $34K
COOP
Mr. Cooper Group Inc.

Financial Services
3
+ 3.7%
$143.29 - $220.9 $430 - $663
84 $17K
MYGN
Myriad Genetics Inc

Healthcare
424
+ 48.4%
$3.84 - $7.84 $1.63K - $3.32K
1.3K $9K
NTGR
Netgear, Inc.

Technology
135
+ 245.45%
$22.5 - $32.39 $3.04K - $4.37K
190 $6K
LASR
Nlight, Inc.

Technology
178
+ 1186.67%
$18.28 - $31.55 $3.25K - $5.62K
193 $5K
PTCT
Ptc Therapeutics, Inc.

Healthcare
68
+ 123.64%
$43.3 - $62.88 $2.94K - $4.28K
123 $7K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
4
+ 0.45%
$128.17 - $135.14 $513 - $541
902 $120K
SCCO
Southern Copper Corp

Basic Materials
2
+ 0.83%
$90.54 - $121.36 $181 - $243
242 $29K
TTMI
Ttm Technologies Inc

Technology
54
+ 36.0%
$40.06 - $57.75 $2.16K - $3.12K
204 $11K
THS
Tree House Foods, Inc.

Consumer Defensive
219
+ 31.69%
$15.91 - $21.44 $3.48K - $4.7K
910 $18K
TPB
Turning Point Brands, Inc.

Consumer Defensive
30
+ 30.0%
$71.37 - $102.95 $2.14K - $3.09K
130 $12K
DEW
Wisdomtree Tr Global High Divi

ETFs
9
+ 0.65%
$57.31 - $60.64 $516 - $546
1.39K $83K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
39
+ 11.24%
$30.3 - $40.15 $1.18K - $1.57K
386 $15K
ST
Sensata Technologies Holding PLC

Technology
185
+ 26.5%
$29.37 - $33.52 $5.43K - $6.2K
883 $26K
DHT
Dht Holdings, Inc.

Energy
389
+ 74.1%
$10.72 - $12.95 $4.17K - $5.04K
914 $10K
INSW
International Seaways, Inc.

Energy
20
+ 4.71%
$37.03 - $49.12 $741 - $982
445 $20K
ICFI
Icf International, Inc.

Industrials
34
+ 28.1%
$82.78 - $100.58 $2.81K - $3.42K
155 $14K
CRL
Charles River Laboratories International, Inc.

Healthcare
25
+ 119.05%
$145.57 - $178.99 $3.64K - $4.47K
46 $7K
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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