Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DRH
Diamond Rock Hospitality CO

Real Estate
559
+ 183.88%
$7.57 - $8.6 $4.23K - $4.81K
863 $6K
DOCU
Docusign, Inc.

Technology
202
+ 12.1%
$67.14 - $85.01 $13.6K - $17.2K
1.87K $134K
EXLS
Exl Service Holdings, Inc.

Technology
87
+ 12.93%
$41.4 - $45.43 $3.6K - $3.95K
760 $33K
FFBC
First Financial Bancorp

Financial Services
187
New
$23.55 - $26.79 $4.4K - $5.01K
187 $4K
THFF
First Financial Corp

Financial Services
76
+ 92.68%
$52.44 - $59.93 $3.99K - $4.55K
158 $8K
FFIC
Flushing Financial Corp

Financial Services
359
New
$11.8 - $14.39 $4.24K - $5.17K
359 $4K
FOR
Forestar Group Inc.

Real Estate
81
+ 25.71%
$20.87 - $28.72 $1.69K - $2.33K
396 $10K
GFF
Griffon Corp

Industrials
40
+ 10.23%
$67.97 - $82.65 $2.72K - $3.31K
431 $32K
HAFC
Hanmi Financial Corp

Financial Services
156
+ 34.29%
$22.37 - $26.52 $3.49K - $4.14K
611 $15K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
173
+ 56.54%
$26.76 - $38.05 $4.63K - $6.58K
479 $13K
HTH
Hilltop Holdings Inc.

Financial Services
103
+ 28.37%
$29.57 - $35.74 $3.05K - $3.68K
466 $15K
KFRC
Kforce Inc

Industrials
135
New
$29.56 - $46.91 $3.99K - $6.33K
135 $4K
LTC
Ltc Properties Inc

Real Estate
114
New
$34.04 - $36.86 $3.88K - $4.2K
114 $4K
LEA
Lear Corp

Consumer Cyclical
26
+ 13.76%
$92.93 - $112.75 $2.42K - $2.93K
215 $21K
LEG
Leggett & Platt Inc

Consumer Cyclical
472
New
$8.08 - $10.59 $3.81K - $5K
472 $4K
MCY
Mercury General Corp

Financial Services
43
+ 860.0%
$65.82 - $84.78 $2.83K - $3.65K
48 $4K
FIZZ
National Beverage Corp

Consumer Defensive
138
+ 69.0%
$36.54 - $47.69 $5.04K - $6.58K
338 $12K
CHRD
Oasis Petroleum Inc.

Energy
15
+ 1.46%
$99.37 - $114.13 $1.49K - $1.71K
1.04K $103K
PNW
Pinnacle West Capital Corp

Utilities
42
+ 25.15%
$85.87 - $94.45 $3.61K - $3.97K
209 $18K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
36
+ 4.85%
$14.51 - $22.53 $522 - $811
778 $15K
SCHL
Scholastic Corp

Communication Services
136
+ 116.24%
$21.03 - $27.56 $2.86K - $3.75K
253 $6K
SSTK
Shutterstock, Inc.

Communication Services
95
+ 8.41%
$18.17 - $22.02 $1.73K - $2.09K
1.23K $25K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
32
+ 12.7%
$35.21 - $46.94 $1.13K - $1.5K
284 $12K
SUI
Sun Communities Inc

Real Estate
36
New
$116.6 - $131.28 $4.2K - $4.73K
36 $4K
UFCS
United Fire Group Inc

Financial Services
131
+ 113.91%
$26.11 - $32.5 $3.42K - $4.26K
246 $7K
WRLD
World Acceptance Corp

Financial Services
24
+ 2400.0%
$154.36 - $184.43 $3.7K - $4.43K
25 $4K
ACCO
Acco Brands Corp

Industrials
1.01K
+ 270.97%
$3.44 - $4.2 $3.47K - $4.23K
1.38K $5K
ALLY
Ally Financial Inc.

Financial Services
100
+ 24.88%
$36.95 - $44.58 $3.7K - $4.46K
502 $19K
ATEC
Alphatec Holdings, Inc.

Healthcare
87
+ 11.52%
$10.31 - $16.55 $897 - $1.44K
842 $12K
AAL
American Airlines Group Inc.

Industrials
354
+ 40.18%
N/A
1.24K $13K
AMWD
American Woodmark Corp

Consumer Cyclical
68
New
$52.29 - $69.64 $3.56K - $4.74K
68 $4K
BKU
Bank United, Inc.

Financial Services
85
+ 21.2%
$35.63 - $39.55 $3.03K - $3.36K
486 $18K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
176
+ 1.32%
$10.81 - $11.15 $1.9K - $1.96K
13.5K $149K
BCC
Boise Cascade CO

Basic Materials
52
+ 260.0%
$76.61 - $93.75 $3.98K - $4.88K
72 $5K
AI
C3.Ai, Inc.

Technology
863
+ 58.04%
$15.46 - $29.16 $13.3K - $25.2K
2.35K $40K
CVI
Cvr Energy Inc

Energy
5
+ 1.24%
$24.93 - $36.82 $125 - $184
409 $14K
CNP
Centerpoint Energy Inc

Utilities
63
+ 11.19%
$35.77 - $39.16 $2.25K - $2.47K
626 $24K
EVTC
Evertec, Inc.

Technology
133
+ 46.18%
$32.77 - $37.66 $4.36K - $5.01K
421 $14K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
172
New
$25.09 - $25.19 $4.32K - $4.33K
172 $4K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
184
New
$23.53 - $23.89 $4.33K - $4.4K
184 $4K
IBHG
Ishares Tr Ibonds 2027 Term Hi
196
New
$22.38 - $22.53 $4.39K - $4.42K
196 $4K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
183
New
$23.09 - $23.43 $4.23K - $4.29K
183 $4K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
198
New
$22.84 - $22.95 $4.52K - $4.54K
198 $4K
JAMF
Jamf Holding Corp.

Technology
220
+ 11.58%
$7.14 - $11.56 $1.57K - $2.54K
2.12K $22K
KIM
Kimco Realty Corp

Real Estate
120
+ 10.53%
$20.74 - $22.79 $2.49K - $2.73K
1.26K $27K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
185
+ 77.73%
$25.83 - $30.45 $4.78K - $5.63K
423 $11K
MAA
Mid America Apartment Communities Inc.

Real Estate
35
+ 32.11%
$138.38 - $153.2 $4.84K - $5.36K
144 $20K
NUVB
Nuvation Bio Inc.

Healthcare
744
+ 151.53%
$1.94 - $3.9 $1.44K - $2.9K
1.24K $4K
PPL
Ppl Corp

Utilities
62
+ 10.63%
$33.54 - $37.24 $2.08K - $2.31K
645 $23K
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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