Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RGNX
Regenxbio Inc.

Healthcare
457
+ 7616.67%
$7.46 - $9.89 $3.41K - $4.52K
463 $4K
SPOK
Spok Holdings, Inc

Healthcare
233
+ 1456.25%
$17.03 - $18.76 $3.97K - $4.37K
249 $4K
TDOC
Teladoc Health, Inc.

Healthcare
700
+ 46.2%
$6.78 - $8.85 $4.75K - $6.2K
2.22K $17K
TDUP
Thred Up Inc.

Consumer Cyclical
92
+ 7.08%
$6.72 - $12.08 $618 - $1.11K
1.39K $13K
VRTS
Virtus Investment Partners, Inc.

Financial Services
22
+ 55.0%
$187.14 - $213.98 $4.12K - $4.71K
62 $11K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2
+ 0.14%
$50.02 - $53.28 $100 - $107
1.42K $74K
WK
Workiva Inc

Technology
46
+ 1150.0%
$63.83 - $86.08 $2.94K - $3.96K
50 $4K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
13
+ 1.9%
$20.98 - $26.94 $273 - $350
698 $17K
ASC
Ardmore Shipping Corp

Industrials
278
+ 150.27%
$9.72 - $13.29 $2.7K - $3.69K
463 $5K
CMRE
Costamare Inc.

Industrials
333
+ 545.9%
$8.98 - $12.73 $2.99K - $4.24K
394 $4K
CVBF
Cvb Financial Corp

Financial Services
204
New
$18.37 - $21.19 $3.75K - $4.32K
204 $3K
CRS
Carpenter Technology Corp

Industrials
36
+ 17.91%
$232.4 - $287.42 $8.37K - $10.3K
237 $58K
CRI
Carters Inc

Consumer Cyclical
127
New
$23.65 - $33.93 $3K - $4.31K
127 $3K
ESE
Esco Technologies Inc

Technology
10
+ 40.0%
$185.22 - $217.75 $1.85K - $2.18K
35 $7K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
110
New
$28.52 - $30.48 $3.14K - $3.35K
110 $3K
BUSE
First Busey Corp

Financial Services
110
+ 22.22%
$22.08 - $25.14 $2.43K - $2.77K
605 $14K
GTY
Getty Realty Corp

Real Estate
121
New
$26.45 - $28.87 $3.2K - $3.49K
121 $3K
GRNT
Granite Ridge Resources, Inc.
663
New
$4.79 - $6.34 $3.18K - $4.2K
663 $3K
HSII
Heidrick & Struggles International Inc

Industrials
40
+ 12.54%
$43.05 - $51.79 $1.72K - $2.07K
359 $17K
HOMB
Home Bancshares Inc

Financial Services
131
+ 23.06%
$27.55 - $30.19 $3.61K - $3.95K
699 $19K
HUBG
Hub Group, Inc.

Industrials
109
New
$33.6 - $37.58 $3.66K - $4.1K
109 $3K
IDA
Idacorp Inc

Utilities
17
+ 41.46%
$115.16 - $132.15 $1.96K - $2.25K
58 $7K
IART
Integra Lifesciences Holdings Corp

Healthcare
214
+ 251.76%
$11.13 - $15.99 $2.38K - $3.42K
299 $4K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
97
+ 51.32%
$39.13 - $48.22 $3.8K - $4.68K
286 $11K
MASI
Masimo Corp

Healthcare
73
+ 18.39%
$136.77 - $171.34 $9.98K - $12.5K
470 $69K
MRCY
Mercury Systems Inc

Industrials
47
New
$50.09 - $77.4 $2.35K - $3.64K
47 $3K
MEI
Methode Electronics Inc

Technology
483
+ 416.38%
$6.16 - $10.39 $2.98K - $5.02K
599 $4K
NMIH
Nmi Holdings, Inc.

Financial Services
148
+ 24.87%
$37.19 - $43.15 $5.5K - $6.39K
743 $28K
PKOH
Park Ohio Holdings Corp

Industrials
1
+ 0.1%
$15.56 - $22.91 $15.6 - $22.9
1K $20K
PTEN
Patterson Uti Energy Inc

Energy
623
+ 3278.95%
$5.18 - $6.6 $3.23K - $4.11K
642 $3K
PCH
Potlatchdeltic Corp

Real Estate
50
+ 65.79%
$39.34 - $44.24 $1.97K - $2.21K
126 $5K
JOE
St Joe CO

Real Estate
34
+ 13.6%
$48.26 - $52.64 $1.64K - $1.79K
284 $14K
SAIC
Science Applications International Corp

Technology
36
+ 1800.0%
$97.2 - $120.6 $3.5K - $4.34K
38 $3K
SCI
Service Corp International

Consumer Cyclical
2
+ 0.12%
$75.63 - $83.25 $151 - $167
1.6K $133K
LUV
Southwest Airlines CO

Industrials
126
+ 16.91%
$29.06 - $37.7 $3.66K - $4.75K
871 $27K
SWX
Southwest Gas Holdings, Inc.

Utilities
39
+ 70.91%
$72.88 - $79.93 $2.84K - $3.12K
94 $7K
TNL
Travel & Leisure Co.

Consumer Cyclical
15
+ 6.47%
$53.72 - $63.45 $806 - $952
247 $14K
TRN
Trinity Industries Inc

Industrials
105
+ 214.29%
$23.3 - $29.03 $2.45K - $3.05K
154 $4K
USLM
United States Lime & Minerals Inc

Basic Materials
28
+ 2800.0%
$99.02 - $131.55 $2.77K - $3.68K
29 $3K
UVV
Universal Corp

Consumer Defensive
69
New
$51.66 - $58.83 $3.56K - $4.06K
69 $3K
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
590
+ 125.0%
$4.19 - $5.1 $2.47K - $3.01K
1.06K $5K
WAFD
Washington Federal Inc

Financial Services
90
+ 818.18%
$28.87 - $31.95 $2.6K - $2.88K
101 $3K
WTS
Watts Water Technologies Inc

Industrials
3
+ 5.08%
$247.02 - $285.86 $741 - $858
62 $17K
WFG
West Fraser Timber Co., LTD

Basic Materials
61
+ 62.24%
$66.7 - $77.96 $4.07K - $4.76K
159 $10K
WABC
Westamerica Bancorporation

Financial Services
55
+ 35.95%
$47.32 - $51.89 $2.6K - $2.85K
208 $10K
WOR
Worthington Industries Inc

Industrials
60
New
$52.79 - $67.39 $3.17K - $4.04K
60 $3K
ADPT
Adaptive Biotechnologies Corp

Healthcare
224
+ 5600.0%
$10.24 - $14.96 $2.29K - $3.35K
228 $3K
WMS
Advanced Drainage Systems, Inc.

Industrials
2
+ 1.69%
$110.89 - $148.5 $222 - $297
120 $16K
APEI
American Public Education Inc

Consumer Defensive
42
+ 45.16%
$28.03 - $39.47 $1.18K - $1.66K
135 $5K
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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