Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JOUT
Johnson Outdoors Inc

Consumer Cyclical
29
+ 45.31%
$30.6 - $42.37 $887 - $1.23K
93 $3K
KROS
Keros Therapeutics, Inc.

Healthcare
81
+ 68.07%
$13.34 - $16.05 $1.08K - $1.3K
200 $3K
KRYS
Krystal Biotech, Inc.

Healthcare
9
+ 37.5%
$134.94 - $176.75 $1.21K - $1.59K
33 $5K
LNN
Lindsay Corp

Industrials
20
New
$133.42 - $148.29 $2.67K - $2.97K
20 $2K
VRE
Veris Residential, Inc.

Real Estate
142
New
$13.74 - $16.23 $1.95K - $2.3K
142 $2K
MMI
Marcus & Millichap, Inc.

Real Estate
79
New
$28.74 - $33.19 $2.27K - $2.62K
79 $2K
NWBI
Northwest Bancshares, Inc.

Financial Services
173
+ 7.15%
$11.5 - $13.53 $1.99K - $2.34K
2.59K $32K
OIS
Oil States International, Inc

Energy
355
+ 1075.76%
$4.88 - $6.33 $1.73K - $2.25K
388 $2K
PLAB
Photronics Inc

Technology
1
+ 0.18%
$19.16 - $25.06 $19.2 - $25.1
542 $12K
PII
Polaris Inc.

Consumer Cyclical
8
+ 12.9%
$44.87 - $59.95 $359 - $480
70 $4K
PRLB
Proto Labs Inc

Industrials
9
+ 12.68%
$38.74 - $51.02 $349 - $459
80 $4K
PEG
Public Service Enterprise Group Inc

Utilities
43
+ 1.69%
$79.99 - $90.14 $3.44K - $3.88K
2.58K $215K
REG
Regency Centers Corp

Real Estate
13
+ 3.13%
$68.62 - $73.81 $892 - $960
428 $31K
STBA
S&T Bancorp Inc

Financial Services
47
+ 33.57%
$35.73 - $40.0 $1.68K - $1.88K
187 $7K
SANM
Sanmina Corp

Technology
5
+ 10.2%
$95.79 - $123.84 $479 - $619
54 $6K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
18
+ 0.54%
$22.9 - $23.58 $412 - $424
3.37K $79K
MATV
Schweitzer Mauduit International Inc

Basic Materials
185
New
$6.26 - $12.74 $1.16K - $2.36K
185 $2K
SKY
Skyline Champion Corp

Consumer Cyclical
30
New
$60.9 - $78.84 $1.83K - $2.37K
30 $2K
TNC
Tennant CO

Industrials
25
+ 208.33%
$79.52 - $85.34 $1.99K - $2.13K
37 $2K
WNC
Wabash National Corp

Industrials
236
New
$9.53 - $11.69 $2.25K - $2.76K
236 $2K
WMG
Warner Music Group Corp.

Communication Services
33
+ 27.27%
$27.83 - $34.24 $918 - $1.13K
154 $5K
WBS
Webster Financial Corp

Financial Services
18
+ 6.55%
$55.19 - $62.92 $993 - $1.13K
293 $17K
YORW
York Water CO

Utilities
92
New
$30.13 - $32.4 $2.77K - $2.98K
92 $2K
AZZ
Azz Inc

Industrials
4
+ 3.25%
$96.74 - $119.54 $387 - $478
127 $13K
ACIW
Aci Worldwide, Inc.

Technology
33
+ 35.11%
$40.74 - $52.9 $1.34K - $1.75K
127 $6K
ALX
Alexanders Inc

Real Estate
9
New
$213.41 - $259.12 $1.92K - $2.33K
9 $2K
AMSC
American Superconductor Corp

Industrials
35
New
$35.98 - $64.63 $1.26K - $2.26K
35 $2K
AMSF
Amerisafe Inc

Financial Services
54
+ 24.88%
N/A
271 $11K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
174
+ 669.23%
$7.82 - $10.09 $1.36K - $1.76K
200 $2K
AMPL
Amplitude, Inc.

Technology
228
+ 5700.0%
$10.72 - $13.29 $2.44K - $3.03K
232 $2K
ATEX
Anterix Inc.

Communication Services
103
New
$20.96 - $25.23 $2.16K - $2.6K
103 $2K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
59
+ 43.07%
$13.39 - $18.85 $790 - $1.11K
196 $3K
ASTE
Astec Industries Inc

Industrials
24
+ 20.17%
$37.91 - $48.58 $910 - $1.17K
143 $6K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
55
+ 16.57%
$7.47 - $13.14 $411 - $723
387 $4K
BCPC
Balchem Corp

Basic Materials
18
+ 64.29%
$148.82 - $165.12 $2.68K - $2.97K
46 $6K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
115
+ 1.82%
$13.74 - $14.62 $1.58K - $1.68K
6.43K $92K
BRSP
Bright Spire Capital, Inc.

Real Estate
387
+ 2976.92%
$4.91 - $5.94 $1.9K - $2.3K
400 $2K
VTOL
Bristow Group Inc.

Energy
69
New
$33.13 - $38.61 $2.29K - $2.66K
69 $2K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
160
+ 2.02%
$11.82 - $12.14 $1.89K - $1.94K
8.07K $97K
EXP
Eagle Materials Inc

Basic Materials
6
+ 20.0%
$209.12 - $242.26 $1.25K - $1.45K
36 $8K
ESPR
Esperion Therapeutics, Inc.

Healthcare
656
+ 173.54%
$0.98 - $2.84 $643 - $1.86K
1.03K $2K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
266
New
$10.08 - $11.67 $2.68K - $3.1K
266 $2K
GME
Game Stop Corp.

Consumer Cyclical
20
+ 3.17%
$22.1 - $27.28 $442 - $546
650 $17K
GCI
Gannett Co., Inc.

Communication Services
488
+ 1876.92%
$3.54 - $4.38 $1.73K - $2.14K
514 $2K
HOPE
Hope Bancorp Inc

Financial Services
202
New
$9.71 - $11.66 $1.96K - $2.36K
202 $2K
IIIN
Insteel Industries Inc

Industrials
70
New
$35.31 - $39.67 $2.47K - $2.78K
70 $2K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
1.51K
+ 99.87%
$0.69 - $1.46 $1.04K - $2.21K
3.03K $3K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
124
New
N/A
124 $2K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
137
New
$19.57 - $19.98 $2.68K - $2.74K
137 $2K
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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