Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IDT
Idt Corp

Communication Services
33
New
$52.31 - $69.88 $1.73K - $2.31K
33 $1K
IMKTA
Ingles Markets Inc

Consumer Defensive
20
New
$59.62 - $70.62 $1.19K - $1.41K
20 $1K
IYT
Ishares Tr U.S. Transportation

ETFs
1
+ 0.46%
$66.62 - $72.7 $66.6 - $72.7
219 $15K
IEZ
Ishares Tr

ETFs
2
+ 0.63%
$17.13 - $19.92 $34.3 - $39.8
317 $6K
LRMR
Larimar Therapeutics, Inc.

Healthcare
56
+ 2.11%
$2.88 - $5.1 $161 - $286
2.71K $8K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
107
+ 1528.57%
$11.54 - $15.0 $1.23K - $1.61K
114 $1K
MSM
Msc Industrial Direct CO Inc

Industrials
7
+ 7.22%
$84.9 - $92.9 $594 - $650
104 $9K
MRTN
Marten Transport LTD

Industrials
141
New
$10.65 - $13.91 $1.5K - $1.96K
141 $1K
MEG
Montrose Environmental Group, Inc.

Industrials
51
New
$20.57 - $31.06 $1.05K - $1.58K
51 $1K
MOV
Movado Group Inc

Consumer Cyclical
6
+ 5.41%
$15.1 - $20.01 $90.6 - $120
117 $2K
NHC
National Healthcare Corp

Healthcare
13
New
$94.48 - $126.41 $1.23K - $1.64K
13 $1K
NRC
National Research Corp

Healthcare
64
+ 182.86%
$12.5 - $17.01 $800 - $1.09K
99 $1K
NSA
National Storage Affiliates Trust

Real Estate
32
+ 64.0%
$29.44 - $33.3 $942 - $1.07K
82 $2K
OCFC
Oceanfirst Financial Corp

Financial Services
98
New
$16.32 - $19.01 $1.6K - $1.86K
98 $1K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
1.03K
New
$1.29 - $1.68 $1.33K - $1.73K
1.03K $1K
ONB
Old National Bancorp

Financial Services
10
+ 0.9%
$20.4 - $23.47 $204 - $235
1.12K $24K
ORA
Ormat Technologies, Inc.

Utilities
2
+ 3.77%
$84.64 - $96.25 $169 - $193
55 $5K
BTU
Peabody Energy Corp

Energy
65
New
$13.18 - $26.81 $857 - $1.74K
65 $1K
PRGS
Progress Software Corp

Technology
41
New
$40.98 - $55.52 $1.68K - $2.28K
41 $1K
RIO
Rio Tinto PLC

Basic Materials
3
+ 3.03%
$57.66 - $66.01 $173 - $198
102 $6K
RYI
Ryerson Holding Corp

Industrials
50
New
$20.6 - $24.55 $1.03K - $1.23K
50 $1K
SSRM
Ssr Mining Inc.

Basic Materials
81
New
$11.8 - $24.58 $956 - $1.99K
81 $1K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
4
+ 13.79%
$62.21 - $69.26 $249 - $277
33 $2K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
45
New
$22.45 - $23.2 $1.01K - $1.04K
45 $1K
SCVL
Shoe Carnival Inc

Consumer Cyclical
92
New
$19.57 - $25.89 $1.8K - $2.38K
92 $1K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
21
New
$31.45 - $47.79 $660 - $1K
21 $1K
SLVM
Sylvamo Corp

Basic Materials
42
New
$40.4 - $53.01 $1.7K - $2.23K
42 $1K
UA
Under Armour Inc Cl C

Consumer Cyclical
317
+ 704.44%
$4.66 - $6.93 $1.48K - $2.2K
362 $1K
UTL
Unitil Corp

Utilities
24
New
$44.83 - $52.76 $1.08K - $1.27K
24 $1K
VICR
Vicor Corp

Technology
14
+ 48.28%
$43.84 - $54.72 $614 - $766
43 $2K
VLGEA
Village Super Market Inc

Consumer Defensive
39
New
$33.6 - $39.74 $1.31K - $1.55K
39 $1K
WASH
Washington Trust Bancorp Inc

Financial Services
10
+ 5.85%
$26.43 - $30.54 $264 - $305
181 $5K
WMK
Weis Markets Inc

Consumer Defensive
25
New
$69.34 - $78.32 $1.73K - $1.96K
25 $1K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
355
+ 32.87%
$20.56 - $31.65 $7.3K - $11.2K
1.44K $30K
WYNN
Wynn Resorts LTD

Consumer Cyclical
6
+ 100.0%
$101.96 - $132.43 $612 - $795
12 $1K
ZUMZ
Zumiez Inc

Consumer Cyclical
52
New
$13.19 - $21.31 $686 - $1.11K
52 $1K
ABM
Abm Industries Inc

Industrials
28
+ 7.02%
$44.78 - $49.66 $1.25K - $1.39K
427 $19K
AGNC
Agnc Investment Corp.

Real Estate
124
+ 32.21%
$9.2 - $10.37 $1.14K - $1.29K
509 $4K
AMCX
Amc Networks Inc.

Communication Services
183
New
$5.63 - $8.4 $1.03K - $1.54K
183 $1K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
52
+ 31.14%
$10.5 - $12.99 $546 - $675
219 $2K
AHCO
Adapt Health Corp.

Healthcare
134
New
$8.68 - $10.11 $1.16K - $1.35K
134 $1K
AVAV
Aero Vironment Inc

Industrials
1
+ 2.5%
$226.08 - $314.89 $226 - $315
41 $12K
AKRO
Akero Therapeutics, Inc.

Healthcare
26
New
$42.18 - $54.33 $1.1K - $1.41K
26 $1K
AA
Alcoa Corp

Basic Materials
2
+ 0.58%
$28.4 - $33.85 $56.8 - $67.7
349 $11K
ALEC
Alector, Inc.

Healthcare
130
+ 40.25%
$1.42 - $3.18 $185 - $413
453 $1K
BFH
Bread Financial Holdings, Inc.

Financial Services
21
New
$55.77 - $66.98 $1.17K - $1.41K
21 $1K
ALLO
Allogene Therapeutics, Inc.

Healthcare
837
New
$1.03 - $1.66 $862 - $1.39K
837 $1K
ANNX
Annexon, Inc.

Healthcare
355
New
$2.05 - $3.37 $728 - $1.2K
355 $1K
APOG
Apogee Enterprises, Inc.

Industrials
27
New
$40.4 - $45.4 $1.09K - $1.23K
27 $1K
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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