Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
174
New
$9.62 - $11.02 $1.67K - $1.92K
174 $1K
ARKO
Arko Corp.

Consumer Cyclical
229
New
$3.91 - $5.19 $895 - $1.19K
229 $1K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
204
New
$3.74 - $8.87 $763 - $1.81K
204 $1K
BOKF
Bok Financial Corp

Financial Services
11
New
$98.57 - $113.09 $1.08K - $1.24K
11 $1K
BOH
Bank Of Hawaii Corp

Financial Services
20
New
$61.35 - $71.13 $1.23K - $1.42K
20 $1K
BDC
Belden Inc.

Technology
3
+ 1.78%
$115.58 - $133.49 $347 - $400
172 $20K
BRY
Berry Corp (Bry)

Energy
217
+ 44.56%
$2.8 - $4.11 $608 - $892
704 $2K
BLKB
Blackbaud Inc

Technology
19
+ 47.5%
$61.35 - $71.61 $1.17K - $1.36K
59 $3K
BIGZ
Black Rock Innovation & Growth Trust
223
+ 1.75%
N/A
12.9K $85K
BNL
Broadstone Net Lease, Inc.

Real Estate
105
New
$15.75 - $18.78 $1.65K - $1.97K
105 $1K
CDAY
Ceridian Hcm Holding Inc.

Technology
15
+ 10.0%
N/A
165 $10K
CTRN
Citi Trends Inc

Consumer Cyclical
43
New
$29.09 - $38.81 $1.25K - $1.67K
43 $1K
YOU
Clear Secure, Inc.

Technology
15
+ 7.98%
$27.98 - $38.03 $420 - $570
203 $6K
CWENA
Clearway Energy Inc Cl A
46
+ 7.5%
N/A
659 $22K
COMP
Compass, Inc.

Technology
201
New
$6.15 - $9.69 $1.24K - $1.95K
201 $1K
CTKB
Cytek Biosciences, Inc.

Healthcare
448
+ 71.45%
$3.1 - $4.17 $1.39K - $1.87K
1.08K $3K
DCOM
Dime Community Bancshares, Inc.

Financial Services
36
New
$27.13 - $31.78 $977 - $1.14K
36 $1K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
121
New
$16.03 - $19.21 $1.94K - $2.32K
121 $1K
EBS
Emergent Bio Solutions Inc.

Healthcare
185
New
$5.63 - $9.32 $1.04K - $1.72K
185 $1K
ACT
Enact Holdings, Inc.

Financial Services
23
+ 8.04%
$34.39 - $39.23 $791 - $902
309 $11K
NPO
Enpro Industries, Inc

Industrials
1
+ 5.88%
$195.22 - $231.56 $195 - $232
18 $4K
ENVA
Enova International, Inc.

Financial Services
8
+ 266.67%
$100.56 - $127.32 $804 - $1.02K
11 $1K
FIGS
Figs, Inc.

Consumer Cyclical
167
New
$5.65 - $7.44 $944 - $1.24K
167 $1K
FATE
Fate Therapeutics Inc

Healthcare
644
+ 100.31%
$0.92 - $1.3 $592 - $837
1.29K $1K
GXO
Gxo Logistics, Inc.

Industrials
9
+ 7.44%
$48.07 - $54.59 $433 - $491
130 $6K
GBCI
Glacier Bancorp, Inc.

Financial Services
7
+ 6.86%
$42.86 - $50.13 $300 - $351
109 $5K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
77
New
$12.88 - $18.66 $992 - $1.44K
77 $1K
PEAK
Healthpeak Properties, Inc.

Real Estate
70
+ 10.59%
N/A
731 $13K
HBCP
Home Bancorp, Inc.

Financial Services
29
New
$50.06 - $56.97 $1.45K - $1.65K
29 $1K
IPGP
Ipg Photonics Corp

Technology
13
+ 36.11%
$71.05 - $84.98 $924 - $1.1K
49 $3K
INVA
Innoviva, Inc.

Healthcare
55
New
$18.17 - $20.92 $999 - $1.15K
55 $1K
IAS
Integral Ad Science Holding Corp.

Communication Services
81
+ 39.32%
$7.84 - $10.22 $635 - $828
287 $2K
JELD
Jeld Wen Holding, Inc.

Industrials
289
+ 2408.33%
$4.13 - $6.76 $1.19K - $1.95K
301 $1K
KRNY
Kearny Financial Corp.

Financial Services
134
+ 31.24%
$5.85 - $6.95 $784 - $931
563 $3K
SWIM
Latham Group, Inc.

Industrials
189
New
$6.15 - $8.25 $1.16K - $1.56K
189 $1K
TAP
Molson Coors Beverage CO

Consumer Defensive
22
+ 12.09%
$44.09 - $52.81 $970 - $1.16K
204 $9K
NEO
Neogenomics Inc

Healthcare
222
New
$4.84 - $8.81 $1.07K - $1.96K
222 $1K
OSPN
One Span Inc.

Technology
121
New
$14.28 - $18.05 $1.73K - $2.18K
121 $1K
OFIX
Orthofix Medical Inc.

Healthcare
99
New
$10.63 - $15.48 $1.05K - $1.53K
99 $1K
CNXN
Pc Connection Inc

Technology
15
+ 44.12%
$58.97 - $67.71 $885 - $1.02K
49 $3K
PNM
Pnm Resources Inc

Utilities
25
+ 30.86%
N/A
106 $4K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
392
New
N/A
392 $1K
PL
Planet Labs Pbc

Industrials
145
New
$6.14 - $12.98 $890 - $1.88K
145 $1K
PINC
Premier, Inc.

Healthcare
61
New
$20.88 - $28.25 $1.27K - $1.72K
61 $1K
PRCT
Procept Bio Robotics Corp

Healthcare
237
+ 65.83%
$35.69 - $60.06 $8.46K - $14.2K
597 $21K
PFS
Provident Financial Services Inc

Financial Services
94
New
$17.9 - $20.32 $1.68K - $1.91K
94 $1K
QCRH
Qcr Holdings Inc

Financial Services
1
+ 1.41%
$69.91 - $80.74 $69.9 - $80.7
72 $5K
QTWO
Q2 Holdings, Inc.

Technology
21
New
$72.39 - $94.97 $1.52K - $1.99K
21 $1K
RBB
Rbb Bancorp

Financial Services
37
+ 148.0%
N/A
62 $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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