Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RMR
Rmr Group Inc.

Real Estate
115
+ 5750.0%
$15.46 - $17.72 $1.78K - $2.04K
117 $1K
RMAX
Re/Max Holdings, Inc.

Real Estate
157
New
$7.51 - $10.23 $1.18K - $1.61K
157 $1K
RLAY
Relay Therapeutics, Inc.

Healthcare
290
+ 2230.77%
$3.22 - $5.22 $934 - $1.51K
303 $1K
EBND
Spdr Bloomberg Emerging Market

ETFs
11
+ 11.83%
$20.95 - $21.57 $230 - $237
104 $2K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
64
New
$9.34 - $16.35 $598 - $1.05K
64 $1K
SD
Sandridge Energy Inc

Energy
83
+ 754.55%
$10.0 - $12.1 $830 - $1K
94 $1K
SVC
Service Properties Trust

Real Estate
252
+ 144.0%
$2.28 - $3.04 $575 - $766
427 $1K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
88
New
$8.73 - $17.04 $768 - $1.5K
88 $1K
TH
Target Hospitality Corp.

Industrials
27
+ 24.32%
$7.2 - $9.14 $194 - $247
138 $1K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
35
New
$26.31 - $41.44 $921 - $1.45K
35 $1K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
3
+ 1.76%
$17.13 - $17.98 $51.4 - $53.9
173 $3K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
160
New
$10.43 - $11.34 $1.67K - $1.81K
160 $1K
WSBF
Waterstone Financial, Inc.

Financial Services
38
+ 59.38%
$13.19 - $16.26 $501 - $618
102 $1K
YEXT
Yext, Inc.

Technology
12
+ 0.64%
$7.73 - $9.16 $92.8 - $110
1.89K $16K
AMBA
Ambarella Inc

Technology
19
+ 475.0%
$62.49 - $88.81 $1.19K - $1.69K
23 $1K
NAT
Nordic American Tankers LTD

Industrials
100
+ 6.0%
N/A
1.77K $7K
RPRX
Royalty Pharma PLC

Healthcare
37
+ 1233.33%
$34.9 - $37.91 $1.29K - $1.4K
40 $1K
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
85
New
$10.38 - $13.59 $882 - $1.16K
85 $1K
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
203
New
$7.71 - $9.68 $1.57K - $1.97K
203 $1K
NVGS
Navigator Holdings Ltd.

Energy
90
New
$14.28 - $16.85 $1.29K - $1.52K
90 $1K
BDN
Brandywine Realty Trust

Real Estate
143
New
$3.81 - $4.58 $545 - $655
143 $0
BWB
Bridgewater Bancshares Inc

Financial Services
2
+ 5.56%
$15.16 - $17.66 $30.3 - $35.3
38 $0
BFA
Brown Forman Corp Cl A
141
+ 587.5%
N/A
165 $0
BFB
Brown Forman Corp Cl B
192
+ 1.41%
N/A
13.8K $0
BFLY
Butterfly Network, Inc.

Healthcare
1
+ 0.06%
$1.33 - $2.17 $1.33 - $2.17
1.75K $3K
LAW
Cs Disco, Inc.

Technology
25
+ 31.65%
$3.97 - $6.75 $99.3 - $169
104 $0
Cadrenal Therapeutics Inc
150
New
N/A
150 $0
CAL
Caleres Inc

Consumer Cyclical
28
New
$13.04 - $15.75 $365 - $441
28 $0
CAC
Camden National Corp

Financial Services
10
New
$36.6 - $43.51 $366 - $435
10 $0
CCBG
Capital City Bank Group Inc

Financial Services
3
New
$38.5 - $44.03 $116 - $132
3 $0
Cava Group Inc
252
+ 23.49%
N/A
1.33K $0
CHMG
Chemung Financial Corp

Financial Services
4
+ 400.0%
$49.14 - $55.0 $197 - $220
5 $0
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
1
New
$12.77 - $14.42 $12.8 - $14.4
1 $0
Circle Internet Group Inc
149
+ 596.0%
N/A
174 $0
CZNC
Citizens & Northern Corp

Financial Services
4
+ 19.05%
$18.39 - $20.55 $73.6 - $82.2
25 $0
CZWI
Citizens Community Bancorp Inc.

Financial Services
6
New
$14.0 - $16.69 $84 - $100
6 $0
CIVB
Civista Bancshares, Inc.

Financial Services
43
+ 1075.0%
$19.28 - $25.08 $829 - $1.08K
47 $0
ENOV
Enovis Corp

Industrials
14
New
$25.74 - $35.94 $360 - $503
14 $0
CYH
Community Health Systems Inc

Healthcare
9
+ 16.98%
$2.44 - $3.88 $22 - $34.9
62 $0
Community West Bancshares Ne
1
+ 6.25%
N/A
17 $0
BBCP
Concrete Pumping Holdings, Inc.

Industrials
1
New
$6.16 - $7.64 $6.16 - $7.64
1 $0
CRVL
Corvel Corp

Financial Services
4
New
$77.22 - $104.34 $309 - $417
4 $0
CACC
Credit Acceptance Corp

Financial Services
1
New
$447.51 - $543.74 $448 - $544
1 $0
CGEM
Cullinan Oncology, Inc.

Healthcare
49
New
$5.93 - $8.34 $291 - $409
49 $0
DCGO
Doc Go Inc.

Healthcare
24
New
$1.33 - $1.73 $31.9 - $41.5
24 $0
DOMO
Domo, Inc.

Technology
2
New
$13.44 - $18.2 $26.9 - $36.4
2 $0
DCO
Ducommun Inc

Industrials
8
New
$82.72 - $96.13 $662 - $769
8 $0
EIG
Employers Holdings, Inc.

Financial Services
40
+ 18.78%
$39.13 - $47.77 $1.57K - $1.91K
253 $10K
ECPG
Encore Capital Group Inc

Financial Services
18
New
$35.97 - $46.09 $647 - $830
18 $0
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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