Clearstead Advisors, LLC Purchases in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EPSN
Epsilon Energy Ltd.

Energy
52
New
$4.93 - $7.52 $256 - $391
52 $0
ESCA
Escalade Inc

Consumer Cyclical
18
New
$11.78 - $14.98 $212 - $270
18 $0
FLYW
Flywire Corp

Technology
49
New
$10.33 - $13.74 $506 - $673
49 $0
Fidelity Wise Origin Bitcoin
3.49K
+ 18.41%
N/A
22.5K $0
Figma Inc
30
New
N/A
30 $0
FISI
Financial Institutions Inc

Financial Services
2
New
$24.69 - $27.76 $49.4 - $55.5
2 $0
FBIZ
First Business Financial Services, Inc.

Financial Services
11
New
$46.69 - $54.69 $514 - $602
11 $0
FCCO
First Community Corp

Financial Services
1
New
$24.47 - $29.14 $24.5 - $29.1
1 $0
INBK
First Internet Bancorp

Financial Services
4
+ 100.0%
$21.46 - $28.0 $85.8 - $112
8 $0
SRCE
1 St Source Corp

Financial Services
12
+ 17.39%
$58.3 - $65.7 $700 - $788
81 $4K
Forrester Resh Inc
23
+ 43.4%
N/A
76 $0
FC
Franklin Covey CO

Industrials
1
New
$18.4 - $24.17 $18.4 - $24.2
1 $0
FULC
Fulcrum Therapeutics, Inc.

Healthcare
4
New
$6.34 - $8.84 $25.4 - $35.4
4 $0
GENC
Gencor Industries Inc

Industrials
4
New
$13.84 - $16.68 $55.4 - $66.7
4 $0
GNE
Genie Energy Ltd.

Utilities
26
New
$14.82 - $26.59 $385 - $691
26 $0
ROCK
Gibraltar Industries, Inc.

Industrials
12
New
$58.09 - $66.74 $697 - $801
12 $0
GOOD
Gladstone Commercial Corp

Real Estate
53
+ 481.82%
$12.21 - $14.62 $647 - $775
64 $0
GWRS
Global Water Resources, Inc.

Utilities
52
New
$9.36 - $10.81 $487 - $562
52 $0
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2
+ 0.04%
N/A
5.37K $169K
Graftech Intl LTD
100
New
N/A
100 $0
Grayscale Ethereum Trust ETF
97
+ 3.01%
N/A
3.32K $0
GSBC
Great Southern Bancorp, Inc.

Financial Services
2
New
$55.99 - $64.51 $112 - $129
2 $0
GCBC
Greene County Bancorp Inc

Financial Services
3
New
$22.49 - $25.75 $67.5 - $77.3
3 $0
GEFB
Greif, Inc. Cl B
23
New
N/A
23 $0
American Healthcare Reit Inc
254
New
N/A
254 $0
HBT
Hbt Financial, Inc.

Financial Services
1
New
$23.95 - $26.66 $24 - $26.7
1 $0
HRTX
Heron Therapeutics, Inc.

Healthcare
1.56K
+ 48.78%
$1.21 - $2.23 $1.89K - $3.48K
4.76K $6K
HTBI
Home Trust Bancshares, Inc.

Financial Services
1
+ 1.43%
N/A
71 $2K
HBNC
Horizon Bancorp Inc

Financial Services
42
New
$15.01 - $16.88 $630 - $709
42 $0
Ibotta Inc
13
+ 29.55%
N/A
57 $0
IBCP
Independent Bank Corp

Financial Services
2
New
$30.09 - $34.6 $60.2 - $69.2
2 $0
Infinity Nat Res Inc
63
New
N/A
63 $0
JJSF
J&J Snack Foods Corp

Consumer Defensive
10
New
$95.27 - $119.44 $953 - $1.19K
10 $0
KLTR
Kaltura Inc

Technology
1
New
$1.38 - $2.02 $1.38 - $2.02
1 $0
KMPH
Kempharm, Inc

Healthcare
1
New
N/A
1 $0
KOPN
Kopin Corp

Technology
1
New
$1.54 - $2.71 $1.54 - $2.71
1 $0
KFY
Korn Ferry

Industrials
1
+ 100.0%
$69.05 - $76.46 $69.1 - $76.5
2 $0
Korro Bio Inc
18
New
N/A
18 $0
Labcorp Holdings Inc
249
+ 2.64%
N/A
9.68K $0
Lam Research Corp
3.53K
+ 21.98%
N/A
19.6K $0
Liberty Media Corp Del
95
+ 3.46%
N/A
2.84K $0
Liberty Media Corp Del
187
+ 1.87%
N/A
10.2K $0
Liberty Media Corp Del
92
+ 1.47%
N/A
6.35K $0
LWAY
Lifeway Foods, Inc.

Consumer Defensive
5
+ 100.0%
$24.41 - $33.82 $122 - $169
10 $0
LMNR
Limoneira CO

Consumer Defensive
12
New
$14.68 - $16.52 $176 - $198
12 $0
Lucid Group Inc
1.3K
New
N/A
1.3K $0
MTW
Manitowoc CO Inc

Industrials
64
+ 66.67%
$9.14 - $13.39 $585 - $857
160 $1K
MTRX
Matrix Service CO

Industrials
68
+ 1133.33%
$12.27 - $15.74 $834 - $1.07K
74 $0
MCG
Membership Collective Group Inc.

Consumer Cyclical
3
New
N/A
3 $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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