Capital Investment Advisors, LLC Purchases in Q2 2025

Capital Investment Advisors, LLC

  • $5.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ETR
Entergy Corp

Utilities
8.15K
New
$79.01 - $86.61 $644K - $706K
8.15K $677K
IIM
Invesco Value Municipal Income Trust

Financial Services
58K
New
$11.31 - $12.11 $656K - $702K
58K $675K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
60.1K
New
$10.83 - $11.78 $651K - $708K
60.1K $673K
AON
Aon PLC

Financial Services
1.84K
New
$335.85 - $398.81 $619K - $735K
1.84K $657K
TRV
Travelers Companies, Inc.

Financial Services
2.45K
New
$233.83 - $276.34 $572K - $676K
2.45K $654K
CTAS
Cintas Corp

Industrials
2.91K
New
$190.11 - $227.66 $554K - $663K
2.91K $649K
IWC
Russell Micro Cap ETF

ETFs
5.05K
New
$97.43 - $127.66 $492K - $644K
5.05K $644K
UBSI
United Bankshares Inc

Financial Services
17.6K
New
$31.5 - $37.32 $553K - $656K
17.6K $640K
FISV
Fiserv Inc

Technology
5.07K
New
N/A
5.07K $635K
SLV
I Shares Silver Trust

ETFs
19.3K
New
$27.08 - $33.74 $523K - $652K
19.3K $633K
FENY
Fidelity Covington Tr Msci Ene

ETFs
26.9K
New
$20.83 - $25.75 $560K - $693K
26.9K $630K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
14.8K
New
$36.25 - $42.28 $538K - $627K
14.8K $627K
IWM
Ishares Russell 2000 ETF

ETFs
2.91K
New
$174.82 - $215.79 $509K - $628K
2.91K $627K
CI
Cigna Corp

Healthcare
1.88K
New
$301.89 - $340.04 $567K - $638K
1.88K $620K
MFM
Mfs Municipal Income Trust

Financial Services
118K
New
$4.98 - $5.37 $590K - $636K
118K $612K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
29.8K
New
$20.16 - $20.49 $600K - $610K
29.8K $609K
PRU
Prudential Financial Inc

Financial Services
5.63K
New
$95.12 - $112.71 $536K - $635K
5.63K $604K
CTVA
Corteva, Inc.

Basic Materials
8.09K
New
$55.52 - $74.53 $449K - $603K
8.09K $602K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
49.3K
New
$10.72 - $12.16 $528K - $599K
49.3K $597K
PCT
Pure Cycle Technologies, Inc.

Industrials
43.4K
New
$5.57 - $14.12 $242K - $613K
43.4K $594K
RSF
River North Specialty Finance Corp

ETFs
40.7K
New
$14.55 - $15.6 $592K - $634K
40.7K $591K
TSN
Tyson Foods, Inc.

Consumer Defensive
10.4K
New
$54.33 - $63.56 $566K - $663K
10.4K $583K
BANX
Arrow Mark Financial Corp.

Financial Services
27.5K
New
$18.25 - $21.06 $502K - $579K
27.5K $575K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.02K
New
$468.22 - $566.51 $475K - $575K
1.02K $574K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
29K
New
$19.49 - $19.66 $566K - $571K
29K $570K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
19.3K
New
$24.57 - $29.72 $473K - $573K
19.3K $567K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.8K
New
$177.93 - $313.14 $321K - $564K
1.8K $564K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
16.9K
New
$32.45 - $40.68 $550K - $689K
16.9K $564K
ITA
Ishares Tr

ETFs
2.98K
New
$135.31 - $188.64 $403K - $562K
2.98K $561K
COIN
Coinbase Global, Inc.

Technology
1.59K
New
$151.47 - $375.07 $241K - $598K
1.59K $558K
SHOP
Shopify Inc.

Technology
4.83K
New
$76.89 - $115.35 $371K - $557K
4.83K $557K
TAP
Molson Coors Beverage CO

Consumer Defensive
11.6K
New
$47.24 - $62.46 $547K - $723K
11.6K $556K
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.67K
New
$52.31 - $63.72 $454K - $552K
8.67K $552K
UBER
Uber Technologies, Inc

Technology
5.89K
New
$64.62 - $93.3 $381K - $549K
5.89K $549K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.92K
New
$149.76 - $186.42 $437K - $544K
2.92K $543K
PSX
Phillips 66

Energy
4.53K
New
$92.87 - $125.73 $421K - $569K
4.53K $540K
KR
Kroger CO

Consumer Defensive
7.47K
New
$64.62 - $74.0 $483K - $553K
7.47K $535K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
63.8K
New
$8.05 - $8.68 $514K - $554K
63.8K $534K
ECL
Ecolab Inc.

Basic Materials
1.96K
New
$225.65 - $270.95 $441K - $530K
1.96K $527K
VOX
Vanguard Communication Service

ETFs
3.07K
New
$133.12 - $171.03 $408K - $524K
3.07K $524K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
6.08K
New
$69.01 - $86.17 $419K - $523K
6.08K $523K
FDX
Fedex Corp

Industrials
2.3K
New
$198.07 - $245.17 $455K - $563K
2.3K $521K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.28K
New
$390.26 - $489.06 $500K - $626K
1.28K $518K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4.02K
New
$103.88 - $123.68 $417K - $497K
4.02K $496K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
24K
New
$20.66 - $20.74 $496K - $498K
24K $496K
IYY
Ishares Tr

ETFs
3.28K
New
$120.9 - $150.87 $396K - $494K
3.28K $494K
AZO
Autozone Inc

Consumer Cyclical
133
New
$3478.38 - $3880.15 $463K - $516K
133 $493K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.1K
New
$48.13 - $49.85 $484K - $502K
10.1K $493K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.65K
New
$108.06 - $135.3 $394K - $494K
3.65K $493K
Activity Summary
Buys All Purchases 701 New Holdings 701 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 0
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