Captrust Financial Advisors Purchases in Q1 2025

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KEYS
Keysight Technologies, Inc.

Technology
3.94K
+ 53.04%
$148.16 - $185.11 $583K - $729K
11.4K $1.7M
MET
Metlife Inc

Financial Services
7.27K
+ 14.48%
$77.7 - $87.0 $565K - $633K
57.5K $4.62M
CRUS
Cirrus Logic, Inc.

Technology
5.02K
New
$97.89 - $111.4 $492K - $559K
5.02K $500K
COMP
Compass, Inc.

Technology
6.46K
+ 4.21%
$5.35 - $10.24 $34.6K - $66.2K
160K $1.39M
WCN
Waste Connections, Inc.

Industrials
938
+ 7.02%
$169.89 - $195.19 $159K - $183K
14.3K $2.79M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
21.8K
+ 44.11%
$21.16 - $21.77 $462K - $475K
71.3K $1.55M
OKTA
Okta, Inc.

Technology
2.52K
+ 29.02%
$78.83 - $116.72 $198K - $294K
11.2K $1.18M
XRAY
Dentsply Sirona Inc.

Healthcare
39.3K
+ 167.08%
$14.93 - $20.31 $587K - $799K
62.9K $939K
INGR
Ingredion Inc

Consumer Defensive
3.7K
+ 86.66%
$125.6 - $137.36 $464K - $508K
7.96K $1.08M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
21.8K
New
$21.49 - $22.24 $469K - $485K
21.8K $484K
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
15.8K
New
$28.16 - $31.35 $446K - $496K
15.8K $477K
PFG
Principal Financial Group Inc

Financial Services
3.09K
+ 10.11%
$76.34 - $89.04 $236K - $275K
33.7K $2.84M
WGO
Winnebago Industries Inc

Consumer Cyclical
15.7K
+ 313.67%
$34.4 - $49.81 $540K - $782K
20.7K $713K
ROK
Rockwell Automation, Inc

Industrials
4.5K
+ 17.83%
$255.29 - $303.75 $1.15M - $1.37M
29.7K $7.68M
DINO
Hf Sinclair Corp

Energy
19K
+ 26.89%
$30.66 - $38.48 $583K - $732K
89.8K $2.95M
OXY
Occidental Petroleum Corp

Energy
9.58K
+ 17.12%
$45.45 - $52.7 $435K - $505K
65.5K $3.24M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
11.3K
+ 116.55%
$48.65 - $66.04 $548K - $743K
20.9K $1.11M
EEMV
Ishares Msci Emerging Markets

ETFs
6.25K
+ 2.13%
$57.07 - $59.29 $356K - $370K
299K $17.4M
EMGF
Ishares Msci Emerging Markets

ETFs
9.04K
+ 33.48%
$44.18 - $48.23 $399K - $436K
36K $1.69M
SSNC
Ss&C Technologies Holdings Inc

Technology
4.52K
+ 40.56%
$74.75 - $89.13 $337K - $402K
15.6K $1.31M
DFAT
Dimensional ETF Tr U S Target

ETFs
19.5K
+ 14.99%
$50.44 - $58.1 $983K - $1.13M
150K $7.7M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.81K
+ 14.3%
$97.38 - $104.52 $371K - $398K
30.5K $3.11M
HAS
Hasbro, Inc.

Consumer Cyclical
6.45K
+ 58.73%
$56.16 - $69.06 $362K - $446K
17.4K $1.07M
EDV
Vanguard Extended Duration Tre

ETFs
1.96K
+ 2.09%
$65.05 - $73.43 $128K - $144K
95.7K $6.81M
BROS
Dutch Bros Inc.

Consumer Cyclical
7.4K
New
$55.77 - $85.37 $413K - $632K
7.4K $456K
FBT
First Trust Nyse Arca Biotechn

ETFs
2.64K
+ 174.37%
$164.86 - $182.19 $435K - $481K
4.15K $706K
ATRO
Astronics Corp

Industrials
18.8K
New
$15.6 - $26.5 $293K - $498K
18.8K $454K
CDW
Cdw Corp

Technology
4.28K
+ 25.34%
$160.26 - $206.13 $686K - $882K
21.2K $3.39M
LBRDA
Liberty Broadband Corp

Communication Services
3.49K
+ 23.93%
$72.73 - $88.43 $254K - $308K
18.1K $1.54M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
11K
+ 2.56%
$54.25 - $57.64 $595K - $633K
439K $24.2M
SCS
Steelcase Inc

Industrials
42.2K
+ 299.57%
$10.57 - $12.53 $446K - $528K
56.2K $616K
ACNB
Acnb Corp

Financial Services
10.9K
New
$36.69 - $43.26 $399K - $471K
10.9K $447K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
19.4K
New
$22.42 - $23.22 $434K - $450K
19.4K $446K
NTNX
Nutanix, Inc.

Technology
3.15K
+ 12.07%
$61.28 - $77.44 $193K - $244K
29.3K $2.04M
CPB
Campbell Soup CO

Consumer Defensive
12K
+ 68.23%
$37.29 - $42.04 $448K - $505K
29.6K $1.18M
TAP
Molson Coors Beverage CO

Consumer Defensive
5.7K
+ 20.81%
$52.44 - $62.91 $299K - $359K
33.1K $2.02M
MBB
Ishares Tr

ETFs
3.42K
+ 5.9%
$90.37 - $94.08 $309K - $321K
61.3K $5.75M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
3.88K
New
$111.29 - $123.42 $432K - $479K
3.88K $442K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
27.4K
+ 140.87%
$14.13 - $16.72 $387K - $458K
46.9K $724K
RL
Ralph Lauren Corp

Consumer Cyclical
2.19K
+ 54.23%
$215.68 - $286.74 $471K - $627K
6.22K $1.37M
TPR
Tapestry, Inc.

Consumer Cyclical
4.28K
+ 16.14%
$65.63 - $89.21 $281K - $382K
30.8K $2.17M
MKSI
Mks Instruments Inc

Technology
6.28K
+ 224.9%
$78.89 - $122.69 $495K - $770K
9.07K $726K
HDB
Hdfc Bank LTD

Financial Services
4.84K
+ 11.16%
$58.06 - $66.85 $281K - $324K
48.3K $3.21M
ING
Ing Groep Nv

Financial Services
11.7K
+ 22.64%
$15.51 - $20.74 $181K - $242K
63.3K $1.24M
IAC
Iac/Inter Active Corp

Communication Services
6.09K
+ 11.35%
$41.0 - $50.0 $250K - $305K
59.8K $2.75M
U
Unity Software Inc.

Technology
21.9K
New
$19.44 - $28.34 $425K - $620K
21.9K $428K
OWL
Blue Owl Capital Inc.

Financial Services
21.3K
New
$18.49 - $26.68 $394K - $569K
21.3K $427K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
8.38K
+ 57.57%
$52.01 - $61.99 $436K - $519K
22.9K $1.22M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2.18K
+ 2.72%
$42.3 - $53.69 $92.3K - $117K
82.5K $4.29M
Activity Summary
Buys All Purchases 1449 New Holdings 190 Increased Positions 1259 Sells All Sells 806 Reductions 806 Sold out 0 Options Calls 0 Puts 0
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