Captrust Financial Advisors Purchases in Q4 2024

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SSNC
Ss&C Technologies Holdings Inc

Technology
3.11K
+ 38.84%
$69.93 - $77.36 $218K - $241K
11.1K $843K
GTES
Gates Industrial Corp PLC

Industrials
5.32K
+ 11.66%
$17.3 - $22.93 $92K - $122K
50.9K $1.05M
PWP
Perella Weinberg Partners

Financial Services
10.4K
New
$19.44 - $25.98 $202K - $270K
10.4K $247K
IMO
Imperial Oil LTD

Energy
3.99K
New
$61.13 - $79.21 $244K - $316K
3.99K $245K
SNV
Synovus Financial Corp

Financial Services
161
+ 0.46%
$42.5 - $58.73 $6.84K - $9.46K
35.1K $1.8M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
3.24K
+ 3.14%
N/A
106K $7.94M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
7.57K
+ 52.89%
$24.92 - $32.79 $189K - $248K
21.9K $602K
AFRM
Affirm Holdings, Inc.

Technology
3.94K
New
$38.48 - $72.86 $152K - $287K
3.94K $240K
FIVE
Five Below, Inc

Consumer Cyclical
965
+ 11.56%
$83.0 - $115.97 $80.1K - $112K
9.32K $977K
SDGR
Schrodinger, Inc.

Healthcare
12.5K
New
$16.98 - $22.57 $212K - $281K
12.5K $240K
AAL
American Airlines Group Inc.

Industrials
21.5K
+ 49.72%
N/A
64.9K $716K
AGO
Assured Guaranty LTD

Financial Services
2.23K
+ 63.22%
$79.0 - $94.69 $176K - $211K
5.76K $518K
LSCC
Lattice Semiconductor Corp

Technology
3.77K
+ 53.79%
$48.58 - $63.46 $183K - $239K
10.8K $610K
LYFT
Lyft, Inc.

Technology
18.3K
+ 169.23%
$12.36 - $18.59 $226K - $340K
29.1K $375K
MGY
Magnolia Oil & Gas Corp

Energy
12.4K
+ 25.42%
$22.89 - $28.79 $284K - $357K
61.1K $1.43M
PALL
Abrdn Palladium ETF Trust

ETFs
2.83K
New
$82.73 - $112.0 $234K - $317K
2.83K $236K
KMPR
Kemper Corp

Financial Services
3.24K
+ 83.48%
$59.0 - $72.1 $191K - $234K
7.12K $473K
WELL
Welltower Inc.

Real Estate
3.09K
+ 3.95%
$123.11 - $139.3 $380K - $430K
81.3K $10.2M
TNDM
Tandem Diabetes Care Inc

Healthcare
8.34K
+ 82.04%
$27.34 - $41.78 $228K - $349K
18.5K $666K
EXLS
Exl Service Holdings, Inc.

Technology
5.27K
New
$38.1 - $47.02 $201K - $248K
5.27K $233K
POWI
Power Integrations Inc

Technology
4.62K
+ 21.48%
$60.04 - $68.05 $277K - $314K
26.1K $1.61M
RHI
Robert Half International Inc.

Industrials
1.92K
+ 5.98%
$65.55 - $76.8 $126K - $147K
34K $2.4M
URTH
Ishares Msci World ETF

ETFs
1.49K
New
$153.73 - $162.67 $229K - $243K
1.49K $232K
APLD
Applied Blockchain, Inc.

Financial Services
30.8K
New
$5.97 - $10.68 $184K - $329K
30.8K $231K
DFIC
Dimensional ETF Tr Dimensional

ETFs
8.96K
New
$25.61 - $28.0 $229K - $251K
8.96K $231K
TT
Trane Technologies PLC

Industrials
1.42K
+ 9.36%
$369.35 - $419.14 $526K - $597K
16.6K $6.15M
MTG
Mgic Investment Corp

Financial Services
9.72K
New
$23.32 - $26.4 $227K - $257K
9.72K $230K
PRO
Pros Holdings, Inc.

Technology
10.4K
New
$17.69 - $25.4 $185K - $265K
10.4K $229K
BIIB
Biogen Inc.

Healthcare
3.22K
+ 49.55%
$146.47 - $191.55 $471K - $616K
9.71K $1.49M
EQH
Equitable Holdings, Inc.

Financial Services
4.82K
New
$41.59 - $50.4 $201K - $243K
4.82K $227K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
5.64K
New
$40.0 - $52.93 $225K - $298K
5.64K $227K
SG
Sweetgreen, Inc.

Consumer Cyclical
7.1K
New
$31.7 - $43.97 $225K - $312K
7.1K $227K
ACN
Accenture PLC

Technology
1K
+ 1.33%
$343.9 - $376.86 $345K - $378K
76.6K $26.9M
AZEK
Azek CO Inc.

Industrials
4.56K
+ 37.32%
$42.23 - $54.76 $192K - $250K
16.8K $796K
CFLT
Confluent, Inc.

Technology
8.07K
New
$18.9 - $33.66 $153K - $272K
8.07K $225K
PEGA
Pegasystems Inc

Technology
1.6K
+ 42.71%
$69.42 - $97.28 $111K - $155K
5.33K $497K
RNG
Ring Central, Inc.

Technology
6.43K
New
$29.83 - $41.82 $192K - $269K
6.43K $225K
ILMN
Illumina, Inc.

Healthcare
1.47K
+ 17.18%
$128.99 - $155.15 $190K - $229K
10K $1.34M
PCOR
Procore Technologies, Inc.

Technology
3K
New
$58.8 - $85.72 $176K - $257K
3K $224K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
6.3K
+ 10.21%
$40.97 - $42.66 $258K - $269K
68.1K $2.82M
CB
Chubb LTD

Financial Services
3.23K
+ 5.78%
$271.57 - $301.89 $877K - $975K
59.1K $16.3M
BAR
Granite Shares Gold Trust

ETFs
8.92K
+ 6.95%
$25.3 - $27.51 $226K - $245K
137K $3.56M
QDEL
Quidel Ortho Corp

Healthcare
5.07K
+ 97.2%
$36.18 - $44.84 $183K - $227K
10.3K $458K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
246K
New
$0.86 - $1.49 $212K - $367K
246K $219K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
1.61K
+ 19.95%
$71.19 - $91.57 $114K - $147K
9.66K $806K
RSG
Republic Services, Inc.

Industrials
1.06K
+ 9.4%
$198.0 - $218.75 $211K - $233K
12.4K $2.49M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
8.46K
New
$19.44 - $28.35 $164K - $240K
8.46K $217K
MC
Moelis & CO

Financial Services
2.51K
+ 45.95%
$65.74 - $80.49 $165K - $202K
7.97K $588K
TREX
Trex CO Inc

Industrials
2.88K
+ 44.42%
$62.94 - $79.88 $181K - $230K
9.36K $645K
Activity Summary
Buys All Purchases 1355 New Holdings 152 Increased Positions 1203 Sells All Sells 849 Reductions 849 Sold out 0 Options Calls 0 Puts 0
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