Captrust Financial Advisors Purchases in Q3 2024

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RWJ
Invesco Exchange Traded Fd Tr

ETFs
5.23K
New
$39.15 - $46.02 $205K - $241K
5.23K $238K
ABCB
Ameris Bancorp

Financial Services
3.8K
New
$48.61 - $65.14 $185K - $248K
3.8K $237K
KMPR
Kemper Corp

Financial Services
3.88K
New
$57.86 - $65.76 $225K - $255K
3.88K $237K
LC
Lending Club Corp

Financial Services
20.8K
New
$8.34 - $12.51 $173K - $260K
20.8K $237K
QDEL
Quidel Ortho Corp

Healthcare
5.22K
New
$29.96 - $46.4 $156K - $242K
5.22K $237K
SMPL
Simply Good Foods CO

Consumer Defensive
6.83K
New
$31.31 - $37.21 $214K - $254K
6.83K $237K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
547
+ 3.22%
$97.66 - $119.74 $53.4K - $65.5K
17.5K $1.96M
KNSL
Kinsale Capital Group, Inc.

Financial Services
59
+ 2.28%
$370.41 - $491.09 $21.9K - $29K
2.64K $1.23M
ACM
Aecom

Industrials
1.48K
+ 28.13%
$82.37 - $103.25 $122K - $153K
6.74K $696K
CSR
Centerspace

Real Estate
3.32K
New
$67.04 - $75.5 $222K - $250K
3.32K $233K
HTLF
Heartland Financial Usa Inc

Financial Services
1.24K
+ 9.3%
$43.37 - $58.97 $53.8K - $73.1K
14.6K $825K
NHC
National Healthcare Corp

Healthcare
1.85K
New
$109.43 - $137.13 $203K - $254K
1.85K $232K
CRI
Carters Inc

Consumer Cyclical
3.56K
New
$57.26 - $71.06 $204K - $253K
3.56K $231K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
7.61K
+ 6.33%
$28.82 - $30.15 $219K - $229K
128K $3.73M
LPX
Louisiana Pacific Corp

Industrials
462
+ 6.46%
$80.06 - $107.45 $37K - $49.6K
7.61K $818K
SBR
Sabine Royalty Trust

Energy
3.73K
New
$59.42 - $67.35 $222K - $251K
3.73K $230K
ACA
Arcosa, Inc.

Industrials
2.09K
+ 76.8%
$76.27 - $95.27 $159K - $199K
4.81K $455K
ATRC
Atri Cure, Inc.

Healthcare
8.19K
New
$20.34 - $29.5 $167K - $242K
8.19K $229K
AVA
Avista Corp

Utilities
5.92K
New
$33.57 - $39.64 $199K - $235K
5.92K $229K
DFAU
Dimensional ETF Tr

ETFs
3.52K
+ 8.68%
$35.8 - $39.69 $126K - $140K
44.1K $1.75M
MSTR
Microstrategy Inc

Technology
4.35K
+ 1038.66%
$114.3 - $1800.09 $497K - $7.83M
4.77K $804K
AIT
Applied Industrial Technologies Inc

Industrials
1.02K
New
$183.8 - $224.77 $187K - $229K
1.02K $226K
AVUV
American Centy ETF Tr Avantis

ETFs
830
+ 3.53%
$88.24 - $99.7 $73.2K - $82.8K
24.4K $2.34M
FAS
Direxion Daily Financial Bull

ETFs
835
+ 20.44%
$97.35 - $134.06 $81.3K - $112K
4.92K $638K
FAAR
First Trust Vii Alternative Ab

ETFs
10.9K
+ 8.12%
$27.83 - $28.78 $304K - $315K
146K $4.05M
IRDM
Iridium Communications Inc.

Communication Services
7.43K
New
$25.17 - $31.03 $187K - $231K
7.43K $226K
WTRG
Essential Utilities, Inc.

Utilities
5.43K
+ 43.29%
$36.74 - $41.49 $200K - $225K
18K $693K
WAT
Waters Corp

Healthcare
115
+ 4.37%
$282.7 - $359.89 $32.5K - $41.4K
2.75K $988K
WAL
Western Alliance Bancorporation

Financial Services
758
+ 11.22%
$61.15 - $88.41 $46.4K - $67K
7.51K $649K
B
Barnes Group Inc

Industrials
5.55K
New
$34.65 - $44.88 $192K - $249K
5.55K $224K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
8.05K
+ 19.45%
$22.51 - $23.57 $181K - $190K
49.5K $1.16M
NCNO
N Cino, Inc.

Technology
6.75K
+ 6.96%
$29.0 - $35.0 $196K - $236K
104K $3.28M
AVEM
American Centy ETF Tr Avantis

ETFs
3.46K
New
$57.2 - $65.59 $198K - $227K
3.46K $223K
MUST
Columbia ETF Tr I Multi Sector

ETFs
8.45K
+ 7.34%
$20.28 - $20.85 $171K - $176K
124K $2.57M
CVBF
Cvb Financial Corp

Financial Services
10.5K
+ 17.15%
$16.43 - $20.04 $173K - $211K
71.8K $1.28M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
4.71K
New
$46.16 - $47.63 $218K - $224K
4.71K $223K
TNL
Travel & Leisure Co.

Consumer Cyclical
4.86K
New
$40.55 - $49.87 $197K - $242K
4.86K $223K
BNS
Bank Of Nova Scotia

Financial Services
536
+ 2.46%
$44.71 - $54.78 $24K - $29.4K
22.3K $1.22M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
6K
New
$33.88 - $36.77 $203K - $221K
6K $219K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.76K
+ 17.81%
$51.78 - $52.98 $194K - $199K
24.8K $1.32M
CRVL
Corvel Corp

Financial Services
664
New
$250.37 - $326.89 $166K - $217K
664 $217K
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.47K
+ 1.82%
$19.4 - $21.93 $28.4K - $32.1K
82.1K $1.8M
LIVN
Liva Nova PLC

Healthcare
4.13K
New
$43.38 - $54.59 $179K - $226K
4.13K $217K
HAYW
Hayward Holdings, Inc.

Industrials
14.1K
New
$12.04 - $15.32 $170K - $216K
14.1K $216K
INTA
Intapp, Inc.

Technology
4.5K
New
$31.5 - $51.19 $142K - $230K
4.5K $215K
ITRI
Itron, Inc.

Technology
2.02K
New
$94.52 - $108.09 $191K - $218K
2.02K $215K
MLI
Mueller Industries Inc

Industrials
2.9K
New
$55.73 - $74.1 $162K - $215K
2.9K $215K
FNDC
Schwab Fundamental Intl Small

ETFs
5.64K
New
$33.85 - $38.5 $191K - $217K
5.64K $215K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
2.57K
+ 46.95%
$67.99 - $80.84 $175K - $208K
8.05K $588K
Activity Summary
Buys All Purchases 1227 New Holdings 185 Increased Positions 1042 Sells All Sells 967 Reductions 967 Sold out 0 Options Calls 0 Puts 0
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