Captrust Financial Advisors Purchases in Q1 2025

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MATX
Matson, Inc.

Industrials
2.46K
New
$127.06 - $149.06 $312K - $367K
2.46K $315K
MSI
Motorola Solutions, Inc.

Technology
1K
+ 19.27%
$411.73 - $482.1 $413K - $484K
6.21K $2.72M
EXPE
Expedia Group, Inc.

Consumer Cyclical
4.76K
+ 17.71%
$157.11 - $206.52 $748K - $983K
31.6K $5.32M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
18.8K
+ 107.93%
$12.89 - $15.19 $243K - $286K
36.3K $539K
MNST
Monster Beverage Corp

Consumer Defensive
2.41K
+ 8.6%
$46.16 - $58.58 $111K - $141K
30.4K $1.78M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
13.9K
New
$21.23 - $22.14 $295K - $308K
13.9K $306K
M
Macy'S, Inc.

Consumer Cyclical
24.1K
New
$12.56 - $16.82 $303K - $406K
24.1K $303K
NICE
Nice Ltd.

Technology
1.97K
New
$139.18 - $178.5 $274K - $351K
1.97K $303K
BNS
Bank Of Nova Scotia

Financial Services
9.56K
+ 39.84%
$47.21 - $53.7 $451K - $513K
33.5K $1.59M
CVE
Cenovus Energy Inc.

Energy
21.7K
New
$12.24 - $15.63 $266K - $340K
21.7K $302K
EPR
Epr Properties

Real Estate
5.71K
New
$43.98 - $53.81 $251K - $307K
5.71K $300K
SBAC
Sba Communications Corp

Real Estate
867
+ 12.87%
$192.76 - $224.91 $167K - $195K
7.61K $1.67M
NTRA
Natera, Inc.

Healthcare
3.04K
+ 39.23%
$132.63 - $177.0 $403K - $537K
10.8K $1.52M
TECK
Teck Resources LTD

Basic Materials
8.19K
New
$36.43 - $43.86 $298K - $359K
8.19K $298K
INDB
Independent Bank Corp

Financial Services
5.03K
+ 39.28%
$60.31 - $70.29 $303K - $354K
17.8K $1.12M
TFX
Teleflex Inc

Healthcare
3.36K
+ 79.61%
$130.79 - $183.66 $439K - $617K
7.57K $1.05M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
4.32K
New
$68.37 - $87.97 $295K - $380K
4.32K $296K
GHC
Graham Holdings CO

Consumer Defensive
84
+ 3.52%
$854.34 - $983.77 $71.8K - $82.6K
2.47K $2.38M
GVA
Granite Construction Inc

Industrials
3.86K
New
$70.98 - $94.81 $274K - $366K
3.86K $291K
DTH
Wisdomtree Tr

ETFs
6.85K
New
$37.33 - $43.33 $256K - $297K
6.85K $291K
CARR
Carrier Global Corp

Industrials
11.7K
+ 12.55%
$62.07 - $70.55 $727K - $826K
105K $6.66M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
18.6K
+ 10.16%
$13.59 - $14.05 $253K - $261K
201K $2.77M
PATK
Patrick Industries Inc

Consumer Cyclical
3.38K
New
$82.13 - $97.92 $277K - $331K
3.38K $285K
G
Genpact LTD

Technology
5.64K
New
$42.88 - $55.54 $242K - $313K
5.64K $284K
PNC
Pnc Financial Services Group, Inc.

Financial Services
9.91K
+ 11.62%
$168.84 - $202.89 $1.67M - $2.01M
95.3K $16.7M
AWK
American Water Works Company, Inc.

Utilities
766
+ 10.47%
$121.01 - $149.31 $92.7K - $114K
8.08K $1.19M
RDVY
First Trust Rising Dividend Ac

ETFs
4.87K
+ 95.47%
$57.22 - $63.39 $278K - $308K
9.96K $583K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.12K
+ 0.99%
$50.87 - $51.09 $210K - $210K
422K $21.5M
FTSL
First Trust Senior Ln Fund

ETFs
6.46K
+ 25.65%
$45.65 - $46.48 $295K - $300K
31.7K $1.45M
WU
Western Union CO

Financial Services
26.6K
+ 119.24%
$10.24 - $11.62 $272K - $309K
48.9K $517K
BSCU
Invesco Exc Self Ind Tr

ETFs
15.6K
+ 20.99%
$16.2 - $16.64 $253K - $260K
90.2K $1.5M
EXPD
Expeditors International Of Washington Inc

Industrials
1.98K
+ 51.56%
$109.09 - $126.48 $216K - $251K
5.83K $701K
NPCT
Nuveen Core Plus Impact Fund
16.9K
+ 3.59%
$10.44 - $11.13 $177K - $188K
488K $5.22M
TT
Trane Technologies PLC

Industrials
2.42K
+ 14.53%
$332.0 - $400.86 $803K - $969K
19.1K $6.42M
TKR
Timken CO

Industrials
3.75K
+ 65.09%
$69.85 - $83.79 $262K - $314K
9.52K $684K
EMLP
First Tr Exchange Traded Iv

ETFs
233
+ 0.16%
$35.79 - $38.28 $8.34K - $8.92K
142K $5.34M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.46K
+ 33.07%
$80.73 - $94.96 $360K - $424K
18K $1.49M
CWENA
Clearway Energy Inc Cl A
7.83K
New
N/A
7.83K $270K
LEA
Lear Corp

Consumer Cyclical
3.22K
+ 148.75%
$87.96 - $99.36 $283K - $320K
5.38K $474K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
8.54K
+ 7.6%
$113.13 - $127.79 $966K - $1.09M
121K $13.7M
ARGX
Argenx Se

Healthcare
454
New
$571.0 - $671.75 $259K - $305K
454 $268K
GWRE
Guidewire Software, Inc.

Technology
275
+ 2.42%
$166.74 - $218.22 $45.9K - $60K
11.7K $2.18M
LYG
Lloyds Banking Group PLC

Financial Services
56.2K
+ 125.42%
$2.58 - $3.9 $145K - $219K
101K $385K
BXP
Boston Properties Inc

Real Estate
4.55K
+ 77.46%
$63.97 - $74.91 $291K - $341K
10.4K $699K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
6.71K
+ 13.57%
$49.36 - $53.08 $331K - $356K
56.2K $2.8M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2.17K
New
$119.84 - $136.1 $260K - $295K
2.17K $261K
LNC
Lincoln National Corp

Financial Services
2.49K
+ 6.2%
$30.06 - $39.23 $74.9K - $97.8K
42.7K $1.53M
CACC
Credit Acceptance Corp

Financial Services
499
New
$440.44 - $525.64 $220K - $262K
499 $257K
CG
Carlyle Group Inc.

Financial Services
6.99K
+ 99.39%
$40.03 - $56.96 $280K - $398K
14K $611K
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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