Captrust Financial Advisors Purchases in Q4 2024

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DOX
Amdocs LTD

Technology
3.55K
+ 9.32%
$82.94 - $92.86 $294K - $330K
41.7K $3.55M
ADT
Adt Inc.

Industrials
31.6K
+ 133.12%
$6.71 - $8.14 $212K - $257K
55.4K $382K
MRCY
Mercury Systems Inc

Industrials
5.04K
New
$32.35 - $43.91 $163K - $221K
5.04K $211K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
4.29K
New
$48.96 - $52.85 $210K - $227K
4.29K $211K
IBB
Ishares Biotechnology ETF

ETFs
6.3K
+ 13.55%
$131.21 - $148.85 $827K - $938K
52.8K $6.98M
FIBK
First Interstate Bancsystem Inc

Financial Services
6.42K
New
$29.32 - $35.47 $188K - $228K
6.42K $208K
GTY
Getty Realty Corp

Real Estate
6.93K
New
$29.81 - $33.31 $207K - $231K
6.93K $208K
TDS
Telephone & Data Systems Inc

Communication Services
6.1K
New
$22.86 - $35.22 $139K - $215K
6.1K $208K
MEDP
Medpace Holdings, Inc.

Healthcare
643
+ 12.72%
$308.93 - $363.58 $199K - $234K
5.7K $1.89M
ZBRA
Zebra Technologies Corp

Technology
364
+ 8.71%
$360.09 - $411.94 $131K - $150K
4.54K $1.75M
CNMD
Conmed Corp

Healthcare
3.31K
+ 52.97%
$61.81 - $77.54 $205K - $257K
9.56K $654K
VTHR
Vanguard Russell 3000 ETF

ETFs
559
+ 5.7%
$251.33 - $271.45 $140K - $152K
10.4K $2.69M
LEA
Lear Corp

Consumer Cyclical
2.16K
New
$92.95 - $108.96 $201K - $236K
2.16K $204K
SNPS
Synopsys Inc

Technology
635
+ 12.72%
$485.36 - $588.0 $308K - $373K
5.63K $2.73M
APG
A Pi Group Corp

Industrials
4.84K
+ 50.05%
$31.48 - $39.26 $152K - $190K
14.5K $521K
EFSC
Enterprise Financial Services Corp

Financial Services
3.61K
New
$49.0 - $61.38 $177K - $222K
3.61K $203K
FR
First Industrial Realty Trust Inc

Real Estate
4.05K
New
$49.6 - $55.9 $201K - $226K
4.05K $203K
PSI
Invesco Exchange Traded Fd Tr

ETFs
2.17K
+ 1.12%
$53.26 - $60.98 $115K - $132K
196K $11.3M
GNTX
Gentex Corp

Consumer Cyclical
10.1K
+ 10.83%
$28.6 - $31.34 $290K - $318K
104K $2.98M
VDC
Vanguard Consumer Staples ETF

ETFs
1.74K
+ 7.46%
$210.96 - $223.62 $366K - $388K
25K $5.29M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
9.99K
New
$19.23 - $20.44 $192K - $204K
9.99K $200K
BFLY
Butterfly Network, Inc.

Healthcare
29.4K
+ 36.73%
$1.66 - $3.67 $48.7K - $108K
109K $340K
NAVI
Navient Corp

Financial Services
15K
New
$12.98 - $15.86 $194K - $238K
15K $199K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
8.43K
+ 68.43%
$23.55 - $23.9 $198K - $201K
20.7K $489K
LXP
Lxp Industrial Trust

Real Estate
24.3K
New
$8.12 - $9.89 $198K - $241K
24.3K $197K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
3.17K
+ 22.33%
$42.05 - $48.31 $133K - $153K
17.3K $802K
CHTR
Charter Communications, Inc.

Communication Services
499
+ 40.24%
$315.38 - $408.02 $157K - $204K
1.74K $596K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.65K
+ 81.91%
$43.44 - $45.05 $202K - $209K
10.3K $448K
MGM
Mgm Resorts International

Consumer Cyclical
6.56K
+ 84.79%
$33.44 - $41.99 $219K - $275K
14.3K $495K
YELP
Yelp Inc

Communication Services
2.63K
+ 10.51%
$33.38 - $40.61 $87.8K - $107K
27.7K $1.07M
HES
Hess Corp

Energy
1.56K
+ 27.22%
$127.66 - $148.65 $200K - $232K
7.31K $972K
AVEM
American Centy ETF Tr Avantis

ETFs
3.59K
+ 103.55%
$58.59 - $66.14 $210K - $237K
7.05K $414K
GNRC
Generac Holdings Inc.

Industrials
1.89K
+ 7.24%
$154.28 - $195.11 $292K - $369K
28K $4.34M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
10.2K
New
$13.3 - $21.42 $136K - $218K
10.2K $189K
PFGC
Performance Food Group CO

Consumer Defensive
663
+ 3.1%
$78.03 - $90.57 $51.7K - $60K
22K $1.86M
GATX
Gatx Corp

Industrials
232
+ 3.46%
$128.5 - $165.82 $29.8K - $38.5K
6.93K $1.07M
UCBI
United Community Banks Inc

Financial Services
6.39K
+ 3.52%
N/A
188K $5.5M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.68K
+ 9.15%
$58.39 - $67.04 $98.3K - $113K
20.1K $1.28M
MTZ
Mastec Inc

Industrials
910
+ 20.04%
$119.94 - $147.94 $109K - $135K
5.45K $742K
MSI
Motorola Solutions, Inc.

Technology
263
+ 5.32%
$449.08 - $504.6 $118K - $133K
5.21K $2.41M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
21K
+ 12.95%
$13.32 - $14.34 $279K - $301K
183K $2.48M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.58K
+ 32.71%
$232.27 - $300.43 $367K - $475K
6.41K $1.51M
SITE
Site One Landscape Supply, Inc.

Industrials
2.48K
+ 32.4%
$131.3 - $156.31 $325K - $387K
10.1K $1.33M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
7.61K
+ 4.42%
$40.38 - $44.35 $307K - $338K
180K $7.35M
AME
Ametek Inc

Industrials
592
+ 7.23%
$165.89 - $197.38 $98.2K - $117K
8.78K $1.58M
ECPG
Encore Capital Group Inc

Financial Services
3.62K
+ 78.07%
$43.97 - $50.01 $159K - $181K
8.25K $394K
JHG
Janus Henderson Group PLC

Financial Services
3.3K
+ 40.73%
$37.65 - $45.66 $124K - $151K
11.4K $484K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.04K
+ 5.14%
N/A
41.7K $3.58M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
3.41K
+ 31.26%
$61.93 - $70.49 $211K - $240K
14.3K $940K
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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