Captrust Financial Advisors Purchases in Q4 2024

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ROAD
Construction Partners, Inc.

Industrials
412
+ 5.61%
$67.44 - $101.86 $27.8K - $42K
7.76K $686K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
9.79K
+ 62.64%
$20.55 - $23.26 $201K - $228K
25.4K $535K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
14.5K
+ 26.43%
$31.24 - $37.15 $454K - $539K
69.5K $2.23M
PRU
Prudential Financial Inc

Financial Services
2.12K
+ 6.96%
$114.59 - $129.52 $242K - $274K
32.5K $3.85M
VNO
Vornado Realty Trust

Real Estate
2.73K
+ 12.48%
$38.63 - $45.76 $105K - $125K
24.6K $1.03M
JOBY
Joby Aviation, Inc.

Industrials
21.2K
New
$4.8 - $9.16 $102K - $194K
21.2K $172K
SLAB
Silicon Laboratories Inc.

Technology
1.09K
+ 25.08%
$98.4 - $131.12 $107K - $142K
5.42K $672K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.92K
+ 15.77%
$51.58 - $52.91 $202K - $207K
28.8K $1.49M
WTW
Willis Towers Watson PLC

Financial Services
450
+ 25.11%
$287.99 - $332.53 $130K - $150K
2.24K $698K
POCT
Innovator U.S. Equity Power Bu

ETFs
1.1K
+ 0.54%
$38.63 - $40.03 $42.5K - $44K
204K $8.08M
MARA
Marathon Digital Holdings, Inc.

Financial Services
7.34K
+ 54.34%
N/A
20.8K $470K
ORI
Old Republic International Corp

Financial Services
3K
+ 3.97%
$34.4 - $38.98 $103K - $117K
78.5K $2.84M
DLB
Dolby Laboratories, Inc.

Industrials
1.64K
+ 6.88%
$70.91 - $81.98 $116K - $134K
25.4K $1.98M
CBZ
Cbiz, Inc.

Industrials
199
+ 1.95%
$63.78 - $83.43 $12.7K - $16.6K
10.4K $850K
FN
Fabrinet

Technology
818
+ 77.17%
$214.76 - $271.08 $176K - $222K
1.88K $412K
STLD
Steel Dynamics Inc

Basic Materials
1.65K
+ 3.01%
N/A
56.4K $5.54M
PODD
Insulet Corp

Healthcare
425
+ 24.15%
$227.79 - $275.7 $96.8K - $117K
2.19K $570K
SONO
Sonos Inc

Technology
10.8K
New
$11.62 - $15.07 $125K - $162K
10.8K $161K
GVI
Ishares Tr

ETFs
6.01K
+ 3.68%
$103.89 - $107.05 $625K - $644K
169K $17.6M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
143
+ 6.77%
$338.38 - $446.21 $48.4K - $63.8K
2.26K $980K
IGM
Ishares Expanded Tech Sector E

ETFs
155
+ 0.68%
$94.19 - $106.95 $14.6K - $16.6K
23.1K $2.36M
WWW
Wolverine World Wide Inc

Consumer Cyclical
1.67K
+ 6.62%
$15.36 - $24.25 $25.6K - $40.4K
26.8K $595K
CLOV
Clover Health Investments, Corp.

Healthcare
49.6K
New
$2.78 - $4.35 $138K - $216K
49.6K $156K
QS
Quantum Scape Corp

Consumer Cyclical
30.2K
New
$4.73 - $6.5 $143K - $196K
30.2K $156K
MAIN
Main Street Capital Corp

Financial Services
533
+ 3.65%
$49.95 - $58.58 $26.6K - $31.2K
15.1K $887K
PWFL
Power Fleet, Inc.

Technology
31.2K
+ 23.15%
N/A
166K $827K
AR
Antero Resources Corp

Energy
681
+ 3.35%
$25.54 - $35.52 $17.4K - $24.2K
21K $736K
INTF
Ishares Tr

ETFs
10.7K
+ 18.89%
$28.54 - $31.26 $305K - $334K
67.3K $1.93M
MAN
Manpower Group Inc.

Industrials
3.56K
+ 109.17%
$56.82 - $74.28 $202K - $264K
6.82K $393K
OKTA
Okta, Inc.

Technology
1.56K
+ 21.84%
$71.81 - $86.11 $112K - $134K
8.68K $683K
SAND
Sandstorm Gold LTD

Basic Materials
27.4K
New
$5.36 - $6.48 $147K - $178K
27.4K $153K
SAM
Boston Beer CO Inc

Consumer Defensive
418
+ 16.34%
$270.2 - $323.56 $113K - $135K
2.98K $892K
MFG
Mizuho Financial Group Inc

Financial Services
1.36K
+ 0.66%
$4.05 - $5.26 $5.5K - $7.14K
206K $1.01M
WSBC
Wesbanco Inc

Financial Services
3.8K
+ 36.73%
$28.7 - $36.45 $109K - $139K
14.2K $460K
UNFI
United Natural Foods Inc

Consumer Defensive
198
+ 1.43%
$19.1 - $29.62 $3.78K - $5.86K
14K $383K
GMRE
Global Medical Reit Inc.

Real Estate
19.6K
New
$7.53 - $9.83 $147K - $192K
19.6K $150K
WWD
Woodward, Inc.

Industrials
1.03K
+ 25.42%
$159.67 - $187.29 $164K - $192K
5.06K $841K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
6.42K
+ 9.02%
$42.79 - $44.9 $275K - $288K
77.6K $3.33M
TCBI
Texas Capital Bancshares Inc

Financial Services
1.01K
+ 10.06%
$69.88 - $89.68 $70.6K - $90.6K
11K $863K
VRNS
Varonis Systems Inc

Technology
5.5K
+ 66.59%
$43.91 - $60.0 $242K - $330K
13.8K $611K
IYF
Ishares Tr

ETFs
767
+ 8.67%
$102.7 - $119.05 $78.8K - $91.3K
9.61K $1.06M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
229K
+ 204.51%
$27.54 - $83.04 $6.31M - $19M
341K $9.45M
GWW
W.W. Grainger, Inc.

Industrials
61
+ 1.19%
$1023.06 - $1220.93 $62.4K - $74.5K
5.19K $5.47M
BCPC
Balchem Corp

Basic Materials
1.14K
+ 32.04%
$163.0 - $183.41 $186K - $209K
4.7K $765K
FFIV
F5, Inc.

Technology
228
+ 8.78%
$213.56 - $263.36 $48.7K - $60K
2.83K $710K
VMI
Valmont Industries Inc

Industrials
18
+ 0.23%
$287.0 - $352.14 $5.17K - $6.34K
7.95K $2.44M
FPX
First Trust Us Equity Opportun

ETFs
921
+ 31.6%
$109.38 - $131.9 $101K - $121K
3.84K $458K
FXL
First Tr Exchange Traded Fd Fi

ETFs
463
+ 6.88%
$136.18 - $158.26 $63.1K - $73.3K
7.19K $1.07M
IPGP
Ipg Photonics Corp

Technology
2.01K
+ 28.76%
$71.88 - $85.75 $145K - $172K
9K $654K
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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