Captrust Financial Advisors Purchases in Q3 2024

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
275
+ 2.25%
$62.52 - $71.12 $17.2K - $19.6K
12.5K $884K
BCS
Barclays PLC

Financial Services
4.52K
+ 19.0%
$10.59 - $12.45 $47.8K - $56.2K
28.3K $343K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
442
+ 2.77%
$61.47 - $67.36 $27.2K - $29.8K
16.4K $1.1M
UNIT
Uniti Group Inc.

Real Estate
15.9K
New
$2.74 - $5.84 $43.6K - $93K
15.9K $89K
AMKR
Amkor Technology, Inc.

Technology
4.89K
+ 74.44%
$28.09 - $44.68 $137K - $218K
11.5K $350K
APAM
Artisan Partners Asset Management Inc.

Financial Services
788
+ 2.98%
$38.04 - $44.16 $30K - $34.8K
27.2K $1.18M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
970
+ 16.03%
$41.58 - $49.01 $40.3K - $47.5K
7.02K $343K
TNDM
Tandem Diabetes Care Inc

Healthcare
1.65K
+ 19.32%
$35.21 - $47.3 $58K - $77.9K
10.2K $431K
MDB
Mongo Db, Inc.

Technology
231
+ 19.03%
$221.5 - $296.69 $51.2K - $68.5K
1.45K $390K
PJT
Pjt Partners Inc.

Financial Services
67
+ 2.17%
$108.91 - $136.42 $7.3K - $9.14K
3.15K $419K
REET
Ishares Global Reit ETF

ETFs
685
+ 3.49%
$23.07 - $27.17 $15.8K - $18.6K
20.3K $542K
EVI
Evi Industries, Inc.

Industrials
1.47K
+ 1.07%
$15.04 - $21.28 $22.1K - $31.3K
139K $2.69M
PB
Prosperity Bancshares Inc

Financial Services
341
+ 6.19%
$59.22 - $74.29 $20.2K - $25.3K
5.85K $421K
SU
Suncor Energy Inc

Energy
3.83K
+ 8.09%
$36.06 - $41.7 $138K - $160K
51.2K $1.89M
GENI
Genius Sports LTD

Communication Services
10.7K
New
$5.35 - $8.44 $57.4K - $90.5K
10.7K $84K
PRI
Primerica, Inc.

Financial Services
183
+ 14.88%
$233.01 - $266.6 $42.6K - $48.8K
1.41K $374K
WSBC
Wesbanco Inc

Financial Services
2.3K
+ 28.59%
$27.11 - $34.28 $62.4K - $78.9K
10.4K $308K
BECN
Beacon Roofing Supply Inc

Industrials
1.94K
+ 9.25%
$80.05 - $102.8 $155K - $199K
22.9K $1.98M
FRPT
Freshpet, Inc.

Consumer Defensive
209
+ 2.84%
$115.58 - $142.2 $24.2K - $29.7K
7.57K $1.04M
BEP
Brookfield Renewable Partners L.P.

Utilities
15
+ 0.06%
$23.3 - $28.3 $350 - $425
24K $676K
CENTA
Central Garden & Pet Company C

Consumer Defensive
3.08K
+ 34.45%
$31.4 - $34.95 $96.6K - $108K
12K $377K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
991
+ 1.14%
$11.52 - $12.52 $11.4K - $12.4K
88K $1.09M
UVV
Universal Corp

Consumer Defensive
1.08K
+ 21.71%
$46.58 - $54.85 $50.4K - $59.3K
6.07K $322K
BSY
Bentley Systems Inc

Technology
971
+ 4.41%
$44.79 - $51.95 $43.5K - $50.4K
23K $1.17M
DUSA
Davis Fundamental ETF Tr

ETFs
1.25K
+ 4.64%
$37.9 - $42.15 $47.4K - $52.7K
28.2K $1.18M
RLI
Rli Corp

Financial Services
295
+ 12.56%
$137.07 - $154.98 $40.4K - $45.7K
2.64K $409K
VTWG
Vanguard Russell 2000 Growth E

ETFs
215
+ 10.13%
$186.75 - $211.16 $40.2K - $45.4K
2.34K $484K
BFLY
Butterfly Network, Inc.

Healthcare
3.74K
+ 4.91%
$0.87 - $1.99 $3.25K - $7.43K
79.9K $141K
AGNC
Agnc Investment Corp.

Real Estate
3.01K
+ 6.1%
$9.48 - $10.66 $28.6K - $32.1K
52.4K $548K
DY
Dycom Industries Inc

Industrials
94
+ 4.6%
$165.44 - $197.22 $15.6K - $18.5K
2.14K $420K
TXN
Texas Instruments Inc

Technology
354
+ 0.37%
$194.6 - $194.6 $68.9K - $68.9K
95.6K $18.6M
WTS
Watts Water Technologies Inc

Industrials
199
+ 13.72%
$175.53 - $207.88 $34.9K - $41.4K
1.65K $341K
HWC
Hancock Whitney Corp

Financial Services
857
+ 9.11%
$45.51 - $57.12 $39K - $49K
10.3K $525K
IIPR
Innovative Industrial Properties Inc

Real Estate
213
+ 11.59%
$107.56 - $136.78 $22.9K - $29.1K
2.05K $275K
EXPD
Expeditors International Of Washington Inc

Industrials
395
+ 11.83%
$116.1 - $131.42 $45.9K - $51.9K
3.73K $490K
ERIC
Ericsson Lm Telephone CO

Technology
6.28K
+ 33.77%
$6.19 - $7.77 $38.9K - $48.8K
24.9K $188K
AEIS
Advanced Energy Industries Inc

Industrials
946
+ 12.27%
$92.85 - $119.61 $87.8K - $113K
8.66K $911K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
329
+ 0.8%
$21.9 - $24.73 $7.21K - $8.14K
41.5K $985K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
681
+ 21.63%
$74.85 - $82.2 $51K - $56K
3.83K $311K
PODD
Insulet Corp

Healthcare
86
+ 5.14%
$180.69 - $239.01 $15.5K - $20.6K
1.76K $409K
HAE
Haemonetics Corp

Healthcare
982
+ 30.07%
$72.45 - $91.58 $71.1K - $89.9K
4.25K $341K
HL
Hecla Mining CO

Basic Materials
10.7K
New
$4.74 - $7.18 $50.5K - $76.6K
10.7K $71K
WHR
Whirlpool Corp

Consumer Cyclical
532
+ 17.71%
$90.25 - $112.34 $48K - $59.8K
3.54K $378K
DNL
Wiswisdomtree Tr

ETFs
287
+ 0.16%
$36.65 - $40.81 $10.5K - $11.7K
185K $7.3M
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
9.09K
+ 89.32%
$3.19 - $6.32 $29K - $57.4K
19.3K $103K
DAR
Darling Ingredients Inc.

Consumer Defensive
1.67K
+ 8.89%
$33.99 - $41.78 $56.6K - $69.6K
20.4K $758K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
549
+ 22.93%
$86.85 - $95.74 $47.7K - $52.6K
2.94K $281K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
720
+ 3.73%
$33.2 - $41.73 $23.9K - $30K
20K $836K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
430
+ 9.48%
$100.57 - $116.37 $43.2K - $50K
4.97K $553K
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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