Captrust Financial Advisors Purchases in Q4 2024

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEX
Idex Corp

Industrials
563
+ 3.74%
$202.75 - $236.06 $114K - $133K
15.6K $3.27M
SNDR
Schneider National, Inc.

Industrials
867
+ 4.09%
$26.97 - $33.61 $23.4K - $29.1K
22.1K $645K
BANR
Banner Corp

Financial Services
12
+ 0.22%
$57.86 - $76.26 $694 - $915
5.46K $364K
BRKR
Bruker Corp

Healthcare
1.47K
+ 32.7%
$48.25 - $67.46 $71K - $99.3K
5.97K $350K
DORM
Dorman Products, Inc.

Consumer Cyclical
79
+ 4.33%
$108.64 - $142.83 $8.58K - $11.3K
1.9K $246K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
320
+ 6.03%
$55.58 - $62.6 $17.8K - $20K
5.62K $338K
OXLC
Oxford Lane Capital Corp.

Financial Services
8.45K
+ 61.98%
$5.05 - $5.45 $42.7K - $46K
22.1K $111K
UDR
Udr, Inc.

Real Estate
1.79K
+ 9.27%
$41.3 - $46.33 $74.1K - $83.1K
21.1K $917K
CSQ
Calamos Strategic Total Return Fund

Financial Services
525
+ 0.67%
$17.14 - $18.44 $9K - $9.68K
78.5K $1.39M
THRM
Gentherm Inc

Consumer Cyclical
2.35K
+ 28.34%
$38.32 - $45.21 $90.1K - $106K
10.6K $425K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.91K
+ 4.61%
$29.77 - $30.19 $56.7K - $57.5K
43.2K $1.29M
FVD
First Tr Value Line Divid Inde

ETFs
1.78K
+ 8.33%
$43.4 - $46.7 $77.2K - $83K
23.1K $1.01M
OXY
Occidental Petroleum Corp

Energy
3.04K
+ 5.75%
$45.36 - $55.91 $138K - $170K
56K $2.77M
HEQT
Simplify Exchange Traded Fds H
141
+ 0.26%
$28.73 - $30.22 $4.05K - $4.26K
55.3K $1.63M
SLRC
Slr Investment Corp.

Financial Services
57
+ 0.17%
$14.9 - $16.86 $849 - $961
33.5K $541K
CHH
Choice Hotels International Inc

Consumer Cyclical
90
+ 4.55%
$128.7 - $152.73 $11.6K - $13.7K
2.07K $293K
IR
Ingersoll Rand Inc.

Industrials
1.41K
+ 11.76%
$90.46 - $105.35 $127K - $148K
13.4K $1.21M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
714
+ 9.49%
$50.62 - $50.97 $36.1K - $36.4K
8.24K $417K
SMPL
Simply Good Foods CO

Consumer Defensive
158
+ 2.31%
$32.46 - $40.01 $5.13K - $6.32K
6.99K $272K
BKH
Black Hills Corp

Utilities
838
+ 14.19%
$57.6 - $64.66 $48.3K - $54.2K
6.74K $394K
EPAC
Enerpac Tool Group Corp

Industrials
964
+ 12.25%
$41.09 - $51.57 $39.6K - $49.7K
8.84K $363K
MOS
Mosaic CO

Basic Materials
2.09K
+ 27.53%
$23.87 - $28.34 $49.8K - $59.1K
9.67K $237K
HMN
Horace Mann Educators Corp

Financial Services
212
+ 3.54%
$34.36 - $42.64 $7.28K - $9.04K
6.19K $242K
QCRH
Qcr Holdings Inc

Financial Services
104
+ 2.79%
$72.35 - $93.84 $7.52K - $9.76K
3.83K $308K
SKX
Skechers Usa Inc

Consumer Cyclical
461
+ 8.93%
$59.24 - $72.0 $27.3K - $33.2K
5.62K $378K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
6.23K
+ 3.99%
$20.56 - $21.33 $128K - $133K
162K $3.34M
CTS
Cts Corp

Technology
25
+ 0.35%
$46.79 - $58.97 $1.17K - $1.47K
7.24K $381K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.7K
+ 8.81%
$24.5 - $25.72 $66.2K - $69.5K
33.4K $820K
MAA
Mid America Apartment Communities Inc.

Real Estate
401
+ 5.66%
$149.17 - $165.2 $59.8K - $66.2K
7.49K $1.16M
ROIC
Retail Opportunity Investments Corp

Real Estate
622
+ 4.78%
$15.41 - $17.47 $9.59K - $10.9K
13.6K $236K
VIR
Vir Biotechnology, Inc.

Healthcare
4.68K
+ 29.6%
$6.74 - $10.17 $31.6K - $47.6K
20.5K $150K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
10.8K
New
$2.7 - $4.03 $29.1K - $43.5K
10.8K $32K
ACA
Arcosa, Inc.

Industrials
218
+ 4.53%
$91.1 - $111.57 $19.9K - $24.3K
5.03K $486K
GPI
Group 1 Automotive Inc

Consumer Cyclical
23
+ 4.2%
$344.56 - $435.0 $7.92K - $10K
571 $240K
SWX
Southwest Gas Holdings, Inc.

Utilities
572
+ 19.16%
$67.87 - $79.16 $38.8K - $45.3K
3.56K $251K
EGHT
8 X8 Inc

Technology
11.3K
New
$1.85 - $3.19 $20.8K - $35.9K
11.3K $30K
GBIL
Goldman Sachs Access Treasury

ETFs
322
+ 6.07%
$99.85 - $100.22 $32.2K - $32.3K
5.63K $562K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
2.04K
+ 13.53%
$17.7 - $26.34 $36K - $53.6K
17.1K $320K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.17K
+ 3.91%
$47.58 - $48.56 $55.8K - $57K
31.2K $1.49M
IBDV
Ishares Tr

Technology
2.86K
+ 7.2%
$21.24 - $22.15 $60.7K - $63.3K
42.6K $909K
LKQ
Lkq Corp

Consumer Cyclical
7.44K
+ 9.62%
$36.0 - $39.99 $268K - $297K
84.8K $3.12M
MLM
Martin Marietta Materials Inc

Basic Materials
1.32K
+ 4.42%
$516.5 - $619.58 $679K - $815K
31.1K $16.1M
SGMO
Sangamo Therapeutics, Inc

Healthcare
29.3K
New
$0.78 - $2.87 $22.8K - $84K
29.3K $29K
SLF
Sun Life Financial Inc

Financial Services
9
+ 0.04%
$55.43 - $62.69 $499 - $564
20.3K $1.2M
ASLE
Aer Sale Corp

Industrials
273
+ 1.37%
$4.55 - $6.57 $1.24K - $1.79K
20.2K $127K
AEE
Ameren Corp

Utilities
125
+ 1.25%
$85.81 - $94.98 $10.7K - $11.9K
10.1K $900K
FNF
Fidelity National Financial, Inc.

Financial Services
2.12K
+ 13.4%
$55.19 - $63.83 $117K - $136K
18K $1.01M
INGR
Ingredion Inc

Consumer Defensive
176
+ 4.3%
$132.76 - $154.86 $23.4K - $27.3K
4.27K $586K
VICI
Vici Properties Inc.

Real Estate
5.77K
+ 16.54%
$28.27 - $33.19 $163K - $191K
40.6K $1.19M
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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