Captrust Financial Advisors Purchases in Q3 2024

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NUDM
Nuveen Esg International Devel

ETFs
642
+ 3.45%
$30.15 - $34.01 $19.4K - $21.8K
19.3K $648K
TDC
Teradata Corp

Technology
3.79K
+ 35.32%
$24.51 - $34.97 $93K - $133K
14.5K $440K
MTD
Mettler Toledo International Inc

Healthcare
6
+ 1.03%
$1308.0 - $1521.03 $7.85K - $9.13K
588 $881K
RVMD
Revolution Medicines, Inc.

Healthcare
337
+ 4.15%
$36.92 - $47.94 $12.4K - $16.2K
8.46K $383K
SHBI
Shore Bancshares Inc

Financial Services
71
+ 0.27%
$11.07 - $14.73 $786 - $1.05K
26.4K $369K
WDC
Western Digital Corp

Technology
2K
+ 21.77%
$56.25 - $80.24 $112K - $160K
11.2K $763K
ZWS
Zurn Water Solutions Corp

Industrials
570
+ 7.85%
$28.61 - $35.94 $16.3K - $20.5K
7.83K $281K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
632
+ 18.44%
$68.44 - $75.62 $43.3K - $47.8K
4.06K $306K
DTM
Dt Midstream, Inc.

Energy
309
+ 5.73%
$69.34 - $79.28 $21.4K - $24.5K
5.7K $447K
GATX
Gatx Corp

Industrials
482
+ 7.75%
$130.67 - $150.26 $63K - $72.4K
6.7K $887K
KIM
Kimco Realty Corp

Real Estate
482
+ 3.4%
$19.24 - $24.06 $9.27K - $11.6K
14.7K $340K
MP
Mp Materials Corp.

Basic Materials
557
+ 4.98%
$10.49 - $18.39 $5.84K - $10.2K
11.7K $207K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
25.9K
+ 125.36%
$0.63 - $1.83 $16.3K - $47.5K
46.6K $80K
TMDX
Trans Medics Group, Inc.

Healthcare
340
+ 20.63%
$135.68 - $176.11 $46.1K - $59.9K
1.99K $312K
BANR
Banner Corp

Financial Services
160
+ 3.03%
$47.37 - $61.4 $7.58K - $9.82K
5.44K $324K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.13K
+ 11.97%
$47.7 - $48.54 $53.7K - $54.6K
10.5K $510K
CUBE
Cube Smart

Real Estate
248
+ 4.52%
$43.74 - $54.55 $10.8K - $13.5K
5.73K $308K
FTCS
First Trust Capital Strength E

ETFs
13
+ 0.15%
$83.58 - $90.94 $1.09K - $1.18K
8.89K $806K
MGY
Magnolia Oil & Gas Corp

Energy
4.16K
+ 9.32%
$23.16 - $27.25 $96.3K - $113K
48.7K $1.19M
ARMK
Aramark

Industrials
662
+ 9.08%
$32.37 - $38.91 $21.4K - $25.8K
7.96K $308K
CNI
Canadian National Railway CO

Industrials
659
+ 3.61%
$110.1 - $123.65 $72.6K - $81.5K
18.9K $2.22M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
213
+ 4.2%
$96.28 - $112.4 $20.5K - $23.9K
5.28K $566K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
11
+ 0.12%
$52.25 - $58.97 $575 - $649
9.51K $560K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
930
+ 11.74%
$42.87 - $45.76 $39.9K - $42.6K
8.85K $400K
EPR
Epr Properties

Real Estate
480
+ 9.8%
$41.26 - $49.58 $19.8K - $23.8K
5.38K $263K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
10.4K
+ 13.53%
$9.27 - $11.62 $96.7K - $121K
87.6K $890K
ORAN
Orange

Communication Services
3.36K
+ 25.14%
$10.15 - $12.19 $34.1K - $40.9K
16.7K $191K
RGT
Royce Global Value Trust, Inc.

Financial Services
3.8K
+ 12.99%
$10.88 - $11.83 $41.3K - $45K
33K $383K
STWD
Starwood Property Trust, Inc.

Real Estate
2.08K
+ 18.76%
$18.75 - $21.11 $38.9K - $43.8K
13.1K $267K
BKH
Black Hills Corp

Utilities
325
+ 5.83%
$53.42 - $61.53 $17.4K - $20K
5.9K $360K
PWFL
Power Fleet, Inc.

Technology
64
+ 0.05%
$4.11 - $5.2 $263 - $333
135K $672K
UGI
Ugi Corp

Utilities
1.41K
+ 13.42%
$22.23 - $25.05 $31.4K - $35.4K
11.9K $298K
CFFN
Capitol Federal Financial, Inc.

Financial Services
6.87K
+ 14.61%
$5.34 - $6.75 $36.7K - $46.4K
53.9K $314K
CHTR
Charter Communications, Inc.

Communication Services
84
+ 7.27%
$290.56 - $383.07 $24.4K - $32.2K
1.24K $401K
NOK
Nokia Corp

Technology
3.45K
+ 5.13%
$3.62 - $4.48 $12.5K - $15.5K
70.8K $310K
SPIB
Spdr Portfolio Intermediate Te

ETFs
343
+ 0.88%
$32.36 - $33.78 $11.1K - $11.6K
39.3K $1.32M
HLIT
Harmonic Inc

Technology
1.65K
+ 14.94%
$11.75 - $14.66 $19.4K - $24.1K
12.7K $184K
QCRH
Qcr Holdings Inc

Financial Services
44
+ 1.2%
$57.76 - $77.97 $2.54K - $3.43K
3.72K $275K
NGD
New Gold Inc.

Basic Materials
6.7K
+ 17.63%
$1.95 - $3.19 $13.1K - $21.4K
44.7K $128K
FTSL
First Trust Senior Ln Fund

ETFs
1.05K
+ 3.93%
$45.51 - $46.26 $47.9K - $48.7K
27.8K $1.28M
PGF
Invesco Exchange Traded Fd Tr

ETFs
752
+ 1.7%
$14.7 - $15.89 $11.1K - $11.9K
45K $705K
UNFI
United Natural Foods Inc

Consumer Defensive
115
+ 0.84%
$11.93 - $16.94 $1.37K - $1.95K
13.8K $232K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
12.1K
New
$3.99 - $4.33 $48.1K - $52.2K
12.1K $51K
THG
Hanover Insurance Group, Inc.

Financial Services
81
+ 4.65%
$123.93 - $149.6 $10K - $12.1K
1.82K $269K
TNET
Trinet Group, Inc.

Industrials
608
+ 22.93%
$92.56 - $110.99 $56.3K - $67.5K
3.26K $316K
VOD
Vodafone Group Public LTD CO

Communication Services
146
+ 0.34%
$8.8 - $10.35 $1.28K - $1.51K
43.1K $432K
BALL
Ball Corp

Consumer Cyclical
160
+ 3.24%
$58.86 - $67.91 $9.42K - $10.9K
5.1K $346K
PAA
Plains All American Pipeline LP

Energy
4.58K
+ 7.68%
$17.0 - $19.03 $77.9K - $87.2K
64.2K $1.12M
STVN
Stevanato Group S.P.A.

Healthcare
1.48K
+ 12.74%
$17.98 - $22.02 $26.6K - $32.6K
13.1K $262K
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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