Captrust Financial Advisors Purchases in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
6.07K
+ 22.32%
$90.21 - $112.66 $547K - $684K
33.3K $3.03M
ZTO
Zto Express (Cayman) Inc.

Industrials
1.18K
+ 3.77%
$16.51 - $19.83 $19.4K - $23.3K
32.4K $575K
ONTO
Onto Innovation Inc.

Technology
217
+ 6.27%
$88.5 - $133.37 $19.2K - $28.9K
3.68K $371K
MGY
Magnolia Oil & Gas Corp

Energy
4.37K
+ 8.0%
$19.6 - $25.72 $85.6K - $112K
58.9K $1.33M
IXJ
Ishares Global Healthcare ETF

ETFs
129
+ 1.01%
$82.3 - $90.02 $10.6K - $11.6K
12.9K $1.11M
ALE
Allete Inc

Utilities
226
+ 0.52%
$63.53 - $65.71 $14.4K - $14.9K
43.6K $2.79M
MUR
Murphy Oil Corp

Energy
2.66K
+ 12.84%
$19.62 - $29.21 $52.2K - $77.8K
23.4K $526K
PGNY
Progyny, Inc.

Healthcare
288
+ 0.14%
$20.52 - $23.42 $5.91K - $6.74K
210K $4.62M
OGN
Organon & Co.

Healthcare
10.2K
+ 31.79%
$8.04 - $14.72 $81.6K - $149K
42.1K $407K
PAGP
Plains Gp Holdings LP

Energy
1.2K
+ 2.4%
$17.24 - $21.61 $20.7K - $25.9K
51.2K $994K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
1.03K
+ 0.62%
$19.39 - $20.21 $20K - $20.8K
166K $3.26M
AKR
Acadia Realty Trust

Real Estate
34
+ 0.1%
$17.49 - $21.18 $595 - $720
34.6K $642K
AGL
Agilon Health, Inc.

Healthcare
1.31K
+ 3.17%
$2.1 - $5.68 $2.75K - $7.44K
42.6K $98K
NCSM
Ncs Multistage Holdings, Inc.

Energy
36
+ 0.23%
$25.37 - $38.25 $913 - $1.38K
15.8K $465K
SFBS
Servis First Bancshares, Inc.

Financial Services
114
+ 0.61%
$68.48 - $82.21 $7.81K - $9.37K
18.7K $1.45M
SON
Sonoco Products CO

Consumer Cyclical
52
+ 0.22%
$40.6 - $47.93 $2.11K - $2.49K
23.8K $1.03M
WES
Western Midstream Partners, LP

Energy
932
+ 1.75%
$34.99 - $41.61 $32.6K - $38.8K
54.3K $2.1M
CQP
Cheniere Energy Partners, L.P.

Energy
30
+ 0.33%
$54.61 - $68.04 $1.64K - $2.04K
9K $504K
DVY
Ishares Tr

ETFs
328
+ 0.36%
$118.37 - $134.86 $38.8K - $44.2K
90.4K $12M
ENTG
Entegris Inc

Technology
437
+ 2.16%
$62.92 - $86.2 $27.5K - $37.7K
20.7K $1.67M
PAA
Plains All American Pipeline LP

Energy
300
+ 0.46%
$16.03 - $20.28 $4.81K - $6.08K
64.8K $1.19M
PPL
Ppl Corp

Utilities
1.65K
+ 2.3%
$33.45 - $36.5 $55.2K - $60.2K
73.3K $2.49M
KMX
Carmax Inc

Consumer Cyclical
8.39K
+ 13.4%
$62.27 - $82.77 $522K - $694K
71K $4.77M
FELE
Franklin Electric CO Inc

Industrials
263
+ 0.82%
$84.21 - $95.87 $22.1K - $25.2K
32.4K $2.9M
BAX
Baxter International Inc

Healthcare
2.81K
+ 5.5%
$27.8 - $34.02 $78.2K - $95.7K
53.9K $1.63M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.01K
+ 8.05%
$99.37 - $134.05 $99.9K - $135K
13.5K $1.53M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
252
+ 0.86%
$16.36 - $23.0 $4.12K - $5.8K
29.5K $511K
BNL
Broadstone Net Lease, Inc.

Real Estate
4.4K
+ 2.06%
$14.72 - $17.13 $64.7K - $75.3K
218K $3.49M
POOL
Pool Corp

Industrials
860
+ 5.68%
$285.0 - $325.66 $245K - $280K
16K $4.66M
MPW
Medical Properties Trust Inc

Real Estate
1.79K
+ 1.8%
$4.31 - $5.91 $7.69K - $10.5K
101K $435K
TROX
Tronox Holdings PLC

Basic Materials
8.58K
+ 8.15%
$4.51 - $6.87 $38.7K - $59K
114K $577K
SKY
Skyline Champion Corp

Consumer Cyclical
998
+ 13.44%
$60.33 - $94.94 $60.2K - $94.8K
8.42K $527K
SERA
Sera Prognostics, Inc.

Healthcare
100K
+ 20.0%
$1.49 - $3.46 $150K - $347K
602K $1.67M
DD
Du Pont De Nemours, Inc.

Basic Materials
7.52K
+ 6.5%
$55.13 - $75.25 $415K - $566K
123K $8.45M
GMED
Globus Medical Inc

Healthcare
2.11K
+ 9.5%
$55.82 - $75.5 $118K - $159K
24.3K $1.44M
TECH
Bio Techne Corp

Healthcare
3.17K
+ 6.37%
$46.66 - $58.38 $148K - $185K
52.9K $2.72M
CHE
Chemed Corp

Healthcare
153
+ 6.96%
$486.93 - $619.21 $74.5K - $94.7K
2.35K $1.14M
PMF
Pimco Municipal Income Fund

Financial Services
723
+ 0.28%
$7.76 - $8.98 $5.61K - $6.49K
264K $2.1M
BLDR
Builders First Source, Inc.

Industrials
314
+ 0.99%
$105.63 - $131.12 $33.2K - $41.2K
32.2K $3.76M
QNST
Quinstreet, Inc

Communication Services
2.93K
+ 1.72%
$14.71 - $18.96 $43.1K - $55.5K
173K $2.79M
OXY
Occidental Petroleum Corp

Energy
5.46K
+ 8.33%
$36.11 - $49.33 $197K - $269K
71K $2.98M
WEN
Wendy'S CO

Consumer Cyclical
4.66K
+ 4.78%
$11.11 - $14.72 $51.7K - $68.5K
102K $1.17M
SEAT
Vivid Seats Inc.

Communication Services
385
+ 0.18%
$1.48 - $3.06 $570 - $1.18K
209K $353K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
844
+ 0.79%
$22.66 - $26.12 $19.1K - $22K
108K $2.64M
XEL
Xcel Energy Inc

Utilities
108
+ 0.1%
$65.65 - $72.39 $7.09K - $7.82K
111K $7.59M
FTV
Fortive Corp

Technology
1.53K
+ 7.95%
$52.13 - $74.29 $80K - $114K
20.8K $1.09M
AON
Aon PLC

Financial Services
1.91K
+ 7.86%
$335.85 - $398.81 $642K - $763K
26.2K $9.36M
EPD
Enterprise Products Partners L.P.

Energy
41.5K
+ 7.94%
$28.95 - $34.22 $1.2M - $1.42M
564K $17.5M
CAG
Conagra Brands Inc.

Consumer Defensive
18.7K
+ 15.45%
$20.4 - $26.78 $382K - $502K
140K $2.86M
Activity Summary
Buys All Purchases 1638 New Holdings 262 Increased Positions 1376 Sells All Sells 769 Reductions 769 Sold out 0 Options Calls 0 Puts 0
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