Captrust Financial Advisors Purchases in Q4 2024

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
3.86K
+ 233.39%
$124.55 - $167.32 $481K - $646K
5.51K $836K
EVR
Evercore Inc.

Financial Services
1.64K
+ 37.03%
$247.66 - $315.67 $406K - $517K
6.06K $1.68M
CNA
Cna Financial Corp

Financial Services
11.6K
+ 200.52%
$46.76 - $50.95 $542K - $590K
17.4K $839K
HPE
Hewlett Packard Enterprise CO

Technology
22.1K
+ 23.57%
$19.31 - $23.95 $427K - $529K
116K $2.47M
CNC
Centene Corp

Healthcare
16.1K
+ 55.55%
$56.71 - $73.94 $913K - $1.19M
45.1K $2.73M
JBL
Jabil Inc

Technology
2.86K
+ 53.46%
$118.97 - $147.77 $340K - $422K
8.2K $1.18M
ETN
Eaton Corp PLC

Industrials
1.54K
+ 2.85%
$326.96 - $377.52 $503K - $580K
55.5K $18.4M
BMO
Bank Of Montreal

Financial Services
5.32K
+ 177.41%
$89.75 - $103.39 $478K - $550K
8.33K $807K
LDOS
Leidos Holdings, Inc.

Technology
4.43K
+ 80.55%
$143.17 - $201.39 $634K - $892K
9.93K $1.43M
MBB
Ishares Tr

ETFs
8.04K
+ 16.13%
$91.26 - $95.82 $733K - $770K
57.9K $5.3M
WDAY
Workday, Inc.

Technology
1.37K
+ 10.68%
$233.85 - $279.91 $321K - $384K
14.2K $3.67M
KMX
Carmax Inc

Consumer Cyclical
3.07K
+ 4.85%
$71.11 - $87.2 $218K - $267K
66.3K $5.42M
CACI
Caci International Inc

Technology
1.23K
+ 149.33%
N/A
2.05K $877K
ETR
Entergy Corp

Utilities
32K
+ 93.61%
$73.19 - $156.4 $2.34M - $5.01M
66.3K $5.02M
USFD
Us Foods Holding Corp.

Consumer Defensive
6.8K
+ 69.44%
$60.65 - $72.33 $413K - $492K
16.6K $1.12M
AOS
Smith A O Corp

Industrials
8.77K
+ 223.95%
$68.02 - $88.94 $597K - $780K
12.7K $865K
SERA
Sera Prognostics, Inc.

Healthcare
10.7K
+ 2.24%
$6.03 - $8.83 $64.4K - $94.2K
488K $4.23M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
989
+ 0.22%
$46.48 - $51.32 $46K - $50.8K
448K $21.6M
DDOG
Datadog, Inc.

Technology
1.68K
+ 17.63%
$113.98 - $168.65 $191K - $283K
11.2K $1.6M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
3.19K
+ 66.35%
$107.0 - $142.46 $342K - $455K
8.01K $1.04M
DBX
Dropbox, Inc.

Technology
5.3K
+ 7.08%
$25.05 - $30.8 $133K - $163K
80.1K $2.41M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
819
+ 4.67%
$107.98 - $143.92 $88.4K - $118K
18.3K $2.46M
NTRA
Natera, Inc.

Healthcare
2.05K
+ 36.0%
$117.67 - $174.0 $241K - $356K
7.74K $1.22M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.27K
+ 2.41%
$81.6 - $90.89 $185K - $206K
96.4K $8.28M
RBLX
Roblox Corp

Communication Services
4.23K
+ 22.89%
$39.86 - $61.45 $169K - $260K
22.7K $1.31M
GMED
Globus Medical Inc

Healthcare
3.22K
+ 15.67%
$69.79 - $85.61 $224K - $275K
23.7K $1.96M
SLM
Slm Corp

Financial Services
15.9K
+ 132.74%
$21.37 - $28.14 $340K - $447K
27.9K $768K
TFC
Truist Financial Corp

Financial Services
177
+ 0.02%
$41.51 - $48.1 $7.35K - $8.51K
762K $33.1M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
25.4K
New
$19.11 - $20.04 $485K - $509K
25.4K $487K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
11.2K
+ 66.08%
$41.66 - $43.47 $466K - $487K
28.1K $1.2M
ISCV
Ishares Morningstar Small Cap

ETFs
7.66K
+ 23.47%
$62.21 - $69.5 $476K - $532K
40.3K $2.55M
CBSH
Commerce Bancshares Inc

Financial Services
6.68K
+ 31.46%
$57.04 - $74.36 $381K - $496K
27.9K $1.74M
TER
Teradyne, Inc

Technology
4.2K
+ 58.12%
$102.58 - $133.62 $430K - $561K
11.4K $1.44M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
27.9K
+ 12.58%
$20.08 - $20.61 $561K - $576K
250K $5.03M
ERIE
Erie Indemnity CO

Financial Services
1.55K
+ 112.42%
$401.65 - $542.86 $622K - $840K
2.93K $1.21M
AWI
Armstrong World Industries Inc

Industrials
3.27K
New
$133.26 - $162.01 $436K - $530K
3.27K $462K
SAIC
Science Applications International Corp

Technology
4.66K
+ 216.0%
$110.11 - $154.1 $513K - $718K
6.81K $761K
CAR
Avis Budget Group, Inc.

Industrials
5.71K
New
$77.44 - $109.07 $442K - $622K
5.71K $460K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.84K
+ 18.72%
$111.62 - $139.44 $205K - $256K
11.6K $1.59M
SEAT
Vivid Seats Inc.

Communication Services
69.7K
+ 47.37%
$3.26 - $4.63 $227K - $323K
217K $1M
MSCI
Msci Inc.

Financial Services
713
+ 43.5%
$569.09 - $635.99 $406K - $453K
2.35K $1.41M
PCAR
Paccar Inc

Industrials
1.67K
+ 3.2%
$97.92 - $118.41 $164K - $198K
54K $5.62M
TW
Tradeweb Markets Inc.

Financial Services
3.18K
+ 60.45%
$124.87 - $136.32 $397K - $434K
8.44K $1.11M
KD
Kyndryl Holdings, Inc.

Technology
8.38K
+ 59.31%
$22.43 - $35.79 $188K - $300K
22.5K $778K
CNP
Centerpoint Energy Inc

Utilities
858
+ 0.47%
$28.58 - $32.66 $24.5K - $28K
184K $5.84M
APH
Amphenol Corp

Technology
3.11K
+ 5.86%
$62.07 - $75.35 $193K - $234K
56.2K $3.9M
ICSH
Blackrock Ultra Short Term Bon

ETFs
9.53K
+ 7.99%
$50.35 - $50.69 $480K - $483K
129K $6.49M
MET
Metlife Inc

Financial Services
5.73K
+ 12.87%
$78.15 - $88.25 $448K - $506K
50.2K $4.11M
BKR
Baker Hughes CO

Energy
6.63K
+ 19.2%
$35.98 - $44.88 $239K - $298K
41.2K $1.69M
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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