Captrust Financial Advisors Incresed Positions in Q3 2024

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPIB
Jpmorgan International Bond Op

ETFs
2.87K
+ 3.87%
$46.96 - $48.73 $135K - $140K
77.1K $3.75M
THC
Tenet Healthcare Corp

Healthcare
1.23K
+ 80.72%
$129.27 - $168.03 $159K - $206K
2.75K $456K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.4K
+ 5.76%
$21.05 - $21.17 $240K - $241K
209K $4.42M
IBMO
Ishares Tr Ibonds December 202

ETFs
9.52K
+ 52.09%
$25.26 - $25.66 $241K - $244K
27.8K $713K
LDOS
Leidos Holdings, Inc.

Technology
1.07K
+ 24.27%
$142.66 - $163.02 $153K - $175K
5.5K $896K
HUBB
Hubbell Inc

Industrials
5
+ 0.13%
$355.55 - $428.48 $1.78K - $2.14K
3.95K $1.69M
RL
Ralph Lauren Corp

Consumer Cyclical
1.07K
+ 46.35%
$158.53 - $197.61 $169K - $211K
3.37K $652K
BSCV
Invesco ETF Self Indexed Fd Tr
13.9K
+ 62.18%
$15.89 - $16.79 $222K - $234K
36.4K $606K
MTB
M&T Bank Corp

Financial Services
270
+ 3.6%
$146.49 - $179.85 $39.6K - $48.6K
7.76K $1.38M
HRB
H&R Block Inc

Consumer Cyclical
2.65K
+ 31.03%
$52.99 - $66.6 $140K - $176K
11.2K $709K
SIGI
Selective Insurance Group Inc

Financial Services
2.66K
+ 82.23%
$82.08 - $101.2 $218K - $269K
5.9K $550K
CBT
Cabot Corp

Basic Materials
704
+ 8.39%
$86.96 - $111.73 $61.2K - $78.7K
9.09K $1.02M
SMG
Scotts Miracle Gro CO

Basic Materials
425
+ 4.41%
$61.06 - $86.7 $26K - $36.8K
10.1K $871K
WST
West Pharmaceutical Services Inc

Healthcare
1.27K
+ 27.09%
$277.16 - $333.3 $351K - $422K
5.93K $1.78M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
64
+ 0.79%
$84.66 - $123.5 $5.42K - $7.9K
8.21K $972K
VT
Vanguard Total World Stk Index

ETFs
321
+ 1.11%
$107.72 - $119.96 $34.6K - $38.5K
29.2K $3.5M
BCO
Brinks CO

Industrials
1.54K
+ 32.6%
$93.97 - $115.64 $145K - $178K
6.28K $725K
CMA
Comerica Inc

Financial Services
2.26K
+ 19.14%
$49.93 - $61.49 $113K - $139K
14.1K $843K
EGP
Eastgroup Properties Inc

Real Estate
607
+ 7.91%
$169.51 - $191.71 $103K - $116K
8.28K $1.55M
FMNB
Farmers National Banc Corp

Financial Services
107
+ 0.12%
$12.04 - $16.09 $1.29K - $1.72K
90.2K $1.36M
TILT
Flexshares Tr

ETFs
858
+ 20.13%
$192.68 - $212.84 $165K - $183K
5.12K $1.09M
INDB
Independent Bank Corp

Financial Services
2.5K
+ 23.36%
$47.89 - $64.34 $120K - $161K
13.2K $780K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
1.36K
+ 6.13%
$57.2 - $65.72 $77.9K - $89.5K
23.6K $1.52M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
547
+ 3.22%
$97.66 - $119.74 $53.4K - $65.5K
17.5K $1.96M
KNSL
Kinsale Capital Group, Inc.

Financial Services
59
+ 2.28%
$370.41 - $491.09 $21.9K - $29K
2.64K $1.23M
ACM
Aecom

Industrials
1.48K
+ 28.13%
$82.37 - $103.25 $122K - $153K
6.74K $696K
FLEX
Flex Ltd.

Technology
3.22K
+ 10.08%
$28.1 - $34.0 $90.6K - $110K
35.2K $1.18M
HTLF
Heartland Financial Usa Inc

Financial Services
1.24K
+ 9.3%
$43.37 - $58.97 $53.8K - $73.1K
14.6K $825K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
7.61K
+ 6.33%
$28.82 - $30.15 $219K - $229K
128K $3.73M
LPX
Louisiana Pacific Corp

Industrials
462
+ 6.46%
$80.06 - $107.45 $37K - $49.6K
7.61K $818K
ACA
Arcosa, Inc.

Industrials
2.09K
+ 76.8%
$76.27 - $95.27 $159K - $199K
4.81K $455K
DFAU
Dimensional ETF Tr

ETFs
3.52K
+ 8.68%
$35.8 - $39.69 $126K - $140K
44.1K $1.75M
MSTR
Microstrategy Inc

Technology
4.35K
+ 1038.66%
$114.3 - $1800.09 $497K - $7.83M
4.77K $804K
AVUV
American Centy ETF Tr Avantis

ETFs
830
+ 3.53%
$88.24 - $99.7 $73.2K - $82.8K
24.4K $2.34M
FAS
Direxion Daily Financial Bull

ETFs
835
+ 20.44%
$97.35 - $134.06 $81.3K - $112K
4.92K $638K
FAAR
First Trust Vii Alternative Ab

ETFs
10.9K
+ 8.12%
$27.83 - $28.78 $304K - $315K
146K $4.05M
WTRG
Essential Utilities, Inc.

Utilities
5.43K
+ 43.29%
$36.74 - $41.49 $200K - $225K
18K $693K
WAT
Waters Corp

Healthcare
115
+ 4.37%
$282.7 - $359.89 $32.5K - $41.4K
2.75K $988K
WAL
Western Alliance Bancorporation

Financial Services
758
+ 11.22%
$61.15 - $88.41 $46.4K - $67K
7.51K $649K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
8.05K
+ 19.45%
$22.51 - $23.57 $181K - $190K
49.5K $1.16M
NCNO
N Cino, Inc.

Technology
6.75K
+ 6.96%
$29.0 - $35.0 $196K - $236K
104K $3.28M
MUST
Columbia ETF Tr I Multi Sector

ETFs
8.45K
+ 7.34%
$20.28 - $20.85 $171K - $176K
124K $2.57M
CVBF
Cvb Financial Corp

Financial Services
10.5K
+ 17.15%
$16.43 - $20.04 $173K - $211K
71.8K $1.28M
BNS
Bank Of Nova Scotia

Financial Services
536
+ 2.46%
$44.71 - $54.78 $24K - $29.4K
22.3K $1.22M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.76K
+ 17.81%
$51.78 - $52.98 $194K - $199K
24.8K $1.32M
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.47K
+ 1.82%
$19.4 - $21.93 $28.4K - $32.1K
82.1K $1.8M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
2.57K
+ 46.95%
$67.99 - $80.84 $175K - $208K
8.05K $588K
SNDR
Schneider National, Inc.

Industrials
4.97K
+ 30.62%
$22.89 - $28.65 $114K - $142K
21.2K $604K
IYR
Ishares Tr

ETFs
1
+ 0.01%
$86.93 - $103.61 $86.9 - $104
14.9K $1.52M
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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