Captrust Financial Advisors Incresed Positions in Q3 2024

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDW
Ishares Tr Ibonds Dec 2031 Ter
6.27K
+ 17.17%
$20.12 - $21.28 $126K - $133K
42.8K $907K
SOUN
Soundhound Ai, Inc.

Technology
29.6K
+ 73.38%
$3.89 - $6.2 $115K - $183K
69.9K $325K
SATS
Echo Star Corp

Technology
772
+ 3.71%
$15.5 - $28.04 $12K - $21.6K
21.6K $535K
AVTR
Avantor, Inc.

Basic Materials
3.73K
+ 26.44%
$20.58 - $27.7 $76.8K - $103K
17.9K $461K
NHI
National Health Investors Inc

Real Estate
77
+ 0.81%
$67.53 - $85.15 $5.2K - $6.56K
9.54K $802K
PATH
Ui Path, Inc.

Technology
12.4K
+ 52.06%
$10.75 - $13.24 $133K - $164K
36.2K $463K
INSM
Insmed Inc

Healthcare
1.82K
+ 40.93%
$62.0 - $79.01 $113K - $144K
6.28K $458K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.14K
+ 2.8%
$32.04 - $37.11 $36.6K - $42.4K
41.9K $1.53M
GUNR
Flexshares Tr Morningstar Glob

ETFs
3.66K
+ 55.06%
$38.51 - $41.48 $141K - $152K
10.3K $424K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
16
+ 0.12%
$98.85 - $111.3 $1.58K - $1.78K
13.6K $1.51M
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.4K
+ 11.93%
$29.58 - $30.31 $130K - $133K
41.3K $1.25M
EXEL
Exelixis, Inc.

Healthcare
1.37K
+ 4.02%
$21.96 - $27.6 $30K - $37.8K
35.4K $919K
UAA
Under Armour, Inc.

Consumer Cyclical
465
+ 0.7%
$6.37 - $8.94 $2.96K - $4.16K
66.5K $593K
COLD
Americold Realty Trust

Real Estate
3.97K
+ 27.23%
$25.65 - $30.24 $102K - $120K
18.5K $524K
FORM
Formfactor Inc

Technology
5.86K
+ 72.63%
$40.9 - $62.22 $240K - $365K
13.9K $640K
PPA
Invesco Exchange Traded Fd Tr

ETFs
569
+ 8.02%
$102.05 - $114.97 $58.1K - $65.4K
7.66K $880K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.66K
+ 28.43%
$22.38 - $23.66 $127K - $134K
25.6K $600K
MAA
Mid America Apartment Communities Inc.

Real Estate
251
+ 3.67%
$138.8 - $166.65 $34.8K - $41.8K
7.09K $1.13M
DGII
Digi International Inc

Technology
2.42K
+ 13.49%
$22.44 - $29.62 $54.3K - $71.6K
20.3K $559K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.71K
+ 10.22%
$52.1 - $59.66 $88.9K - $102K
18.4K $1.09M
SEE
Sealed Air Corp

Consumer Cyclical
3.41K
+ 21.13%
$32.27 - $38.05 $110K - $130K
19.6K $709K
IBMP
Ishares Tr Ibonds December 202

ETFs
5.4K
+ 26.48%
$24.92 - $25.47 $135K - $138K
25.8K $656K
BXP
Boston Properties Inc

Real Estate
495
+ 8.83%
$60.3 - $82.49 $29.8K - $40.8K
6.1K $490K
AES
Aes Corp

Utilities
308
+ 0.56%
$16.18 - $20.07 $4.98K - $6.18K
55.6K $1.12M
ROCK
Gibraltar Industries, Inc.

Industrials
2K
+ 48.71%
$62.82 - $80.87 $125K - $161K
6.09K $425K
QTWO
Q2 Holdings, Inc.

Technology
820
+ 20.14%
$60.19 - $81.55 $49.4K - $66.9K
4.89K $390K
NWL
Newell Brands Inc.

Consumer Defensive
5.31K
+ 6.51%
$5.73 - $8.91 $30.4K - $47.3K
86.8K $666K
SSNC
Ss&C Technologies Holdings Inc

Technology
801
+ 11.1%
$61.42 - $76.46 $49.2K - $61.2K
8.02K $595K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
969
+ 6.67%
$111.59 - $129.08 $108K - $125K
15.5K $1.84M
CSWI
Csw Industrials, Inc.

Industrials
113
+ 11.48%
$263.55 - $370.84 $29.8K - $41.9K
1.1K $402K
FYX
First Tr Small Cap Core Alphad

ETFs
672
+ 8.26%
$89.32 - $100.62 $60K - $67.6K
8.81K $876K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
3.51K
+ 3.46%
$12.25 - $13.39 $43K - $47K
105K $1.4M
MPW
Medical Properties Trust Inc

Real Estate
716
+ 0.81%
$4.03 - $6.38 $2.89K - $4.57K
89.2K $521K
MPAA
Motorcar Parts America Inc

Consumer Cyclical
3.01K
+ 3.11%
$5.45 - $7.39 $16.4K - $22.2K
99.6K $736K
VLY
Valley National Bancorp

Financial Services
4.34K
+ 9.0%
$6.58 - $9.34 $28.6K - $40.6K
52.6K $476K
PHO
Invesco Exchange Traded Fd Tr

ETFs
189
+ 0.85%
$63.82 - $70.54 $12.1K - $13.3K
22.5K $1.59M
AIG
American International Group, Inc.

Financial Services
2.47K
+ 5.82%
$70.16 - $79.23 $173K - $196K
44.9K $3.29M
ACVA
Acv Auctions Inc.

Consumer Cyclical
4.56K
+ 21.07%
$14.83 - $20.92 $67.7K - $95.5K
26.2K $532K
CATY
Cathay General Bancorp

Financial Services
399
+ 1.75%
$36.27 - $45.24 $14.5K - $18.1K
23.3K $999K
DFIS
Dimensional ETF Tr Dimensional

ETFs
973
+ 1.93%
$24.06 - $26.97 $23.4K - $26.2K
51.4K $1.38M
MC
Moelis & CO

Financial Services
1.31K
+ 31.45%
$57.14 - $70.62 $74.6K - $92.2K
5.46K $373K
GOLD
Barrick Gold Corp

Basic Materials
370
+ 0.93%
$16.56 - $21.01 $6.13K - $7.77K
40.3K $802K
BRKL
Brookline Bancorp Inc

Financial Services
2.73K
+ 4.4%
$8.43 - $10.54 $23K - $28.8K
64.7K $653K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
590
+ 2.86%
$44.56 - $50.18 $26.3K - $29.6K
21.2K $1.06M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
234
+ 2.89%
$53.53 - $71.86 $12.5K - $16.8K
8.34K $585K
FDT
First Trust Developed Markets

ETFs
1.78K
+ 14.1%
$51.36 - $58.76 $91.3K - $104K
14.4K $829K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.22K
+ 41.19%
$73.55 - $97.62 $89.4K - $119K
4.17K $399K
FFIV
F5, Inc.

Technology
50
+ 1.96%
$170.44 - $223.6 $8.52K - $11.2K
2.6K $572K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
3.98K
+ 14.89%
$24.34 - $25.83 $96.8K - $103K
30.7K $788K
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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