Captrust Financial Advisors Incresed Positions in Q3 2024

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DY
Dycom Industries Inc

Industrials
94
+ 4.6%
$165.44 - $197.22 $15.6K - $18.5K
2.14K $420K
TXN
Texas Instruments Inc

Technology
354
+ 0.37%
$194.6 - $194.6 $68.9K - $68.9K
95.6K $18.6M
WTS
Watts Water Technologies Inc

Industrials
199
+ 13.72%
$175.53 - $207.88 $34.9K - $41.4K
1.65K $341K
HWC
Hancock Whitney Corp

Financial Services
857
+ 9.11%
$45.51 - $57.12 $39K - $49K
10.3K $525K
IIPR
Innovative Industrial Properties Inc

Real Estate
213
+ 11.59%
$107.56 - $136.78 $22.9K - $29.1K
2.05K $275K
EXPD
Expeditors International Of Washington Inc

Industrials
395
+ 11.83%
$116.1 - $131.42 $45.9K - $51.9K
3.73K $490K
ERIC
Ericsson Lm Telephone CO

Technology
6.28K
+ 33.77%
$6.19 - $7.77 $38.9K - $48.8K
24.9K $188K
AEIS
Advanced Energy Industries Inc

Industrials
946
+ 12.27%
$92.85 - $119.61 $87.8K - $113K
8.66K $911K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
329
+ 0.8%
$21.9 - $24.73 $7.21K - $8.14K
41.5K $985K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
681
+ 21.63%
$74.85 - $82.2 $51K - $56K
3.83K $311K
HAE
Haemonetics Corp

Healthcare
982
+ 30.07%
$72.45 - $91.58 $71.1K - $89.9K
4.25K $341K
WHR
Whirlpool Corp

Consumer Cyclical
532
+ 17.71%
$90.25 - $112.34 $48K - $59.8K
3.54K $378K
DNL
Wiswisdomtree Tr

ETFs
287
+ 0.16%
$36.65 - $40.81 $10.5K - $11.7K
185K $7.3M
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
9.09K
+ 89.32%
$3.19 - $6.32 $29K - $57.4K
19.3K $103K
DAR
Darling Ingredients Inc.

Consumer Defensive
1.67K
+ 8.89%
$33.99 - $41.78 $56.6K - $69.6K
20.4K $758K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
549
+ 22.93%
$86.85 - $95.74 $47.7K - $52.6K
2.94K $281K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
720
+ 3.73%
$33.2 - $41.73 $23.9K - $30K
20K $836K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
430
+ 9.48%
$100.57 - $116.37 $43.2K - $50K
4.97K $553K
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
IWX
Ishares Tr Russell 200 Value E

ETFs
376
+ 7.2%
$74.49 - $81.27 $28K - $30.6K
5.6K $455K
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
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
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email