Captrust Financial Advisors Incresed Positions in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CADE
Cadence Bank

Financial Services
2.58K
+ 13.29%
$26.42 - $32.41 $68.1K - $83.6K
22K $703K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
13.4K
+ 65.02%
$8.43 - $8.77 $113K - $117K
33.9K $294K
CINF
Cincinnati Financial Corp

Financial Services
610
+ 3.37%
$126.6 - $151.6 $77.2K - $92.5K
18.7K $2.79M
OHI
Omega Healthcare Investors Inc

Real Estate
5.17K
+ 9.66%
$35.55 - $39.05 $184K - $202K
58.6K $2.15M
SQ
Block, Inc.

Technology
1.95K
+ 10.48%
N/A
20.6K $1.18M
U
Unity Software Inc.

Technology
462
+ 2.11%
$16.75 - $26.24 $7.74K - $12.1K
22.3K $540K
BIIB
Biogen Inc.

Healthcare
2.01K
+ 16.0%
$113.38 - $135.49 $228K - $273K
14.6K $1.83M
HOLX
Hologic Inc

Healthcare
910
+ 6.06%
$52.73 - $65.22 $48K - $59.4K
15.9K $1.04M
PEN
Penumbra Inc

Healthcare
497
+ 33.38%
$253.22 - $299.78 $126K - $149K
1.99K $509K
CHX
Champion X Corp

Energy
5.93K
+ 80.64%
$22.52 - $30.02 $134K - $178K
13.3K $329K
TQQQ
Proshares Ultrapro Qqq

ETFs
88
+ 2.2%
$38.9 - $83.0 $3.42K - $7.3K
4.09K $339K
ABEV
Ambev S.A.

Consumer Defensive
25.9K
+ 4.58%
$2.15 - $2.55 $55.7K - $66K
591K $1.43M
SWX
Southwest Gas Holdings, Inc.

Utilities
1.33K
+ 42.02%
$66.91 - $76.44 $89.3K - $102K
4.51K $335K
G
Genpact LTD

Technology
3.24K
+ 57.51%
$40.65 - $50.56 $132K - $164K
8.88K $390K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
5.11K
+ 20.11%
$19.44 - $19.88 $99.3K - $102K
30.5K $605K
INDA
Ishares Msci India Index Fund

ETFs
1.3K
+ 15.94%
$49.13 - $55.86 $63.8K - $72.5K
9.44K $525K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
2.63K
+ 12.57%
$50.56 - $59.57 $133K - $157K
23.5K $1.22M
VOYA
Voya Financial, Inc.

Financial Services
1.25K
+ 22.91%
$54.27 - $71.0 $67.9K - $88.8K
6.71K $476K
CHW
Calamos Global Dynamic Income Fund

Financial Services
12.5K
+ 66.37%
$5.59 - $7.13 $70.1K - $89.4K
31.4K $223K
DTM
Dt Midstream, Inc.

Energy
218
+ 3.71%
$87.23 - $109.91 $19K - $24K
6.09K $669K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
15.3K
+ 40.91%
$14.1 - $17.13 $216K - $262K
52.7K $742K
BWFG
Bankwell Financial Group, Inc.

Financial Services
85
+ 0.51%
$27.71 - $36.46 $2.36K - $3.1K
16.7K $603K
RGEN
Repligen Corp

Healthcare
946
+ 16.83%
$108.89 - $145.23 $103K - $137K
6.57K $816K
SONO
Sonos Inc

Technology
9.17K
+ 68.27%
$7.7 - $11.25 $70.6K - $103K
22.6K $244K
BURL
Burlington Stores, Inc.

Consumer Cyclical
582
+ 9.44%
$215.78 - $270.12 $126K - $157K
6.75K $1.57M
IVZ
Invesco Ltd.

Financial Services
4.23K
+ 7.58%
$12.14 - $15.77 $51.3K - $66.7K
60K $946K
LINC
Lincoln Educational Services Corp

Consumer Defensive
101
+ 0.75%
$15.32 - $23.8 $1.55K - $2.4K
13.5K $312K
WTFC
Wintrust Financial Corp

Financial Services
426
+ 10.76%
$95.17 - $124.21 $40.5K - $52.9K
4.39K $543K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
568
+ 5.42%
$55.24 - $68.55 $31.4K - $38.9K
11K $744K
ONON
On Holding Ag

Consumer Cyclical
983
+ 17.4%
$37.65 - $60.68 $37K - $59.6K
6.63K $345K
TCBI
Texas Capital Bancshares Inc

Financial Services
464
+ 3.65%
$61.24 - $79.4 $28.4K - $36.8K
13.2K $1.05M
CVBF
Cvb Financial Corp

Financial Services
488
+ 0.76%
$16.41 - $20.0 $8.01K - $9.76K
64.6K $1.28M
PK
Park Hotels & Resorts Inc.

Real Estate
10.8K
+ 32.35%
$8.85 - $11.18 $95.8K - $121K
44.3K $452K
LYG
Lloyds Banking Group PLC

Financial Services
11.8K
+ 11.7%
$3.32 - $4.29 $39.2K - $50.7K
113K $479K
THFF
First Financial Corp

Financial Services
300
+ 2.03%
$42.72 - $54.21 $12.8K - $16.3K
15.1K $817K
HSBC
Hsbc Holdings PLC

Financial Services
232
+ 0.99%
$46.68 - $61.09 $10.8K - $14.2K
23.6K $1.43M
LAD
Lithia Motors Inc

Consumer Cyclical
80
+ 5.39%
$271.94 - $339.35 $21.8K - $27.1K
1.57K $528K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.69K
+ 11.74%
$107.83 - $119.94 $182K - $203K
16.1K $1.74M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.26K
+ 22.87%
$35.3 - $37.51 $79.7K - $84.7K
12.1K $455K
LBRDK
Liberty Broadband Corp

Communication Services
237
+ 4.61%
$73.65 - $101.29 $17.5K - $24K
5.38K $528K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.73K
+ 18.13%
$37.18 - $42.55 $64.2K - $73.5K
11.3K $478K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
334
+ 0.86%
$13.24 - $18.0 $4.42K - $6.01K
39.1K $662K
PRU
Prudential Financial Inc

Financial Services
2.18K
+ 6.37%
$95.12 - $112.71 $207K - $246K
36.4K $3.91M
NEXT
Next Decade Corp.

Energy
3.22K
+ 6.16%
$5.68 - $9.2 $18.3K - $29.6K
55.4K $494K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
241
+ 0.06%
$22.7 - $23.33 $5.47K - $5.62K
403K $9.41M
NGD
New Gold Inc.

Basic Materials
1.11K
+ 1.72%
$2.98 - $4.95 $3.32K - $5.51K
66.1K $327K
AEE
Ameren Corp

Utilities
1.69K
+ 9.55%
$94.23 - $101.68 $159K - $172K
19.4K $1.86M
PLTK
Playtika Holding Corp.

Communication Services
19.3K
+ 164.75%
$4.51 - $5.44 $87K - $105K
31K $146K
PJT
Pjt Partners Inc.

Financial Services
207
+ 11.17%
$125.44 - $166.41 $26K - $34.4K
2.06K $340K
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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