Captrust Financial Advisors Incresed Positions in Q3 2024

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIGZ
Black Rock Innovation & Growth Trust
1.5K
+ 4.79%
$6.75 - $7.61 $10.1K - $11.4K
32.8K $247K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
26
+ 0.38%
$35.93 - $39.64 $934 - $1.03K
6.9K $272K
IIIN
Insteel Industries Inc

Industrials
96
+ 0.07%
$29.57 - $34.71 $2.84K - $3.33K
137K $4.25M
KNTK
Kinetik Holdings Inc.

Energy
15
+ 0.27%
$38.59 - $47.43 $579 - $711
5.5K $248K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
257
+ 1.5%
$25.38 - $26.27 $6.52K - $6.75K
17.4K $457K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
75
+ 1.66%
$81.14 - $92.39 $6.09K - $6.93K
4.59K $407K
GBF
Ishares Tr

ETFs
60
+ 1.75%
$101.73 - $107.63 $6.1K - $6.46K
3.49K $372K
PKI
Perkinelmer Inc

Healthcare
169
+ 0.17%
N/A
99.5K $12M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
4.09K
+ 10.25%
$11.38 - $14.48 $46.6K - $59.2K
44K $555K
WLK
Westlake Corp

Basic Materials
17
+ 0.53%
$133.5 - $150.97 $2.27K - $2.57K
3.2K $480K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
368
+ 1.81%
$1.52 - $2.56 $559 - $942
20.6K $51K
IHF
Ishares Tr

ETFs
3
+ 0.07%
$51.37 - $58.67 $154 - $176
4.07K $232K
PBT
Permian Basin Royalty Trust

Energy
1
+ 0.0%
$10.5 - $12.01 $10.5 - $12
28.7K $341K
AR
Antero Resources Corp

Energy
3.02K
+ 17.46%
$24.94 - $33.3 $75.4K - $101K
20.3K $582K
ENS
Ener Sys

Industrials
227
+ 5.95%
$93.92 - $110.19 $21.3K - $25K
4.04K $412K
IXN
Ishares Global Information Tec

ETFs
285
+ 1.43%
$73.0 - $87.81 $20.8K - $25K
20.2K $1.67M
ILCB
Ishares Morningstar U.S. Equit

ETFs
4
+ 0.09%
$71.38 - $79.23 $286 - $317
4.52K $357K
PSEC
Prospect Capital Corp

Financial Services
3.69K
+ 34.9%
$4.75 - $5.6 $17.5K - $20.6K
14.2K $76K
AL
Air Lease Corp

Industrials
877
+ 8.73%
$40.73 - $49.94 $35.7K - $43.8K
10.9K $494K
CCCC
C4 Therapeutics, Inc.

Healthcare
185
+ 1.25%
$4.43 - $7.38 $820 - $1.37K
15K $85K
CNM
Core & Main, Inc.

Industrials
3.07K
+ 11.62%
$38.0 - $54.22 $117K - $166K
29.4K $1.31M
PID
Invesco Exchange Traded Fd Tr

ETFs
981
+ 8.84%
$17.85 - $17.85 $17.5K - $17.5K
12.1K $215K
NMR
Nomura Holdings Inc

Financial Services
5.95K
+ 22.78%
$4.92 - $6.31 $29.3K - $37.6K
32.1K $167K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
70
+ 1.05%
$41.04 - $43.51 $2.87K - $3.05K
6.75K $291K
ESS
Essex Property Trust, Inc.

Real Estate
51
+ 3.62%
$272.82 - $272.82 $13.9K - $13.9K
1.46K $398K
GERN
Geron Corp

Healthcare
2.49K
+ 20.84%
$4.17 - $4.99 $10.4K - $12.4K
14.4K $65K
OXLC
Oxford Lane Capital Corp.

Financial Services
3.23K
+ 31.05%
$5.15 - $5.67 $16.6K - $18.3K
13.6K $71K
ILPT
Industrial Logistics Properties Trust

Real Estate
312
+ 2.72%
$3.45 - $5.16 $1.08K - $1.61K
11.8K $56K
OPEN
Opendoor Technologies Inc.

Real Estate
2.89K
+ 7.12%
$1.6 - $2.92 $4.62K - $8.43K
43.4K $87K
WMPN
William Penn Bancorporation

Financial Services
34
+ 0.25%
$11.0 - $12.4 $374 - $422
13.5K $165K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
9
+ 0.04%
$23.57 - $24.19 $212 - $218
22.3K $537K
MGNI
Magnite, Inc.

Communication Services
38
+ 0.21%
$12.37 - $15.84 $470 - $602
18.5K $256K
MUR
Murphy Oil Corp

Energy
3.52K
+ 24.22%
$32.79 - $42.32 $115K - $149K
18K $608K
OPK
Opko Health, Inc.

Healthcare
434
+ 1.22%
$1.21 - $1.68 $525 - $729
36.1K $53K
CHMG
Chemung Financial Corp

Financial Services
174
+ 2.48%
$43.9 - $50.48 $7.64K - $8.78K
7.2K $345K
CRUS
Cirrus Logic, Inc.

Technology
142
+ 5.27%
$112.86 - $145.69 $16K - $20.7K
2.84K $352K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
104
+ 1.59%
$59.61 - $60.15 $6.2K - $6.26K
6.65K $398K
FUBO
Fubo Tv Inc.

Communication Services
2.92K
+ 11.6%
$1.16 - $2.07 $3.38K - $6.03K
28K $39K
WTI
W&T Offshore Inc

Energy
3.13K
+ 5.91%
$1.94 - $2.51 $6.07K - $7.85K
56.1K $120K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
144
+ 0.53%
$19.01 - $20.7 $2.74K - $2.98K
27.1K $553K
NAT
Nordic American Tankers LTD

Industrials
1.48K
+ 1.33%
$3.98 - $3.98 $5.89K - $5.89K
112K $447K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
338
+ 2.18%
$2.02 - $2.27 $683 - $767
15.9K $36K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
235
+ 1.37%
$14.16 - $14.47 $3.33K - $3.4K
17.3K $249K
CLSD
Clearside Biomedical, Inc.

Healthcare
5.74K
+ 6.59%
$0.93 - $1.35 $5.33K - $7.74K
92.7K $117K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
99
+ 0.83%
$19.94 - $22.45 $1.97K - $2.22K
12K $258K
INFA
Informatica Inc.

Technology
1.6K
+ 23.73%
$23.11 - $31.2 $37.1K - $50K
8.36K $211K
BKD
Brookdale Senior Living Inc.

Healthcare
349
+ 1.49%
$6.5 - $7.99 $2.27K - $2.79K
23.8K $161K
NKTR
Nektar Therapeutics

Healthcare
748
+ 6.23%
$1.11 - $1.48 $830 - $1.11K
12.7K $16K
AMRN
Amarin Corp Plcuk

Healthcare
2.54K
+ 12.53%
$0.57 - $0.8 $1.45K - $2.03K
22.8K $14K
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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