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
LPX
Louisiana Pacific Corp

Industrials
890
+ 12.67%
$81.16 - $95.48 $72.2K - $85K
7.92K $680K
TRP
Tc Energy Corp

Energy
147
+ 0.87%
$44.48 - $51.4 $6.54K - $7.56K
17.1K $831K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
665
+ 1.32%
$40.64 - $47.27 $27K - $31.4K
51K $2.38M
WAL
Western Alliance Bancorporation

Financial Services
317
+ 4.61%
$61.0 - $79.94 $19.3K - $25.3K
7.19K $560K
IP
International Paper CO

Consumer Cyclical
5.84K
+ 15.82%
$43.89 - $54.46 $256K - $318K
42.7K $2M
ASUR
Asure Software Inc

Technology
10
+ 0.01%
$8.82 - $10.16 $88.2 - $102
146K $1.43M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
4.34K
+ 38.75%
N/A
15.6K $110K
RNST
Renasant Corp

Financial Services
200
+ 1.66%
$27.68 - $36.52 $5.54K - $7.3K
12.2K $439K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
36
+ 0.87%
$55.73 - $68.72 $2.01K - $2.47K
4.16K $286K
MGPI
Mgp Ingredients Inc

Consumer Defensive
735
+ 5.25%
$26.51 - $33.56 $19.5K - $24.7K
14.7K $441K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
8.86K
+ 51.74%
N/A
26K $87K
PBFS
Pioneer Bancorp, Inc.

Financial Services
2.01K
+ 12.72%
$11.03 - $12.53 $22.2K - $25.2K
17.8K $214K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
420
+ 11.01%
$101.91 - $134.83 $42.8K - $56.6K
4.24K $532K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
129
+ 3.6%
$95.74 - $115.54 $12.4K - $14.9K
3.71K $424K
ANTX
An2 Therapeutics, Inc.

Healthcare
30K
+ 300.0%
$1.06 - $1.4 $31.8K - $42K
40K $42K
IDU
Ishares Tr U S Utils ETF

ETFs
91
+ 1.48%
$93.98 - $106.11 $8.55K - $9.66K
6.26K $654K
CARE
Carter Bankshares, Inc.

Financial Services
292
+ 1.47%
$13.86 - $17.55 $4.05K - $5.12K
20.1K $348K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
2.96K
+ 21.49%
$7.0 - $8.06 $20.7K - $23.8K
16.7K $134K
TOWN
Towne Bank (Va)

Financial Services
842
+ 1.94%
$30.4 - $35.29 $25.6K - $29.7K
44.3K $1.51M
EPI
Wisdomtree Tr India Earnings F

ETFs
30
+ 0.43%
$41.3 - $47.52 $1.24K - $1.43K
7.06K $335K
BBSI
Barrett Business Services Inc

Industrials
58
+ 0.13%
$38.05 - $42.61 $2.21K - $2.47K
45.5K $1.9M
CVE
Cenovus Energy Inc.

Energy
2.48K
+ 11.4%
$10.58 - $14.83 $26.2K - $36.8K
24.2K $329K
DVA
Davita Inc.

Healthcare
435
+ 13.03%
$133.5 - $155.51 $58.1K - $67.6K
3.77K $537K
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
930
+ 1.85%
$8.76 - $9.82 $8.15K - $9.13K
51.2K $502K
ROLL
Rbc Bearings Inc

Industrials
111
+ 2.23%
N/A
5.08K $1.25M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
143
+ 0.1%
$121.58 - $136.74 $17.4K - $19.6K
142K $19.2M
ALB
Albemarle Corp

Basic Materials
1.05K
+ 24.25%
$50.76 - $72.25 $53.1K - $75.6K
5.36K $336K
FIW
First Trust Water ETF

ETFs
3
+ 0.09%
$90.26 - $108.05 $271 - $324
3.52K $380K
PSEC
Prospect Capital Corp

Financial Services
11.8K
+ 92.24%
$3.14 - $4.06 $37K - $47.9K
24.6K $78K
IMPP
Imperial Petroleum Inc.

Energy
5.7K
+ 46.49%
$2.22 - $3.57 $12.7K - $20.4K
18K $55K
NAT
Nordic American Tankers LTD

Industrials
6.16K
+ 4.65%
N/A
139K $552K
RGCO
Rgc Resources Inc

Utilities
46
+ 0.29%
$20.27 - $22.92 $932 - $1.05K
16K $358K
SANA
Sana Biotechnology, Inc.

Healthcare
4.81K
+ 43.76%
$1.34 - $2.97 $6.44K - $14.3K
15.8K $43K
AGI
Alamos Gold Inc

Basic Materials
987
+ 5.06%
$23.81 - $30.33 $23.5K - $29.9K
20.5K $544K
ATRC
Atri Cure, Inc.

Healthcare
598
+ 8.92%
$29.07 - $34.94 $17.4K - $20.9K
7.3K $239K
CMC
Commercial Metals CO

Basic Materials
202
+ 4.38%
$39.2 - $50.67 $7.92K - $10.2K
4.81K $235K
LANC
Lancaster Colony Corp

Consumer Defensive
160
+ 7.86%
$159.67 - $192.9 $25.5K - $30.9K
2.2K $379K
RHI
Robert Half International Inc.

Industrials
13.8K
+ 34.32%
$40.31 - $54.71 $554K - $752K
53.8K $2.21M
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
420
+ 4.9%
N/A
9K $473K
KBH
Kb Home

Consumer Cyclical
1.13K
+ 15.66%
$50.15 - $58.93 $56.5K - $66.4K
8.32K $440K
LUMN
Lumen Technologies, Inc.

Communication Services
364
+ 0.81%
$3.07 - $4.51 $1.12K - $1.64K
45.1K $197K
MLI
Mueller Industries Inc

Industrials
100
+ 2.47%
$68.45 - $79.6 $6.85K - $7.96K
4.16K $330K
SBSI
Southside Bancshares Inc

Financial Services
203
+ 0.57%
$26.49 - $29.9 $5.38K - $6.07K
35.7K $1.05M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
8
+ 0.18%
$44.64 - $55.3 $357 - $442
4.47K $247K
CWS
Advisorshares Tr Advisorshares

ETFs
58
+ 1.54%
$59.37 - $70.0 $3.44K - $4.06K
3.83K $268K
CERS
Cerus Corp

Healthcare
14.7K
+ 89.69%
$1.22 - $1.51 $17.9K - $22.2K
31.1K $43K
UVV
Universal Corp

Consumer Defensive
171
+ 3.22%
$50.84 - $65.39 $8.69K - $11.2K
5.48K $318K
WEC
Wec Energy Group, Inc.

Utilities
1.58K
+ 5.25%
$102.24 - $109.76 $162K - $174K
31.7K $3.31M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
1.28K
+ 7.05%
$7.42 - $8.86 $9.46K - $11.3K
19.4K $171K
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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