Captrust Financial Advisors Incresed Positions in Q3 2024

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WDAY
Workday, Inc.

Technology
2.51K
+ 24.22%
$207.75 - $264.68 $521K - $663K
12.9K $3.14M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
9.46K
+ 3.93%
$27.15 - $30.78 $257K - $291K
250K $7.61M
AMD
Advanced Micro Devices Inc

Technology
4.01K
+ 5.6%
$128.67 - $183.96 $516K - $738K
75.7K $12.4M
KMI
Kinder Morgan, Inc.

Energy
3.78K
+ 1.19%
$19.72 - $22.22 $74.5K - $84K
322K $7.12M
CBRE
Cbre Group, Inc.

Real Estate
815
+ 4.21%
$85.97 - $124.48 $70.1K - $101K
20.2K $2.51M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.12K
+ 1.76%
$56.04 - $62.2 $175K - $194K
180K $11.2M
WEN
Wendy'S CO

Consumer Cyclical
41.6K
+ 42.55%
$15.83 - $18.24 $659K - $759K
139K $2.44M
CME
Cme Group Inc.

Financial Services
2.37K
+ 23.92%
$193.43 - $220.62 $458K - $523K
12.3K $2.71M
FSLR
First Solar, Inc.

Technology
52
+ 0.17%
$205.36 - $255.78 $10.7K - $13.3K
30.3K $7.56M
CFG
Citizens Financial Group Inc

Financial Services
5.84K
+ 6.04%
$35.24 - $43.24 $206K - $253K
103K $4.21M
DEO
Diageo PLC

Consumer Defensive
1.41K
+ 3.89%
$120.02 - $140.77 $169K - $198K
37.6K $5.28M
BR
Broadridge Financial Solutions, Inc.

Technology
438
+ 1.27%
$196.56 - $218.55 $86.1K - $95.7K
35K $7.52M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.31K
+ 15.58%
$201.82 - $234.36 $465K - $540K
17.1K $3.94M
BNL
Broadstone Net Lease, Inc.

Real Estate
2.57K
+ 1.21%
$15.64 - $18.95 $40.2K - $48.7K
215K $4.07M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.8K
+ 4.9%
$63.28 - $70.06 $304K - $336K
103K $7.21M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
8.26K
+ 3.88%
$39.37 - $41.68 $325K - $344K
221K $9.16M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.38K
+ 1.25%
$75.47 - $83.18 $104K - $115K
112K $9.3M
PAR
Par Technology Corp

Technology
1.17K
+ 0.93%
$44.72 - $57.16 $52.2K - $66.7K
127K $6.63M
VRSN
Verisign Inc

Technology
2.69K
+ 18.21%
$174.18 - $190.64 $468K - $512K
17.4K $3.31M
PKG
Packaging Corp Of America

Consumer Cyclical
227
+ 1.17%
$176.32 - $215.7 $40K - $49K
19.6K $4.23M
CCI
Crown Castle International Corp

Real Estate
3.18K
+ 21.54%
$95.29 - $120.24 $303K - $382K
17.9K $2.13M
TRMB
Trimble Inc.

Technology
5.3K
+ 9.14%
$49.82 - $62.06 $264K - $329K
63.3K $3.93M
OGS
One Gas, Inc.

Utilities
3.82K
+ 10.32%
$62.22 - $74.44 $238K - $284K
40.8K $3.04M
HTRB
Hartford Fds Total Return Bd E

ETFs
10.9K
+ 5.51%
$33.29 - $35.33 $362K - $384K
208K $7.29M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
15.6K
+ 6.45%
$24.86 - $26.33 $387K - $410K
257K $6.72M
RF
Regions Financial Corp

Financial Services
15K
+ 15.98%
$19.51 - $23.42 $292K - $350K
109K $2.53M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.05K
+ 2.86%
$106.11 - $113.72 $218K - $234K
73.8K $8.34M
APPF
Appfolio Inc

Technology
2.83K
+ 183.29%
$204.33 - $270.02 $578K - $764K
4.37K $1.03M
CINF
Cincinnati Financial Corp

Financial Services
3.14K
+ 25.26%
$115.7 - $138.2 $363K - $434K
15.6K $2.12M
FBNC
First Bancorp

Financial Services
478
+ 0.74%
$31.65 - $44.54 $15.1K - $21.3K
65.5K $2.72M
WEC
Wec Energy Group, Inc.

Utilities
2.58K
+ 11.54%
$77.68 - $96.19 $201K - $248K
25K $2.4M
FOUR
Shift4 Payments, Inc.

Technology
5.67K
+ 63.46%
$61.26 - $88.65 $348K - $503K
14.6K $1.3M
CNC
Centene Corp

Healthcare
5.72K
+ 24.55%
$64.89 - $80.23 $371K - $459K
29K $2.18M
JHMM
John Hancock Multifactor Mid C

ETFs
600
+ 0.52%
$54.25 - $60.2 $32.6K - $36.1K
117K $7.04M
BBY
Best Buy CO Inc

Consumer Cyclical
1.7K
+ 7.06%
$80.23 - $103.29 $136K - $175K
25.7K $2.66M
EME
Emcor Group, Inc.

Industrials
703
+ 14.15%
$340.22 - $435.6 $239K - $306K
5.67K $2.44M
IVZ
Invesco Ltd.

Financial Services
31.9K
+ 131.28%
$14.85 - $17.74 $474K - $566K
56.2K $987K
GWRE
Guidewire Software, Inc.

Technology
153
+ 1.17%
$137.04 - $182.94 $21K - $28K
13.3K $2.42M
IQV
Iqvia Holdings Inc.

Healthcare
1.93K
+ 30.78%
$206.81 - $251.55 $399K - $485K
8.19K $1.94M
LBRDA
Liberty Broadband Corp

Communication Services
5.35K
+ 58.43%
$52.22 - $77.82 $280K - $417K
14.5K $1.12M
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.07K
+ 4.7%
$92.56 - $99.46 $562K - $604K
135K $13M
CCK
Crown Holdings Inc

Consumer Cyclical
5.5K
+ 159.56%
$71.52 - $95.86 $393K - $527K
8.95K $857K
EFX
Equifax Inc

Industrials
26
+ 0.22%
$236.42 - $307.13 $6.15K - $7.99K
11.6K $3.42M
MSM
Msc Industrial Direct CO Inc

Industrials
5.35K
+ 26.88%
$75.8 - $89.13 $405K - $476K
25.2K $2.17M
PFF
Ishares Trust Ishares Pfd And

ETFs
3.59K
+ 1.31%
$31.18 - $33.5 $112K - $120K
277K $9.22M
UBSI
United Bankshares Inc

Financial Services
7.28K
+ 11.06%
$31.56 - $39.32 $230K - $286K
73.1K $2.71M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.78K
+ 3.24%
$87.56 - $95.49 $156K - $170K
56.8K $5.42M
TPR
Tapestry, Inc.

Consumer Cyclical
11.1K
+ 97.86%
$36.29 - $47.94 $404K - $534K
22.5K $1.06M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
8.82K
+ 50.34%
$43.9 - $52.34 $387K - $462K
26.3K $1.36M
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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