Captrust Financial Advisors Incresed Positions in Q3 2024

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.66K
+ 20.91%
$108.44 - $120.37 $288K - $320K
15.4K $1.85M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.02K
+ 55.07%
$178.94 - $207.0 $361K - $418K
5.69K $1.14M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1.86K
+ 36.64%
$107.74 - $140.72 $200K - $261K
6.92K $969K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.47K
+ 2.65%
$75.88 - $83.21 $112K - $122K
56.9K $4.74M
BSCU
Invesco Exc Self Ind Tr

ETFs
22.7K
+ 72.93%
$16.19 - $17.05 $367K - $387K
53.8K $911K
SMAR
Smartsheet Inc

Technology
5.81K
+ 77.48%
$42.95 - $55.46 $250K - $322K
13.3K $736K
ICF
Ishares Tr

ETFs
788
+ 1.95%
$56.77 - $67.33 $44.7K - $53.1K
41.3K $2.72M
INTU
Intuit Inc

Technology
4.18K
+ 6.89%
$602.97 - $670.49 $2.52M - $2.81M
64.9K $40.3M
TTE
Total Energies Se

Energy
4.48K
+ 9.68%
$68.61 - $68.61 $307K - $307K
50.7K $3.48M
TDG
Trans Digm Group Inc

Industrials
20
+ 0.82%
$1202.03 - $1427.41 $24K - $28.5K
2.45K $3.5M
ZM
Zoom Video Communications, Inc.

Technology
4.58K
+ 67.64%
$55.32 - $71.9 $254K - $330K
11.4K $792K
VNO
Vornado Realty Trust

Real Estate
3.94K
+ 22.0%
$25.5 - $39.4 $101K - $155K
21.9K $861K
SFBS
Servis First Bancshares, Inc.

Financial Services
1.09K
+ 6.26%
$60.39 - $86.36 $65.8K - $94K
18.5K $1.49M
WDFC
Wd 40 CO

Basic Materials
517
+ 7.77%
$213.45 - $271.83 $110K - $141K
7.17K $1.85M
ET
Energy Transfer LP

Energy
29.1K
+ 6.14%
$15.43 - $16.44 $449K - $478K
502K $8.06M
COMP
Compass, Inc.

Technology
3.95K
+ 2.76%
$3.36 - $6.59 $13.3K - $26K
147K $897K
RGLD
Royal Gold Inc

Basic Materials
2.57K
+ 175.75%
$125.01 - $146.5 $321K - $376K
4.03K $564K
TWLO
Twilio Inc

Communication Services
3.51K
+ 19.69%
$56.03 - $65.23 $197K - $229K
21.4K $1.39M
HUBS
Hubspot Inc

Technology
777
+ 132.59%
$450.09 - $592.58 $350K - $460K
1.36K $724K
RVT
Royce Value Trust, Inc.

Financial Services
9
+ 0.0%
$14.28 - $16.01 $129 - $144
304K $4.78M
CSL
Carlisle Companies Inc

Industrials
264
+ 4.52%
$376.5 - $449.34 $99.4K - $119K
6.11K $2.75M
DHS
Wisdomtree Tr U.S

ETFs
319
+ 0.85%
$83.9 - $93.83 $26.8K - $29.9K
37.7K $3.54M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
922
+ 3.56%
$95.1 - $106.76 $87.7K - $98.4K
26.8K $2.86M
SLB
Schlumberger Limited

Energy
23K
+ 20.31%
$39.57 - $49.67 $910K - $1.14M
136K $5.72M
ESE
Esco Technologies Inc

Technology
1.47K
+ 19.25%
$102.11 - $128.98 $150K - $190K
9.11K $1.17M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
22.7K
+ 16.29%
$13.68 - $14.32 $310K - $325K
162K $2.3M
SWKS
Skyworks Solutions, Inc.

Technology
6.15K
+ 20.2%
$96.22 - $120.68 $592K - $742K
36.6K $3.62M
CLH
Clean Harbors Inc

Industrials
1.27K
+ 33.34%
$219.55 - $249.19 $279K - $317K
5.09K $1.23M
KBR
Kbr, Inc.

Industrials
5.54K
+ 102.02%
$60.85 - $69.36 $337K - $384K
11K $714K
OLED
Universal Display Corp Pa

Technology
1.73K
+ 73.32%
$157.72 - $236.42 $273K - $410K
4.1K $861K
PSN
Parsons Corp

Industrials
1.57K
+ 17.17%
$76.52 - $103.68 $120K - $163K
10.7K $1.11M
IBP
Installed Building Products, Inc.

Consumer Cyclical
582
+ 10.97%
$198.8 - $270.35 $116K - $157K
5.89K $1.45M
KEYS
Keysight Technologies, Inc.

Technology
1.5K
+ 27.62%
$119.86 - $158.87 $180K - $239K
6.94K $1.1M
AMG
Affiliated Managers Group, Inc.

Financial Services
1.77K
+ 91.39%
$154.72 - $185.62 $274K - $329K
3.71K $660K
IDCC
Inter Digital, Inc.

Communication Services
68
+ 0.49%
$116.28 - $141.69 $7.91K - $9.63K
13.9K $1.97M
MTZ
Mastec Inc

Industrials
2.65K
+ 140.65%
$97.3 - $126.14 $258K - $335K
4.54K $558K
DASH
Door Dash, Inc.

Communication Services
718
+ 9.65%
$100.28 - $143.99 $72K - $103K
8.16K $1.16M
SFST
Southern First Bancshares Inc

Financial Services
29
+ 0.04%
$27.7 - $36.45 $803 - $1.06K
73K $2.49M
FICO
Fair Isaac Corp

Technology
51
+ 9.29%
$1496.51 - $1947.38 $76.3K - $99.3K
600 $1.17M
VEEV
Veeva Systems Inc

Healthcare
745
+ 10.46%
$180.43 - $223.9 $134K - $167K
7.87K $1.65M
ADSK
Autodesk, Inc.

Technology
2.81K
+ 1.32%
$245.83 - $245.83 $691K - $691K
216K $53.1M
FXD
First Tr Exchange Traded Fd

ETFs
5.21K
+ 132.44%
$56.55 - $63.72 $294K - $332K
9.14K $578K
ORI
Old Republic International Corp

Financial Services
48
+ 0.06%
$29.89 - $35.9 $1.43K - $1.72K
75.5K $2.67M
EXC
Exelon Corp

Utilities
1.87K
+ 4.23%
$34.24 - $40.55 $64K - $75.7K
46.1K $1.87M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
880
+ 30.19%
$305.34 - $350.41 $269K - $308K
3.8K $1.31M
HDB
Hdfc Bank LTD

Financial Services
6.44K
+ 17.42%
$58.04 - $66.97 $374K - $431K
43.4K $2.72M
NTNX
Nutanix, Inc.

Technology
5.39K
+ 75.4%
$46.0 - $63.19 $248K - $340K
12.5K $742K
ITT
Itt Inc.

Industrials
665
+ 5.72%
$125.05 - $150.55 $83.2K - $100K
12.3K $1.84M
LNT
Alliant Energy Corp

Utilities
4.23K
+ 53.49%
$50.74 - $60.74 $214K - $257K
12.1K $735K
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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