Captrust Financial Advisors New Holdings in Q3 2024

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CNA
Cna Financial Corp

Financial Services
5.78K
New
$44.75 - $51.95 $259K - $300K
5.78K $282K
IAC
Iac/Inter Active Corp

Communication Services
5.23K
New
$45.12 - $54.7 $236K - $286K
5.23K $281K
SM
Sm Energy CO

Energy
7.04K
New
$38.07 - $47.26 $268K - $333K
7.04K $281K
AGO
Assured Guaranty LTD

Financial Services
3.53K
New
$74.0 - $82.52 $261K - $291K
3.53K $280K
MOD
Modine Manufacturing CO

Consumer Cyclical
2.07K
New
$94.6 - $133.72 $196K - $276K
2.07K $274K
SLM
Slm Corp

Financial Services
12K
New
$19.93 - $23.7 $239K - $284K
12K $273K
PEGA
Pegasystems Inc

Technology
3.74K
New
$57.07 - $73.36 $213K - $274K
3.74K $272K
CDNA
Care Dx, Inc.

Healthcare
8.68K
New
$14.41 - $33.99 $125K - $295K
8.68K $271K
SPH
Suburban Propane Partners LP

Utilities
15K
New
$16.66 - $19.3 $251K - $290K
15K $269K
CVNA
Carvana Co.

Consumer Cyclical
1.55K
New
$122.32 - $175.15 $189K - $271K
1.55K $269K
LNW
Light & Wonder, Inc.

Consumer Cyclical
2.87K
New
$90.73 - $112.68 $261K - $324K
2.87K $260K
NWE
Northwestern Corp

Utilities
4.53K
New
$48.68 - $57.27 $221K - $260K
4.53K $259K
PNM
Pnm Resources Inc

Utilities
6.09K
New
$35.99 - $42.21 $219K - $257K
6.09K $253K
USXF
Ishares Esg Advanced Msci Usa

Technology
5.15K
New
$43.59 - $49.35 $224K - $254K
5.15K $252K
IGOV
Ishares 1 3 International Trea

ETFs
6.04K
New
$38.52 - $42.09 $233K - $254K
6.04K $252K
EWBC
East West Bancorp Inc

Financial Services
3.02K
New
$70.41 - $88.25 $212K - $266K
3.02K $249K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.46K
New
$64.83 - $72.82 $225K - $252K
3.46K $249K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
11K
New
$20.97 - $24.49 $230K - $269K
11K $248K
MTH
Meritage Homes Corp

Consumer Cyclical
1.21K
New
$152.23 - $213.69 $184K - $259K
1.21K $248K
RDVY
First Trust Rising Dividend Ac

ETFs
4.18K
New
$53.68 - $59.24 $224K - $248K
4.18K $247K
CWENA
Clearway Energy Inc Cl A
7.15K
New
N/A
7.15K $246K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
7.21K
New
$27.45 - $34.49 $198K - $249K
7.21K $246K
ARGX
Argenx Se

Healthcare
449
New
$434.22 - $551.9 $195K - $248K
449 $243K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.85K
New
$56.29 - $62.74 $217K - $242K
3.85K $241K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.96K
New
$41.22 - $51.19 $204K - $254K
4.96K $241K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
5.23K
New
$39.15 - $46.02 $205K - $241K
5.23K $238K
LC
Lending Club Corp

Financial Services
20.8K
New
$8.34 - $12.51 $173K - $260K
20.8K $237K
SMPL
Simply Good Foods CO

Consumer Defensive
6.83K
New
$31.31 - $37.21 $214K - $254K
6.83K $237K
ABCB
Ameris Bancorp

Financial Services
3.8K
New
$48.61 - $65.14 $185K - $248K
3.8K $237K
KMPR
Kemper Corp

Financial Services
3.88K
New
$57.86 - $65.76 $225K - $255K
3.88K $237K
QDEL
Quidel Ortho Corp

Healthcare
5.22K
New
$29.96 - $46.4 $156K - $242K
5.22K $237K
CSR
Centerspace

Real Estate
3.32K
New
$67.04 - $75.5 $222K - $250K
3.32K $233K
NHC
National Healthcare Corp

Healthcare
1.85K
New
$109.43 - $137.13 $203K - $254K
1.85K $232K
CRI
Carters Inc

Consumer Cyclical
3.56K
New
$57.26 - $71.06 $204K - $253K
3.56K $231K
SBR
Sabine Royalty Trust

Energy
3.73K
New
$59.42 - $67.35 $222K - $251K
3.73K $230K
ATRC
Atri Cure, Inc.

Healthcare
8.19K
New
$20.34 - $29.5 $167K - $242K
8.19K $229K
AVA
Avista Corp

Utilities
5.92K
New
$33.57 - $39.64 $199K - $235K
5.92K $229K
AIT
Applied Industrial Technologies Inc

Industrials
1.02K
New
$183.8 - $224.77 $187K - $229K
1.02K $226K
IRDM
Iridium Communications Inc.

Communication Services
7.43K
New
$25.17 - $31.03 $187K - $231K
7.43K $226K
B
Barnes Group Inc

Industrials
5.55K
New
$34.65 - $44.88 $192K - $249K
5.55K $224K
AVEM
American Centy ETF Tr Avantis

ETFs
3.46K
New
$57.2 - $65.59 $198K - $227K
3.46K $223K
TNL
Travel & Leisure Co.

Consumer Cyclical
4.86K
New
$40.55 - $49.87 $197K - $242K
4.86K $223K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
4.71K
New
$46.16 - $47.63 $218K - $224K
4.71K $223K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
6K
New
$33.88 - $36.77 $203K - $221K
6K $219K
LIVN
Liva Nova PLC

Healthcare
4.13K
New
$43.38 - $54.59 $179K - $226K
4.13K $217K
CRVL
Corvel Corp

Financial Services
664
New
$250.37 - $326.89 $166K - $217K
664 $217K
HAYW
Hayward Holdings, Inc.

Industrials
14.1K
New
$12.04 - $15.32 $170K - $216K
14.1K $216K
MLI
Mueller Industries Inc

Industrials
2.9K
New
$55.73 - $74.1 $162K - $215K
2.9K $215K
INTA
Intapp, Inc.

Technology
4.5K
New
$31.5 - $51.19 $142K - $230K
4.5K $215K
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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