Captrust Financial Advisors Sells in Q3 2024

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SAIC
Science Applications International Corp

Technology
-269
- 11.09%
$113.4 - $139.27 $30.5K - $37.5K
2.16K $300K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.28K
- 10.4%
$58.35 - $66.29 $74.6K - $84.8K
11K $730K
BMO
Bank Of Montreal

Financial Services
-37
- 1.22%
$79.1 - $90.77 $2.93K - $3.36K
3K $270K
SNV
Synovus Financial Corp

Financial Services
-3.32K
- 8.68%
$39.32 - $47.62 $131K - $158K
34.9K $1.55M
FHB
First Hawaiian, Inc.

Financial Services
-935
- 6.03%
$20.52 - $26.1 $19.2K - $24.4K
14.6K $337K
EMF
Templeton Emerging Markets Fund

Financial Services
-200
- 1.3%
$11.8 - $13.77 $2.36K - $2.75K
15.1K $205K
IHE
Ishares Tr

ETFs
-53
- 1.08%
$65.61 - $72.86 $3.48K - $3.86K
4.85K $342K
FNV
Franco Nevada Corp

Basic Materials
-33
- 0.92%
$116.95 - $131.12 $3.86K - $4.33K
3.54K $440K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-195
- 3.85%
$46.45 - $53.68 $9.06K - $10.5K
4.87K $256K
LRGF
Ishares Tr

ETFs
-1.61K
- 4.44%
$52.89 - $58.77 $85.2K - $94.7K
34.7K $2.04M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
-819
- 7.99%
$25.77 - $35.16 $21.1K - $28.8K
9.43K $293K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-1.09K
- 1.38%
$15.71 - $17.51 $17.2K - $19.1K
78K $1.35M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-365
- 2.73%
$38.71 - $42.43 $14.1K - $15.5K
13K $549K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-326
- 16.47%
$115.7 - $167.81 $37.7K - $54.7K
1.65K $276K
AZPN
Aspen Technology, Inc.

Technology
-224
- 11.85%
$172.9 - $239.26 $38.7K - $53.6K
1.67K $397K
GTO
Invesco Actively Managed ETF T

ETFs
-788
- 2.53%
$46.22 - $48.77 $36.4K - $38.4K
30.3K $1.46M
FDM
First Trust Dow Jones Select M

ETFs
-67
- 1.07%
$58.44 - $67.29 $3.92K - $4.51K
6.19K $397K
HYD
Vaneck High Yield Muni ETF

ETFs
-597
- 1.59%
$51.46 - $53.07 $30.7K - $31.7K
36.9K $1.96M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-631
- 1.79%
$10.38 - $11.34 $6.55K - $7.16K
34.6K $392K
POST
Post Holdings, Inc.

Consumer Defensive
-63
- 2.41%
$103.64 - $118.23 $6.53K - $7.45K
2.55K $294K
RZV
Invesco Fd Tr

ETFs
-1.09K
- 7.75%
$96.8 - $112.42 $106K - $123K
13K $1.42M
CDW
Cdw Corp

Technology
-15
- 0.13%
$206.67 - $239.84 $3.1K - $3.6K
11.4K $2.58M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
-10
- 0.19%
$39.24 - $45.31 $392 - $453
5.33K $236K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-263
- 0.82%
$51.45 - $52.96 $13.5K - $13.9K
31.7K $1.67M
NU
Nu Holdings Ltd.

Financial Services
-8.95K
- 4.65%
$10.71 - $15.14 $95.9K - $136K
184K $2.51M
NFG
National Fuel Gas CO

Energy
-396
- 5.29%
$54.14 - $61.22 $21.4K - $24.2K
7.08K $429K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-28
- 0.19%
$48.4 - $50.91 $1.36K - $1.43K
14.4K $729K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-1.54K
- 8.3%
$19.62 - $23.55 $30.1K - $36.2K
17K $395K
NYT
New York Times CO

Communication Services
-40
- 0.65%
$51.1 - $55.66 $2.04K - $2.23K
6.08K $338K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.35K
- 2.03%
$28.1 - $29.89 $37.9K - $40.3K
65.2K $1.95M
LMAT
Lemaitre Vascular Inc

Healthcare
-483
- 7.22%
$80.3 - $92.89 $38.8K - $44.9K
6.21K $576K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-194
- 1.71%
$60.25 - $66.85 $11.7K - $13K
11.1K $734K
MSCI
Msci Inc.

Financial Services
-289
- 14.99%
$479.31 - $584.91 $139K - $169K
1.64K $955K
RLY
Ssga Active ETF Tr

ETFs
-814
- 1.79%
$26.98 - $28.77 $22K - $23.4K
44.6K $1.28M
CYBR
Cyber Ark Software Ltd.

Technology
-218
- 4.4%
$241.52 - $291.61 $52.7K - $63.6K
4.73K $1.38M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-850
- 5.9%
$69.7 - $76.81 $59.2K - $65.3K
13.6K $1.04M
FNWB
First Northwest Bancorp

Financial Services
-1.28K
- 3.2%
$9.45 - $11.69 $12K - $14.9K
38.6K $413K
FVD
First Tr Value Line Divid Inde

ETFs
-1.79K
- 7.74%
$40.45 - $45.49 $72.4K - $81.4K
21.3K $970K
OTIS
Otis Worldwide Corp

Industrials
-2.83K
- 6.75%
$91.43 - $104.43 $259K - $296K
39.2K $4.07M
CF
Cf Industries Holdings, Inc.

Basic Materials
-1.15K
- 10.62%
$69.38 - $85.8 $79.4K - $98.2K
9.64K $827K
EXPI
Exp World Holdings, Inc.

Real Estate
-57
- 0.53%
$10.51 - $14.73 $599 - $840
10.7K $150K
ELS
Equity Lifestyle Properties Inc

Real Estate
-19
- 0.39%
$63.6 - $76.23 $1.21K - $1.45K
4.86K $346K
AZEK
Azek CO Inc.

Industrials
-667
- 5.18%
$36.81 - $46.9 $24.6K - $31.3K
12.2K $571K
AOS
Smith A O Corp

Industrials
-28
- 0.71%
$76.95 - $91.98 $2.15K - $2.58K
3.92K $351K
PRA
Proassurance Corp

Financial Services
-89
- 0.84%
$10.89 - $15.04 $969 - $1.34K
10.5K $157K
SPYG
Spdr Portfolio

ETFs
-2.23K
- 2.93%
$73.38 - $84.1 $164K - $188K
74K $6.14M
IYF
Ishares Tr

ETFs
-545
- 5.8%
$93.83 - $105.05 $51.1K - $57.3K
8.84K $918K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-1.64K
- 3.01%
$46.67 - $50.52 $76.5K - $82.9K
52.8K $2.67M
BLD
Top Build Corp

Industrials
-32
- 1.5%
$360.4 - $479.09 $11.5K - $15.3K
2.1K $852K
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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