Captrust Financial Advisors acquired a new position in shares of CoreCivic in the 2nd quarter worth $74,000.

Source: https://www.etfdailynews.com/2023/01/19/corecivic-inc-nysecxw-shares-sold-by-comerica-bank/

Captrust Financial Advisors acquired a new position in shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund during the 2nd quarter worth about $40,000.

Source: https://www.dailypolitical.com/2023/05/24/eaton-vance-tax-managed-buy-write-opportunities-fund-nyseetv-shares-cross-below-50-day-moving-average-of-12-45.html

Captrust Financial Advisors acquired a new position in shares of IonQ during the 2nd quarter worth $44,000.

Source: https://www.etfdailynews.com/2023/04/24/bailard-inc-takes-43000-position-in-ionq-inc-nyseionq/

Captrust Financial Advisors acquired a new stake in Paramount Global in the 2nd quarter worth approximately $42,000.

Source: https://www.americanbankingnews.com/2023/11/11/allspring-global-investments-holdings-llc-sells-675-shares-of-paramount-global-nasdaqparaa.html

Captrust Financial Advisors boosted its holdings in Advanced Energy Industries by 195.5% in the 1st quarter.

Source: https://www.etfdailynews.com/2023/05/25/dimensional-fund-advisors-lp-increases-position-in-advanced-energy-industries-inc-nasdaqaeis/

Captrust Financial Advisors boosted its holdings in Avanos Medical by 23.9% in the 1st quarter.

Source: https://www.dailypolitical.com/2023/05/05/avanos-medical-nyseavns-issues-fy-2023-earnings-guidance.html

Captrust Financial Advisors boosted its holdings in Intel by 13.7% in the third quarter.

Source: https://www.dailypolitical.com/2023/01/26/intel-nasdaqintc-posts-quarterly-earnings-results-misses-estimates-by-0-10-eps.html

Captrust Financial Advisors boosted its position in Abercrombie & Fitch by 24.9% during the second quarter.

Source: https://www.americanbankingnews.com/2023/01/27/barclays-plc-purchases-283912-shares-of-abercrombie-fitch-co-nyseanf.html

Captrust Financial Advisors boosted its position in Okta by 2.4% during the second quarter.

Source: https://www.etfdailynews.com/2023/01/06/ae-wealth-management-llc-boosts-stake-in-okta-inc-nasdaqokta/

Captrust Financial Advisors boosted its position in Varonis Systems by 35.9% during the first quarter.

Source: https://www.americanbankingnews.com/2023/05/27/9068-shares-in-varonis-systems-inc-nasdaqvrns-acquired-by-axq-capital-lp.html

Captrust Financial Advisors boosted its position in WNS by 14.5% in the second quarter.

Source: https://www.etfdailynews.com/2023/06/01/first-trust-advisors-lp-sells-4025-shares-of-wns-holdings-limited-nysewns/

Captrust Financial Advisors boosted its stake in Cinemark by 107.2% during the second quarter.

Source: https://www.americanbankingnews.com/2023/02/15/cinemark-nysecnk-stock-rating-reaffirmed-by-roth-capital.html

Captrust Financial Advisors boosted its stake in Companhia de Saneamento Básico do Estado de São Paulo – SABESP by 79.0% in the 1st quarter.

Source: https://www.etfdailynews.com/2023/02/21/companhia-de-saneamento-basico-do-estado-de-sao-paulo-sabesp-nysesbs-stock-position-raised-by-exoduspoint-capital-management-lp/

Captrust Financial Advisors boosted its stake in First Commonwealth Financial by 20.5% in the 3rd quarter.

Source: https://www.etfdailynews.com/2023/04/02/bank-of-new-york-mellon-corp-purchases-12699-shares-of-first-commonwealth-financial-co-nysefcf/

Captrust Financial Advisors boosted its stake in shares of Ichor by 232.6% in the first quarter.

Source: https://www.etfdailynews.com/2023/02/18/ichor-holdings-ltd-nasdaqichr-shares-bought-by-mutual-of-america-capital-management-llc/

Captrust Financial Advisors boosted its stake in shares of Overstock.com by 61.7% in the 2nd quarter.

Source: https://www.etfdailynews.com/2023/06/25/koshinski-asset-management-inc-takes-341000-position-in-overstock-com-inc-nasdaqostk/

Captrust Financial Advisors boosted its stake in shares of Westwood Holdings Group by 2,187.5% in the second quarter.

Source: https://www.dailypolitical.com/2023/08/27/westwood-holdings-group-nysewhg-coverage-initiated-by-analysts-at-stocknews-com.html

Captrust Financial Advisors bought a new position in shares of Service Properties Trust during the second quarter worth approximately $41,000.

Source: https://www.americanbankingnews.com/2023/11/12/lpl-financial-llc-has-2-04-million-holdings-in-service-properties-trust-nasdaqsvc.html

Captrust Financial Advisors grew its holdings in OFG Bancorp by 19.3% during the 1st quarter.

Source: https://www.etfdailynews.com/2023/08/19/ofg-bancorp-nyseofg-shares-sold-by-new-york-life-investment-management-llc/

Captrust Financial Advisors grew its holdings in Q2 by 370.8% in the second quarter.

Source: https://www.etfdailynews.com/2023/12/22/q2-nyseqtwo-given-new-50-00-price-target-at-needham-company-llc/