Advertisement
Screener

CAPTRUST FINANCIAL ADVISORS Last Quarter Change: Foreign Preferred Shares, Sold Out

CAPTRUST FINANCIAL ADVISORS quarter change: Foreign Preferred Shares, Sold out

In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, CAPTRUST FINANCIAL ADVISORS opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1512024): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
BANK OF NOVA SCOTIACanada$57.224B1,391
CAPSTONE INVESTMENT ADVISORS, LLCUnited States$57.414B1,558
Universal- Beteiligungs- und Servicegesellschaft mbHGermany$58.121B2,069
Rockefeller Capital Management L.P.United States$56.396B11,499
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.United States$58.389B1,471
First Eagle Investment Management, LLCUnited States$59.000B602
Man Group plcUnited Kingdom$55.120B3,748
ALKEON CAPITAL MANAGEMENT LLCUnited States$59.503B188
AVIVA PLCUnited Kingdom$59.607B844
Allspring Global Investments Holdings, LLCUnited States$59.677B3,465