United Advisor Group, LLC Purchases in Q3 2024

United Advisor Group, LLC

  • $422 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WPM
Wheaton Precious Metals Corp.

Basic Materials
221
+ 4.59%
$52.04 - $64.22 $11.5K - $14.2K
5.04K $307K
VB
Vanguard Small Cap ETF

ETFs
88
+ 4.93%
$214.77 - $237.72 $18.9K - $20.9K
1.87K $444K
GAIN
Gladstone Investment Corporation\De

Financial Services
1.28K
+ 1.86%
$12.51 - $14.45 $16K - $18.5K
70.1K $1.01M
WM
Waste Management Inc

Industrials
259
+ 27.58%
$196.96 - $223.45 $51K - $57.9K
1.2K $248K
COP
Conocophillips

Energy
614
+ 33.37%
$102.3 - $116.61 $62.8K - $71.6K
2.45K $258K
EPD
Enterprise Products Partners L.P.

Energy
1.28K
+ 1.96%
$27.88 - $30.0 $35.7K - $38.4K
66.6K $1.94M
DSL
Double Line Income Solutions Fund

Financial Services
1.45K
+ 3.22%
$12.42 - $13.06 $17.9K - $18.9K
46.3K $601K
FANG
Diamondback Energy, Inc.

Energy
564
+ 26.82%
$168.46 - $210.94 $95K - $119K
2.67K $459K
KR
Kroger CO

Consumer Defensive
13
+ 0.25%
$50.43 - $57.3 $656 - $745
5.24K $300K
BLNK
Blink Charging Co.

Industrials
19.9K
New
$1.57 - $3.7 $31.2K - $73.4K
19.9K $34K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
25
+ 0.27%
$28.41 - $32.11 $710 - $803
9.16K $288K
FSK
Fs Kkr Capital Corp

Financial Services
1.26K
+ 0.49%
$18.74 - $20.43 $23.6K - $25.7K
260K $5.14M
RWL
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.1%
$90.36 - $98.07 $452 - $490
5.11K $500K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
102
+ 1.35%
$52.1 - $59.66 $5.31K - $6.09K
7.64K $452K
FUBO
Fubo Tv Inc.

Communication Services
18.1K
New
$1.16 - $2.07 $21K - $37.5K
18.1K $25K
HTRB
Hartford Fds Total Return Bd E

ETFs
45
+ 0.29%
$33.29 - $35.33 $1.5K - $1.59K
15.4K $537K
IXN
Ishares Global Information Tec

ETFs
264
+ 10.75%
$73.0 - $87.81 $19.3K - $23.2K
2.72K $224K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
35
+ 0.32%
$42.76 - $45.16 $1.5K - $1.58K
10.8K $484K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
1.8K
+ 13.55%
$16.12 - $18.36 $29.1K - $33.1K
15.1K $256K
DNL
Wiswisdomtree Tr

ETFs
325
+ 2.83%
$36.65 - $40.81 $11.9K - $13.3K
11.8K $464K
UBER
Uber Technologies, Inc

Technology
48
+ 1.15%
$58.48 - $77.47 $2.81K - $3.72K
4.21K $316K
TROW
Price T Rowe Group Inc

Financial Services
210
+ 10.67%
$101.71 - $120.75 $21.4K - $25.4K
2.18K $237K
EMR
Emerson Electric CO

Industrials
100
+ 4.0%
$98.19 - $118.87 $9.82K - $11.9K
2.6K $284K
HYD
Vaneck High Yield Muni ETF

ETFs
19
+ 0.41%
$51.46 - $53.07 $978 - $1.01K
4.6K $244K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
13
+ 0.11%
$20.0 - $20.91 $260 - $272
11.3K $233K
ET
Energy Transfer LP

Energy
300
+ 1.69%
$15.43 - $16.44 $4.63K - $4.93K
18K $288K
STRV
Ea Ser Tr Strive 500 ETF
20.3K
+ 12.29%
N/A
186K $0
Ft Vest Us Equity Equal Weight Buffer ETF June
11.8K
New
N/A
11.8K $0
HUSV
First Tr ETF Iii Horizon Manag
7
+ 0.1%
N/A
7.21K $0
Arm Holdings PLC Sponsored Ads
3.81K
New
N/A
3.81K $0
Alpha Architect 13 Month Box ETF
187
+ 3.81%
N/A
5.09K $0
Te Connectivity PLC Ord Shs
1.65K
New
N/A
1.65K $0
Kodiak Gas Svcs Inc Com
11.8K
New
N/A
11.8K $0
Annaly Capital Management Inc Com New
2.13K
+ 3.77%
N/A
58.8K $0
Oaktree Specialty Lending Corp Com
19.7K
+ 14.48%
N/A
155K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
26.7K
+ 29.36%
N/A
118K $0
Ft Vest Us Small Cap Moderate Buffer ETF May
8.54K
New
N/A
8.54K $0
Neuberger Berman Option Strategy ETF
29.4K
New
N/A
29.4K $0
CION
Cion Investment Corp

Financial Services
100
+ 0.38%
$11.55 - $12.46 $1.16K - $1.25K
26.5K $314K
SDGR
Schrodinger, Inc.

Healthcare
27
+ 0.14%
$18.05 - $24.02 $487 - $649
19.1K $354K
BXSL
Blackstone Secured Lending Fund

Financial Services
78
+ 0.55%
$28.75 - $31.59 $2.24K - $2.46K
14.3K $419K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
293
+ 3.2%
$49.83 - $62.75 $14.6K - $18.4K
9.45K $544K
IEP
Icahn Enterprises L.P.

Industrials
2.08K
+ 7.74%
$10.02 - $17.78 $20.8K - $37K
28.9K $392K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
3.98K
+ 3.1%
$13.62 - $15.59 $54.2K - $62K
132K $1.82M
Activity Summary
Buys All Purchases 295 New Holdings 99 Increased Positions 196 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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