United Capital Financial Advisers, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$23.75 - $25.99 $36,195 - $39,608
-1,524 Reduced 1.63%
92,000 $2.33 Million
Q3 2023

Nov 14, 2023
SELL
$22.87 - $24.87 $22 - $24
-1 Reduced -0.0%
93,524 $2.31 Million
Q1 2023

May 15, 2023
SELL
$20.96 - $23.77 $20,268 - $22,985
-967 Reduced 1.02%
93,525 $2.08 Million
Q4 2022

Feb 14, 2023
SELL
$21.04 - $23.04 $24,196 - $26,496
-1,150 Reduced 1.2%
94,492 $2.06 Million
Q3 2022

Nov 14, 2022
BUY
N/A
485 Added 0.51%
95,642 $1.92 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-146 Reduced 0.15%
95,157 $1.7 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-253 Reduced 0.26%
95,303 $1.73 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-142 Reduced 0.15%
95,556 $1.88 Million
Q1 2021

May 14, 2021
SELL
N/A
-292 Reduced 0.3%
95,698 $1.59 Million
Q4 2020

Feb 17, 2021
SELL
N/A
-194 Reduced 0.2%
95,990 $1.33 Million
Q3 2020

Nov 13, 2020
BUY
N/A
1,285 Added 1.35%
96,184 $1.04 Million
Q2 2020

Aug 13, 2020
BUY
N/A
93 Added 0.1%
94,899 $1.25 Million
Q1 2020

May 15, 2020
SELL
N/A
-9,465 Reduced 9.08%
94,806 $856,000
Q4 2019

Feb 14, 2020
SELL
N/A
-1,317 Reduced 1.25%
104,271 $2.27 Million
Q3 2019

Nov 14, 2019
SELL
N/A
-2,645 Reduced 2.44%
105,588 $2.46 Million
Q2 2019

Aug 13, 2019
BUY
N/A
9,333 Added 9.44%
108,233 $2.72 Million
Q1 2019

May 14, 2019
BUY
N/A
8,342 Added 9.21%
98,900 $2.52 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-2,163 Reduced 2.33%
90,558 $2.02 Million
Q3 2018

Nov 14, 2018
BUY
N/A
16,871 Added 22.24%
92,721 $2.55 Million
Q2 2018

Aug 14, 2018
BUY
N/A
24,230 Added 46.94%
75,850 $2.02 Million
Q1 2018

May 15, 2018
BUY
N/A
51,620 New
51,620 $1.24 Million
Q4 2017

Feb 13, 2018
BUY
N/A
26,497 Added 77.58%
60,653 $1.67 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-34,991 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
34,991
34,991 $1.04 Million

Others Institutions Holding AMJ

# of Institutions
15
Shares Held
662K
Call Options Held
200
Put Options Held
0
View Full List

About JPMORGAN CHASE & CO ALERIAN ML

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