United Capital Financial Advisers, LLC First Trust Nyse Arca Biotechn Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$151.19 - $159.79 $87,539 - $92,518	579 Added 4.25%	14,193 $2.17 Million
Q1 2023 Aug 14, 2023	SELL	$147.92 - $165.37 $85,645 - $95,749	-579 Reduced 4.08%	13,614 $2.11 Million
Q1 2023 May 15, 2023	SELL	$147.92 - $165.37 $26,329 - $29,435	-178 Reduced 1.29%	13,614 $2.11 Million
Q4 2022 Feb 14, 2023	SELL	$132.87 - $159.04 $27,769 - $33,239	-209 Reduced 1.49%	13,792 $2.13 Million
Q2 2022 Aug 11, 2022	BUY	$123.32 - $155.54 $14,305 - $18,042	116 Added 0.84%	14,001 $1.9 Million
Q1 2022 May 16, 2022	SELL	$137.27 - $163.07 $43,240 - $51,367	-315 Reduced 2.22%	13,885 $2.07 Million
Q4 2021 Feb 14, 2022	SELL	$153.09 - $169.84 $28,474 - $31,590	-186 Reduced 1.29%	14,200 $2.3 Million
Q3 2021 Nov 15, 2021	SELL	$164.82 - $176.04 $60,653 - $64,782	-368 Reduced 2.49%	14,386 $2.39 Million
Q2 2021 Aug 13, 2021	BUY	$157.67 - $176.2 $105,638 - $118,053	670 Added 4.76%	14,754 $2.55 Million
Q1 2021 May 14, 2021	SELL	$156.06 - $184.84 $47,286 - $56,006	-303 Reduced 2.11%	14,084 $2.26 Million
Q3 2020 Nov 13, 2020	SELL	$150.39 - $180.07 $64,667 - $77,430	-430 Reduced 2.9%	14,387 $2.26 Million
Q2 2020 Aug 13, 2020	SELL	$127.11 - $171.8 $683,597 - $923,940	-5,378 Reduced 26.63%	14,817 $2.49 Million
Q1 2020 May 15, 2020	SELL	$114.56 - $156.02 $111,123 - $151,339	-970 Reduced 4.58%	20,195 $2.65 Million
Q4 2019 Feb 14, 2020	BUY	$120.34 - $154.01 $46,451 - $59,447	386 Added 1.86%	21,165 $3.15 Million
Q3 2019 Nov 14, 2019	SELL	$123.44 - $131.99 $402,044 - $429,891	-3,257 Reduced 13.55%	20,779 $2.57 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-691 Reduced 2.79%	24,036 $3.39 Million
Q1 2019 May 14, 2019	BUY	N/A	194 Added 0.79%	24,727 $3.73 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-5,182 Reduced 17.44%	24,533 $3.05 Million
Q3 2018 Nov 14, 2018	BUY	N/A	10,227 Added 52.48%	29,715 $4.71 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-346 Reduced 1.74%	19,488 $2.73 Million
Q1 2018 May 15, 2018	BUY	N/A	1,099 Added 5.87%	19,834 $2.64 Million
Q4 2017 Feb 13, 2018	BUY	N/A	1,739 Added 10.23%	18,735 $2.36 Million
Q3 2017 Nov 14, 2017	BUY	N/A	132 Added 0.78%	16,996 $2.11 Million
Q2 2017 Aug 14, 2017	BUY	N/A	16,864	16,864 $1.92 Million

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# of Institutions

265

Shares Held

3.4M

Call Options Held

25.5K

Put Options Held

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