United Capital Financial Advisers, LLC Spdr Nuveen Bloomberg High Yie Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q2 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 1,334,810 shares of HYMB stock, worth $34.9 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

1,334,810

Previous 1,319,307 1.18%

Holding current value

$34.9 Million

Previous $33.9 Million 0.19%

% of portfolio

0.29%

Previous 0.28%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$25.12 - $25.81 $389,435 - $400,132	15,503 Added 1.18%	1,334,810 $34 Million
Q1 2024 May 15, 2024	BUY	$24.95 - $25.69 $180,288 - $185,635	7,226 Added 0.55%	1,319,307 $33.9 Million
Q4 2023 Feb 14, 2024	SELL	$23.09 - $25.41 $23 Million - $25.3 Million	-996,627 Reduced 43.17%	1,312,081 $33.2 Million
Q3 2023 Nov 14, 2023	SELL	$23.58 - $25.22 $5.98 Million - $6.39 Million	-253,428 Reduced 9.89%	2,308,708 $55 Million
Q2 2023 Aug 14, 2023	BUY	$24.33 - $25.33 $2.94 Million - $3.06 Million	120,911 Added 4.95%	2,562,136 $64.1 Million
Q1 2023 Aug 14, 2023	SELL	$24.5 - $50.38 $2.96 Million - $6.09 Million	-120,911 Reduced 4.72%	2,441,225 $61.1 Million
Q1 2023 May 15, 2023	BUY	$24.5 - $50.38 $34.4 Million - $70.8 Million	1,404,766 Added 135.54%	2,441,225 $61.1 Million
Q4 2022 Feb 14, 2023	BUY	$23.44 - $50.65 $973,861 - $2.1 Million	41,547 Added 4.18%	1,036,459 $50.8 Million
Q3 2022 Nov 14, 2022	BUY	$23.96 - $26.61 $4.81 Million - $5.34 Million	200,857 Added 25.3%	994,912 $47.7 Million
Q2 2022 Aug 11, 2022	BUY	$24.46 - $27.54 $3.21 Million - $3.62 Million	131,298 Added 19.81%	794,055 $40.8 Million
Q1 2022 May 16, 2022	BUY	$27.51 - $30.04 $3.01 Million - $3.29 Million	109,482 Added 19.79%	662,757 $36.6 Million
Q4 2021 Feb 14, 2022	BUY	$29.68 - $30.1 $2.26 Million - $2.29 Million	76,195 Added 15.97%	553,275 $33.2 Million
Q3 2021 Nov 15, 2021	BUY	$29.98 - $30.58 $2.16 Million - $2.2 Million	71,910 Added 17.75%	477,080 $28.6 Million
Q2 2021 Aug 13, 2021	BUY	$29.57 - $30.41 $2.47 Million - $2.54 Million	83,461 Added 25.94%	405,170 $24.6 Million
Q1 2021 May 14, 2021	BUY	$29.35 - $30.12 $1.92 Million - $1.97 Million	65,560 Added 25.59%	321,709 $19.1 Million
Q4 2020 Feb 17, 2021	BUY	$28.28 - $29.5 $1.89 Million - $1.97 Million	66,704 Added 35.21%	256,149 $15.1 Million
Q3 2020 Nov 13, 2020	BUY	$28.09 - $28.75 $5.16 Million - $5.28 Million	183,793 Added 3251.82%	189,445 $10.8 Million
Q2 2020 Aug 13, 2020	BUY	$26.11 - $28.18 $35,561 - $38,381	1,362 Added 31.75%	5,652 $319,000
Q1 2020 May 15, 2020	SELL	$21.48 - $30.58 $35,484 - $50,518	-1,652 Reduced 27.8%	4,290 $235,000
Q4 2019 Feb 14, 2020	SELL	$29.33 - $29.7 $123,801 - $125,363	-4,221 Reduced 41.53%	5,942 $351,000
Q3 2019 Nov 14, 2019	BUY	$29.33 - $29.71 $68,808 - $69,699	2,346 Added 30.01%	10,163 $603,000
Q2 2019 Aug 13, 2019	BUY	N/A	2,762 Added 54.64%	7,817 $457,000
Q1 2019 May 14, 2019	SELL	N/A	-509 Reduced 9.15%	5,055 $290,000
Q4 2018 Feb 14, 2019	BUY	N/A	1,052 Added 23.32%	5,564 $312,000
Q3 2018 Nov 14, 2018	BUY	N/A	41 Added 0.92%	4,512 $254,000
Q2 2018 Aug 14, 2018	SELL	N/A	-33 Reduced 0.73%	4,471 $253,000
Q1 2018 May 15, 2018	BUY	N/A	33 Added 0.74%	4,504 $251,000
Q4 2017 Feb 13, 2018	SELL	N/A	-666 Reduced 12.96%	4,471 $249,000
Q2 2017 Aug 14, 2017	BUY	N/A	5,137	5,137 $292,000

Others Institutions Holding HYMB

# of Institutions

364

Shares Held

75.8M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
Sector ETFs
Industry ETFs

More about HYMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Account

United Capital Financial Advisers, LLC Spdr Nuveen Bloomberg High Yie Transaction History