United Capital Financial Advisers, LLC Kansas City Southern Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	N/A	-1,717 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	N/A	-208 Reduced 10.81%	1,717 $465,000
Q2 2021 Aug 13, 2021	SELL	N/A	-2,608 Reduced 57.53%	1,925 $545,000
Q1 2021 May 14, 2021	SELL	N/A	-79 Reduced 1.71%	4,533 $1.2 Million
Q4 2020 Feb 17, 2021	BUY	N/A	654 Added 16.52%	4,612 $941,000
Q3 2020 Nov 13, 2020	BUY	N/A	1 Added 0.03%	3,958 $716,000
Q2 2020 Aug 13, 2020	SELL	N/A	-85 Reduced 2.1%	3,957 $591,000
Q1 2020 May 15, 2020	SELL	N/A	-1,654 Reduced 29.04%	4,042 $514,000
Q4 2019 Feb 14, 2020	BUY	N/A	5,696 New	5,696 $872,000
Q3 2019 Nov 14, 2019	SELL	N/A	-19,941 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	N/A	3,656 Added 22.45%	19,941 $2.43 Million
Q1 2019 May 14, 2019	SELL	N/A	-867 Reduced 5.05%	16,285 $1.89 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-3,977 Reduced 18.82%	17,152 $1.64 Million
Q3 2018 Nov 14, 2018	BUY	N/A	7,961 Added 60.46%	21,129 $2.39 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-269 Reduced 2.0%	13,168 $1.4 Million
Q1 2018 May 15, 2018	SELL	N/A	-338 Reduced 2.45%	13,437 $1.48 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-60 Reduced 0.43%	13,775 $1.45 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-448 Reduced 3.14%	13,835 $1.5 Million
Q2 2017 Aug 14, 2017	BUY	N/A	14,283	14,283 $1.5 Million

Others Institutions Holding KSU

# of Institutions

2

Shares Held

3.13K

Call Options Held

0

Put Options Held

0

Independent Solutions Wealth Management, LLC Williamsville, NY

3.13K
Shares

$0
0.21% of portfolio
Huntington National Bank Columbus, OH

1
Shares

$0
0.0% of portfolio

About Kansas City Southern

Ticker KSU
Sector Industrials
Industry Railroads
Shares Outstandng 90,933,696
Market Cap $26.7B

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