United Capital Financial Advisers, LLC Purchases in Q3 2024

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
1.62K
+ 3.12%
$101.25 - $127.45 $164K - $206K
53.4K $6.48M
ETN
Eaton Corp PLC

Industrials
1.81K
+ 5.09%
$272.52 - $333.02 $493K - $603K
37.3K $12.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
+ 0.38%
$3305.62 - $4268.05 $56.2K - $72.6K
4.54K $19.1M
PGR
Progressive Corp

Financial Services
1.74K
+ 10.59%
$209.46 - $259.24 $364K - $450K
18.1K $4.6M
AES
Aes Corp

Utilities
53.9K
+ 120.11%
$16.18 - $20.07 $873K - $1.08M
98.8K $1.98M
TTD
Trade Desk, Inc.

Technology
7.56K
+ 29.64%
$83.08 - $110.79 $628K - $838K
33.1K $3.63M
T
At&T Inc.

Communication Services
3.41K
+ 0.95%
$18.21 - $22.28 $62.1K - $76K
361K $7.94M
IT
Gartner Inc

Technology
19
+ 0.11%
$441.32 - $516.47 $8.39K - $9.81K
18K $9.14M
NFLX
Netflix Inc

Communication Services
204
+ 0.81%
$598.55 - $722.26 $122K - $147K
25.4K $18M
CMF
Ishares California Muni Bond E

ETFs
15.8K
+ 21.79%
$56.65 - $58.17 $893K - $917K
88.1K $5.12M
XOM
Exxon Mobil Corp

Energy
3.08K
+ 1.14%
$109.72 - $119.0 $338K - $366K
273K $32M
TMP
Tompkins Financial Corp

Financial Services
14.1K
+ 131.33%
$46.27 - $63.96 $654K - $903K
24.9K $1.44M
HYG
Ishares Tr

ETFs
4.92K
+ 2.98%
$76.72 - $80.36 $377K - $395K
170K $13.6M
MMM
3 M CO

Industrials
1.2K
+ 5.59%
$99.69 - $139.42 $120K - $168K
22.7K $3.11M
PLD
Prologis, Inc.

Real Estate
782
+ 1.38%
$111.95 - $132.43 $87.5K - $104K
57.6K $7.27M
QCRH
Qcr Holdings Inc

Financial Services
60
+ 0.1%
$57.76 - $77.97 $3.47K - $4.68K
59.7K $4.42M
QQQ
Invesco Qqq Trust, Series 1

ETFs
778
+ 1.71%
$434.77 - $502.96 $338K - $391K
46.4K $22.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.86K
+ 1.23%
$56.47 - $63.69 $105K - $119K
153K $9.65M
DVY
Ishares Tr

ETFs
1.57K
+ 4.08%
$119.99 - $135.74 $189K - $214K
40.2K $5.43M
GVI
Ishares Tr

ETFs
5.1K
+ 8.25%
$103.17 - $107.43 $526K - $547K
66.9K $7.16M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.04K
+ 3.13%
$57.22 - $80.08 $59.6K - $83.4K
34.4K $2.68M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.69K
+ 11.7%
$91.42 - $91.82 $703K - $706K
73.4K $6.74M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.03K
+ 0.78%
$50.25 - $50.74 $403K - $407K
1.04M $52.8M
CARR
Carrier Global Corp

Industrials
371
+ 1.03%
$61.9 - $80.88 $23K - $30K
36.4K $2.93M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
6.87K
+ 23.86%
$64.83 - $72.82 $446K - $500K
35.7K $2.57M
PLTR
Palantir Technologies Inc.

Technology
11.6K
+ 80.53%
$24.09 - $37.95 $280K - $441K
26.1K $969K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.91K
+ 2.2%
$100.3 - $100.74 $593K - $595K
274K $27.6M
AON
Aon PLC

Financial Services
1.11K
+ 27.82%
$293.16 - $351.06 $326K - $390K
5.11K $1.77M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3.34K
New
$152.9 - $180.39 $511K - $603K
3.34K $583K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
21.7K
+ 47.41%
$24.38 - $25.2 $529K - $546K
67.4K $1.7M
HCA
Hca Healthcare, Inc.

Healthcare
133
+ 2.24%
$315.12 - $406.43 $41.9K - $54.1K
6.08K $2.47M
LEN
Lennar Corp

Consumer Cyclical
605
+ 5.14%
$142.5 - $192.45 $86.2K - $116K
12.4K $2.32M
EQIX
Equinix Inc

Real Estate
122
+ 3.61%
$749.0 - $890.01 $91.4K - $109K
3.5K $3.11M
OWL
Blue Owl Capital Inc.

Financial Services
27.9K
New
$15.81 - $19.83 $440K - $553K
27.9K $539K
ZTS
Zoetis Inc.

Healthcare
349
+ 1.72%
$172.58 - $196.48 $60.2K - $68.6K
20.6K $4.03M
PNC
Pnc Financial Services Group, Inc.

Financial Services
607
+ 4.56%
$156.14 - $187.2 $94.8K - $114K
13.9K $2.57M
URI
United Rentals, Inc.

Industrials
54
+ 1.93%
$627.41 - $814.1 $33.9K - $44K
2.85K $2.31M
MELI
Mercadolibre Inc

Consumer Cyclical
106
+ 15.25%
$1591.44 - $2140.1 $169K - $227K
801 $1.64M
WELL
Welltower Inc.

Real Estate
126
+ 0.62%
$104.0 - $129.74 $13.1K - $16.3K
20.4K $2.61M
VO
Vanguard Mid Cap ETF

ETFs
15
+ 0.07%
$237.84 - $263.83 $3.57K - $3.96K
22.6K $5.97M
XLU
Utilities Sector Spdr

ETFs
3.16K
+ 17.54%
$67.67 - $80.78 $213K - $255K
21.1K $1.71M
ALGN
Align Technology Inc

Healthcare
1.12K
+ 7.42%
$204.03 - $257.2 $229K - $288K
16.2K $4.13M
GWW
W.W. Grainger, Inc.

Industrials
47
+ 1.5%
$896.19 - $1044.18 $42.1K - $49.1K
3.17K $3.3M
BERY
Berry Global Group, Inc.

Consumer Cyclical
6.91K
New
$58.01 - $69.08 $401K - $477K
6.91K $469K
BLDR
Builders First Source, Inc.

Industrials
1.67K
+ 67.36%
$132.6 - $201.83 $222K - $338K
4.16K $806K
BK
Bank Of New York Mellon Corp

Financial Services
1.37K
+ 4.59%
$59.54 - $72.17 $81.4K - $98.7K
31.2K $2.24M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
314
+ 0.37%
$60.1 - $66.57 $18.9K - $20.9K
84.4K $5.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.43K
+ 0.9%
$76.94 - $79.54 $110K - $113K
159K $12.6M
MCO
Moodys Corp

Financial Services
8
+ 0.1%
$421.49 - $494.67 $3.37K - $3.96K
8.31K $3.94M
Activity Summary
Buys All Purchases 466 New Holdings 67 Increased Positions 399 Sells All Sells 551 Reductions 551 Sold out 0 Options Calls 1 Puts 7
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