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
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.01K
+ 9.77%
$460.0 - $505.78 $466K - $512K
11.4K $5.29M
SHW
Sherwin Williams CO

Basic Materials
169
+ 3.86%
$294.65 - $384.0 $49.8K - $64.9K
4.55K $1.73M
UBER
Uber Technologies, Inc

Technology
3.51K
+ 5.39%
$58.48 - $77.47 $205K - $272K
68.6K $5.15M
PSA
Public Storage

Real Estate
103
+ 2.04%
$283.13 - $365.01 $29.2K - $37.6K
5.16K $1.88M
CDAY
Ceridian Hcm Holding Inc.

Technology
6.51K
New
N/A
6.51K $420K
CBRE
Cbre Group, Inc.

Real Estate
930
+ 10.86%
$85.97 - $124.48 $80K - $116K
9.5K $1.18M
VRT
Vertiv Holdings CO

Industrials
4.8K
+ 81.92%
$86.66 - $86.66 $416K - $416K
10.7K $923K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17.9K
+ 11.08%
$23.75 - $23.75 $424K - $424K
179K $4.25M
COP
Conocophillips

Energy
8.37K
+ 16.14%
$102.3 - $116.61 $857K - $976K
60.3K $6.34M
GLD
Spdr Gold Trust

ETFs
638
+ 7.23%
$215.56 - $246.98 $138K - $158K
9.46K $2.3M
PANW
Palo Alto Networks Inc

Technology
988
+ 4.6%
$294.18 - $368.01 $291K - $364K
22.5K $7.68M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
17K
+ 71.76%
$21.96 - $22.69 $373K - $386K
40.7K $920K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
13.8K
+ 6.82%
$24.78 - $25.11 $341K - $345K
215K $5.41M
GPN
Global Payments Inc

Industrials
3.64K
+ 147.29%
$92.66 - $112.97 $338K - $412K
6.12K $626K
GOOGL
Alphabet Inc.

Communication Services
60.9K
+ 10.21%
$148.65 - $191.18 $9.05M - $11.6M
657K $109M
MO
Altria Group, Inc.

Consumer Defensive
864
+ 1.49%
$45.95 - $54.71 $39.7K - $47.3K
58.8K $3M
ICE
Intercontinental Exchange, Inc.

Financial Services
103
+ 0.71%
$136.93 - $162.81 $14.1K - $16.8K
14.6K $2.35M
EXR
Extra Space Storage Inc.

Real Estate
729
+ 8.05%
$151.92 - $183.06 $111K - $133K
9.79K $1.76M
JCI
Johnson Controls International PLC

Industrials
871
+ 3.43%
$65.52 - $77.61 $57.1K - $67.6K
26.2K $2.04M
BDX
Becton Dickinson & CO

Healthcare
1.13K
+ 12.59%
$221.47 - $242.41 $251K - $275K
10.1K $2.44M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.57K
+ 50.13%
$233.4 - $302.36 $366K - $473K
4.69K $1.27M
MET
Metlife Inc

Financial Services
1.02K
+ 4.99%
$67.96 - $82.48 $69.2K - $84K
21.4K $1.77M
NEM
Newmont Corp

Basic Materials
1.69K
+ 8.07%
$41.65 - $55.85 $70.2K - $94.1K
22.6K $1.21M
CMCSA
Comcast Corp

Communication Services
51
+ 0.04%
$37.33 - $41.78 $1.9K - $2.13K
126K $5.25M
SHOP
Shopify Inc.

Technology
2.63K
+ 32.13%
$52.26 - $80.75 $137K - $212K
10.8K $865K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.8K
+ 68.04%
$21.7 - $22.6 $300K - $312K
34.1K $768K
AEP
American Electric Power CO Inc

Utilities
453
+ 2.43%
$87.11 - $104.95 $39.5K - $47.5K
19.1K $1.96M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
14.1K
+ 107.94%
$21.22 - $22.22 $299K - $313K
27.1K $599K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
7.56K
New
$33.2 - $41.73 $251K - $315K
7.56K $315K
SLV
I Shares Silver Trust

ETFs
10.8K
New
$24.33 - $29.38 $264K - $319K
10.8K $308K
LQD
Ishares Iboxx $ Investment Gra

ETFs
666
+ 1.68%
$106.11 - $113.72 $70.7K - $75.7K
40.4K $4.56M
PAYC
Paycom Software, Inc.

Technology
1.26K
+ 31.72%
$140.16 - $173.86 $176K - $218K
5.21K $868K
DFUS
Dimensional ETF Tr U S Equity

ETFs
88
+ 0.1%
$56.04 - $62.2 $4.93K - $5.47K
87K $5.41M
RMD
Resmed Inc

Healthcare
36
+ 0.66%
$186.94 - $252.92 $6.73K - $9.11K
5.46K $1.33M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
8.15K
New
$27.14 - $35.2 $221K - $287K
8.15K $285K
EVR
Evercore Inc.

Financial Services
1.12K
New
$211.0 - $258.67 $236K - $289K
1.12K $283K
OKE
Oneok Inc

Energy
395
+ 1.55%
$78.62 - $95.27 $31.1K - $37.6K
25.8K $2.35M
EMLP
First Tr Exchange Traded Iv

ETFs
8.2K
New
$30.38 - $34.0 $249K - $279K
8.2K $275K
AEE
Ameren Corp

Utilities
2.32K
+ 54.4%
$70.45 - $87.46 $164K - $203K
6.59K $576K
KEY
Keycorp

Financial Services
2.78K
+ 3.13%
$13.95 - $17.34 $38.7K - $48.2K
91.5K $1.53M
ANET
Arista Networks, Inc.

Technology
81
+ 1.14%
$311.42 - $388.21 $25.2K - $31.4K
7.19K $2.76M
WIX
Wix.Com Ltd.

Technology
1.61K
New
$147.93 - $171.74 $238K - $276K
1.61K $268K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
5.88K
New
$29.24 - $45.37 $172K - $267K
5.88K $264K
EXAS
Exact Sciences Corp

Healthcare
3.86K
New
$42.43 - $70.83 $164K - $274K
3.86K $262K
CTSH
Cognizant Technology Solutions Corp

Technology
508
+ 2.11%
$66.89 - $77.87 $34K - $39.6K
24.6K $1.9M
PNR
Pentair PLC

Industrials
2.65K
New
$74.39 - $97.79 $197K - $259K
2.65K $259K
BXP
Boston Properties Inc

Real Estate
243
+ 1.94%
$60.3 - $82.49 $14.7K - $20K
12.8K $1.03M
MT
Arcelor Mittal

Basic Materials
9.81K
New
$21.09 - $26.26 $207K - $258K
9.81K $257K
PFIS
Peoples Financial Services Corp.

Financial Services
5.46K
New
$41.44 - $50.49 $226K - $276K
5.46K $256K
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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