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
KMX
Carmax Inc

Consumer Cyclical
896
+ 1.93%
$71.21 - $85.78 $63.8K - $76.9K
47.3K $3.66M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
6.03K
New
$39.85 - $42.56 $240K - $257K
6.03K $256K
EFX
Equifax Inc

Industrials
213
+ 5.68%
$236.42 - $307.13 $50.4K - $65.4K
3.96K $1.16M
HWM
Howmet Aerospace Inc.

Industrials
627
+ 7.4%
$77.3 - $100.22 $48.5K - $62.8K
9.11K $912K
CVNA
Carvana Co.

Consumer Cyclical
1.45K
New
$122.32 - $175.15 $177K - $253K
1.45K $251K
FWRD
Forward Air Corp

Industrials
7.08K
New
$18.65 - $37.23 $132K - $263K
7.08K $250K
CHTR
Charter Communications, Inc.

Communication Services
535
+ 17.76%
$290.56 - $383.07 $155K - $205K
3.55K $1.15M
APTV
Aptiv PLC

Consumer Cyclical
2.59K
+ 6.7%
$65.39 - $74.24 $170K - $193K
41.3K $2.97M
TFC
Truist Financial Corp

Financial Services
1.9K
+ 4.47%
$38.22 - $44.94 $72.5K - $85.3K
44.4K $1.9M
RF
Regions Financial Corp

Financial Services
832
+ 1.21%
$19.51 - $23.42 $16.2K - $19.5K
69.3K $1.62M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.02K
+ 3.13%
$63.46 - $71.43 $64.9K - $73.1K
33.7K $2.39M
TAP
Molson Coors Beverage CO

Consumer Defensive
4.21K
New
$49.94 - $57.52 $210K - $242K
4.21K $241K
FIS
Fidelity National Information Services, Inc.

Technology
26
+ 0.09%
$72.8 - $85.04 $1.89K - $2.21K
28.5K $2.39M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
321
+ 2.36%
$210.25 - $231.86 $67.5K - $74.4K
13.9K $3.11M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
74
+ 0.08%
$38.51 - $41.69 $2.85K - $3.09K
98.2K $4.09M
ALLE
Allegion PLC

Industrials
1.64K
New
$114.67 - $145.7 $188K - $238K
1.64K $238K
SLG
Sl Green Realty Corp

Real Estate
3.43K
New
$54.99 - $72.21 $189K - $248K
3.43K $238K
ITA
Ishares Tr

ETFs
1.58K
New
$131.58 - $149.64 $207K - $236K
1.58K $235K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
3.35K
New
$53.53 - $71.86 $180K - $241K
3.35K $235K
MPWR
Monolithic Power Systems Inc

Technology
107
+ 8.35%
$757.04 - $947.16 $81K - $101K
1.39K $1.28M
PHG
Koninklijke Philips Nv

Healthcare
7.07K
New
$25.08 - $32.73 $177K - $231K
7.07K $231K
DASH
Door Dash, Inc.

Communication Services
620
+ 14.69%
$100.28 - $143.99 $62.2K - $89.3K
4.84K $690K
APP
App Lovin Corp

Technology
299
+ 7.41%
$67.14 - $130.65 $20.1K - $39.1K
4.33K $565K
MOH
Molina Healthcare, Inc.

Healthcare
669
New
$283.98 - $360.73 $190K - $241K
669 $230K
HIG
Hartford Financial Services Group, Inc.

Financial Services
246
+ 2.1%
$98.71 - $117.61 $24.3K - $28.9K
12K $1.41M
RDY
Dr Reddys Laboratories LTD

Healthcare
2.89K
New
$75.41 - $84.21 $218K - $244K
2.89K $229K
JLL
Jones Lang Lasalle Inc

Real Estate
841
New
$198.7 - $272.0 $167K - $229K
841 $227K
MOS
Mosaic CO

Basic Materials
8.36K
New
$24.54 - $30.61 $205K - $256K
8.36K $223K
EWBC
East West Bancorp Inc

Financial Services
2.7K
New
$70.41 - $88.25 $190K - $239K
2.7K $223K
CYBR
Cyber Ark Software Ltd.

Technology
764
New
$241.52 - $291.61 $185K - $223K
764 $222K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
8.61K
New
$24.34 - $25.83 $209K - $222K
8.61K $221K
AZO
Autozone Inc

Consumer Cyclical
4
+ 0.36%
$2815.0 - $3212.87 $11.3K - $12.9K
1.12K $3.52M
WEX
Wex Inc.

Technology
1.04K
New
$168.01 - $209.77 $175K - $219K
1.04K $218K
SYY
Sysco Corp

Consumer Defensive
748
+ 3.14%
$69.16 - $78.98 $51.7K - $59.1K
24.6K $1.92M
UHS
Universal Health Services Inc

Healthcare
951
New
$178.68 - $241.52 $170K - $230K
951 $217K
HUBB
Hubbell Inc

Industrials
506
New
$355.55 - $428.48 $180K - $217K
506 $216K
BKH
Black Hills Corp

Utilities
3.52K
New
$53.42 - $61.53 $188K - $217K
3.52K $215K
JEF
Jefferies Financial Group Inc.

Financial Services
3.47K
New
$49.97 - $62.49 $173K - $217K
3.47K $213K
PEG
Public Service Enterprise Group Inc

Utilities
155
+ 1.22%
$73.58 - $89.21 $11.4K - $13.8K
12.9K $1.15M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
9.11K
New
$19.78 - $23.53 $180K - $214K
9.11K $211K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.15K
New
$76.97 - $100.56 $165K - $216K
2.15K $210K
EPAM
Epam Systems, Inc.

Technology
1.13K
New
$185.58 - $185.58 $210K - $210K
1.13K $210K
SNA
Snap On Inc

Industrials
722
New
$255.35 - $289.77 $184K - $209K
722 $209K
IXN
Ishares Global Information Tec

ETFs
2.55K
+ 39.36%
$73.0 - $87.81 $186K - $224K
9.02K $744K
DOCU
Docusign, Inc.

Technology
3.35K
New
$49.73 - $62.53 $167K - $210K
3.35K $208K
AER
Aer Cap Holdings N.V.

Industrials
2.2K
New
$86.24 - $98.28 $190K - $217K
2.2K $208K
ADT
Adt Inc.

Industrials
28.8K
New
$6.87 - $7.9 $198K - $228K
28.8K $208K
VOYA
Voya Financial, Inc.

Financial Services
2.61K
New
$64.58 - $79.22 $168K - $207K
2.61K $206K
ILMN
Illumina, Inc.

Healthcare
505
+ 9.51%
$105.28 - $135.9 $53.2K - $68.6K
5.82K $758K
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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