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
HAS
Hasbro, Inc.

Consumer Cyclical
964
+ 24.36%
$56.54 - $72.32 $54.5K - $69.7K
4.92K $355K
WHR
Whirlpool Corp

Consumer Cyclical
1.02K
+ 32.95%
$90.25 - $112.34 $92.1K - $115K
4.12K $440K
CFG
Citizens Financial Group Inc

Financial Services
741
+ 4.05%
$35.24 - $43.24 $26.1K - $32K
19K $781K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.09K
+ 4.19%
$23.63 - $24.42 $73.1K - $75.5K
76.9K $1.87M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.86K
+ 4.47%
$24.62 - $25.59 $70.5K - $73.3K
66.9K $1.71M
NRG
Nrg Energy, Inc.

Utilities
779
+ 20.59%
$68.89 - $91.22 $53.7K - $71.1K
4.56K $415K
PCG
Pg&E Corp

Utilities
2.5K
+ 8.24%
$17.08 - $20.6 $42.7K - $51.5K
32.8K $649K
MRVL
Marvell Technology, Inc.

Technology
1.38K
+ 16.74%
$56.15 - $76.24 $77.7K - $106K
9.65K $696K
BKR
Baker Hughes CO

Energy
2.84K
+ 18.4%
$32.92 - $38.72 $93.5K - $110K
18.3K $660K
GL
Globe Life Inc.

Financial Services
262
+ 7.29%
$80.92 - $109.6 $21.2K - $28.7K
3.86K $408K
DTE
Dte Energy CO

Utilities
129
+ 2.37%
$108.67 - $128.41 $14K - $16.6K
5.57K $715K
MTB
M&T Bank Corp

Financial Services
73
+ 1.98%
$146.49 - $179.85 $10.7K - $13.1K
3.76K $669K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
5.45K
+ 21.8%
$13.0 - $15.08 $70.9K - $82.2K
30.4K $432K
RACE
Ferrari N.V.

Consumer Cyclical
39
+ 2.69%
$405.92 - $496.79 $15.8K - $19.4K
1.49K $699K
GRFS
Grifols Sa

Healthcare
12.3K
New
$6.28 - $9.38 $77K - $115K
12.3K $108K
HBAN
Huntington Bancshares Inc

Financial Services
953
+ 1.59%
$12.84 - $15.15 $12.2K - $14.4K
60.9K $894K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
15
+ 0.08%
$54.31 - $61.04 $815 - $916
17.9K $1.1M
RRX
Regal Rexnord Corp

Industrials
204
+ 8.9%
$132.18 - $174.25 $27K - $35.5K
2.5K $413K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
381
+ 4.01%
$58.35 - $66.29 $22.2K - $25.3K
9.89K $655K
MLM
Martin Marietta Materials Inc

Basic Materials
201
+ 11.75%
$502.48 - $593.35 $101K - $119K
1.91K $1.03M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.36K
+ 11.03%
$31.95 - $38.02 $43.4K - $51.6K
13.7K $511K
ON
On Semiconductor Corp

Technology
757
+ 6.64%
$66.39 - $78.74 $50.3K - $59.6K
12.2K $883K
IBB
Ishares Biotechnology ETF

ETFs
185
+ 2.15%
$135.09 - $149.47 $25K - $27.7K
8.79K $1.28M
INFY
Infosys LTD

Technology
1.71K
+ 10.65%
$18.76 - $23.28 $32.1K - $39.9K
17.8K $396K
HLN
Haleon PLC

Healthcare
867
+ 2.45%
$8.32 - $10.7 $7.21K - $9.28K
36.2K $383K
CBT
Cabot Corp

Basic Materials
5
+ 0.11%
$86.96 - $111.73 $435 - $559
4.57K $510K
ENB
Enbridge Inc

Energy
152
+ 0.91%
$35.27 - $41.18 $5.36K - $6.26K
16.8K $681K
POST
Post Holdings, Inc.

Consumer Defensive
163
+ 2.68%
$103.64 - $118.23 $16.9K - $19.3K
6.24K $722K
LVS
Las Vegas Sands Corp

Consumer Cyclical
874
+ 11.82%
$37.86 - $51.12 $33.1K - $44.7K
8.27K $416K
FMC
Fmc Corp

Basic Materials
492
+ 7.34%
$54.54 - $66.06 $26.8K - $32.5K
7.2K $474K
IAU
Ishares Gold Trust

ETFs
132
+ 0.93%
$44.06 - $50.5 $5.82K - $6.67K
14.3K $710K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.9K
+ 3.69%
$22.51 - $23.57 $42.7K - $44.7K
53.4K $1.26M
MTD
Mettler Toledo International Inc

Healthcare
19
+ 3.3%
$1308.0 - $1521.03 $24.9K - $28.9K
594 $890K
VLUE
Ishares Msci Usa Value Factor

ETFs
416
+ 5.76%
$99.14 - $109.18 $41.2K - $45.4K
7.63K $832K
WEC
Wec Energy Group, Inc.

Utilities
125
+ 3.0%
$77.68 - $96.19 $9.71K - $12K
4.29K $412K
BAC
Bank Of America Corp

Financial Services
2.63K
+ 1.18%
$36.65 - $44.13 $96.3K - $116K
225K $8.91M
BCS
Barclays PLC

Financial Services
1.62K
+ 3.68%
$10.59 - $12.45 $17.1K - $20.1K
45.6K $554K
IWN
Ishares Russell2000 Val ETF

ETFs
134
+ 3.17%
$150.05 - $171.34 $20.1K - $23K
4.36K $726K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.08K
+ 1.7%
$20.12 - $21.28 $21.7K - $23K
64.5K $1.37M
AME
Ametek Inc

Industrials
355
+ 8.38%
$152.74 - $176.01 $54.2K - $62.5K
4.59K $788K
XRX
Xerox Holdings Corp

Technology
9.25K
+ 81.96%
$9.66 - $12.04 $89.4K - $111K
20.5K $213K
SFNC
Simmons First National Corp

Financial Services
163
+ 0.84%
$17.05 - $22.07 $2.78K - $3.6K
19.6K $421K
ING
Ing Groep Nv

Financial Services
789
+ 1.22%
$16.55 - $18.66 $13.1K - $14.7K
65.6K $1.19M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
3.33K
+ 14.39%
$23.88 - $24.01 $79.5K - $80K
26.5K $635K
IBDV
Ishares Tr

Technology
955
+ 1.51%
$21.11 - $22.24 $20.2K - $21.2K
64K $1.42M
PKG
Packaging Corp Of America

Consumer Cyclical
14
+ 0.63%
$176.32 - $215.7 $2.47K - $3.02K
2.25K $485K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.85K
+ 687.73%
$150.73 - $974.56 $279K - $1.8M
2.12K $337K
EME
Emcor Group, Inc.

Industrials
2
+ 0.17%
$340.22 - $435.6 $680 - $871
1.15K $495K
CAH
Cardinal Health Inc

Healthcare
102
+ 1.95%
$93.74 - $114.66 $9.56K - $11.7K
5.34K $590K
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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