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
EVRG
Evergy, Inc.

Utilities
67
+ 0.87%
$52.46 - $62.01 $3.51K - $4.15K
7.73K $479K
JBL
Jabil Inc

Technology
338
+ 11.6%
$97.55 - $126.65 $33K - $42.8K
3.25K $389K
JBHT
Hunt J B Transport Services Inc

Industrials
319
+ 23.95%
$155.54 - $176.97 $49.6K - $56.5K
1.65K $284K
SRCL
Stericycle Inc

Industrials
59
+ 0.25%
$57.95 - $61.72 $3.42K - $3.64K
23.9K $1.46M
ATO
Atmos Energy Corp

Utilities
199
+ 10.27%
$114.08 - $138.75 $22.7K - $27.6K
2.14K $296K
AMG
Affiliated Managers Group, Inc.

Financial Services
152
+ 7.63%
$154.72 - $185.62 $23.5K - $28.2K
2.15K $381K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
149
+ 3.09%
$175.46 - $203.3 $26.1K - $30.3K
4.98K $1.01M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
14.8K
New
$2.88 - $5.17 $42.5K - $76.3K
14.8K $69K
LYV
Live Nation Entertainment, Inc.

Communication Services
293
+ 13.14%
$88.06 - $109.5 $25.8K - $32.1K
2.52K $276K
ERIC
Ericsson Lm Telephone CO

Technology
3.59K
+ 12.88%
$6.19 - $7.77 $22.2K - $27.9K
31.4K $238K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.05%
$386.81 - $423.12 $387 - $423
2.07K $875K
CF
Cf Industries Holdings, Inc.

Basic Materials
196
+ 4.69%
$69.38 - $85.8 $13.6K - $16.8K
4.38K $375K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.06K
+ 19.42%
$19.2 - $19.63 $58.8K - $60.1K
18.8K $368K
WTW
Willis Towers Watson PLC

Financial Services
94
+ 8.32%
$257.34 - $294.53 $24.2K - $27.7K
1.22K $360K
LCID
Lucid Group, Inc.

Consumer Cyclical
15K
+ 141.58%
$2.64 - $4.26 $39.5K - $63.8K
25.6K $89K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
48
+ 3.16%
$233.81 - $287.01 $11.2K - $13.8K
1.57K $431K
DVA
Davita Inc.

Healthcare
17
+ 0.73%
$133.98 - $165.19 $2.28K - $2.81K
2.35K $385K
NI
Nisource Inc.

Utilities
555
+ 7.79%
$28.54 - $34.64 $15.8K - $19.2K
7.68K $266K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2.45K
+ 15.04%
$19.92 - $20.67 $48.8K - $50.6K
18.7K $385K
HON
Honeywell International Inc

Industrials
1.06K
+ 4.58%
$196.73 - $220.21 $208K - $233K
24.2K $5M
ZBRA
Zebra Technologies Corp

Technology
48
+ 6.84%
$306.21 - $371.02 $14.7K - $17.8K
750 $277K
FSLR
First Solar, Inc.

Technology
56
+ 2.96%
$205.36 - $255.78 $11.5K - $14.3K
1.95K $485K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.55K
+ 14.8%
$19.2 - $19.82 $49K - $50.5K
19.8K $390K
XYL
Xylem Inc.

Industrials
755
+ 0.99%
$126.14 - $141.53 $95.2K - $107K
77.1K $10.4M
DFAT
Dimensional ETF Tr U S Target

ETFs
8
+ 0.05%
$51.0 - $57.07 $408 - $457
14.8K $824K
BRO
Brown & Brown, Inc.

Financial Services
135
+ 4.55%
$89.11 - $105.82 $12K - $14.3K
3.1K $321K
ROST
Ross Stores, Inc.

Consumer Cyclical
48
+ 0.51%
$136.06 - $155.24 $6.53K - $7.45K
9.47K $1.42M
GLW
Corning Inc

Technology
404
+ 6.95%
$37.76 - $46.2 $15.3K - $18.7K
6.22K $280K
EPD
Enterprise Products Partners L.P.

Energy
1.76K
+ 6.78%
$27.88 - $30.0 $49K - $52.7K
27.6K $804K
TTE
Total Energies Se

Energy
236
+ 1.22%
$68.61 - $68.61 $16.2K - $16.2K
19.6K $1.35M
MFG
Mizuho Financial Group Inc

Financial Services
14.4K
+ 11.17%
$3.69 - $4.62 $53.3K - $66.7K
144K $600K
ORAN
Orange

Communication Services
3.08K
+ 26.18%
$10.15 - $12.19 $31.2K - $37.5K
14.8K $170K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
829
+ 19.28%
$46.67 - $50.52 $38.7K - $41.9K
5.13K $259K
IBN
Icici Bank LTD

Financial Services
1.07K
+ 5.68%
$27.58 - $31.38 $29.4K - $33.5K
19.8K $592K
FNDC
Schwab Fundamental Intl Small

ETFs
554
+ 6.49%
$33.85 - $38.5 $18.8K - $21.3K
9.09K $346K
TECH
Bio Techne Corp

Healthcare
190
+ 4.52%
$70.96 - $82.35 $13.5K - $15.6K
4.39K $351K
ITT
Itt Inc.

Industrials
40
+ 1.89%
$125.05 - $150.55 $5K - $6.02K
2.16K $323K
MSTR
Microstrategy Inc

Technology
2.46K
+ 813.91%
$114.3 - $1800.09 $281K - $4.42M
2.76K $465K
AAL
American Airlines Group Inc.

Industrials
4.64K
+ 45.51%
$11.04 - $11.04 $51.2K - $51.2K
14.8K $163K
WULF
Terawulf Inc.

Financial Services
10.4K
New
$3.31 - $6.38 $34.4K - $66.2K
10.4K $48K
EGP
Eastgroup Properties Inc

Real Estate
126
+ 8.61%
$169.51 - $191.71 $21.4K - $24.2K
1.59K $296K
WIT
Wipro LTD

Technology
4.66K
+ 11.26%
$5.66 - $6.89 $26.4K - $32.1K
46K $298K
BWA
Borgwarner Inc

Consumer Cyclical
408
+ 5.33%
$31.19 - $36.75 $12.7K - $15K
8.07K $292K
NOK
Nokia Corp

Technology
6.87K
+ 27.94%
$3.62 - $4.48 $24.9K - $30.8K
31.4K $137K
CHT
Chunghwa Telecom CO LTD

Communication Services
945
+ 13.26%
$36.12 - $40.59 $34.1K - $38.4K
8.07K $320K
RIG
Transocean Ltd.

Energy
10.8K
New
$3.92 - $5.82 $42.1K - $62.6K
10.8K $45K
IDXX
Idexx Laboratories Inc

Healthcare
1
+ 0.04%
$455.08 - $517.19 $455 - $517
2.42K $1.22M
SQ
Block, Inc.

Technology
339
+ 4.18%
$57.21 - $72.07 $19.4K - $24.4K
8.45K $567K
NJR
New Jersey Resources Corp

Utilities
15
+ 0.16%
$42.03 - $48.02 $630 - $720
9.6K $453K
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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