United Capital Financial Advisers, LLC Purchases in Q1 2025

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
14.6K
New
$5.87 - $6.26 $85.7K - $91.4K
14.6K $85K
GWW
W.W. Grainger, Inc.

Industrials
297
+ 9.41%
$953.54 - $1132.42 $283K - $336K
3.45K $3.41M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
388
+ 7.59%
$98.98 - $113.18 $38.4K - $43.9K
5.5K $622K
GL
Globe Life Inc.

Financial Services
5
+ 0.12%
$111.2 - $131.72 $556 - $659
4.05K $533K
DFS
Discover Financial Services

Financial Services
690
+ 4.84%
$152.99 - $203.25 $106K - $140K
14.9K $2.55M
MT
Arcelor Mittal

Basic Materials
655
+ 5.99%
$21.82 - $33.93 $14.3K - $22.2K
11.6K $334K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
2.56K
+ 3.64%
$20.1 - $20.8 $51.5K - $53.3K
73K $1.51M
BR
Broadridge Financial Solutions, Inc.

Technology
162
+ 6.47%
$221.46 - $244.83 $35.9K - $39.7K
2.67K $646K
SSNC
Ss&C Technologies Holdings Inc

Technology
204
+ 2.58%
$74.75 - $89.13 $15.2K - $18.2K
8.12K $678K
VRSK
Verisk Analytics, Inc.

Industrials
46
+ 1.59%
$268.63 - $301.33 $12.4K - $13.9K
2.94K $874K
TPR
Tapestry, Inc.

Consumer Cyclical
411
+ 4.39%
$65.63 - $89.21 $27K - $36.7K
9.77K $687K
OXLC
Oxford Lane Capital Corp.

Financial Services
15.9K
New
$4.3 - $5.17 $68.5K - $82.4K
15.9K $75K
EQR
Equity Residential

Real Estate
1.07K
+ 10.51%
$66.98 - $75.02 $71.3K - $79.9K
11.2K $801K
ATO
Atmos Energy Corp

Utilities
256
+ 11.5%
$136.51 - $154.58 $34.9K - $39.6K
2.48K $383K
PPL
Ppl Corp

Utilities
775
+ 6.61%
$31.68 - $36.11 $24.6K - $28K
12.5K $451K
EVRG
Evergy, Inc.

Utilities
160
+ 2.01%
$59.9 - $69.52 $9.58K - $11.1K
8.14K $560K
IBB
Ishares Biotechnology ETF

ETFs
811
+ 10.39%
$127.9 - $140.56 $104K - $114K
8.62K $1.1M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
52
+ 3.51%
$233.07 - $290.7 $12.1K - $15.1K
1.53K $413K
PEAK
Healthpeak Properties, Inc.

Real Estate
3.44K
+ 5.37%
N/A
67.4K $1.28M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.08K
+ 0.71%
$49.42 - $50.43 $53.4K - $54.5K
153K $7.63M
EGP
Eastgroup Properties Inc

Real Estate
146
+ 6.16%
$155.63 - $187.46 $22.7K - $27.4K
2.52K $443K
META
Meta Platforms, Inc.

Communication Services
3.63K
+ 2.41%
$576.36 - $736.67 $2.09M - $2.67M
154K $88.8M
MOS
Mosaic CO

Basic Materials
1.42K
+ 15.84%
$23.08 - $28.8 $32.7K - $40.8K
10.4K $279K
CBRE
Cbre Group, Inc.

Real Estate
490
+ 5.06%
$121.79 - $147.13 $59.7K - $72.1K
10.2K $1.33M
VEEV
Veeva Systems Inc

Healthcare
154
+ 13.96%
$210.58 - $246.8 $32.4K - $38K
1.26K $291K
NMR
Nomura Holdings Inc

Financial Services
7.02K
+ 15.29%
$5.56 - $6.98 $39K - $49K
52.9K $325K
FOXA
Fox Corp

Communication Services
402
+ 8.66%
$47.9 - $58.0 $19.3K - $23.3K
5.05K $285K
TTE
Total Energies Se

Energy
840
+ 4.51%
N/A
19.5K $1.34M
RACE
Ferrari N.V.

Consumer Cyclical
117
+ 7.94%
$413.73 - $508.15 $48.4K - $59.5K
1.59K $680K
PINS
Pinterest, Inc.

Communication Services
563
+ 2.98%
$29.79 - $40.0 $16.8K - $22.5K
19.4K $602K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
583
+ 0.48%
$22.42 - $23.22 $13.1K - $13.5K
122K $2.81M
SCHC
Schwab Strategic Tr Intl Small

ETFs
491
+ 2.09%
$33.57 - $37.22 $16.5K - $18.3K
24K $860K
ADSK
Autodesk, Inc.

Technology
221
+ 3.53%
N/A
6.47K $1.59M
VOD
Vodafone Group Public LTD CO

Communication Services
4.2K
+ 27.2%
$8.05 - $9.86 $33.8K - $41.4K
19.6K $183K
TYL
Tyler Technologies Inc

Technology
79
+ 6.49%
$553.41 - $646.74 $43.7K - $51.1K
1.3K $754K
DELL
Dell Technologies Inc.

Technology
1.88K
+ 37.67%
$90.34 - $124.66 $170K - $234K
6.87K $625K
NTR
Nutrien Ltd.

Basic Materials
509
+ 10.09%
$45.28 - $53.84 $23K - $27.4K
5.55K $275K
LNG
Cheniere Energy, Inc.

Energy
34
+ 1.33%
$209.32 - $253.66 $7.12K - $8.62K
2.58K $597K
NOK
Nokia Corp

Technology
3.67K
+ 10.39%
$4.43 - $5.42 $16.2K - $19.9K
39K $205K
TFLO
Ishares Treasury Floating Rate

ETFs
248
+ 0.13%
$50.48 - $50.68 $12.5K - $12.6K
194K $9.81M
MTD
Mettler Toledo International Inc

Healthcare
62
+ 10.69%
$1177.09 - $1390.0 $73K - $86.2K
642 $758K
PHM
Pultegroup Inc

Consumer Cyclical
969
+ 11.64%
$101.09 - $118.51 $98K - $115K
9.3K $955K
NRG
Nrg Energy, Inc.

Utilities
294
+ 7.95%
$84.82 - $113.33 $24.9K - $33.3K
3.99K $381K
FVD
First Tr Value Line Divid Inde

ETFs
791
+ 6.97%
$42.61 - $45.51 $33.7K - $36K
12.1K $541K
CINF
Cincinnati Financial Corp

Financial Services
236
+ 8.84%
$133.67 - $147.81 $31.5K - $34.9K
2.91K $429K
STLD
Steel Dynamics Inc

Basic Materials
445
+ 10.23%
N/A
4.8K $470K
MLM
Martin Marietta Materials Inc

Basic Materials
244
+ 12.74%
$460.39 - $552.64 $112K - $135K
2.16K $1.03M
CMI
Cummins Inc

Industrials
452
+ 15.84%
$312.92 - $386.07 $141K - $175K
3.31K $1.04M
MPWR
Monolithic Power Systems Inc

Technology
92
+ 8.51%
$565.7 - $720.25 $52K - $66.3K
1.17K $680K
Activity Summary
Buys All Purchases 563 New Holdings 61 Increased Positions 502 Sells All Sells 460 Reductions 460 Sold out 0 Options Calls 2 Puts 5
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