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
PACB
Pacific Biosciences Of California, Inc.

Healthcare
2.58K
+ 10.75%
$1.2 - $2.17 $3.09K - $5.59K
26.5K $45K
VONG
Vanguard Russell 1000 Growth E

ETFs
35
+ 1.12%
$85.48 - $98.39 $2.99K - $3.44K
3.16K $305K
ROL
Rollins Inc

Consumer Cyclical
44
+ 0.77%
$45.93 - $51.4 $2.02K - $2.26K
5.77K $291K
WRB
Berkley W R Corp

Financial Services
1.8K
+ 43.46%
$51.54 - $79.62 $92.8K - $143K
5.94K $337K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
11.1K
New
$0.76 - $2.15 $8.42K - $23.8K
11.1K $9K
VIRX
Viracta Therapeutics, Inc.

Healthcare
43K
New
$0.21 - $0.56 $9.03K - $24.1K
43K $9K
CVE
Cenovus Energy Inc.

Energy
3.16K
+ 19.85%
$16.17 - $20.65 $51.1K - $65.2K
19.1K $319K
PLUG
Plug Power Inc

Industrials
3.22K
+ 31.75%
$1.61 - $3.34 $5.18K - $10.7K
13.3K $30K
SU
Suncor Energy Inc

Energy
314
+ 5.83%
$36.06 - $41.7 $11.3K - $13.1K
5.7K $210K
SWKS
Skyworks Solutions, Inc.

Technology
461
+ 8.66%
$96.22 - $120.68 $44.4K - $55.6K
5.78K $571K
GGB
Gerdau S.A.

Basic Materials
187
+ 1.7%
$3.02 - $3.5 $565 - $655
11.2K $39K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
1.78K
+ 12.24%
$6.68 - $8.2 $11.9K - $14.6K
16.3K $112K
FISV
Fiserv Inc

Technology
10
+ 0.03%
N/A
29.5K $3.69M
America Movil Sab De Cv Sponsored Adr Class B
216
+ 0.86%
N/A
25.5K $0
Arcadium Lithium PLC
3.1K
+ 27.59%
N/A
14.4K $0
Amentum Holdings, Inc.
131K
New
N/A
131K $0
Core Scientific Inc
19.6K
New
N/A
19.6K $0
American Healthcare Reit, Inc.
17K
New
N/A
17K $0
Atlassian Corp Class A
686
+ 53.14%
N/A
1.98K $0
BFB
Brown Forman Corp Cl B
16K
+ 105.03%
N/A
31.3K $0
Brookfield Corporation
4.66K
New
N/A
4.66K $0
Corpay, Inc.
223
+ 18.44%
N/A
1.43K $0
CRH.L
Crh PLC

Basic Materials
301
+ 5.37%
N/A
5.91K $0
Ge Vernova Inc.
242
+ 2.49%
N/A
9.97K $0
Ft Vest U.S. Equity Moderate Buffer ETF August
18.6K
New
N/A
18.6K $0
Ft Vest Laddered Moderate Buffer ETF
14K
New
N/A
14K $0
Te Connectivity PLC
4.65K
New
N/A
4.65K $0
Ferguson Enterprises Inc.
54.9K
New
N/A
54.9K $0
Smurfit Westrock PLC
4.58K
New
N/A
4.58K $0
Ishares Flexible Income Active ETF
256K
+ 43.91%
N/A
840K $0
Kenvue, Inc.
5.2K
+ 10.67%
N/A
53.9K $0
Spdr Msci Acwi Climate Paris Aligned ETF
185
+ 2.3%
N/A
8.24K $0
Labcorp Holdings Inc.
507
+ 7.2%
N/A
7.55K $0
Natwest Group PLC Sponsored Adr
10.8K
+ 24.98%
N/A
54.2K $0
Liberty Media Corp. Series C Liberty Formula One
23
+ 0.62%
N/A
3.72K $0
Linde PLC
207
+ 1.67%
N/A
12.6K $0
HPE
Hewlett Packard Enterprise CO

Technology
1.19K
+ 3.4%
$16.1 - $21.44 $19.1K - $25.5K
36.2K $740K
APA
Apa Corp

Energy
2.89K
+ 20.3%
$23.34 - $32.22 $67.5K - $93.1K
17.1K $418K
AZN
Astrazeneca PLC

Healthcare
12
+ 0.02%
$76.67 - $87.62 $920 - $1.05K
49.3K $3.84M
OKTA
Okta, Inc.

Technology
702
+ 23.93%
$71.0 - $100.39 $49.8K - $70.5K
3.64K $270K
NWSA
News Corp

Communication Services
308
+ 2.26%
$25.41 - $28.44 $7.83K - $8.76K
13.9K $371K
TER
Teradyne, Inc

Technology
319
+ 9.28%
$114.25 - $163.0 $36.4K - $52K
3.76K $503K
PVH
Pvh Corp.

Consumer Cyclical
34
+ 1.68%
$92.46 - $108.88 $3.14K - $3.7K
2.05K $206K
TFII
Tfi International Inc.

Industrials
39
+ 2.08%
$136.9 - $158.55 $5.34K - $6.18K
1.91K $261K
WST
West Pharmaceutical Services Inc

Healthcare
241
+ 7.99%
$277.16 - $333.3 $66.8K - $80.3K
3.26K $977K
ASX
Ase Technology Holding Co., Ltd.

Technology
182
+ 1.69%
$8.6 - $12.5 $1.57K - $2.28K
11K $106K
PCAR
Paccar Inc

Industrials
654
+ 3.05%
$91.64 - $109.98 $59.9K - $71.9K
22.1K $2.18M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
462
+ 13.26%
$53.01 - $82.74 $24.5K - $38.2K
3.95K $255K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.01K
+ 2.4%
$11.38 - $14.48 $22.9K - $29.1K
85.7K $1.08M
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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