United Capital Financial Advisers, LLC Incresed Positions in Q3 2024

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HPQ
Hp Inc

Technology
375
+ 1.22%
$32.02 - $38.11 $12K - $14.3K
31.1K $1.11M
STX
Seagate Technology Holdings PLC

Technology
32
+ 0.54%
$92.1 - $110.76 $2.95K - $3.54K
6K $656K
IYY
Ishares Tr

ETFs
21
+ 0.43%
$125.77 - $139.59 $2.64K - $2.93K
4.87K $679K
GM
General Motors CO

Consumer Cyclical
1.95K
+ 6.29%
$39.95 - $49.9 $77.7K - $97.1K
32.9K $1.47M
HMC
Honda Motor CO LTD

Consumer Cyclical
1.4K
+ 8.25%
$29.02 - $33.61 $40.6K - $47K
18.3K $582K
KB
Kb Financial Group Inc.

Financial Services
98
+ 1.67%
$56.85 - $67.06 $5.57K - $6.57K
5.97K $368K
GRMN
Garmin LTD

Technology
73
+ 4.09%
$161.1 - $183.29 $11.8K - $13.4K
1.86K $327K
IVZ
Invesco Ltd.

Financial Services
88
+ 0.68%
$14.85 - $17.74 $1.31K - $1.56K
13K $227K
DELL
Dell Technologies Inc.

Technology
889
+ 24.61%
$87.89 - $145.97 $78.1K - $130K
4.5K $533K
ITGR
Integer Holdings Corp

Healthcare
60
+ 3.24%
$110.25 - $131.62 $6.62K - $7.9K
1.91K $248K
RGA
Reinsurance Group Of America Inc

Financial Services
47
+ 2.44%
$192.62 - $225.79 $9.05K - $10.6K
1.98K $430K
CCL
Carnival Corp

Consumer Cyclical
2.03K
+ 9.25%
$14.01 - $19.18 $28.5K - $39K
24K $443K
ESS
Essex Property Trust, Inc.

Real Estate
111
+ 6.85%
$272.82 - $272.82 $30.3K - $30.3K
1.73K $472K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
51
+ 1.02%
$75.63 - $84.89 $3.86K - $4.33K
5.03K $423K
ADSK
Autodesk, Inc.

Technology
168
+ 2.47%
$245.83 - $245.83 $41.3K - $41.3K
6.97K $1.71M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
385
+ 2.95%
$14.84 - $21.08 $5.71K - $8.12K
13.4K $275K
UDR
Udr, Inc.

Real Estate
4
+ 0.06%
$39.96 - $47.13 $160 - $189
7.14K $323K
VOD
Vodafone Group Public LTD CO

Communication Services
1.19K
+ 7.38%
$8.8 - $10.35 $10.4K - $12.3K
17.2K $172K
SHG
Shinhan Financial Group CO LTD

Financial Services
860
+ 10.77%
$34.61 - $34.61 $29.8K - $29.8K
8.85K $306K
AMCR
Amcor PLC

Consumer Cyclical
296
+ 1.82%
$9.5 - $11.44 $2.81K - $3.39K
16.6K $188K
CSL
Carlisle Companies Inc

Industrials
4
+ 0.66%
$376.5 - $449.34 $1.51K - $1.8K
609 $273K
LDI
Loan Depot, Inc.

Financial Services
4.77K
+ 34.55%
$1.53 - $3.19 $7.3K - $15.2K
18.6K $50K
CSGP
Costar Group, Inc.

Real Estate
251
+ 4.38%
$71.59 - $79.61 $18K - $20K
5.98K $451K
IEF
Ishares Barclays

ETFs
137
+ 4.23%
$92.67 - $99.14 $12.7K - $13.6K
3.37K $330K
GLP
Global Partners LP

Energy
284
+ 1.9%
$37.3 - $46.56 $10.6K - $13.2K
15.2K $709K
EA
Electronic Arts Inc.

Communication Services
56
+ 1.3%
$137.32 - $151.82 $7.69K - $8.5K
4.36K $625K
GGG
Graco Inc

Industrials
54
+ 2.12%
$77.82 - $87.64 $4.2K - $4.73K
2.6K $227K
AKAM
Akamai Technologies Inc

Technology
249
+ 9.09%
N/A
2.99K $271K
PSO
Pearson PLC

Communication Services
608
+ 4.55%
$12.39 - $14.05 $7.53K - $8.54K
14K $189K
NET
Cloudflare, Inc.

Technology
336
+ 11.2%
$74.4 - $86.96 $25K - $29.2K
3.34K $269K
CPB
Campbell Soup CO

Consumer Defensive
12
+ 0.21%
$45.01 - $51.89 $540 - $623
5.66K $276K
LNG
Cheniere Energy, Inc.

Energy
44
+ 1.65%
$172.24 - $186.09 $7.58K - $8.19K
2.7K $486K
KGC
Kinross Gold Corp

Basic Materials
29
+ 0.15%
$8.02 - $9.84 $233 - $285
19.8K $185K
DOUG
Douglas Elliman Inc.

Real Estate
7.8K
+ 77.41%
$1.04 - $2.24 $8.11K - $17.5K
17.9K $32K
ITUB
Itau Unibanco Holding S.A.

Financial Services
458
+ 2.15%
$5.73 - $6.87 $2.62K - $3.15K
21.8K $144K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.05%
$58.03 - $65.37 $116 - $131
4.22K $273K
VDE
Vanguard Energy ETF

ETFs
347
+ 7.28%
$117.44 - $131.06 $40.8K - $45.5K
5.12K $626K
PKI
Perkinelmer Inc

Healthcare
143
+ 5.05%
N/A
2.98K $359K
WSO
Watsco Inc

Industrials
4
+ 0.9%
$448.73 - $519.89 $1.79K - $2.08K
446 $219K
UMC
United Microelectronics Corp

Technology
2.39K
+ 17.13%
$7.43 - $8.89 $17.8K - $21.3K
16.4K $137K
CRBG
Corebridge Financial, Inc.

Financial Services
491
+ 6.82%
$24.9 - $30.12 $12.2K - $14.8K
7.7K $224K
DGX
Quest Diagnostics Inc

Healthcare
108
+ 3.57%
$137.09 - $137.09 $14.8K - $14.8K
3.13K $429K
LYB
Lyondell Basell Industries N.V.

Basic Materials
128
+ 2.12%
$92.56 - $99.46 $11.8K - $12.7K
6.15K $590K
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
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
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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