United Capital Financial Advisers, LLC New Holdings in Q3 2024

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KNSL
Kinsale Capital Group, Inc.

Financial Services
25.4K
New
$370.41 - $491.09 $9.41M - $12.5M
25.4K $11.8M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3.34K
New
$152.9 - $180.39 $511K - $603K
3.34K $583K
OWL
Blue Owl Capital Inc.

Financial Services
27.9K
New
$15.81 - $19.83 $440K - $553K
27.9K $539K
BERY
Berry Global Group, Inc.

Consumer Cyclical
6.91K
New
$58.01 - $69.08 $401K - $477K
6.91K $469K
CDAY
Ceridian Hcm Holding Inc.

Technology
6.51K
New
N/A
6.51K $420K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
7.56K
New
$33.2 - $41.73 $251K - $315K
7.56K $315K
SLV
I Shares Silver Trust

ETFs
10.8K
New
$24.33 - $29.38 $264K - $319K
10.8K $308K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
8.15K
New
$27.14 - $35.2 $221K - $287K
8.15K $285K
EVR
Evercore Inc.

Financial Services
1.12K
New
$211.0 - $258.67 $236K - $289K
1.12K $283K
EMLP
First Tr Exchange Traded Iv

ETFs
8.2K
New
$30.38 - $34.0 $249K - $279K
8.2K $275K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
5.88K
New
$29.24 - $45.37 $172K - $267K
5.88K $264K
EXAS
Exact Sciences Corp

Healthcare
3.86K
New
$42.43 - $70.83 $164K - $274K
3.86K $262K
PNR
Pentair PLC

Industrials
2.65K
New
$74.39 - $97.79 $197K - $259K
2.65K $259K
MT
Arcelor Mittal

Basic Materials
9.81K
New
$21.09 - $26.26 $207K - $258K
9.81K $257K
PFIS
Peoples Financial Services Corp.

Financial Services
5.46K
New
$41.44 - $50.49 $226K - $276K
5.46K $256K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
6.03K
New
$39.85 - $42.56 $240K - $257K
6.03K $256K
CVNA
Carvana Co.

Consumer Cyclical
1.45K
New
$122.32 - $175.15 $177K - $253K
1.45K $251K
FWRD
Forward Air Corp

Industrials
7.08K
New
$18.65 - $37.23 $132K - $263K
7.08K $250K
FYBR
Frontier Communications Parent, Inc.

Communication Services
6.87K
New
$25.53 - $38.68 $175K - $266K
6.87K $244K
TAP
Molson Coors Beverage CO

Consumer Defensive
4.21K
New
$49.94 - $57.52 $210K - $242K
4.21K $241K
SLG
Sl Green Realty Corp

Real Estate
3.43K
New
$54.99 - $72.21 $189K - $248K
3.43K $238K
ALLE
Allegion PLC

Industrials
1.64K
New
$114.67 - $145.7 $188K - $238K
1.64K $238K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
3.35K
New
$53.53 - $71.86 $180K - $241K
3.35K $235K
ITA
Ishares Tr

ETFs
1.58K
New
$131.58 - $149.64 $207K - $236K
1.58K $235K
PHG
Koninklijke Philips Nv

Healthcare
7.07K
New
$25.08 - $32.73 $177K - $231K
7.07K $231K
MOH
Molina Healthcare, Inc.

Healthcare
669
New
$283.98 - $360.73 $190K - $241K
669 $230K
RDY
Dr Reddys Laboratories LTD

Healthcare
2.89K
New
$75.41 - $84.21 $218K - $244K
2.89K $229K
JLL
Jones Lang Lasalle Inc

Real Estate
841
New
$198.7 - $272.0 $167K - $229K
841 $227K
MOS
Mosaic CO

Basic Materials
8.36K
New
$24.54 - $30.61 $205K - $256K
8.36K $223K
EWBC
East West Bancorp Inc

Financial Services
2.7K
New
$70.41 - $88.25 $190K - $239K
2.7K $223K
CYBR
Cyber Ark Software Ltd.

Technology
764
New
$241.52 - $291.61 $185K - $223K
764 $222K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
8.61K
New
$24.34 - $25.83 $209K - $222K
8.61K $221K
WEX
Wex Inc.

Technology
1.04K
New
$168.01 - $209.77 $175K - $219K
1.04K $218K
UHS
Universal Health Services Inc

Healthcare
951
New
$178.68 - $241.52 $170K - $230K
951 $217K
HUBB
Hubbell Inc

Industrials
506
New
$355.55 - $428.48 $180K - $217K
506 $216K
BKH
Black Hills Corp

Utilities
3.52K
New
$53.42 - $61.53 $188K - $217K
3.52K $215K
JEF
Jefferies Financial Group Inc.

Financial Services
3.47K
New
$49.97 - $62.49 $173K - $217K
3.47K $213K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
9.11K
New
$19.78 - $23.53 $180K - $214K
9.11K $211K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.15K
New
$76.97 - $100.56 $165K - $216K
2.15K $210K
EPAM
Epam Systems, Inc.

Technology
1.13K
New
$185.58 - $185.58 $210K - $210K
1.13K $210K
SNA
Snap On Inc

Industrials
722
New
$255.35 - $289.77 $184K - $209K
722 $209K
ADT
Adt Inc.

Industrials
28.8K
New
$6.87 - $7.9 $198K - $228K
28.8K $208K
AER
Aer Cap Holdings N.V.

Industrials
2.2K
New
$86.24 - $98.28 $190K - $217K
2.2K $208K
DOCU
Docusign, Inc.

Technology
3.35K
New
$49.73 - $62.53 $167K - $210K
3.35K $208K
VOYA
Voya Financial, Inc.

Financial Services
2.61K
New
$64.58 - $79.22 $168K - $207K
2.61K $206K
CW
Curtiss Wright Corp

Industrials
623
New
$265.18 - $332.22 $165K - $207K
623 $204K
CHWY
Chewy, Inc.

Consumer Cyclical
6.93K
New
$22.22 - $32.67 $154K - $226K
6.93K $202K
CPT
Camden Property Trust

Real Estate
1.64K
New
$107.5 - $126.88 $176K - $208K
1.64K $202K
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.29K
New
$47.28 - $62.24 $155K - $204K
3.29K $201K
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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