United Capital Financial Advisers, LLC Reduced Holdings in Q4 2024

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EBAY
Ebay Inc

Consumer Cyclical
-244
- 2.09%
$57.51 - $67.17 $14K - $16.4K
11.4K $706K
KIM
Kimco Realty Corp

Real Estate
-2.61K
- 6.39%
$22.75 - $25.78 $59.4K - $67.3K
38.3K $896K
WELL
Welltower Inc.

Real Estate
-89
- 0.44%
$123.11 - $139.3 $11K - $12.4K
20.3K $2.56M
FITB
Fifth Third Bancorp

Financial Services
-602
- 1.29%
$41.76 - $48.44 $25.1K - $29.2K
46.1K $1.95M
ELS
Equity Lifestyle Properties Inc

Real Estate
-412
- 9.02%
$66.06 - $72.51 $27.2K - $29.9K
4.16K $276K
TD
Toronto Dominion Bank

Financial Services
-36
- 0.8%
$51.56 - $63.8 $1.86K - $2.3K
4.49K $238K
FNDC
Schwab Fundamental Intl Small

ETFs
-245
- 2.7%
$33.92 - $38.03 $8.31K - $9.32K
8.85K $301K
PKG
Packaging Corp Of America

Consumer Cyclical
-298
- 13.23%
$211.98 - $248.85 $63.2K - $74.2K
1.96K $440K
AIG
American International Group, Inc.

Financial Services
-426
- 1.33%
$70.0 - $79.22 $29.8K - $33.7K
31.5K $2.29M
SSNC
Ss&C Technologies Holdings Inc

Technology
-772
- 8.89%
$69.93 - $77.36 $54K - $59.7K
7.91K $599K
OKE
Oneok Inc

Energy
-2.83K
- 10.94%
$92.28 - $117.05 $261K - $331K
23K $2.31M
SYY
Sysco Corp

Consumer Defensive
-42
- 0.17%
$73.63 - $81.77 $3.09K - $3.43K
24.6K $1.88M
MGM
Mgm Resorts International

Consumer Cyclical
-211
- 2.73%
$33.44 - $41.99 $7.06K - $8.86K
7.52K $260K
VOD
Vodafone Group Public LTD CO

Communication Services
-1.82K
- 10.56%
$8.37 - $9.95 $15.2K - $18.1K
15.4K $130K
INFY
Infosys LTD

Technology
-1.55K
- 8.69%
$20.71 - $23.42 $32K - $36.2K
16.2K $356K
BNDX
Vanguard Total International B

ETFs
-476
- 3.46%
$48.91 - $50.61 $23.3K - $24.1K
13.3K $651K
K
Kellogg CO

Consumer Defensive
-519
- 7.26%
$80.34 - $81.29 $41.7K - $42.2K
6.63K $537K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-686
- 3.15%
$4.96 - $6.57 $3.4K - $4.51K
21.1K $104K
EQNR
Equinor Asa

Energy
-27
- 0.12%
$21.88 - $27.12 $591 - $732
23.2K $550K
VEEV
Veeva Systems Inc

Healthcare
-185
- 14.36%
$201.81 - $250.45 $37.3K - $46.3K
1.1K $231K
MPW
Medical Properties Trust Inc

Real Estate
-3.17K
- 23.48%
$3.72 - $5.77 $11.8K - $18.3K
10.3K $40K
ROL
Rollins Inc

Consumer Cyclical
-294
- 5.09%
$46.35 - $51.59 $13.6K - $15.2K
5.48K $253K
LOGI
Logitech International S.A.

Technology
-86
- 2.07%
$77.08 - $91.82 $6.63K - $7.9K
4.08K $335K
RRX
Regal Rexnord Corp

Industrials
-71
- 2.85%
$153.56 - $182.22 $10.9K - $12.9K
2.42K $376K
MSI
Motorola Solutions, Inc.

Technology
-224
- 4.09%
$449.08 - $504.6 $101K - $113K
5.25K $2.43M
KB
Kb Financial Group Inc.

Financial Services
-97
- 1.63%
$56.9 - $72.19 $5.52K - $7K
5.87K $333K
CTVA
Corteva, Inc.

Basic Materials
-86
- 0.53%
$55.21 - $64.13 $4.75K - $5.52K
16.3K $927K
LNC
Lincoln National Corp

Financial Services
-1.2K
- 6.44%
$30.46 - $36.84 $36.6K - $44.2K
17.4K $553K
AMCR
Amcor PLC

Consumer Cyclical
-89
- 0.54%
$9.34 - $11.37 $831 - $1.01K
16.5K $155K
NICE
Nice Ltd.

Technology
-153
- 8.11%
$164.71 - $199.17 $25.2K - $30.5K
1.73K $294K
EQR
Equity Residential

Real Estate
-62
- 0.61%
$69.12 - $77.48 $4.29K - $4.8K
10.1K $727K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-33
- 0.98%
$59.24 - $74.8 $1.95K - $2.47K
3.32K $203K
RGA
Reinsurance Group Of America Inc

Financial Services
-106
- 5.36%
$201.26 - $231.95 $21.3K - $24.6K
1.87K $399K
IGR
Cbre Global Real Estate Income Fund

Financial Services
-2K
- 16.07%
$4.81 - $6.44 $9.62K - $12.9K
10.4K $50K
POST
Post Holdings, Inc.

Consumer Defensive
-205
- 3.28%
$106.14 - $120.72 $21.8K - $24.7K
6.04K $691K
GRFS
Grifols Sa

Healthcare
-1.6K
- 13.03%
$6.99 - $9.55 $11.2K - $15.3K
10.7K $79K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-752
- 4.46%
$33.7 - $37.69 $25.3K - $28.3K
16.1K $552K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.4K
- 9.51%
$20.6 - $20.71 $28.8K - $29K
13.3K $275K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-40
- 0.43%
$89.9 - $100.66 $3.6K - $4.03K
9.18K $829K
WTRG
Essential Utilities, Inc.

Utilities
-347
- 4.6%
$36.18 - $40.55 $12.6K - $14.1K
7.2K $261K
FWRD
Forward Air Corp

Industrials
-201
- 2.84%
$28.4 - $40.17 $5.71K - $8.07K
6.87K $221K
AMH
American Homes 4 Rent

Real Estate
-459
- 4.06%
$35.02 - $39.25 $16.1K - $18K
10.9K $406K
SLG
Sl Green Realty Corp

Real Estate
-337
- 9.82%
$66.24 - $81.13 $22.3K - $27.3K
3.1K $210K
LBRDK
Liberty Broadband Corp

Communication Services
-168
- 3.32%
$74.72 - $101.4 $12.6K - $17K
4.89K $365K
VOE
Vanguard Mid Cap Value Index F

ETFs
-5
- 0.12%
$160.89 - $176.18 $804 - $881
4.04K $653K
IWV
Ishares Russell 3000 ETF

ETFs
-1.12K
- 2.4%
$323.08 - $349.08 $361K - $390K
45.5K $15.2M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-2.07K
- 2.42%
$62.07 - $66.61 $128K - $138K
83.3K $5.33M
INCY
Incyte Corp

Healthcare
-576
- 8.62%
$65.08 - $83.38 $37.5K - $48K
6.11K $421K
EPAM
Epam Systems, Inc.

Technology
-97
- 8.56%
N/A
1.04K $192K
Activity Summary
Buys All Purchases 446 New Holdings 66 Increased Positions 380 Sells All Sells 576 Reductions 576 Sold out 0 Options Calls 1 Puts 7
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