United Capital Financial Advisers, LLC Sells in Q4 2024

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Labcorp Holdings Inc.
-159
- 2.11%
N/A
7.39K $0
Ishares Flexible Income Active ETF
-13.7K
- 1.63%
N/A
826K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-4.92K
- 26.36%
N/A
13.8K $0
Kenvue, Inc.
-53
- 0.1%
N/A
53.9K $0
Ge Healthcare Technologies Inc.
-2.34K
- 18.28%
N/A
10.5K $0
Natwest Group PLC Sponsored Adr
-739
- 1.36%
N/A
53.4K $0
Gsk PLC Sponsored Adr
-3.76K
- 6.04%
N/A
58.5K $0
CRH.L
Crh PLC

Basic Materials
-73
- 1.24%
N/A
5.83K $0
Ge Vernova Inc.
-1.85K
- 18.58%
N/A
8.12K $0
PNR
Pentair PLC

Industrials
-64
- 2.41%
$95.0 - $109.21 $6.08K - $6.99K
2.59K $260K
PVH
Pvh Corp.

Consumer Cyclical
-81
- 3.95%
$92.92 - $112.86 $7.53K - $9.14K
1.97K $208K
RL
Ralph Lauren Corp

Consumer Cyclical
-169
- 14.94%
$192.23 - $233.41 $32.5K - $39.4K
962 $222K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-7
- 0.06%
$84.34 - $95.14 $590 - $666
12.7K $1.11M
AMG
Affiliated Managers Group, Inc.

Financial Services
-55
- 2.56%
$175.77 - $196.52 $9.67K - $10.8K
2.09K $386K
RF
Regions Financial Corp

Financial Services
-335
- 0.48%
$22.45 - $27.47 $7.52K - $9.2K
69K $1.62M
TRGP
Targa Resources Corp.

Energy
-984
- 16.6%
$150.58 - $207.69 $148K - $204K
4.94K $882K
AEE
Ameren Corp

Utilities
-28
- 0.42%
$85.81 - $94.98 $2.4K - $2.66K
6.57K $585K
VTRS
Viatris Inc

Healthcare
-1.46K
- 4.18%
$11.32 - $13.37 $16.5K - $19.5K
33.5K $416K
IBTX
Independent Bank Group, Inc.

Financial Services
-100
- 1.74%
$55.72 - $67.74 $5.57K - $6.77K
5.66K $343K
AIZ
Assurant, Inc.

Financial Services
-65
- 3.62%
$186.6 - $228.68 $12.1K - $14.9K
1.73K $369K
ILMN
Illumina, Inc.

Healthcare
-44
- 0.76%
$128.99 - $155.15 $5.68K - $6.83K
5.77K $771K
LYV
Live Nation Entertainment, Inc.

Communication Services
-262
- 10.39%
$109.06 - $140.54 $28.6K - $36.8K
2.26K $292K
ACM
Aecom

Industrials
-62
- 0.99%
$101.97 - $116.97 $6.32K - $7.25K
6.19K $661K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-50
- 0.71%
$100.18 - $109.1 $5.01K - $5.46K
6.95K $728K
BMO
Bank Of Montreal

Financial Services
-23
- 0.84%
$89.75 - $103.39 $2.06K - $2.38K
2.72K $263K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-53
- 3.68%
$193.7 - $235.05 $10.3K - $12.5K
1.39K $317K
KEY
Keycorp

Financial Services
-998
- 1.09%
$16.21 - $19.97 $16.2K - $19.9K
90.5K $1.55M
WAT
Waters Corp

Healthcare
-270
- 2.44%
$323.11 - $392.01 $87.2K - $106K
10.8K $4M
BR
Broadridge Financial Solutions, Inc.

Technology
-28
- 1.11%
$209.64 - $236.44 $5.87K - $6.62K
2.5K $565K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-87
- 4.05%
$92.95 - $129.87 $8.09K - $11.3K
2.06K $235K
SNA
Snap On Inc

Industrials
-21
- 2.91%
$285.44 - $371.35 $5.99K - $7.8K
701 $237K
GWW
W.W. Grainger, Inc.

Industrials
-18
- 0.57%
$1023.06 - $1220.93 $18.4K - $22K
3.16K $3.33M
PSO
Pearson PLC

Communication Services
-346
- 2.48%
$13.3 - $16.28 $4.6K - $5.63K
13.6K $219K
MTB
M&T Bank Corp

Financial Services
-44
- 1.17%
$172.48 - $221.95 $7.59K - $9.77K
3.72K $699K
VCR
Vanguard Consumer Discretionar

ETFs
-7
- 0.72%
$328.51 - $401.37 $2.3K - $2.81K
970 $364K
HBAN
Huntington Bancshares Inc

Financial Services
-3.79K
- 6.23%
$14.18 - $18.2 $53.8K - $69K
57.1K $928K
EWBC
East West Bancorp Inc

Financial Services
-11
- 0.41%
$80.04 - $111.23 $880 - $1.22K
2.69K $257K
SF
Stifel Financial Corp

Financial Services
-23
- 0.73%
$93.4 - $117.72 $2.15K - $2.71K
3.15K $334K
ZION
Zions Bancorporation, National Association

Financial Services
-579
- 5.88%
$45.62 - $61.73 $26.4K - $35.7K
9.26K $502K
PSTG
Pure Storage, Inc.

Technology
-126
- 3.04%
$48.19 - $66.6 $6.07K - $8.39K
4.02K $247K
LUV
Southwest Airlines CO

Industrials
-33
- 0.33%
$28.99 - $34.84 $957 - $1.15K
10.1K $339K
NTRA
Natera, Inc.

Healthcare
-131
- 6.14%
$117.67 - $174.0 $15.4K - $22.8K
2K $316K
AXGN
Axogen, Inc.

Healthcare
-43
- 0.2%
$12.47 - $17.19 $536 - $739
21.2K $349K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-554
- 3.75%
$4.34 - $10.57 $2.4K - $5.86K
14.2K $123K
WIX
Wix.Com Ltd.

Technology
-78
- 4.86%
$156.75 - $229.35 $12.2K - $17.9K
1.53K $327K
LNG
Cheniere Energy, Inc.

Energy
-157
- 5.81%
$181.07 - $225.92 $28.4K - $35.5K
2.55K $547K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-77
- 0.68%
$311.11 - $335.64 $24K - $25.8K
11.2K $3.6M
JBL
Jabil Inc

Technology
-84
- 2.58%
$118.97 - $147.77 $9.99K - $12.4K
3.17K $455K
DOCU
Docusign, Inc.

Technology
-289
- 8.62%
$61.42 - $106.99 $17.8K - $30.9K
3.06K $275K
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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