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
NDAQ
Nasdaq, Inc.

Financial Services
-8.52K
- 3.16%
$70.87 - $83.05 $604K - $708K
261K $20.2M
XLC
Select Sector Spdr Tr Communic

ETFs
-680
- 0.65%
$89.66 - $102.16 $61K - $69.5K
104K $10M
TRMB
Trimble Inc.

Technology
-260
- 0.3%
$60.21 - $75.4 $15.7K - $19.6K
85.3K $6.03M
BAC
Bank Of America Corp

Financial Services
-4.41K
- 1.97%
$39.22 - $47.77 $173K - $211K
220K $9.67M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-5.88K
- 6.68%
$172.07 - $207.36 $1.01M - $1.22M
82.2K $16.2M
ISRG
Intuitive Surgical Inc

Healthcare
-2.73K
- 3.31%
$471.27 - $550.62 $1.29M - $1.5M
79.7K $41.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
-2.57K
- 1.58%
$264.18 - $304.19 $679K - $781K
160K $44.7M
EMR
Emerson Electric CO

Industrials
-2.51K
- 2.05%
$108.13 - $134.33 $271K - $337K
120K $14.9M
CPRT
Copart Inc

Consumer Cyclical
-13.9K
- 3.03%
$51.36 - $63.8 $711K - $884K
443K $25.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.6K
- 1.87%
$370.24 - $418.94 $592K - $669K
83.9K $33.7M
ARES
Ares Management Corp

Financial Services
-10.4K
- 6.22%
$153.38 - $183.7 $1.6M - $1.92M
157K $27.8M
MA
Mastercard Inc

Financial Services
-1.17K
- 1.49%
$491.3 - $536.15 $573K - $625K
76.9K $40.5M
AXP
American Express CO

Financial Services
-1.1K
- 1.09%
$267.35 - $305.57 $293K - $335K
99.2K $29.4M
META
Meta Platforms, Inc.

Communication Services
-628
- 0.42%
$554.08 - $632.68 $348K - $397K
150K $88.8M
V
Visa Inc.

Financial Services
-34.6K
- 10.6%
$273.87 - $320.91 $9.46M - $11.1M
292K $92.1M
WFC
Wells Fargo & Company

Financial Services
-5.81K
- 2.74%
$54.98 - $77.35 $320K - $450K
206K $14.5M
NFLX
Netflix Inc

Communication Services
-1.74K
- 6.86%
$687.65 - $936.56 $1.2M - $1.63M
23.7K $21.1M
KKR
Kkr & Co. Inc.

Financial Services
-8.82K
- 3.33%
$129.87 - $162.87 $1.15M - $1.44M
256K $37.9M
CSCO
Cisco Systems, Inc.

Technology
-6.91K
- 0.88%
$52.45 - $60.02 $362K - $415K
779K $46.1M
JPM
Jpmorgan Chase & CO

Financial Services
-4.41K
- 1.15%
$205.18 - $250.29 $904K - $1.1M
378K $90.5M
GOOG
Alphabet Inc.

Communication Services
-13.3K
- 2.46%
$163.08 - $198.16 $2.17M - $2.63M
526K $100M
VUG
Vanguard Growth ETF

ETFs
-8.91K
- 1.68%
$378.79 - $428.11 $3.38M - $3.82M
522K $214M
AVGO
Broadcom Inc.

Technology
-19.5K
- 7.4%
$159.67 - $250.0 $3.11M - $4.86M
243K $56.4M
AAPL
Apple Inc.

Technology
-31.3K
- 2.13%
$221.69 - $259.02 $6.94M - $8.11M
1.44M $361M
NVDA
Nvidia Corp

Technology
-13.1K
- 0.85%
$117.0 - $148.88 $1.53M - $1.95M
1.53M $205M
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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