United Capital Financial Advisers, LLC Sells in Q3 2024

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SMCI
Super Micro Computer, Inc.

Technology
-234
- 19.31%
$386.46 - $909.96 $90.4K - $213K
978 $407K
KEYS
Keysight Technologies, Inc.

Technology
-4.94K
- 52.71%
$119.86 - $158.87 $593K - $785K
4.44K $704K
EEM
Ishares Msci Emerging Markets

ETFs
-16K
- 24.23%
$40.42 - $46.7 $648K - $748K
50.1K $2.3M
XLE
Energy Sector Spdr

ETFs
-3.84K
- 7.19%
$84.35 - $93.39 $324K - $359K
49.6K $4.35M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-12.5K
- 12.8%
$56.29 - $62.74 $705K - $786K
85.3K $5.35M
SCHW
Schwab Charles Corp

Financial Services
-1.41K
- 3.54%
$61.74 - $76.08 $87K - $107K
38.4K $2.49M
MCHP
Microchip Technology Inc

Technology
-1.01K
- 3.2%
$72.0 - $95.98 $73K - $97.3K
30.7K $2.46M
MCK
Mckesson Corp

Healthcare
-207
- 5.75%
$479.06 - $630.38 $99.2K - $130K
3.39K $1.68M
EMR
Emerson Electric CO

Industrials
-2.94K
- 2.34%
$98.19 - $118.87 $289K - $349K
123K $13.4M
F
Ford Motor CO

Consumer Cyclical
-23K
- 26.21%
$9.71 - $14.55 $223K - $335K
64.7K $683K
HDB
Hdfc Bank LTD

Financial Services
-3.27K
- 2.79%
$58.04 - $66.97 $190K - $219K
114K $7.14M
PSX
Phillips 66

Energy
-377
- 1.03%
$125.0 - $147.17 $47.1K - $55.5K
36.1K $4.74M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.5K
- 14.22%
$285.48 - $330.24 $428K - $495K
9.03K $2.91M
OXY
Occidental Petroleum Corp

Energy
-1.96K
- 8.31%
$49.91 - $63.73 $97.8K - $125K
21.6K $1.11M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.18K
- 18.32%
$59.61 - $60.15 $368K - $372K
27.6K $1.65M
ORCC
Owl Rock Capital Corp

Financial Services
-26.9K
- 7.24%
N/A
345K $4.62M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-8.68K
- 16.89%
$47.95 - $49.61 $416K - $431K
42.7K $2.11M
DVN
Devon Energy Corp

Energy
-3.69K
- 14.61%
$37.87 - $48.65 $140K - $179K
21.5K $842K
EOG
Eog Resources Inc

Energy
-1.65K
- 4.28%
$117.9 - $132.65 $195K - $219K
37K $4.54M
NUE
Nucor Corp

Basic Materials
-1.42K
- 13.52%
$137.77 - $166.14 $196K - $237K
9.11K $1.37M
ELV
Elevance Health, Inc.

Healthcare
-236
- 3.06%
$500.12 - $562.29 $118K - $133K
7.48K $3.89M
UPS
United Parcel Service Inc

Industrials
-1.77K
- 2.2%
$123.32 - $147.38 $218K - $261K
78.5K $10.7M
PINS
Pinterest, Inc.

Communication Services
-1.21K
- 5.96%
$28.66 - $43.51 $34.6K - $52.6K
19.1K $617K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-12.1K
- 2.05%
$22.61 - $22.79 $273K - $275K
576K $13.1M
PFE
Pfizer Inc

Healthcare
-18.8K
- 6.63%
$27.7 - $31.39 $521K - $590K
265K $7.66M
MPC
Marathon Petroleum Corp

Energy
-693
- 4.74%
$158.61 - $180.75 $110K - $125K
13.9K $2.27M
BP
Bp PLC

Energy
-1.48K
- 3.17%
$30.78 - $37.05 $45.4K - $54.7K
45.2K $1.42M
EL
Estee Lauder Companies Inc

Consumer Defensive
-1.92K
- 18.45%
$84.18 - $106.5 $161K - $204K
8.47K $844K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-7.13K
- 12.8%
$46.14 - $48.06 $329K - $343K
48.5K $2.33M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.15K
- 3.2%
$49.83 - $62.75 $57.3K - $72.2K
34.8K $2M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-2.23K
- 30.39%
$104.47 - $116.17 $233K - $259K
5.12K $552K
XLF
Financial Sector Spdr

ETFs
-13.9K
- 15.08%
$40.84 - $45.74 $567K - $635K
78.1K $3.54M
TXN
Texas Instruments Inc

Technology
-1.26K
- 2.45%
$194.6 - $194.6 $245K - $245K
50.2K $9.77M
AIG
American International Group, Inc.

Financial Services
-2.71K
- 7.81%
$70.16 - $79.23 $190K - $214K
31.9K $2.34M
COIN
Coinbase Global, Inc.

Technology
-172
- 3.85%
$147.09 - $265.15 $25.3K - $45.6K
4.3K $765K
HES
Hess Corp

Energy
-1.09K
- 17.83%
$126.3 - $155.44 $138K - $169K
5.02K $681K
VIG
Vanguard Dividend Appreciation

ETFs
-1.04K
- 1.72%
$182.15 - $182.15 $189K - $189K
59.3K $10.8M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-562
- 32.41%
$193.0 - $282.1 $108K - $159K
1.17K $272K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-4.62K
- 7.8%
$86.85 - $98.91 $401K - $457K
54.6K $5.39M
TFLO
Ishares Treasury Floating Rate

ETFs
-3.47K
- 0.95%
$50.42 - $50.66 $175K - $176K
363K $18.4M
DDOG
Datadog, Inc.

Technology
-378
- 3.65%
$104.97 - $134.56 $39.7K - $50.9K
9.97K $1.15M
BNL
Broadstone Net Lease, Inc.

Real Estate
-186K
- 17.2%
$15.64 - $18.95 $2.9M - $3.52M
894K $16.9M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-11.5K
- 4.21%
$13.31 - $15.65 $154K - $181K
262K $3.78M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-3.84K
- 8.08%
$97.81 - $108.79 $376K - $418K
43.7K $4.75M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-11.3K
- 2.86%
$22.94 - $23.16 $259K - $261K
383K $8.86M
RWX
Spdr Dow Jones International R

ETFs
-8.55K
- 51.66%
$23.88 - $28.19 $204K - $241K
8K $220K
VGIT
Vanguard Intermediate Term Tre

ETFs
-6.9K
- 6.21%
$57.8 - $60.8 $399K - $420K
104K $6.29M
MAR
Marriott International Inc

Consumer Cyclical
-1.2K
- 6.18%
$211.35 - $255.11 $253K - $306K
18.2K $4.52M
HSY
Hershey CO

Consumer Defensive
-1K
- 23.75%
$182.45 - $203.25 $183K - $203K
3.21K $616K
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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