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
AWK
American Water Works Company, Inc.

Utilities
-304
- 5.25%
$123.83 - $146.07 $37.6K - $44.4K
5.49K $682K
DGRO
Ishares Core Dividend Growth E

ETFs
-527
- 0.55%
$60.73 - $64.94 $32K - $34.2K
94.6K $5.8M
SPYG
Spdr Portfolio

ETFs
-5.83K
- 8.19%
$81.74 - $91.38 $476K - $532K
65.3K $5.74M
STX
Seagate Technology Holdings PLC

Technology
-236
- 3.94%
$86.31 - $112.64 $20.4K - $26.6K
5.76K $497K
VICI
Vici Properties Inc.

Real Estate
-1.44K
- 5.16%
$28.27 - $33.19 $40.8K - $47.9K
26.5K $774K
IFRA
Ishares Tr

ETFs
-174
- 0.08%
$45.94 - $51.71 $7.99K - $9K
218K $10.1M
F
Ford Motor CO

Consumer Cyclical
-11.3K
- 17.46%
$9.69 - $11.4 $109K - $129K
53.4K $528K
ICLR
Icon PLC

Healthcare
-163
- 10.51%
$187.22 - $297.57 $30.5K - $48.5K
1.39K $291K
VV
Vanguard Large Cap ETF

ETFs
-2K
- 3.31%
$260.27 - $280.65 $520K - $561K
58.3K $15.7M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.51K
- 9.1%
$59.74 - $60.03 $150K - $150K
25K $1.5M
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
-1.17K
- 2.86%
$17.71 - $21.16 $20.7K - $24.8K
39.8K $712K
PH
Parker Hannifin Corp

Industrials
-455
- 1.4%
$621.74 - $709.46 $283K - $323K
32.1K $20.4M
WM
Waste Management Inc

Industrials
-321
- 2.17%
$201.79 - $228.46 $64.8K - $73.3K
14.5K $2.92M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.32K
- 5.33%
$33.93 - $38.37 $44.9K - $50.8K
23.5K $806K
TXT
Textron Inc

Industrials
-853
- 12.34%
$75.82 - $90.32 $64.7K - $77K
6.06K $463K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.34K
- 9.65%
$178.39 - $215.0 $240K - $289K
12.6K $2.43M
LNT
Alliant Energy Corp

Utilities
-226
- 0.27%
$56.24 - $63.63 $12.7K - $14.4K
83.7K $4.95M
DHS
Wisdomtree Tr U.S

ETFs
-1.49K
- 29.25%
$92.66 - $100.58 $138K - $150K
3.6K $336K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-467
- 2.79%
$108.6 - $115.42 $50.7K - $53.9K
16.3K $1.78M
OMC
Omnicom Group Inc.

Communication Services
-104
- 1.38%
$85.82 - $105.47 $8.93K - $11K
7.45K $640K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.15K
- 0.42%
$61.68 - $67.87 $132K - $146K
512K $31.9M
EEMV
Ishares Msci Emerging Markets

ETFs
-86
- 0.3%
$57.85 - $63.11 $4.98K - $5.43K
28.1K $1.63M
A
Agilent Technologies, Inc.

Healthcare
-269
- 3.79%
$125.69 - $146.56 $33.8K - $39.4K
6.82K $916K
ORCC
Owl Rock Capital Corp

Financial Services
-10.1K
- 2.93%
N/A
335K $4.48M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-610
- 10.83%
$114.08 - $125.68 $69.6K - $76.7K
5.02K $574K
HAL
Halliburton CO

Energy
-2.26K
- 5.76%
$25.77 - $31.99 $58.1K - $72.2K
36.9K $1M
SBAC
Sba Communications Corp

Real Estate
-1
- 0.03%
$198.24 - $249.31 $198 - $249
3.58K $728K
HMC
Honda Motor CO LTD

Consumer Cyclical
-2.49K
- 13.57%
$23.7 - $32.62 $59K - $81.2K
15.9K $452K
XPO
Xpo Logistics, Inc.

Industrials
-2.64K
- 28.86%
$105.35 - $158.2 $278K - $417K
6.5K $852K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-222
- 3.39%
$563.99 - $620.12 $125K - $138K
6.32K $3.6M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-197
- 1.32%
$63.27 - $70.31 $12.5K - $13.9K
14.7K $934K
VLUE
Ishares Msci Usa Value Factor

ETFs
-932
- 12.21%
$104.01 - $115.38 $96.9K - $108K
6.7K $707K
RMD
Resmed Inc

Healthcare
-171
- 3.13%
$228.69 - $256.07 $39.1K - $43.8K
5.29K $1.21M
BRX
Brixmor Property Group Inc.

Real Estate
-5.34K
- 34.01%
N/A
10.4K $235K
NGG
National Grid PLC

Utilities
-813
- 11.41%
$57.68 - $70.03 $46.9K - $56.9K
6.31K $375K
CNI
Canadian National Railway CO

Industrials
-184
- 2.89%
$100.62 - $117.12 $18.5K - $21.6K
6.19K $628K
SCCO
Southern Copper Corp

Basic Materials
-133
- 3.12%
$91.13 - $117.95 $12.1K - $15.7K
4.13K $376K
WTW
Willis Towers Watson PLC

Financial Services
-440
- 35.95%
$287.99 - $332.53 $127K - $146K
784 $244K
PRU
Prudential Financial Inc

Financial Services
-611
- 3.71%
$114.59 - $129.52 $70K - $79.1K
15.9K $1.88M
HDV
Ishares Core High Dividend ETF

ETFs
-287
- 1.88%
$110.82 - $121.28 $31.8K - $34.8K
15K $1.68M
SJM
J M Smucker CO

Consumer Defensive
-709
- 24.26%
$106.92 - $121.75 $75.8K - $86.3K
2.21K $243K
BBY
Best Buy CO Inc

Consumer Cyclical
-300
- 6.26%
$85.2 - $101.35 $25.6K - $30.4K
4.49K $385K
EXPD
Expeditors International Of Washington Inc

Industrials
-63
- 1.29%
$110.5 - $128.26 $6.96K - $8.08K
4.8K $531K
EMN
Eastman Chemical CO

Basic Materials
-16
- 0.31%
$90.03 - $110.64 $1.44K - $1.77K
5.17K $472K
HRL
Hormel Foods Corp

Consumer Defensive
-3.34K
- 30.27%
$29.21 - $33.55 $97.6K - $112K
7.7K $241K
XLB
Select Sector Spdr Fd Material

ETFs
-315
- 4.79%
$83.8 - $97.58 $26.4K - $30.7K
6.26K $526K
KR
Kroger CO

Consumer Defensive
-3.24K
- 13.73%
$55.21 - $63.3 $179K - $205K
20.3K $1.24M
GPN
Global Payments Inc

Industrials
-1.47K
- 23.99%
$97.57 - $119.38 $143K - $175K
4.65K $521K
NXPI
Nxp Semiconductors N.V.

Technology
-31
- 1.01%
$207.27 - $255.58 $6.43K - $7.92K
3.04K $632K
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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