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
OGE
Oge Energy Corp.

Utilities
-155
- 2.39%
$35.12 - $41.18 $5.44K - $6.38K
6.32K $259K
IYM
Ishares Tr

ETFs
-37
- 1.09%
$136.13 - $151.64 $5.04K - $5.61K
3.34K $501K
VTRS
Viatris Inc

Healthcare
-472
- 1.33%
$10.32 - $12.13 $4.87K - $5.73K
34.9K $405K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-893
- 5.03%
$30.61 - $34.92 $27.3K - $31.2K
16.8K $581K
NU
Nu Holdings Ltd.

Financial Services
-654
- 1.32%
$10.71 - $15.14 $7K - $9.9K
49.1K $669K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-8.73K
- 5.05%
$63.28 - $70.06 $552K - $611K
164K $11.5M
ZION
Zions Bancorporation, National Association

Financial Services
-171
- 1.71%
$42.49 - $52.53 $7.27K - $8.98K
9.84K $464K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-640
- 4.32%
$41.02 - $46.01 $26.3K - $29.4K
14.2K $645K
HSBC
Hsbc Holdings PLC

Financial Services
-170
- 0.73%
$40.42 - $45.91 $6.87K - $7.8K
23K $1.04M
CWK
Cushman & Wakefield PLC

Real Estate
-388
- 3.48%
$10.08 - $13.8 $3.91K - $5.35K
10.7K $146K
TFX
Teleflex Inc

Healthcare
-50
- 4.15%
$211.25 - $247.28 $10.6K - $12.4K
1.15K $285K
CASH
Meta Financial Group Inc

Financial Services
-1.2K
- 9.99%
$56.5 - $69.1 $67.8K - $82.9K
10.8K $713K
PRU
Prudential Financial Inc

Financial Services
-239
- 1.43%
$105.53 - $127.32 $25.2K - $30.4K
16.5K $1.99M
TPR
Tapestry, Inc.

Consumer Cyclical
-30
- 0.32%
$36.29 - $47.94 $1.09K - $1.44K
9.3K $436K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.1K
- 2.39%
$46.18 - $48.92 $50.7K - $53.7K
44.7K $2.17M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-113
- 0.92%
$48.99 - $61.11 $5.54K - $6.91K
12.2K $741K
MNST
Monster Beverage Corp

Consumer Defensive
-1.64K
- 2.95%
$45.01 - $52.47 $73.8K - $86.1K
53.9K $2.81M
PPL
Ppl Corp

Utilities
-879
- 7.04%
$27.36 - $33.08 $24K - $29.1K
11.6K $383K
VFH
Vanguard Financial ETF

ETFs
-50
- 1.1%
$99.27 - $111.21 $4.96K - $5.56K
4.5K $494K
BHP
Bhp Group LTD

Basic Materials
-649
- 4.07%
$51.32 - $62.11 $33.3K - $40.3K
15.3K $950K
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.04K
- 3.84%
$31.18 - $33.5 $126K - $135K
101K $3.36M
DRI
Darden Restaurants Inc

Consumer Cyclical
-73
- 1.72%
$138.06 - $172.74 $10.1K - $12.6K
4.17K $684K
EQR
Equity Residential

Real Estate
-156
- 1.51%
$67.19 - $78.09 $10.5K - $12.2K
10.2K $759K
BR
Broadridge Financial Solutions, Inc.

Technology
-8
- 0.32%
$196.56 - $218.55 $1.57K - $1.75K
2.53K $543K
AOA
Ishares Tr Core Aggressive All

ETFs
-82
- 0.68%
$72.11 - $79.05 $5.91K - $6.48K
11.9K $938K
LYG
Lloyds Banking Group PLC

Financial Services
-1.46K
- 1.16%
$2.73 - $3.17 $3.99K - $4.63K
124K $385K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-310
- 2.03%
$65.06 - $71.72 $20.2K - $22.2K
14.9K $1.06M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-41
- 1.72%
$112.12 - $149.09 $4.6K - $6.11K
2.35K $347K
XLB
Select Sector Spdr Fd Material

ETFs
-69
- 1.04%
$86.95 - $97.09 $6K - $6.7K
6.58K $633K
SAN
Banco Santander, S.A.

Financial Services
-2.36K
- 1.88%
$4.37 - $5.16 $10.3K - $12.2K
123K $629K
AIZ
Assurant, Inc.

Financial Services
-62
- 3.34%
$161.28 - $199.95 $10K - $12.4K
1.8K $357K
CBOE
Cboe Global Markets, Inc.

Financial Services
-1
- 0.07%
$168.57 - $213.65 $169 - $214
1.43K $290K
VDC
Vanguard Consumer Staples ETF

ETFs
-33
- 0.91%
$201.77 - $221.32 $6.66K - $7.3K
3.61K $789K
SPMD
Spdr Portfolio

ETFs
-1.27K
- 3.59%
$50.29 - $54.92 $63.6K - $69.5K
33.9K $1.86M
EXC
Exelon Corp

Utilities
-2.05K
- 8.92%
$34.24 - $40.55 $70.3K - $83.2K
21K $849K
WMB
Williams Companies, Inc.

Energy
-225
- 1.1%
$41.24 - $46.22 $9.28K - $10.4K
20.2K $920K
KMB
Kimberly Clark Corp

Consumer Defensive
-327
- 1.28%
$135.05 - $148.35 $44.2K - $48.5K
25.1K $3.58M
ALL
Allstate Corp

Financial Services
-1.28K
- 12.8%
$158.43 - $192.86 $203K - $248K
8.75K $1.66M
ED
Consolidated Edison Inc

Utilities
-866
- 8.5%
$88.42 - $104.97 $76.6K - $90.9K
9.32K $970K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-269
- 10.29%
$109.16 - $155.35 $29.4K - $41.8K
2.35K $362K
GNRC
Generac Holdings Inc.

Industrials
-187
- 5.48%
$133.16 - $159.78 $24.9K - $29.9K
3.23K $512K
CLX
Clorox CO

Consumer Defensive
-102
- 3.45%
$131.73 - $166.97 $13.4K - $17K
2.86K $465K
FAST
Fastenal CO

Industrials
-801
- 5.63%
$62.09 - $71.83 $49.7K - $57.5K
13.4K $957K
FE
Firstenergy Corp

Utilities
-191
- 1.6%
$38.25 - $44.54 $7.31K - $8.51K
11.8K $521K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-272
- 1.08%
$34.48 - $38.87 $9.38K - $10.6K
24.8K $956K
WTFC
Wintrust Financial Corp

Financial Services
-6
- 0.09%
$96.43 - $111.89 $579 - $671
6.51K $707K
IR
Ingersoll Rand Inc.

Industrials
-143
- 1.32%
$86.9 - $100.4 $12.4K - $14.4K
10.7K $1.05M
IWP
Ishares Russell Mid Cap Growth

ETFs
-792
- 3.45%
$103.87 - $117.59 $82.3K - $93.1K
22.1K $2.6M
EMN
Eastman Chemical CO

Basic Materials
-60
- 1.14%
$93.82 - $113.74 $5.63K - $6.82K
5.19K $580K
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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