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
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3
- 0.03%
$85.03 - $94.56 $255 - $284
9.22K $858K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-213
- 3.27%
$108.3 - $128.14 $23.1K - $27.3K
6.31K $783K
WY
Weyerhaeuser CO

Real Estate
-1.63K
- 7.3%
$27.05 - $33.84 $44.2K - $55.3K
20.7K $701K
IBTX
Independent Bank Group, Inc.

Financial Services
-93
- 1.59%
$44.7 - $61.0 $4.16K - $5.67K
5.76K $332K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.76K
- 4.74%
$32.04 - $37.11 $88.5K - $103K
55.6K $2.02M
UAL
United Airlines Holdings, Inc.

Industrials
-488
- 4.19%
$37.88 - $58.85 $18.5K - $28.7K
11.2K $637K
EUSB
Ishares Tr Esg Advanced Total

Technology
-235
- 0.5%
$42.09 - $44.64 $9.89K - $10.5K
47.1K $2.09M
K
Kellogg CO

Consumer Defensive
-1.57K
- 18.01%
$56.19 - $80.81 $88.3K - $127K
7.15K $577K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-16
- 0.06%
$42.38 - $47.25 $678 - $756
28K $1.33M
VONV
Vanguard Russell 1000 Value Et

ETFs
-224
- 1.64%
$76.07 - $83.33 $17K - $18.7K
13.4K $1.12M
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
-3.04K
- 6.9%
$17.55 - $21.54 $53.3K - $65.4K
40.9K $863K
UNM
Unum Group

Financial Services
-129
- 1.23%
$49.81 - $59.44 $6.43K - $7.67K
10.4K $616K
XLY
Select Sector Spdr Consumer Di

ETFs
-195
- 2.9%
$170.05 - $200.86 $33.2K - $39.2K
6.52K $1.31M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.1K
- 4.49%
$113.45 - $126.18 $351K - $391K
65.8K $8.3M
AWK
American Water Works Company, Inc.

Utilities
-124
- 2.1%
$127.76 - $149.9 $15.8K - $18.6K
5.79K $846K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-9.39K
- 6.87%
$25.45 - $29.53 $239K - $277K
127K $3.72M
ACM
Aecom

Industrials
-91
- 1.43%
$82.37 - $103.25 $7.5K - $9.4K
6.26K $645K
BBY
Best Buy CO Inc

Consumer Cyclical
-40
- 0.83%
$80.23 - $103.29 $3.21K - $4.13K
4.79K $494K
DOV
Dover Corp

Industrials
-1.04K
- 4.07%
$172.5 - $193.03 $180K - $201K
24.5K $4.7M
HDV
Ishares Core High Dividend ETF

ETFs
-411
- 2.62%
$107.62 - $118.76 $44.2K - $48.8K
15.3K $1.8M
VPU
Vanguard Utilities ETF

ETFs
-1.45K
- 10.93%
$146.64 - $174.54 $212K - $253K
11.8K $2.05M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-162
- 1.26%
$77.23 - $87.97 $12.5K - $14.3K
12.7K $1.1M
COF
Capital One Financial Corp

Financial Services
-410
- 2.95%
$131.42 - $153.05 $53.9K - $62.8K
13.5K $2.02M
IFF
International Flavors & Fragrances Inc

Basic Materials
-100
- 0.92%
$93.14 - $105.12 $9.31K - $10.5K
10.8K $1.13M
MAA
Mid America Apartment Communities Inc.

Real Estate
-42
- 0.66%
$138.8 - $166.65 $5.83K - $7K
6.37K $1.01M
MDB
Mongo Db, Inc.

Technology
-38
- 0.69%
$221.5 - $296.69 $8.42K - $11.3K
5.43K $1.47M
OMC
Omnicom Group Inc.

Communication Services
-19
- 0.25%
$87.69 - $103.9 $1.67K - $1.97K
7.55K $780K
CMA
Comerica Inc

Financial Services
-681
- 4.09%
$49.93 - $61.49 $34K - $41.9K
16K $957K
VICI
Vici Properties Inc.

Real Estate
-810
- 2.82%
$27.64 - $34.08 $22.4K - $27.6K
28K $931K
MAS
Masco Corp

Industrials
-638
- 6.58%
$64.7 - $83.94 $41.3K - $53.6K
9.06K $760K
ITB
Ishares Tr

ETFs
-309
- 5.19%
$97.52 - $128.64 $30.1K - $39.7K
5.65K $717K
DFS
Discover Financial Services

Financial Services
-116
- 0.82%
$123.41 - $144.72 $14.3K - $16.8K
14K $1.97M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-2.05K
- 2.4%
$27.15 - $30.78 $55.7K - $63.1K
83.4K $2.54M
CSX
Csx Corp

Industrials
-603
- 0.45%
$32.48 - $35.45 $19.6K - $21.4K
133K $4.58M
NBTB
Nbt Bancorp Inc

Financial Services
-18
- 0.08%
$37.75 - $49.84 $680 - $897
23.2K $1.02M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-171
- 2.55%
$523.84 - $572.02 $89.6K - $97.8K
6.54K $3.73M
KIM
Kimco Realty Corp

Real Estate
-979
- 2.34%
$19.24 - $24.06 $18.8K - $23.6K
40.9K $948K
AMP
Ameriprise Financial Inc

Financial Services
-116
- 2.63%
$391.53 - $469.81 $45.4K - $54.5K
4.29K $2.02M
TGT
Target Corp

Consumer Defensive
-229
- 1.04%
$133.47 - $159.25 $30.6K - $36.5K
21.8K $3.39M
NTRS
Northern Trust Corp

Financial Services
-1.37K
- 3.16%
$82.48 - $92.62 $113K - $127K
41.9K $3.77M
EEMV
Ishares Msci Emerging Markets

ETFs
-253
- 0.89%
$56.77 - $63.31 $14.4K - $16K
28.2K $1.77M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-3.23K
- 4.58%
$46.17 - $51.13 $149K - $165K
67.3K $3.44M
AXGN
Axogen, Inc.

Healthcare
-26
- 0.12%
$7.52 - $14.69 $196 - $382
21.2K $297K
ETR
Entergy Corp

Utilities
-115
- 1.74%
$104.75 - $131.61 $12K - $15.1K
6.49K $854K
KR
Kroger CO

Consumer Defensive
-488
- 2.03%
$50.43 - $57.3 $24.6K - $28K
23.6K $1.35M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-138
- 0.82%
$104.5 - $114.97 $14.4K - $15.9K
16.8K $1.92M
ECL
Ecolab Inc.

Basic Materials
-10
- 0.11%
$228.86 - $255.76 $2.29K - $2.56K
8.95K $2.28M
USXF
Ishares Esg Advanced Msci Usa

Technology
-997
- 1.25%
$43.59 - $49.35 $43.5K - $49.2K
78.8K $3.87M
DLR
Digital Realty Trust, Inc.

Real Estate
-1.01K
- 3.11%
$144.47 - $162.98 $146K - $165K
31.6K $5.11M
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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