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
ES
Eversource Energy

Utilities
-1.07K
- 5.23%
$56.52 - $68.38 $60.4K - $73K
19.4K $1.32M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-15.6K
- 4.74%
$59.93 - $66.52 $936K - $1.04M
314K $20.9M
XEL
Xcel Energy Inc

Utilities
-613
- 3.48%
$52.11 - $65.3 $31.9K - $40K
17K $1.11M
O
Realty Income Corp

Real Estate
-56
- 0.35%
$52.36 - $63.42 $2.93K - $3.55K
16.1K $1.02M
XLI
Industrial Sector Spdr

ETFs
-1.05K
- 4.43%
$120.56 - $135.44 $126K - $142K
22.6K $3.06M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-1.72K
- 3.71%
$52.25 - $58.97 $89.6K - $101K
44.5K $2.63M
SPG
Simon Property Group Inc

Real Estate
-527
- 3.33%
$146.09 - $170.11 $77K - $89.6K
15.3K $2.59M
CI
Cigna Corp

Healthcare
-57
- 0.43%
$319.12 - $367.1 $18.2K - $20.9K
13.1K $4.55M
IWM
Ishares Russell 2000 ETF

ETFs
-4.54K
- 6.79%
$200.87 - $224.6 $912K - $1.02M
62.3K $13.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.83K
- 3.42%
$75.32 - $84.37 $213K - $239K
79.8K $6.67M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-5.22K
- 4.41%
$48.51 - $52.86 $253K - $276K
113K $5.97M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.94K
- 3.34%
$33.74 - $37.96 $200K - $225K
172K $6.45M
RCI
Rogers Communications Inc

Communication Services
-1.82K
- 1.97%
$36.2 - $41.17 $65.8K - $74.8K
90.7K $3.65M
NSC
Norfolk Southern Corp

Industrials
-307
- 3.44%
$213.75 - $259.69 $65.6K - $79.7K
8.63K $2.14M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-8.52K
- 2.17%
$9.55 - $11.13 $81.4K - $94.8K
384K $4.16M
TRV
Travelers Companies, Inc.

Financial Services
-335
- 3.34%
$201.87 - $242.35 $67.6K - $81.2K
9.71K $2.27M
WDAY
Workday, Inc.

Technology
-3.65K
- 6.76%
$207.75 - $264.68 $759K - $967K
50.4K $12.3M
KMI
Kinder Morgan, Inc.

Energy
-63
- 0.06%
$19.72 - $22.22 $1.24K - $1.4K
107K $2.36M
JKHY
Henry Jack & Associates Inc

Technology
-3.83K
- 4.4%
$160.87 - $177.06 $615K - $677K
83.1K $14.7M
MS
Morgan Stanley

Financial Services
-359
- 0.9%
$92.07 - $106.96 $33.1K - $38.4K
39.5K $4.11M
FTNT
Fortinet, Inc.

Technology
-655
- 3.72%
$55.39 - $77.55 $36.3K - $50.8K
16.9K $1.31M
PHM
Pultegroup Inc

Consumer Cyclical
-164
- 1.94%
$103.95 - $144.98 $17K - $23.8K
8.31K $1.19M
BSX
Boston Scientific Corp

Healthcare
-338
- 0.79%
$72.96 - $84.0 $24.7K - $28.4K
42.5K $3.56M
LAMR
Lamar Advertising CO

Real Estate
-1.62K
- 4.71%
$110.9 - $135.58 $180K - $220K
32.9K $4.39M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-8.73K
- 4.34%
$19.4 - $21.93 $169K - $191K
192K $4.22M
PWR
Quanta Services, Inc.

Industrials
-208
- 2.71%
$239.58 - $298.23 $49.8K - $62K
7.46K $2.22M
D
Dominion Energy, Inc

Utilities
-680
- 1.88%
$48.01 - $58.53 $32.6K - $39.8K
35.4K $2.05M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-933
- 1.95%
$69.31 - $77.34 $64.7K - $72.2K
46.8K $3.59M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-17
- 0.03%
$77.24 - $83.67 $1.31K - $1.42K
56K $4.68M
IWV
Ishares Russell 3000 ETF

ETFs
-1.8K
- 3.71%
$294.75 - $326.73 $529K - $587K
46.6K $15.2M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-98
- 0.06%
$49.77 - $51.95 $4.88K - $5.09K
156K $8.08M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.51K
- 1.86%
$75.88 - $83.21 $114K - $125K
79.7K $6.63M
FITB
Fifth Third Bancorp

Financial Services
-89
- 0.19%
$36.01 - $43.64 $3.2K - $3.88K
46.7K $2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-9.74K
- 4.95%
$46.9 - $51.96 $457K - $506K
187K $9.63M
IYC
Ishares U.S. Consumer Discreti

ETFs
-807
- 1.45%
$76.12 - $88.31 $61.4K - $71.3K
54.7K $4.81M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.7K
- 1.96%
$332.02 - $382.76 $566K - $652K
85.5K $32.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.13K
- 5.02%
$77.02 - $85.06 $472K - $521K
116K $9.79M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.98K
- 4.77%
$36.02 - $41.68 $323K - $374K
179K $7.4M
IYH
Ishares Tr

ETFs
-1.82K
- 1.57%
$60.29 - $66.38 $110K - $121K
114K $7.38M
SAP
Sap Se

Technology
-237
- 1.72%
$197.21 - $231.0 $46.7K - $54.7K
13.5K $3.1M
VZ
Verizon Communications Inc

Communication Services
-15K
- 5.5%
$38.89 - $45.0 $585K - $677K
258K $11.6M
MSI
Motorola Solutions, Inc.

Technology
-7
- 0.13%
$385.65 - $450.49 $2.7K - $3.15K
5.47K $2.46M
DUK
Duke Energy Corp

Utilities
-2.88K
- 6.4%
$99.35 - $117.71 $286K - $339K
42.1K $4.85M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.33K
- 2.39%
$57.47 - $62.76 $134K - $146K
95.2K $5.97M
CB
Chubb LTD

Financial Services
-663
- 3.95%
$252.51 - $292.2 $167K - $194K
16.1K $4.64M
TSCO
Tractor Supply CO

Consumer Cyclical
-4.02K
- 5.47%
$251.95 - $290.93 $1.01M - $1.17M
69.4K $20.2M
CEG
Constellation Energy Corp

Utilities
-826
- 8.47%
$167.08 - $262.86 $138K - $217K
8.92K $2.32M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.42K
- 1.34%
$82.16 - $90.4 $116K - $128K
104K $9.44M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-368
- 4.35%
$1015.62 - $1159.62 $374K - $427K
8.09K $9.32M
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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