United Capital Financial Advisers, LLC Alerian MLP ETF Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q1 2025

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 13, 2020
SELL
N/A
-119,926 Closed
0 $0
Q1 2020

May 15, 2020
BUY
N/A
20,914 Added 21.12%
119,926 $413,000
Q4 2019

Feb 14, 2020
SELL
N/A
-7,124 Reduced 6.71%
99,012 $842,000
Q3 2019

Nov 14, 2019
SELL
N/A
-4,275 Reduced 3.87%
106,136 $970,000
Q2 2019

Aug 13, 2019
SELL
N/A
-2,340,776 Reduced 95.5%
110,411 $1.09 Million
Q1 2019

May 14, 2019
BUY
N/A
2,332,045 Added 1957.37%
2,451,187 $24.6 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-2,638,330 Reduced 95.68%
119,142 $1.04 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-689,455 Reduced 20.0%
2,757,472 $29.5 Million
Q2 2018

Aug 14, 2018
BUY
N/A
3,413,952 Added 10353.15%
3,446,927 $34.8 Million
Q1 2018

May 15, 2018
BUY
N/A
5,851 Added 21.57%
32,975 $309,000
Q4 2017

Feb 13, 2018
SELL
N/A
-23,886 Reduced 46.83%
27,124 $293,000
Q3 2017

Nov 14, 2017
SELL
N/A
-3,597 Reduced 6.59%
51,010 $572,000
Q2 2017

Aug 14, 2017
BUY
N/A
54,607
54,607 $653,000
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