United Capital Financial Advisers, LLC Closed Holding Positions

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q2 2022 Filed on Aug 11, 2022
12,521
$2.87 - $3.4 $35.9K - $42.6K
Cerner Corporation
Q2 2022 Filed on Aug 11, 2022
32,363
N/A
CPIX
Cumberland Pharmaceuticals Inc

Healthcare
Q2 2022 Filed on Aug 11, 2022
16,246
$1.93 - $3.03 $31.4K - $49.2K
ROBO
Robo Global Robotics And Autom

ETFs
Q2 2022 Filed on Aug 11, 2022
3,605
$44.52 - $59.11 $160K - $213K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q2 2022 Filed on Aug 11, 2022
4,671
$43.64 - $54.04 $204K - $252K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q2 2022 Filed on Aug 11, 2022
3,268
$53.66 - $64.11 $175K - $210K
OTEX
Open Text Corp

Technology
Q2 2022 Filed on Aug 11, 2022
275,086
$35.5 - $43.24 $9.77M - $11.9M
PACW
Pacwest Bancorp

Financial Services
Q2 2022 Filed on Aug 11, 2022
5,125
$25.9 - $42.57 $133K - $218K
People'S United Financial, Inc.
Q2 2022 Filed on Aug 11, 2022
38,018
N/A
HSIC
Henry Schein Inc

Healthcare
Q2 2022 Filed on Aug 11, 2022
2,583
$73.17 - $91.96 $189K - $238K
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
Q2 2022 Filed on Aug 11, 2022
20,425
$10.26 - $12.21 $210K - $249K
Nuveen Enhanced Municipal Value Fund
Q2 2022 Filed on Aug 11, 2022
149,000
N/A
RWO
Spdr Dow Jones Global Real Est

ETFs
Q2 2022 Filed on Aug 11, 2022
4,154
$43.05 - $55.03 $179K - $229K
SBNY
Signature Bank Corp

Financial Services
Q2 2022 Filed on Aug 11, 2022
897
$167.55 - $289.82 $150K - $260K
Tristate Capital Holdings, Inc.
Q2 2022 Filed on Aug 11, 2022
7,140
N/A
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q2 2022 Filed on Aug 11, 2022
993
$101.86 - $134.9 $101K - $134K
Zynga Inc. Class A
Q2 2022 Filed on Aug 11, 2022
10,039
N/A
CHH
Choice Hotels International Inc

Consumer Cyclical
Q2 2022 Filed on Aug 11, 2022
1,551
$110.77 - $147.58 $172K - $229K
TDC
Teradata Corp

Technology
Q2 2022 Filed on Aug 11, 2022
5,224
$33.76 - $49.18 $176K - $257K
AZTA
Azenta, Inc.

Healthcare
Q2 2022 Filed on Aug 11, 2022
3,193
$64.69 - $85.07 $207K - $272K
Spirit Of Texas Bancshares, Inc.
Q2 2022 Filed on Aug 11, 2022
29,120
N/A
TWLO
Twilio Inc

Communication Services
Q2 2022 Filed on Aug 11, 2022
11,867
$78.73 - $174.71 $934K - $2.07M
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q2 2022 Filed on Aug 11, 2022
4,618
$48.54 - $70.34 $224K - $325K
AUB
Atlantic Union Bankshares Corp

Financial Services
Q2 2022 Filed on Aug 11, 2022
7,841
$31.61 - $37.99 $248K - $298K
ENOB
Enochian Biosciences Inc

Healthcare
Q2 2022 Filed on Aug 11, 2022
71,291
$1.93 - $8.73 $138K - $622K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
Q2 2022 Filed on Aug 11, 2022
13,916
$7.94 - $10.22 $110K - $142K
TILT
Flexshares Tr

ETFs
Q2 2022 Filed on Aug 11, 2022
3,210
$141.45 - $175.61 $454K - $564K
AXU
Alexco Resource Corp

Basic Materials
Q2 2022 Filed on Aug 11, 2022
85,000
$0.36 - $1.62 $30.6K - $138K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
Q2 2022 Filed on Aug 11, 2022
23,900
$50.42 - $50.72 $1.21M - $1.21M
ILCB
Ishares Morningstar U.S. Equit

ETFs
Q2 2022 Filed on Aug 11, 2022
3,552
$50.32 - $63.49 $179K - $226K
GEN
Gen Digital Inc Com
Q2 2022 Filed on Aug 11, 2022
14,061
N/A
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q2 2022 Filed on Aug 11, 2022
12,280
$14.8 - $18.58 $182K - $228K
Polarityte, Inc.
Q2 2022 Filed on Aug 11, 2022
50,000
N/A
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q2 2022 Filed on Aug 11, 2022
5,121
$45.24 - $49.52 $232K - $254K
Histogen Inc.
Q2 2022 Filed on Aug 11, 2022
79,987
N/A
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
Q2 2022 Filed on Aug 11, 2022
14,073
$90.1 - $94.09 $1.27M - $1.32M
WLDN
Willdan Group, Inc.

Industrials
Q2 2022 Filed on Aug 11, 2022
10,000
$23.28 - $32.56 $233K - $326K
Draftkings, Inc. Class A
Q2 2022 Filed on Aug 11, 2022
13,337
N/A
HCM
Hutchmed (China) LTD

Healthcare
Q2 2022 Filed on Aug 11, 2022
13,841
$8.59 - $20.77 $119K - $287K
PFL
Pimco Income Strategy Fund

Financial Services
Q2 2022 Filed on Aug 11, 2022
14,754
$8.17 - $10.44 $121K - $154K
RBLX
Roblox Corp

Communication Services
Q2 2022 Filed on Aug 11, 2022
24,831
$23.19 - $50.02 $576K - $1.24M
TY
Tri Continental Corp

Financial Services
Q2 2022 Filed on Aug 11, 2022
6,744
$25.42 - $31.36 $171K - $211K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q2 2022 Filed on Aug 11, 2022
7,343
$26.0 - $33.6 $191K - $247K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q2 2022 Filed on Aug 11, 2022
2,984
$82.08 - $99.85 $245K - $298K
INDP
Indaptus Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Aug 11, 2022
15,000
$1.94 - $4.02 $29.1K - $60.3K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
Q2 2022 Filed on Aug 11, 2022
8,867
$18.09 - $23.64 $160K - $210K
STNC
Rbb Fd Inc Stance Equity Esg L
Q2 2022 Filed on Aug 11, 2022
7,500
$22.8 - $27.36 $171K - $205K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
Q2 2022 Filed on Aug 11, 2022
3,193
$45.8 - $85.4 $146K - $273K
GTLB
Gitlab Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
3,720
$34.48 - $58.92 $128K - $219K
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email