United Capital Financial Advisers, LLC Closed Holding Positions

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VBIV
Vbi Vaccines Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
30,000
$2.21 - $3.22 $66.3K - $96.6K
BFK
Blackrock Municipal Income Trust

Financial Services
Q4 2021 Filed on Feb 14, 2022
10,000
$14.49 - $15.54 $145K - $155K
Direxion Daily Msci Real Estate Bear 3 X Shares
Q4 2021 Filed on Feb 14, 2022
4,070
N/A
GNUS
Genius Brands International, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
20,000
$1.05 - $2.03 $21K - $40.6K
LSPD
Lightspeed Commerce Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
3,364
$38.89 - $101.21 $131K - $340K
RIDE
Lordstown Motors Corp.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
15,360
$3.45 - $6.89 $53K - $106K
NVAX
Novavax Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
1,211
$134.56 - $217.97 $163K - $264K
VNT
Vontier Corp

Technology
Q4 2021 Filed on Feb 14, 2022
8,330
$28.97 - $34.44 $241K - $287K
SONO
Sonos Inc

Technology
Q4 2021 Filed on Feb 14, 2022
20,000
$28.85 - $34.99 $577K - $700K
General Electric Company
Q3 2021 Filed on Nov 15, 2021
555,429
N/A
HXL
Hexcel Corp

Industrials
Q3 2021 Filed on Nov 15, 2021
7,122
$53.26 - $62.25 $379K - $443K
Wbi Bull Bear Global Income ETF
Q3 2021 Filed on Nov 15, 2021
9,600
N/A
OPK
Opko Health, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
12,325
$3.44 - $4.24 $42.4K - $52.3K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q3 2021 Filed on Nov 15, 2021
3,196
$72.88 - $79.21 $233K - $253K
Maxim Integrated Products, Inc.
Q3 2021 Filed on Nov 15, 2021
4,035
N/A
SCI
Service Corp International

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
3,822
$54.21 - $65.35 $207K - $250K
AVD
American Vanguard Corp

Basic Materials
Q3 2021 Filed on Nov 15, 2021
49,946
$14.67 - $17.68 $733K - $883K
OZK
Bank Ozk

Financial Services
Q3 2021 Filed on Nov 15, 2021
5,441
$38.89 - $44.15 $212K - $240K
CGC
Canopy Growth Corp

Healthcare
Q3 2021 Filed on Nov 15, 2021
8,503
$13.52 - $23.95 $115K - $204K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q3 2021 Filed on Nov 15, 2021
14,000
$14.39 - $20.62 $201K - $289K
Brookfield Property Partners LP
Q3 2021 Filed on Nov 15, 2021
10,135
N/A
ACAD
Acadia Pharmaceuticals Inc

Healthcare
Q3 2021 Filed on Nov 15, 2021
11,262
$15.78 - $24.77 $178K - $279K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
13,000
$15.58 - $16.32 $203K - $212K
Black Rock Muni Yield California Fund Inc
Q3 2021 Filed on Nov 15, 2021
14,000
N/A
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
Q3 2021 Filed on Nov 15, 2021
15,075
$15.55 - $16.13 $234K - $243K
AYX
Alteryx, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
2,346
$68.51 - $85.07 $161K - $200K
HYLS
First Tr Tactical High Yield L

ETFs
Q3 2021 Filed on Nov 15, 2021
4,365
$48.12 - $48.7 $210K - $213K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q3 2021 Filed on Nov 15, 2021
5,057
$49.18 - $52.26 $249K - $264K
LYFT
Lyft, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
4,790
$45.89 - $62.79 $220K - $301K
WRLD
World Acceptance Corp

Financial Services
Q3 2021 Filed on Nov 15, 2021
2,200
$160.2 - $206.1 $352K - $453K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q3 2021 Filed on Nov 15, 2021
9,364
$25.58 - $26.22 $240K - $246K
Alexion Pharmaceuticals, Inc.
Q3 2021 Filed on Nov 15, 2021
2,798
N/A
CHGG
Chegg, Inc

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
3,407
$67.96 - $89.9 $232K - $306K
RVT
Royce Value Trust, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
10,000
$17.46 - $19.07 $175K - $191K
MANT
Mantech International Corp

Technology
Q3 2021 Filed on Nov 15, 2021
3,025
$72.87 - $87.99 $220K - $266K
WSBC
Wesbanco Inc

Financial Services
Q3 2021 Filed on Nov 15, 2021
10,741
$30.55 - $36.12 $328K - $388K
LPSN
Liveperson Inc

Technology
Q3 2021 Filed on Nov 15, 2021
3,221
$55.47 - $68.43 $179K - $220K
RNG
Ring Central, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
12,361
$212.13 - $303.93 $2.62M - $3.76M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q3 2021 Filed on Nov 15, 2021
1,711
$85.66 - $120.6 $147K - $206K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 15, 2021
4,470
$73.87 - $92.86 $330K - $415K
BCAB
Bio Atla, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
5,432
$29.44 - $43.74 $160K - $238K
Csg Systems International, Inc. 4.25 15 Mar 2036
Q3 2021 Filed on Nov 15, 2021
20,000
N/A
FVRR
Fiverr International Ltd.

Communication Services
Q3 2021 Filed on Nov 15, 2021
827
$161.38 - $258.6 $133K - $214K
UPRO
Proshares Trust Proshares Ultr

ETFs
Q3 2021 Filed on Nov 15, 2021
2,121
$55.36 - $66.72 $117K - $142K
Supernus Pharmaceuticals, Inc. 0.625 01 Apr 2023
Q3 2021 Filed on Nov 15, 2021
30,000
N/A
Twitter, Inc. 1.0 15 Sep 2021
Q3 2021 Filed on Nov 15, 2021
25,000
N/A
ACC
American Campus Communities Inc

Real Estate
Q2 2021 Filed on Aug 13, 2021
12,228
$43.2 - $48.87 $528K - $598K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q2 2021 Filed on Aug 13, 2021
18,219
$56.23 - $66.9 $1.02M - $1.22M
Fauquier Bankshares Inc
Q2 2021 Filed on Aug 13, 2021
11,352
N/A
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