United Capital Financial Advisers, LLC Purchases in Q4 2024

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.2K
+ 22.3%
$19.38 - $19.58 $81.4K - $82.2K
23K $447K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.2K
+ 21.23%
$19.42 - $19.76 $81.6K - $83K
24K $467K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
4.18K
+ 22.28%
$20.08 - $20.61 $83.8K - $86K
22.9K $461K
APA
Apa Corp

Energy
4.23K
+ 24.67%
$20.47 - $27.07 $86.5K - $114K
21.4K $494K
CFG
Citizens Financial Group Inc

Financial Services
515
+ 2.71%
$39.92 - $48.46 $20.6K - $25K
19.5K $855K
ETN
Eaton Corp PLC

Industrials
163
+ 0.44%
$326.96 - $377.52 $53.3K - $61.5K
37.5K $12.4M
ITA
Ishares Tr

ETFs
525
+ 33.31%
$144.31 - $157.31 $75.8K - $82.6K
2.1K $305K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
212
+ 7.14%
$109.13 - $130.93 $23.1K - $27.8K
3.18K $397K
FDX
Fedex Corp

Industrials
31
+ 0.39%
$260.5 - $305.15 $8.08K - $9.46K
7.93K $2.23M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.78K
+ 2.91%
$183.23 - $199.79 $509K - $555K
98.1K $18.2M
IP
International Paper CO

Consumer Cyclical
50
+ 0.39%
$46.64 - $59.57 $2.33K - $2.98K
12.9K $694K
EME
Emcor Group, Inc.

Industrials
84
+ 7.29%
$427.96 - $526.95 $35.9K - $44.3K
1.24K $561K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
5.92K
+ 9.17%
$20.28 - $21.2 $120K - $125K
70.4K $1.43M
VFH
Vanguard Financial ETF

ETFs
222
+ 4.93%
$108.87 - $126.2 $24.2K - $28K
4.73K $557K
TAP
Molson Coors Beverage CO

Consumer Defensive
1.1K
+ 26.21%
$53.97 - $63.88 $59.5K - $70.4K
5.31K $304K
CAH
Cardinal Health Inc

Healthcare
174
+ 3.26%
$107.89 - $125.33 $18.8K - $21.8K
5.52K $652K
VMC
Vulcan Materials CO

Basic Materials
161
+ 5.81%
$237.95 - $292.31 $38.3K - $47.1K
2.93K $754K
JEF
Jefferies Financial Group Inc.

Financial Services
16
+ 0.46%
$61.95 - $81.75 $991 - $1.31K
3.49K $273K
L
Loews Corp

Financial Services
343
+ 7.07%
$76.49 - $87.05 $26.2K - $29.9K
5.2K $440K
CINF
Cincinnati Financial Corp

Financial Services
254
+ 10.51%
$132.86 - $160.16 $33.7K - $40.7K
2.67K $383K
IEF
Ishares Barclays

ETFs
801
+ 23.75%
$92.08 - $98.18 $73.8K - $78.6K
4.17K $385K
BCS
Barclays PLC

Financial Services
209
+ 0.46%
$11.65 - $13.67 $2.43K - $2.86K
45.9K $609K
AOA
Ishares Tr Core Aggressive All

ETFs
1.06K
+ 8.9%
$76.61 - $79.88 $81.1K - $84.6K
13K $992K
PEAK
Healthpeak Properties, Inc.

Real Estate
2.77K
+ 4.53%
N/A
64K $1.21M
ZBRA
Zebra Technologies Corp

Technology
100
+ 13.33%
$360.09 - $411.94 $36K - $41.2K
850 $328K
TDY
Teledyne Technologies Inc

Technology
69
+ 10.09%
$436.59 - $489.24 $30.1K - $33.8K
753 $349K
CNP
Centerpoint Energy Inc

Utilities
660
+ 5.21%
$28.58 - $32.66 $18.9K - $21.6K
13.3K $422K
CTRA
Coterra Energy Inc.

Energy
1.24K
+ 11.85%
$22.71 - $27.63 $28.2K - $34.3K
11.7K $299K
VRSK
Verisk Analytics, Inc.

Industrials
103
+ 3.69%
$262.86 - $294.75 $27.1K - $30.4K
2.89K $796K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.24K
+ 2.9%
$174.22 - $187.62 $217K - $233K
44K $7.72M
MOH
Molina Healthcare, Inc.

Healthcare
289
+ 43.2%
$274.73 - $341.91 $79.4K - $98.8K
958 $278K
WRB
Berkley W R Corp

Financial Services
644
+ 10.84%
$56.48 - $64.94 $36.4K - $41.8K
6.59K $385K
ROP
Roper Technologies Inc

Industrials
2.69K
+ 7.26%
$519.85 - $575.95 $1.4M - $1.55M
39.7K $20.6M
GLW
Corning Inc

Technology
608
+ 9.78%
$44.11 - $49.76 $26.8K - $30.3K
6.83K $324K
GL
Globe Life Inc.

Financial Services
186
+ 4.82%
$103.49 - $116.02 $19.2K - $21.6K
4.04K $450K
DELL
Dell Technologies Inc.

Technology
486
+ 10.8%
$111.96 - $144.21 $54.4K - $70.1K
4.99K $574K
NI
Nisource Inc.

Utilities
609
+ 7.93%
$33.74 - $38.25 $20.5K - $23.3K
8.29K $304K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
945
+ 3.73%
$50.23 - $50.47 $47.5K - $47.7K
26.3K $1.32M
CYBR
Cyber Ark Software Ltd.

Technology
13
+ 1.7%
$274.1 - $333.15 $3.56K - $4.33K
777 $258K
VONG
Vanguard Russell 1000 Growth E

ETFs
136
+ 4.3%
$95.27 - $107.82 $13K - $14.7K
3.3K $340K
GLD
Spdr Gold Trust

ETFs
175
+ 1.85%
$236.59 - $257.5 $41.4K - $45.1K
9.64K $2.33M
ANSS
Ansys Inc

Technology
9
+ 0.6%
$313.05 - $361.45 $2.82K - $3.25K
1.5K $505K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.03K
+ 12.28%
$43.44 - $45.05 $44.9K - $46.6K
9.45K $410K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
185
+ 1.52%
$66.77 - $71.52 $12.4K - $13.2K
12.3K $850K
VO
Vanguard Mid Cap ETF

ETFs
88
+ 0.39%
$261.5 - $284.63 $23K - $25K
22.7K $6M
CHWY
Chewy, Inc.

Consumer Cyclical
21
+ 0.3%
$26.51 - $35.87 $557 - $753
6.95K $232K
NMR
Nomura Holdings Inc

Financial Services
359
+ 0.79%
$5.05 - $6.25 $1.81K - $2.24K
45.9K $265K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.33K
+ 5.4%
$57.53 - $60.83 $76.7K - $81.1K
26K $1.5M
BTI
British American Tobacco P.L.C.

Consumer Defensive
878
+ 5.71%
$34.25 - $37.94 $30.1K - $33.3K
16.3K $590K
Activity Summary
Buys All Purchases 446 New Holdings 66 Increased Positions 380 Sells All Sells 576 Reductions 576 Sold out 0 Options Calls 1 Puts 7
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