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
USB
Us Bancorp \De\

Financial Services
-342
- 0.5%
$39.04 - $47.23 $13.4K - $16.2K
67.5K $3.09M
GIS
General Mills Inc

Consumer Defensive
-4.21K
- 6.25%
$62.5 - $75.15 $263K - $316K
63.1K $4.66M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-7.03K
- 1.82%
$45.2 - $47.87 $318K - $337K
380K $18M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-1.3K
- 1.37%
$57.83 - $67.29 $75.4K - $87.7K
93.6K $6.23M
TT
Trane Technologies PLC

Industrials
-11
- 0.15%
$314.21 - $388.71 $3.46K - $4.28K
7.39K $2.87M
SYK
Stryker Corp

Healthcare
-3.02K
- 4.12%
$315.94 - $371.96 $955K - $1.12M
70.3K $25.4M
GIB
Cgi Inc

Technology
-1.83K
- 4.17%
$99.02 - $116.4 $181K - $213K
42K $4.83M
NVS
Novartis Ag

Healthcare
-2.05K
- 2.48%
$106.13 - $120.89 $218K - $248K
80.5K $9.26M
AMGN
Amgen Inc

Healthcare
-497
- 0.75%
$309.38 - $337.38 $154K - $168K
65.5K $21.1M
ALC
Alcon Inc

Healthcare
-5.32K
- 5.72%
$88.07 - $100.79 $469K - $536K
87.8K $8.78M
IYF
Ishares Tr

ETFs
-2.84K
- 3.3%
$93.83 - $105.05 $267K - $299K
83.2K $8.65M
TRMB
Trimble Inc.

Technology
-277
- 0.32%
$49.82 - $62.06 $13.8K - $17.2K
85.6K $5.31M
SNY
Sanofi

Healthcare
-2.87K
- 3.87%
$48.54 - $58.53 $139K - $168K
71.4K $4.12M
CHKP
Check Point Software Technologies LTD

Technology
-1.37K
- 4.88%
$165.0 - $195.47 $227K - $269K
26.8K $5.16M
PEP
Pepsico Inc

Consumer Defensive
-8.25K
- 2.18%
$161.9 - $179.3 $1.34M - $1.48M
371K $63M
RY
Royal Bank Of Canada

Financial Services
-2.22K
- 5.05%
$105.65 - $124.73 $235K - $277K
41.8K $5.21M
OTIS
Otis Worldwide Corp

Industrials
-1.83K
- 1.9%
$91.43 - $104.43 $168K - $192K
94.6K $9.84M
IXUS
Ishares Tr

ETFs
-1.86K
- 1.35%
$64.9 - $73.35 $120K - $136K
136K $9.87M
ACWI
Ishares Msci Acwi ETF

ETFs
-3K
- 2.3%
$107.24 - $119.84 $322K - $360K
128K $15.3M
VT
Vanguard Total World Stk Index

ETFs
-84
- 0.1%
$107.72 - $119.96 $9.05K - $10.1K
82.5K $9.88M
WAT
Waters Corp

Healthcare
-653
- 5.57%
$282.7 - $359.89 $185K - $235K
11.1K $3.98M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-31.5K
- 4.15%
$61.11 - $67.85 $1.93M - $2.14M
727K $49.4M
CCI
Crown Castle International Corp

Real Estate
-2.43K
- 5.71%
$95.29 - $120.24 $231K - $292K
40K $4.75M
AFL
Aflac Inc

Financial Services
-203
- 0.73%
$88.52 - $111.8 $18K - $22.7K
27.6K $3.09M
VV
Vanguard Large Cap ETF

ETFs
-772
- 1.26%
$236.92 - $263.4 $183K - $203K
60.3K $15.9M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.4K
- 1.93%
$87.56 - $95.49 $210K - $230K
122K $11.7M
PAYX
Paychex Inc

Industrials
-1.44K
- 2.43%
$116.17 - $135.19 $168K - $195K
57.9K $7.78M
BX
Blackstone Inc.

Financial Services
-7
- 0.03%
$120.77 - $159.66 $845 - $1.12K
25.6K $3.92M
STE
Steris PLC

Healthcare
-3.86K
- 5.24%
$213.51 - $247.14 $824K - $954K
69.9K $16.9M
UNP
Union Pacific Corp

Industrials
-605
- 1.33%
$221.78 - $256.09 $134K - $155K
44.9K $11M
APD
Air Products & Chemicals, Inc.

Basic Materials
-301
- 1.41%
$247.34 - $300.11 $74.4K - $90.3K
21.1K $6.29M
XLV
Select Sector Spdr Fund Health

ETFs
-776
- 0.72%
$143.3 - $157.24 $111K - $122K
106K $16.4M
SO
Southern CO

Utilities
-3.51K
- 3.99%
$77.0 - $90.52 $270K - $317K
84.3K $7.61M
LNT
Alliant Energy Corp

Utilities
-570
- 0.67%
$50.74 - $60.74 $28.9K - $34.6K
83.9K $5.09M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.93K
- 1.95%
$41.9 - $48.26 $207K - $238K
248K $11.9M
NOC
Northrop Grumman Corp

Industrials
-648
- 5.1%
$423.73 - $533.14 $275K - $345K
12.1K $6.36M
LMT
Lockheed Martin Corp

Industrials
-103
- 1.34%
$460.3 - $584.56 $47.4K - $60.2K
7.58K $4.43M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.54K
- 2.22%
$83.76 - $91.82 $296K - $325K
156K $14.2M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-2.6K
- 0.92%
$55.51 - $61.51 $144K - $160K
279K $17M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-4.12K
- 0.31%
$25.38 - $26.27 $104K - $108K
1.33M $35M
IFRA
Ishares Tr

ETFs
-781
- 0.36%
$41.55 - $46.97 $32.5K - $36.7K
218K $10.2M
GE
General Electric CO

Industrials
-1.14K
- 2.36%
$156.66 - $189.66 $178K - $215K
46.9K $8.85M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.13K
- 1.17%
$173.36 - $189.8 $196K - $214K
95.4K $18.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-534
- 0.25%
$113.41 - $125.62 $60.6K - $67.1K
210K $26.4M
CME
Cme Group Inc.

Financial Services
-3.58K
- 3.78%
$193.43 - $220.62 $692K - $789K
91K $20.1M
ARES
Ares Management Corp

Financial Services
-17.2K
- 9.31%
$133.73 - $158.05 $2.3M - $2.72M
168K $26.1M
DHI
Horton D R Inc

Consumer Cyclical
-1.72K
- 4.66%
$135.21 - $197.06 $232K - $338K
35.1K $6.7M
IBM
International Business Machines Corp

Technology
-2.93K
- 6.23%
$175.1 - $223.38 $512K - $654K
44K $9.74M
PG
Procter & Gamble CO

Consumer Defensive
-5.79K
- 1.8%
$160.76 - $177.82 $931K - $1.03M
316K $54.6M
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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