United Capital Financial Advisers, LLC Closed Holding Positions

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SWAV
Shockwave Medical, Inc.

Healthcare
Q2 2022 Filed on Aug 11, 2022
1,519
$115.91 - $214.48 $176K - $326K
SI
Silvergate Capital Corp

Financial Services
Q2 2022 Filed on Aug 11, 2022
1,356
$53.53 - $151.45 $72.6K - $205K
PSLV
Sprott Physical Silver Trust

Financial Services
Q2 2022 Filed on Aug 11, 2022
16,001
$6.9 - $9.1 $110K - $146K
Triterras, Inc. Class A
Q2 2022 Filed on Aug 11, 2022
14,650
N/A
Triterras, Inc. Warrant 2020 10.11.25 On Triterras
Q2 2022 Filed on Aug 11, 2022
62,037
N/A
FUN
Cedar Fair L P

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
4,046
$45.68 - $61.65 $185K - $249K
Federal Realty Investment Trust
Q1 2022 Filed on May 16, 2022
6,321
N/A
JXI
Ishares Tr Global Utils ETF

ETFs
Q1 2022 Filed on May 16, 2022
26,597
$59.84 - $65.84 $1.59M - $1.75M
Royal Dutch Shell PLC Sponsored Adr Class B
Q1 2022 Filed on May 16, 2022
47,191
N/A
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 16, 2022
43,902
$44.64 - $55.71 $1.96M - $2.45M
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q1 2022 Filed on May 16, 2022
16,551
$5.23 - $7.82 $86.6K - $129K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q1 2022 Filed on May 16, 2022
17,992
$15.86 - $19.91 $285K - $358K
Xilinx, Inc.
Q1 2022 Filed on May 16, 2022
23,358
N/A
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
Q1 2022 Filed on May 16, 2022
4,429
$44.79 - $51.16 $198K - $227K
Blackstone Mortgage Trust, Inc. 4.375 05 May 2022
Q1 2022 Filed on May 16, 2022
20,000
N/A
SJNK
Spdr Bloomberg Short Term High

ETFs
Q1 2022 Filed on May 16, 2022
9,114
$25.67 - $27.15 $234K - $247K
HIW
Highwoods Properties, Inc.

Real Estate
Q1 2022 Filed on May 16, 2022
15,868
$41.33 - $47.29 $656K - $750K
BOTZ
Global X Fds

ETFs
Q1 2022 Filed on May 16, 2022
9,742
$26.13 - $36.09 $255K - $352K
RDVY
First Trust Rising Dividend Ac

ETFs
Q1 2022 Filed on May 16, 2022
14,892
$46.62 - $52.79 $694K - $786K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 16, 2022
1,450
$33.02 - $41.86 $47.9K - $60.7K
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q1 2022 Filed on May 16, 2022
103,571
$59.22 - $67.9 $6.13M - $7.03M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 16, 2022
6,396
$42.87 - $50.75 $274K - $325K
PBE
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 16, 2022
2,962
$56.78 - $71.43 $168K - $212K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q1 2022 Filed on May 16, 2022
4,744
$43.87 - $47.6 $208K - $226K
CUT
Invesco ETF Tr Ii Msci Global

ETFs
Q1 2022 Filed on May 16, 2022
6,388
$32.17 - $37.92 $206K - $242K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q1 2022 Filed on May 16, 2022
19,905
$21.0 - $26.08 $418K - $519K
CARS
Cars.Com Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
10,011
$13.84 - $16.95 $139K - $170K
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q1 2022 Filed on May 16, 2022
11,410
$286.24 - $317.79 $3.27M - $3.63M
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 16, 2022
22,868
$16.4 - $18.72 $375K - $428K
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q1 2022 Filed on May 16, 2022
17,922
N/A
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
3,814
$50.79 - $95.08 $194K - $363K
FIBK
First Interstate Bancsystem Inc

Financial Services
Q1 2022 Filed on May 16, 2022
5,767
$36.2 - $44.95 $209K - $259K
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q1 2022 Filed on May 16, 2022
3,742
$53.14 - $59.56 $199K - $223K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
Q1 2022 Filed on May 16, 2022
9,948
$30.9 - $39.02 $307K - $388K
Apollo Global Management Inc.
Q1 2022 Filed on May 16, 2022
22,443
N/A
IMTB
Ishares Tr

ETFs
Q1 2022 Filed on May 16, 2022
4,110
$46.91 - $50.14 $193K - $206K
LSXMK
Liberty Media Corp

Communication Services
Q1 2022 Filed on May 16, 2022
4,211
$43.94 - $52.34 $185K - $220K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2022 Filed on May 16, 2022
1,864
$94.64 - $184.26 $176K - $343K
WD
Walker & Dunlop, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
1,519
$121.79 - $152.33 $185K - $231K
INMD
In Mode Ltd.

Healthcare
Q1 2022 Filed on May 16, 2022
3,044
$34.38 - $65.77 $105K - $200K
CLOU
Global X Fds Cloud Computing E

ETFs
Q1 2022 Filed on May 16, 2022
9,463
$18.54 - $26.43 $175K - $250K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q1 2022 Filed on May 16, 2022
5,887
$63.2 - $85.09 $372K - $501K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q1 2022 Filed on May 16, 2022
3,651
$44.26 - $59.33 $162K - $217K
BFLY
Butterfly Network, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
16,200
$3.74 - $7.55 $60.6K - $122K
NOV
Nov Inc.

Energy
Q1 2022 Filed on May 16, 2022
11,670
$14.39 - $21.96 $168K - $256K
HSKA
Heska Corp

Healthcare
Q1 2022 Filed on May 16, 2022
1,100
$122.89 - $171.74 $135K - $189K
SE
Sea LTD

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
9,632
$87.78 - $223.31 $845K - $2.15M
BNTX
Bio N Tech Se

Healthcare
Q1 2022 Filed on May 16, 2022
5,858
$126.25 - $231.85 $740K - $1.36M
GLV
Clough Global Dividend & Income Fund

Financial Services
Q1 2022 Filed on May 16, 2022
10,000
$8.6 - $10.87 $86K - $109K
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