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
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
I Shares Gold Trust
Q2 2021 Filed on Aug 13, 2021
107,650
N/A
OHI
Omega Healthcare Investors Inc

Real Estate
Q2 2021 Filed on Aug 13, 2021
14,855
$34.86 - $39.16 $518K - $582K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
12,905
$69.38 - $86.75 $895K - $1.12M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
Q2 2021 Filed on Aug 13, 2021
2,820
$88.32 - $93.52 $249K - $264K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
14,187
$11.79 - $12.56 $167K - $178K
Evoke Pharma Inc
Q2 2021 Filed on Aug 13, 2021
14,000
N/A
Gw Pharmaceuticals PLC
Q2 2021 Filed on Aug 13, 2021
1,108
N/A
MCHI
Ishares Msci China ETF

ETFs
Q2 2021 Filed on Aug 13, 2021
6,644
$76.69 - $84.08 $510K - $559K
NKG
Nuveen Georgia Quality Municipal Income Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
10,000
$13.13 - $13.99 $131K - $140K
TGTX
Tg Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
69,010
$32.5 - $48.96 $2.24M - $3.38M
DTH
Wisdomtree Tr

ETFs
Q2 2021 Filed on Aug 13, 2021
8,766
$39.57 - $41.75 $347K - $366K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
Q2 2021 Filed on Aug 13, 2021
12,336
$6.08 - $6.68 $75K - $82.4K
Spirit Realty 3.750 05/15/21 Cvt
Q2 2021 Filed on Aug 13, 2021
15,000
N/A
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q2 2021 Filed on Aug 13, 2021
3,591
$107.82 - $130.21 $387K - $468K
GABC
German American Bancorp, Inc.

Financial Services
Q2 2021 Filed on Aug 13, 2021
4,899
$37.2 - $46.83 $182K - $229K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q2 2021 Filed on Aug 13, 2021
9,908
$29.95 - $31.8 $297K - $315K
AINV
Apollo Investment Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
11,598
$13.54 - $15.12 $157K - $175K
Cree Inc
Q2 2021 Filed on Aug 13, 2021
2,543
N/A
Entercom Communications Corp
Q2 2021 Filed on Aug 13, 2021
11,355
N/A
LRGF
Ishares Tr

ETFs
Q2 2021 Filed on Aug 13, 2021
6,018
$41.07 - $43.14 $247K - $260K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q2 2021 Filed on Aug 13, 2021
6,374
$126.3 - $135.02 $805K - $861K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q2 2021 Filed on Aug 13, 2021
6,187
$45.38 - $47.96 $281K - $297K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
6,316
$62.15 - $90.32 $393K - $570K
GLPG
Galapagos Nv

Healthcare
Q2 2021 Filed on Aug 13, 2021
5,488
$68.86 - $83.34 $378K - $457K
Fs Kkr Capital Corp. Ii
Q2 2021 Filed on Aug 13, 2021
41,210
N/A
Cia Paranaense De Energia Copel
Q2 2021 Filed on Aug 13, 2021
106,930
N/A
COUP
Coupa Software Inc

Technology
Q2 2021 Filed on Aug 13, 2021
8,676
$217.36 - $279.31 $1.89M - $2.42M
Marvell Technology Group LTD
Q2 2021 Filed on Aug 13, 2021
4,653
N/A
BLDP
Ballard Power Systems Inc.

Industrials
Q2 2021 Filed on Aug 13, 2021
22,391
$13.83 - $24.77 $310K - $555K
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
14,573
$23.1 - $38.61 $337K - $563K
SSO
Proshares Ultra S&P 500

ETFs
Q2 2021 Filed on Aug 13, 2021
2,125
$52.23 - $59.67 $111K - $127K
RNST
Renasant Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
5,129
$39.66 - $45.13 $203K - $231K
RIOT
Riot Blockchain, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
4,155
$22.23 - $59.26 $92.4K - $246K
USIO
Usio, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
10,000
$5.16 - $7.19 $51.6K - $71.9K
Marathon Oil Corporation
Q2 2021 Filed on Aug 13, 2021
20,000
N/A
Coca Cola Company
Q2 2021 Filed on Aug 13, 2021
36,400
N/A
Chevron Corporation
Q2 2021 Filed on Aug 13, 2021
4,600
N/A
Marathon Oil Corporation
Q2 2021 Filed on Aug 13, 2021
10,000
N/A
American International Group, Inc. Warrants 2011 19.1.21 On Shs
Q1 2021 Filed on May 14, 2021
153,543
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 14, 2021
119,794
N/A
General Moly, Inc.
Q1 2021 Filed on May 14, 2021
39,900
N/A
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q1 2021 Filed on May 14, 2021
11,250
$39.64 - $45.21 $446K - $509K
Texas Pacific Land Corporation
Q1 2021 Filed on May 14, 2021
10,307
N/A
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
Q1 2021 Filed on May 14, 2021
32,670
$39.39 - $44.85 $1.29M - $1.47M
JD
Jd.Com, Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
2,550
$78.71 - $106.88 $201K - $273K
WNS
Wns (Holdings) LTD

Technology
Q1 2021 Filed on May 14, 2021
20,853
$66.44 - $77.0 $1.39M - $1.61M
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