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
Conatus Pharmaceuticals Inc
Q2 2020 Filed on Aug 13, 2020
120,870
N/A
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
Q2 2020 Filed on Aug 13, 2020
20,968
$9.44 - $11.7 $198K - $245K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
Q2 2020 Filed on Aug 13, 2020
11,850
$9.21 - $11.37 $109K - $135K
MDIV
First Trust Multi Asset Divers

ETFs
Q2 2020 Filed on Aug 13, 2020
10,025
$10.84 - $15.75 $109K - $158K
PDT
John Hancock Premium Dividend Fund

Financial Services
Q2 2020 Filed on Aug 13, 2020
10,342
$10.17 - $15.51 $105K - $160K
Invesco Dynamic Credit Opps
Q2 2020 Filed on Aug 13, 2020
30,416
N/A
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
Q2 2020 Filed on Aug 13, 2020
6,262
$32.02 - $41.32 $201K - $259K
United States Oil
Q2 2020 Filed on Aug 13, 2020
26,448
N/A
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
Q2 2020 Filed on Aug 13, 2020
13,247
$5.29 - $6.42 $70.1K - $85K
Voya Prime Rate Trust
Q2 2020 Filed on Aug 13, 2020
24,710
N/A
EHI
Western Asset Global High Income Fund Inc.

Financial Services
Q2 2020 Filed on Aug 13, 2020
18,083
$7.31 - $9.51 $132K - $172K
MDU
Mdu Resources Group Inc

Industrials
Q2 2020 Filed on Aug 13, 2020
330,112
$19.24 - $24.84 $6.35M - $8.2M
PB
Prosperity Bancshares Inc

Financial Services
Q2 2020 Filed on Aug 13, 2020
296,866
$44.83 - $71.43 $13.3M - $21.2M
UA
Under Armour Inc Cl C

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
10,003
$6.89 - $10.22 $68.9K - $102K
CLFD
Clearfield, Inc.

Technology
Q2 2020 Filed on Aug 13, 2020
25,000
$10.86 - $14.44 $272K - $361K
Fs Kkr Capital Corp
Q2 2020 Filed on Aug 13, 2020
123,239
N/A
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
32,945
$9.5 - $17.25 $313K - $568K
Line Corp
Q2 2020 Filed on Aug 13, 2020
52,287
N/A
ORI
Old Republic International Corp

Financial Services
Q2 2020 Filed on Aug 13, 2020
180,413
$13.66 - $18.66 $2.46M - $3.37M
I Path B S&P Gsci Crude Oil Tr Etn
Q2 2020 Filed on Aug 13, 2020
16,930
N/A
Wpx Energy Inc Class A
Q2 2020 Filed on Aug 13, 2020
165,098
N/A
CAL
Caleres Inc

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
262,975
$3.37 - $10.86 $886K - $2.86M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
Q2 2020 Filed on Aug 13, 2020
17,922
$14.51 - $17.51 $260K - $314K
PEB
Pebblebrook Hotel Trust

Real Estate
Q2 2020 Filed on Aug 13, 2020
33,896
$8.66 - $18.32 $294K - $621K
SGOL
Abrdn Gold ETF Trust

ETFs
Q2 2020 Filed on Aug 13, 2020
29,265
$15.31 - $17.14 $448K - $502K
COLD
Americold Realty Trust

Real Estate
Q2 2020 Filed on Aug 13, 2020
19,800
$29.01 - $36.86 $574K - $730K
Aurora Cannabis Inc
Q2 2020 Filed on Aug 13, 2020
17,112
N/A
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
Q2 2020 Filed on Aug 13, 2020
61,883
$7.92 - $9.88 $490K - $611K
NVEE
Nv5 Global, Inc.

Industrials
Q2 2020 Filed on Aug 13, 2020
10,594
$37.07 - $53.82 $393K - $570K
TTOO
T2 Biosystems, Inc.

Healthcare
Q2 2020 Filed on Aug 13, 2020
10,000
$0.48 - $1.67 $4.8K - $16.7K
Van Eck Vectors Oil Services ETF
Q2 2020 Filed on Aug 13, 2020
14,963
N/A
Center State Bank Corp
Q2 2020 Filed on Aug 13, 2020
15,203
N/A
Fluidigm 2.750 02/01/34 '21 Cvt
Q2 2020 Filed on Aug 13, 2020
24,000
N/A
Hsbc Holdings PLC
Q2 2020 Filed on Aug 13, 2020
10,458
N/A
PDN
Invesco Fd Tr

ETFs
Q2 2020 Filed on Aug 13, 2020
9,800
$21.93 - $29.32 $215K - $287K
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 13, 2020
8,964
$37.09 - $56.27 $332K - $504K
EXI
Ishares Global Industrials ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
4,969
$67.12 - $90.98 $334K - $452K
NMI
Nuveen Municipal Income Fund Inc

Financial Services
Q2 2020 Filed on Aug 13, 2020
13,260
$10.17 - $10.76 $135K - $143K
Psec 4.750 04/15/20 Cvt
Q2 2020 Filed on Aug 13, 2020
10,000
N/A
RSF
River North Specialty Finance Corp

ETFs
Q2 2020 Filed on Aug 13, 2020
123,706
$14.66 - $16.65 $1.81M - $2.06M
FSS
Federal Signal Corp

Industrials
Q2 2020 Filed on Aug 13, 2020
16,063
$24.78 - $32.46 $398K - $521K
OMF
One Main Holdings, Inc.

Financial Services
Q2 2020 Filed on Aug 13, 2020
111,873
$15.27 - $31.55 $1.71M - $3.53M
ATR
Aptargroup, Inc.

Healthcare
Q2 2020 Filed on Aug 13, 2020
2,052
$94.19 - $113.58 $193K - $233K
Avita Medical LTD
Q2 2020 Filed on Aug 13, 2020
31,808
N/A
BGCP
Bgc Partners, Inc.

Financial Services
Q2 2020 Filed on Aug 13, 2020
11,483
$2.19 - $3.29 $25.1K - $37.8K
BKCC
Black Rock Capital Investment Corp

Financial Services
Q2 2020 Filed on Aug 13, 2020
26,454
$1.79 - $3.51 $47.4K - $92.9K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
Q2 2020 Filed on Aug 13, 2020
84,000
$2.08 - $2.73 $175K - $229K
EBS
Emergent Bio Solutions Inc.

Healthcare
Q2 2020 Filed on Aug 13, 2020
7,522
$54.33 - $89.52 $409K - $673K
SDIV
Global X Fds Global X Superdiv

ETFs
Q2 2020 Filed on Aug 13, 2020
10,500
$8.43 - $12.46 $88.5K - $131K
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