UNITED CAPITAL FINANCIAL ADVISERS, LLC – Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$72.35M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.54% | -66.95K shares | -10.64M | $28.13 | 2.57M |
| Q2 2022 | share | Decrease | -2.09% | -56.26K shares | -15.97M | $31.45 | 2.63M |
| Q1 2022 | share | Decrease | -0.78% | -21.19K shares | -6.61M | $36.72 | 2.69M |
| Q4 2021 | share | Increase | +0.68% | 18.37K shares | 1.17M | $38.93 | 2.71M |
| Q3 2021 | share | Increase | +0.20% | 5.35K shares | -1.81M | $38.7 | 2.69M |
| Q2 2021 | share | Increase | +2.31% | 60.70K shares | 7.21M | $39.45 | 2.69M |
| Q1 2021 | share | Decrease | -0.60% | -15.89K shares | 3.66M | $37.3 | 2.63M |
| Q4 2020 | share | Decrease | -0.46% | -12.32K shares | 11.82M | $35.7 | 2.64M |
| Q3 2020 | share | Decrease | -5.42% | -152.40K shares | -144K | $30.69 | 2.66M |
| Q2 2020 | share | Decrease | -0.32% | -8.9K shares | 10.76M | $29.08 | 2.81M |
| Q1 2020 | share | Increase | +10.18% | 260.67K shares | -13.21M | $25.05 | 2.82M |
| Q4 2019 | share | Increase | +34.05% | 650.55K shares | 25.26M | $32.61 | 2.56M |
| Q3 2019 | share | Increase | +2.80% | 52.03K shares | 1.23M | $30.22 | 1.91M |
| Q2 2019 | share | Increase | +62.53% | 715.03K shares | 23.83M | $30.44 | 1.85M |
| Q1 2019 | share | Increase | +14.39% | 143.82K shares | 7.46M | $29.46 | 1.14M |
| Q4 2018 | share | Decrease | -1.27% | -12.83K shares | -5.60M | $26.67 | 999.62K |
| Q3 2018 | share | Increase | +1.18% | 11.82K shares | 877K | $30.64 | 1.01M |
| Q2 2018 | share | Increase | +7.54% | 70.19K shares | 1.70M | $30.2 | 1.00M |
| Q1 2018 | share | Increase | +208.51% | 628.85K shares | 21.09M | $30.81 | 930.44K |
| Q4 2017 | share | Increase | +1.46% | 4.34K shares | 326K | $31.13 | 301.59K |
| Q3 2017 | share | Increase | +96.21% | 145.75K shares | 5.13M | $29.88 | 297.25K |
| Q2 2017 | share | Decrease | -1.97% | -3.04K shares | 199K | $28.37 | 151.49K |
| Q1 2017 | share | Decrease | -18.50% | -35.08K shares | -633K | $26.67 | 154.54K |
| Q4 2016 | share | Decrease | -15.58% | -35.01K shares | -1.21M | $24.71 | 189.63K |
| Q3 2016 | share | Decrease | -27.14% | -83.67K shares | -1.85M | $25.05 | 224.64K |
| Q2 2016 | share | Decrease | -21.62% | -85.05K shares | -2.36M | $23.59 | 308.31K |
| Q1 2016 | share | Decrease | -22.68% | -115.35K shares | -3.32M | $23.59 | 393.36K |