UNITED CAPITAL FINANCIAL ADVISERS, LLC – Transaction History

UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:

19.63M
portfolio value

UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:

-3.36%
quarter

13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Increase +1.00% 5.15K shares -481K 521.2K
Q2 2022 share Increase +1.43% 7.28K shares -2.48M 516.04K
Q1 2022 share Increase +2.58% 12.79K shares 598K 508.76K
Q4 2021 share Increase +3.16% 15.19K shares 2.07M 495.97K
Q3 2021 share Increase +2.97% 13.86K shares 341K 480.77K
Q2 2021 share Increase +5.03% 22.37K shares 1.61M 466.91K
Q1 2021 share Increase +2.42% 10.49K shares 2.85M 444.54K
Q4 2020 share Increase +2.68% 11.31K shares 2.88M 434.04K
Q3 2020 share Increase +4.79% 19.32K shares 792K 422.73K
Q2 2020 share Increase +0.40% 1.60K shares 1.72M 403.40K
Q1 2020 share Increase +3.64% 14.11K shares -5.04M 401.79K
Q4 2019 share Increase +2.39% 9.05K shares 1M 387.68K
Q3 2019 share Increase +1.62% 6.03K shares 260K 378.63K
Q2 2019 share Increase +2.57% 9.34K shares 487K 372.6K
Q1 2019 share Increase +2.22% 7.87K shares 1.76M 363.25K
Q4 2018 share Decrease -0.29% -1.03K shares -1.90M 355.38K
Q3 2018 share Increase +2.06% 7.19K shares 642K 356.41K
Q2 2018 share Decrease -0.42% -1.46K shares 537K 349.21K
Q1 2018 share Increase 0.00% 350.67K shares 11.96M 350.67K
Q4 2017 share Decrease -100.00% -335.59K shares -11.18M 0
Q3 2017 share Increase +2.53% 8.27K shares 516K 335.59K
Q2 2017 share Increase +0.97% 3.15K shares 127K 327.31K
Q1 2017 share Increase +0.79% 2.53K shares 420K 324.15K
Q4 2016 share Increase 0.00% 321.62K shares 10.11M 321.62K
Q3 2016 share Decrease -100.00% -304.82K shares -9.14M 0
Q2 2016 share Increase +537.53% 257.01K shares 7.77M 304.82K
Q1 2016 share Increase +18.00% 7.29K shares 285K 47.81K