Finally, United Capital Financial Advisers LLC increased its holdings in State Street by 3.7% in the first quarter.

Source: https://www.americanbankingnews.com/2023/05/20/bank-of-nova-scotia-cuts-stock-holdings-in-state-street-co-nysestt.html

Goldman bought the registered investment adviser (RIA), formerly known as United Capital Financial Partners, for $750 million in 2019 when it managed about $25 billion in funds.

Source: https://www.shorenewsnetwork.com/2023/08/28/goldman-sachs-strikes-wealth/

United Capital Financial Advisers LLC cut its stake in shares of AbbVie Inc. () by 4.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.

Source: https://www.etfdailynews.com/2023/06/15/abbvie-inc-nyseabbv-shares-sold-by-united-capital-financial-advisers-llc/

United Capital Financial Advisers LLC increased its holdings in American International Group by 12.2% in the 4th quarter.

Source: https://www.americanbankingnews.com/2023/03/14/american-international-group-inc-aig-to-issue-quarterly-dividend-of-0-32-on-march-31st.html

United Capital Financial Advisers LLC lifted its stake in Cintas by 4.5% during the first quarter.

Source: https://www.dailypolitical.com/2023/09/29/cintas-nasdaqctas-issues-fy24-earnings-guidance.html

United Capital Financial Advisers LLC lowered its stake in shares of Chubb Limited () by 1.5% during the second quarter, Holdings Channel.com reports.

Source: https://www.dailypolitical.com/2023/12/10/united-capital-financial-advisers-llc-has-10-97-million-holdings-in-chubb-limited-nysecb.html

United Capital Financial Advisers LLC now owns 1,552 shares of the company’s stock worth $357,000 after buying an additional 44 shares during the period.

Source: https://www.dailypolitical.com/2023/07/07/barclays-trims-constellation-brands-nysestz-target-price-to-275-00.html

United Capital Financial Advisers LLC now owns 31,394 shares of the basic materials company’s stock worth $233,000 after purchasing an additional 1,390 shares in the last quarter.

Source: https://www.etfdailynews.com/2023/03/29/alamos-gold-nyseagi-shares-gap-down-to-11-76/

United Capital Financial Advisers LLC now owns 715,007 shares of the business services provider’s stock valued at $24,196,000 after purchasing an additional 114,144 shares during the period.

Source: https://www.etfdailynews.com/2023/10/20/ttec-nasdaqttec-stock-rating-lowered-by-stocknews-com/