Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 1060 | 12,050,975,120 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NIKE INC | COMMON STOCK | 251 | $42,754,158 | 393,793 | 0.00 | 0.00 | -235,356 | -37.41 | 12-31-2023 |
| ORACLE CORP | COMMON STOCK | 252 | $42,531,607 | 403,411 | 0.00 | 0.00 | -196,303 | -32.73 | 12-31-2023 |
| LOWE'S COS INC | COMMON STOCK | 253 | $41,051,566 | 184,460 | 0.00 | 0.00 | 13,015 | 7.59 | 12-31-2023 |
| MASTERCARD INC | COMMON STOCK | 254 | $40,971,419 | 96,062 | 0.00 | 0.00 | -85,463 | -47.08 | 12-31-2023 |
