UNITED CAPITAL FINANCIAL ADVISORS, LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 53 filers reported holding FIDELITY in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of FIDELITY
ValueSharesWeighting
Q3 2022$209,000
+1.5%
4,383
+10.1%
0.00%0.0%
Q4 2021$206,000
-1.0%
3,9800.0%0.00%0.0%
Q3 2021$208,0000.0%3,9800.0%0.00%0.0%
Q2 2021$208,0000.0%3,9800.0%0.00%0.0%
Q1 2021$208,000
-1.0%
3,9800.0%0.00%0.0%
Q4 2020$210,000
+0.5%
3,9800.0%0.00%0.0%
Q3 2020$209,000
+0.5%
3,9800.0%0.00%
-50.0%
Q2 2020$208,000
+2.5%
3,9800.0%0.00%
+100.0%
Q4 2019$203,0000.0%3,9800.0%0.00%0.0%
Q3 2019$203,0003,9800.00%
Other shareholders
FIDELITY shareholders Q3 2021
NameSharesValueWeighting ↓
MIRSKY FINANCIAL MANAGEMENT CORP. 129,160$6,550,0004.93%
FLOW TRADERS U.S. LLC 60,890$3,088,0000.20%
LVZ, Inc. 14,008$710,0000.16%
Rehmann Capital Advisory Group 14,578$739,276,0000.09%
B. Riley Wealth Advisors, Inc. 14,769$749,0000.08%
GREATMARK INVESTMENT PARTNERS, INC. 4,850$246,0000.07%
RWA WEALTH PARTNERS, LLC 13,146$667,0000.07%
Mascoma Wealth Management LLC 2,000$101,0000.06%
Altium Wealth Management LLC 5,810$295,0000.04%
LADENBURG THALMANN FINANCIAL SERVICES INC. 76,715$3,890,0000.03%
View complete list of FIDELITY shareholders