UNITED CAPITAL FINANCIAL ADVISERS, LLC
Q1 2023 13F Holdings
Location
Newport Beach, CA
Holdings as of
3/31/2023
Value ($000)
$18,219,752
Num holdings
966
Date filed
5/15/2023
Form type
13F-HR
Prev filing
2/14/2023
Next filing
8/14/2023
SEC
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing,
see here
for detailed holdings broken out by other managers
This filing has been restated,
see here
for the amended filing
Compare Q1 2023 to
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2023 Q1 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type