UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for MSFT

UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 774.5K shares with a market value of $286.7M. It started holding MSFT on 2024-09-30. At its peak, it held 774.5K shares on 2026-03-31. Its highest holding value was $365.4M on 2025-12-31. At its lowest, it held 594.9K shares on 2024-09-30, with a value of $244.1M on 2025-03-31. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 78.8K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 124.2K.

It has also owned 21 contracts of puts, with the market value of the underlying securities totaling $777.4K on 2024-09-30. At its peak, it held 9.9K contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $1.2M on 2025-09-30. At its lowest, it held 21 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $2.3K on 2024-09-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has decreased its holdings by 2 contracts. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its holdings by 774.5K contracts.