Institutional shares held 5.45 Million
172K calls
41.8K puts
Total value of holdings $169M
$5.32M calls
$1.3M puts
# of Institutions 75


Latest Institutional Activity in UWM

Top Purchases

Q1 2025
Park Avenue Securities LLC Shares Held: 256K ($7.94M)
Q1 2025
Imc Chicago, LLC Shares Held: 72K ($2.23M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 102K ($3.16M)
Q1 2025
Capital Investment Counsel, Inc Shares Held: 51.6K ($1.6M)
Q1 2025
Wealth Bridge Capital Management, LLC Shares Held: 20.4K ($632K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 2.92M ($90.4M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 263K ($8.17M)
Q1 2025
Personal Cfo Solutions, LLC Shares Held: 339K ($10.5M)
Q1 2025
Toth Financial Advisory Corp Shares Held: 51.8K ($1.61M)
Q1 2025
Axxcess Wealth Management, LLC Shares Held: 18.5K ($574K)

About UWM

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