Uptown Financial Advisors LLC Purchases and Sells in Q2 2025

Uptown Financial Advisors LLC

  • $117 Billion
  • Q2 2025

Top Buys

Incresed Positions

19 operations
Stock Shares change Price Range Shares Held Trade History
853
+ 2.79%
$329.49 - $438.4 $281K - $374K
31.4K $13.8B
5.04K
+ 11.36%
$71.83 - $95.32 $362K - $481K
49.4K $4.71B
12.7K
+ 9.8%
$45.11 - $52.34 $572K - $664K
142K $7.44B
2.56K
+ 37.79%
$94.31 - $157.99 $241K - $404K
9.32K $1.47B
3.48K
+ 5.24%
$90.56 - $109.49 $315K - $381K
69.8K $7.63B
37.9K
+ 41.75%
$15.65 - $18.93 $593K - $717K
129K $2.33B
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
6.17K
New
$96.84 - $99.46 $597K - $613K
6.17K $612M
8.89K
New
$50.08 - $63.14 $445K - $561K
8.89K $561M
4.57K
New
$67.83 - $84.09 $310K - $384K
4.57K $381M
743
New
$221.03 - $294.78 $164K - $219K
743 $219M
6.95K
New
$25.21 - $29.4 $175K - $204K
6.95K $204M

Top Sells

Reduced Positions

18 operations
Stock Shares change Price Range Shares Held Trade History
-410
- 63.86%
$416.06 - $551.64 $171K - $226K
232 $128M
-1.76K
- 3.67%
$75.05 - $77.34 $132K - $136K
46.1K $3.57B
-755
- 5.29%
$105.23 - $109.61 $79.4K - $82.8K
13.5K $1.48B
-162
- 9.41%
$172.42 - $223.89 $27.9K - $36.3K
1.56K $320M
-705
- 8.99%
$91.23 - $97.27 $64.3K - $68.6K
7.14K $694M
-1.01K
- 3.42%
$49.79 - $50.75 $50K - $51K
28.4K $1.44B
View all

Options

Calls

2 operations
Stock Shares change Price Range Shares Held Trade History
COREWEAVE INC
1.5K
New
N/A
1.5K $245M
-7K
- 63.64%
$94.31 - $157.99 $660K - $1.11M
4K $632M

Puts

3 operations
Stock Shares change Price Range Shares Held Trade History
9K
New
$416.06 - $551.64 $3.74M - $4.96M
9K $4.96B
COREWEAVE INC
19.4K
New
N/A
19.4K $3.16B
1K
New
$76.44 - $94.13 $76.4K - $94.1K
1K $84.8M
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 2 Puts 3
Track This Portfolio

Track Uptown Financial Advisors LLC Portfolio

Follow Uptown Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uptown Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Uptown Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email