Capital Advisors, Ltd. LLC Uwm Holdings Corp Transaction History

Capital Advisors, Ltd. LLC

$806 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 27, 2023	SELL	$4.79 - $6.84 $249 - $355	-52 Reduced 74.29%	18 $0
Q1 2023 May 03, 2023	BUY	$3.4 - $4.91 $238 - $343	70 New	70 $0
Q2 2022 Aug 05, 2022	BUY	$3.22 - $4.6 $2,083 - $2,976	647 Added 210.75%	954 $3,000
Q1 2022 May 09, 2022	BUY	$4.1 - $6.14 $1,221 - $1,829	298 Added 3311.11%	307 $1,000
Q4 2021 Feb 08, 2022	BUY	$5.52 - $7.25 $49 - $65	9 New	9 $0

Others Institutions Holding UWMC

# of Institutions

245

Shares Held

62.4M

Call Options Held

3.19M

Put Options Held

1.29M

Ken Griffin Citadel Advisors LLC | Chicago, Il

8.98M
Shares

$53.6 Million
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

8.55M
Shares

$51.1 Million
0.0% of portfolio
Platinum Equity, LLC Beverly Hills, CA

4.89M
Shares

$29.2 Million
54.92% of portfolio
Black Rock Inc. New York, NY

4.82M
Shares

$28.8 Million
0.0% of portfolio
Northern Trust Corp Chicago, IL

4.31M
Shares

$25.7 Million
0.01% of portfolio

About UWM Holdings Corp

Ticker UWMC
Exchange NYSE
Sector Financial Services
Industry Mortgage Finance
Shares Outstandng 103,104,000
Market Cap $616M
Description
UWM Holdings Corporation engages in the residential mortgage lending business in the United States. The company originates mortgage loans through wholesale channel. It originates primarily conforming and government loans. UWM Holdings Corporation was founded in 1986 and is headquartered in Pontiac, Michigan.

More about UWMC

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