Lebenthal Global Advisors, LLC Uwm Holdings Corp Transaction History

Lebenthal Global Advisors, LLC

  • $523 Million
  • Q2 2025

A detailed history of Lebenthal Global Advisors, LLC transactions in Uwm Holdings Corp stock. As of the latest transaction made, Lebenthal Global Advisors, LLC holds 148,435 shares of UWMC stock, worth $783,736. This represents 0.12% of its overall portfolio holdings.

Number of Shares
148,435
Previous 105,482 40.72%
Holding current value
$783,736
Previous $575,000 6.78%
% of portfolio
0.12%
Previous 0.11%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$3.94 - $5.79 $169,234 - $248,697
42,953 Added 40.72%
148,435 $614,000
Q1 2025

May 14, 2025
BUY
$5.43 - $6.63 $41,935 - $51,203
7,723 Added 7.9%
105,482 $575,000
Q4 2024

Jan 22, 2025
BUY
$5.65 - $8.33 $315,185 - $464,689
55,785 Added 132.9%
97,759 $573,000
Q3 2024

Oct 28, 2024
SELL
$6.62 - $9.52 $135,875 - $195,398
-20,525 Reduced 32.84%
41,974 $358,000
Q2 2024

Jul 24, 2024
BUY
$6.0 - $7.61 $2,130 - $2,701
355 Added 0.57%
62,499 $433,000
Q1 2024

May 09, 2024
BUY
$6.1 - $7.62 $70,967 - $88,651
11,634 Added 23.03%
62,144 $451,000
Q4 2023

Feb 07, 2024
SELL
$4.61 - $7.32 $138,355 - $219,687
-30,012 Reduced 37.27%
50,510 $361,000
Q3 2023

Nov 08, 2023
BUY
$4.79 - $6.84 $116,305 - $166,082
24,281 Added 43.17%
80,522 $390,000
Q2 2023

Aug 08, 2023
SELL
$4.78 - $6.0 $148,089 - $185,886
-30,981 Reduced 35.52%
56,241 $314,000
Q1 2023

May 05, 2023
SELL
$3.4 - $4.91 $391 - $564
-115 Reduced 0.13%
87,222 $428,000
Q4 2022

Feb 06, 2023
SELL
$2.92 - $4.75 $158,445 - $257,744
-54,262 Reduced 38.32%
87,337 $289,000
Q3 2022

Nov 08, 2022
SELL
$0.22 - $4.06 $8,289 - $152,972
-37,678 Reduced 21.02%
141,599 $414,000
Q2 2022

Aug 05, 2022
SELL
$3.22 - $4.6 $141,390 - $201,985
-43,910 Reduced 19.67%
179,277 $634,000
Q1 2022

May 10, 2022
BUY
$4.1 - $6.14 $524,513 - $785,490
127,930 Added 134.3%
223,187 $1.01 Million
Q4 2021

Apr 15, 2022
BUY
$5.52 - $7.25 $3,201 - $4,205
580 Added 0.61%
95,257 $563,000
Q4 2021

Feb 15, 2022
BUY
$5.52 - $7.25 $26,462 - $34,756
4,794 Added 5.33%
94,677 $560,000
Q3 2021

Nov 01, 2021
BUY
$6.76 - $8.22 $281,952 - $342,847
41,709 Added 86.58%
89,883 $624,000
Q2 2021

Aug 05, 2021
BUY
$6.72 - $10.22 $323,729 - $492,338
48,174 New
48,174 $407,000

Others Institutions Holding UWMC

# of Institutions
266
Shares Held
116M
Call Options Held
4.25M
Put Options Held
1.52M
View Full List

About UWM Holdings Corp

UWMC Quotes by TradingView
  • Ticker UWMC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Mortgage Finance
  • Shares Outstandng 103,104,000
  • Market Cap $544M
  • 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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