Uma Financial Services, Inc. Purchases in Q1 2025

Uma Financial Services, Inc.

  • $562 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TU
Telus Corp

Communication Services
500
New
$13.63 - $16.07 $6.82K - $8.04K
500 $7K
MSTR
Microstrategy Inc

Technology
24
+ 82.76%
$239.27 - $396.5 $5.74K - $9.52K
53 $15K
ADSK
Autodesk, Inc.

Technology
31
+ 4.03%
N/A
801 $196K
DFSD
Dimensional ETF Tr Short Durat

ETFs
113
+ 9.5%
$46.74 - $47.55 $5.28K - $5.37K
1.3K $61K
NFG
National Fuel Gas CO

Energy
76
New
$60.71 - $79.19 $4.61K - $6.02K
76 $6K
MD
Mednax, Inc.

Healthcare
426
New
$12.44 - $17.23 $5.3K - $7.34K
426 $6K
GILD
Gilead Sciences, Inc.

Healthcare
51
+ 318.75%
$89.14 - $117.41 $4.55K - $5.99K
67 $7K
VZ
Verizon Communications Inc

Communication Services
28
+ 3.76%
$37.81 - $46.49 $1.06K - $1.3K
772 $35K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
265
+ 1.89%
$8.58 - $8.9 $2.27K - $2.36K
14.3K $125K
TRGP
Targa Resources Corp.

Energy
27
New
$178.44 - $217.22 $4.82K - $5.86K
27 $5K
VICI
Vici Properties Inc.

Real Estate
50
+ 6.11%
$28.21 - $32.68 $1.41K - $1.63K
869 $28K
CIVI
Civitas Resources, Inc.

Energy
164
New
$32.05 - $54.79 $5.26K - $8.99K
164 $5K
UL
Unilever PLC

Consumer Defensive
5
+ 0.31%
$54.72 - $60.29 $274 - $301
1.63K $97K
PM
Philip Morris International Inc.

Consumer Defensive
25
+ 65.79%
$117.15 - $158.79 $2.93K - $3.97K
63 $9K
BAH
Booz Allen Hamilton Holding Corp

Industrials
139
+ 32.55%
$102.72 - $143.06 $14.3K - $19.9K
566 $59K
SO
Southern CO

Utilities
7
+ 1.75%
$80.96 - $92.96 $567 - $651
407 $37K
DE
Deere & CO

Industrials
2
+ 2.33%
$408.57 - $509.27 $817 - $1.02K
88 $41K
MTDR
Matador Resources CO

Energy
110
New
$44.79 - $63.77 $4.93K - $7.01K
110 $5K
IYR
Ishares Tr

ETFs
1
+ 0.07%
$89.49 - $98.98 $89.5 - $99
1.35K $129K
CME
Cme Group Inc.

Financial Services
3
+ 3.37%
$225.82 - $266.54 $677 - $800
92 $24K
MTG
Mgic Investment Corp

Financial Services
62
+ 2.73%
$22.56 - $25.71 $1.4K - $1.59K
2.33K $57K
MCK
Mckesson Corp

Healthcare
1
+ 2.78%
$566.21 - $672.99 $566 - $673
37 $24K
MMCA
Indexiq Active ETF Tr Iq Macka

ETFs
188
+ 9.75%
$21.22 - $21.67 $3.99K - $4.07K
2.12K $45K
ELV
Elevance Health, Inc.

Healthcare
8
+ 57.14%
$365.9 - $436.25 $2.93K - $3.49K
22 $9K
SPOT
Spotify Technology S.A.

Communication Services
4
+ 36.36%
$457.79 - $648.32 $1.83K - $2.59K
15 $8K
CIEN
Ciena Corp

Technology
74
New
$60.43 - $98.18 $4.47K - $7.27K
74 $4K
BKR
Baker Hughes CO

Energy
108
New
$41.16 - $48.85 $4.45K - $5.28K
108 $4K
SU
Suncor Energy Inc

Energy
84
+ 110.53%
$34.27 - $40.63 $2.88K - $3.41K
160 $6K
AMT
American Tower Corp

Real Estate
9
+ 13.04%
$173.46 - $217.6 $1.56K - $1.96K
78 $16K
GDDY
Go Daddy Inc.

Technology
51
+ 15.13%
$172.13 - $214.35 $8.78K - $10.9K
388 $69K
FOXA
Fox Corp

Communication Services
16
+ 6.02%
$47.9 - $58.0 $766 - $928
282 $15K
SCHW
Schwab Charles Corp

Financial Services
30
+ 17.24%
$71.24 - $83.64 $2.14K - $2.51K
204 $15K
WSO
Watsco Inc

Industrials
2
+ 3.57%
$463.86 - $530.75 $928 - $1.06K
58 $29K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
160
New
$20.7 - $21.15 $3.31K - $3.38K
160 $3K
WIT
Wipro LTD

Technology
895
+ 105.79%
$3.0 - $3.77 $2.69K - $3.37K
1.74K $5K
TPL
Texas Pacific Land Corp

Energy
3
New
$1180.08 - $1431.01 $3.54K - $4.29K
3 $3K
APH
Amphenol Corp

Technology
215
+ 7.29%
$61.62 - $78.55 $13.2K - $16.9K
3.16K $207K
VOD
Vodafone Group Public LTD CO

Communication Services
206
+ 47.03%
$8.05 - $9.86 $1.66K - $2.03K
644 $6K
VRT
Vertiv Holdings CO

Industrials
39
+ 260.0%
N/A
54 $4K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
36
+ 7.47%
$73.78 - $76.59 $2.66K - $2.76K
518 $39K
ETR
Entergy Corp

Utilities
12
+ 6.32%
$75.26 - $87.89 $903 - $1.05K
202 $17K
IYK
Ishares U.S. Consumer Staples

ETFs
1
+ 0.21%
$63.29 - $71.8 $63.3 - $71.8
484 $34K
ZTS
Zoetis Inc.

Healthcare
12
+ 2.01%
$156.48 - $175.67 $1.88K - $2.11K
610 $100K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1
+ 0.01%
$29.72 - $31.94 $29.7 - $31.9
7.13K $220K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
66
+ 6.31%
$11.66 - $14.98 $770 - $989
1.11K $15K
OIS
Oil States International, Inc

Energy
511
+ 354.86%
$4.7 - $5.74 $2.4K - $2.93K
655 $3K
HSBC
Hsbc Holdings PLC

Financial Services
19
+ 7.79%
$48.68 - $61.58 $925 - $1.17K
263 $15K
CHTR
Charter Communications, Inc.

Communication Services
6
+ 54.55%
$334.89 - $384.77 $2.01K - $2.31K
17 $6K
PSX
Phillips 66

Energy
1
+ 0.37%
$113.93 - $131.55 $114 - $132
270 $33K
Activity Summary
Buys All Purchases 703 New Holdings 390 Increased Positions 313 Sells All Sells 222 Reductions 222 Sold out 0 Options Calls 0 Puts 0
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