Uma Financial Services, Inc. Purchases in Q2 2025

Uma Financial Services, Inc.

  • $601 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HP
Helmerich & Payne, Inc.

Energy
369
+ 369.0%
$15.16 - $26.78 $5.59K - $9.88K
469 $7K
HII
Huntington Ingalls Industries, Inc.

Industrials
22
+ 366.67%
$183.31 - $241.46 $4.03K - $5.31K
28 $6K
HYG
Ishares Tr

ETFs
50
+ 20.0%
$75.75 - $80.65 $3.79K - $4.03K
300 $24K
NSC
Norfolk Southern Corp

Industrials
8
+ 5.37%
$206.34 - $257.46 $1.65K - $2.06K
157 $40K
PARR
Par Pacific Holdings, Inc.

Energy
146
+ 167.82%
$12.23 - $27.87 $1.79K - $4.07K
233 $6K
PSX
Phillips 66

Energy
53
+ 19.63%
$92.87 - $125.73 $4.92K - $6.66K
323 $38K
PWR
Quanta Services, Inc.

Industrials
15
New
$239.47 - $381.26 $3.59K - $5.72K
15 $5K
SWKS
Skyworks Solutions, Inc.

Technology
41
+ 22.16%
$49.2 - $74.95 $2.02K - $3.07K
226 $16K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
222
+ 34.31%
$30.03 - $40.05 $6.67K - $8.89K
869 $30K
SONY
Sony Group Corp

Technology
187
+ 15.73%
$21.24 - $26.88 $3.97K - $5.03K
1.38K $35K
UNM
Unum Group

Financial Services
55
+ 550.0%
$70.48 - $82.91 $3.88K - $4.56K
65 $5K
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.96%
$290.42 - $364.35 $290 - $364
105 $38K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
300
New
$12.71 - $14.52 $3.81K - $4.36K
300 $4K
AES
Aes Corp

Utilities
388
New
$9.63 - $12.55 $3.74K - $4.87K
388 $4K
A
Agilent Technologies, Inc.

Healthcare
40
New
$99.29 - $120.52 $3.97K - $4.82K
40 $4K
AA
Alcoa Corp

Basic Materials
140
+ 31.39%
$22.57 - $30.84 $3.16K - $4.32K
586 $17K
ALL
Allstate Corp

Financial Services
26
+ 12.09%
$180.53 - $212.64 $4.69K - $5.53K
241 $48K
AMT
American Tower Corp

Real Estate
14
+ 17.95%
$203.96 - $228.19 $2.86K - $3.19K
92 $20K
ASTS
Ast Space Mobile, Inc.

Communication Services
93
New
$20.07 - $51.83 $1.87K - $4.82K
93 $4K
ADSK
Autodesk, Inc.

Technology
13
+ 1.62%
N/A
814 $200K
AXON
Axon Enterprise, Inc.

Industrials
5
+ 250.0%
$497.13 - $827.94 $2.49K - $4.14K
7 $5K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
10
+ 2.08%
$53.69 - $67.27 $537 - $673
491 $33K
BHF
Brighthouse Financial, Inc.

Financial Services
79
+ 395.0%
$47.29 - $61.15 $3.74K - $4.83K
99 $5K
CARR
Carrier Global Corp

Industrials
51
+ 52.04%
$55.55 - $75.83 $2.83K - $3.87K
149 $10K
CVNA
Carvana Co.

Consumer Cyclical
9
+ 128.57%
$162.57 - $345.64 $1.46K - $3.11K
16 $5K
CRL
Charles River Laboratories International, Inc.

Healthcare
23
+ 575.0%
$99.75 - $151.89 $2.29K - $3.49K
27 $4K
CME
Cme Group Inc.

Financial Services
12
+ 13.04%
$252.37 - $290.71 $3.03K - $3.49K
104 $28K
KO
Coca Cola CO

Consumer Defensive
100
+ 3.89%
$68.37 - $73.9 $6.84K - $7.39K
2.67K $188K
CCI
Crown Castle International Corp

Real Estate
33
+ 194.12%
$94.83 - $107.06 $3.13K - $3.53K
50 $5K
DDOG
Datadog, Inc.

Technology
24
+ 109.09%
$87.0 - $134.33 $2.09K - $3.22K
46 $6K
D
Dominion Energy, Inc

Utilities
43
+ 1.08%
$49.66 - $58.0 $2.14K - $2.49K
4.03K $227K
GPC
Genuine Parts CO

Consumer Cyclical
36
New
$105.54 - $129.09 $3.8K - $4.65K
36 $4K
AIQ
Global X Funds Global X Artifi

ETFs
100
New
$31.5 - $43.69 $3.15K - $4.37K
100 $4K
HLN
Haleon PLC

Healthcare
385
+ 94.59%
$9.27 - $11.41 $3.57K - $4.39K
792 $8K
HRI
Herc Holdings Inc

Industrials
36
New
$102.34 - $142.19 $3.68K - $5.12K
36 $4K
HOLX
Hologic Inc

Healthcare
51
+ 340.0%
$52.73 - $65.22 $2.69K - $3.33K
66 $4K
ING
Ing Groep Nv

Financial Services
101
+ 12.98%
$16.62 - $21.98 $1.68K - $2.22K
879 $19K
IRM
Iron Mountain Inc

Real Estate
33
+ 103.13%
$76.93 - $105.25 $2.54K - $3.47K
65 $6K
XJR
Ishares Tresg Screened S&P Sma

ETFs
67
+ 7.12%
$32.75 - $39.55 $2.19K - $2.65K
1.01K $39K
IYG
Ishares Tr

ETFs
1
+ 0.19%
$68.9 - $85.6 $68.9 - $85.6
529 $45K
KLAC
Kla Corp

Technology
4
+ 200.0%
$576.53 - $902.94 $2.31K - $3.61K
6 $5K
MET
Metlife Inc

Financial Services
48
+ 12.7%
$68.42 - $82.49 $3.28K - $3.96K
426 $34K
MSBI
Midland States Bancorp, Inc.

Financial Services
237
New
$15.14 - $18.77 $3.59K - $4.45K
237 $4K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
335
+ 30.13%
$10.79 - $14.14 $3.61K - $4.74K
1.45K $19K
NEE
Nextera Energy Inc

Utilities
70
+ 18.82%
$64.11 - $75.0 $4.49K - $5.25K
442 $30K
NOC
Northrop Grumman Corp

Industrials
10
+ 166.67%
$456.3 - $540.39 $4.56K - $5.4K
16 $7K
PPBI
Pacific Premier Bancorp Inc

Financial Services
202
New
$18.35 - $22.87 $3.71K - $4.62K
202 $4K
PPG
Ppg Industries Inc

Basic Materials
31
+ 35.63%
$91.66 - $115.04 $2.84K - $3.57K
118 $13K
SEIC
Sei Investments CO

Financial Services
43
+ 215.0%
$66.45 - $89.86 $2.86K - $3.86K
63 $5K
Activity Summary
Buys All Purchases 1180 New Holdings 586 Increased Positions 594 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
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