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
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
5
+ 0.64%
$22.42 - $23.22 $112 - $116
790 $18K
WBD
Warner Bros. Discovery, Inc.

Communication Services
93
+ 22.09%
$9.47 - $11.46 $881 - $1.07K
514 $5K
WDS
Woodside Energy Group LTD

Energy
88
New
$14.15 - $16.33 $1.25K - $1.44K
88 $1K
WTS
Watts Water Technologies Inc

Industrials
5
New
$195.28 - $224.67 $976 - $1.12K
5 $1K
WAT
Waters Corp

Healthcare
1
+ 50.0%
$362.16 - $417.28 $362 - $417
3 $1K
EWJ
Ishares Msci Japan ETF

ETFs
2
+ 1.37%
$65.24 - $71.7 $130 - $143
148 $10K
IQ
I Qiyi, Inc.

Communication Services
426
+ 77.17%
$1.83 - $2.54 $780 - $1.08K
978 $2K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
58
+ 56.86%
$12.68 - $17.71 $735 - $1.03K
160 $2K
VSAT
Viasat Inc

Technology
102
New
$7.51 - $11.81 $766 - $1.2K
102 $1K
YELP
Yelp Inc

Communication Services
46
New
$33.6 - $41.25 $1.55K - $1.9K
46 $1K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8
+ 3.01%
N/A
274 $23K
HPP
Hudson Pacific Properties, Inc.

Real Estate
342
New
$2.51 - $3.3 $858 - $1.13K
342 $1K
PARR
Par Pacific Holdings, Inc.

Energy
87
New
$12.4 - $18.4 $1.08K - $1.6K
87 $1K
MWA
Mueller Water Products, Inc.

Industrials
40
New
$21.65 - $28.24 $866 - $1.13K
40 $1K
RMD
Resmed Inc

Healthcare
4
+ 100.0%
$219.7 - $257.65 $879 - $1.03K
8 $1K
MSM
Msc Industrial Direct CO Inc

Industrials
17
New
$74.45 - $83.08 $1.27K - $1.41K
17 $1K
MHK
Mohawk Industries Inc

Consumer Cyclical
9
New
$110.92 - $130.83 $998 - $1.18K
9 $1K
MFG
Mizuho Financial Group Inc

Financial Services
115
+ 30.67%
$4.83 - $6.04 $555 - $695
490 $2K
NOVT
Novanta Inc

Technology
7
New
N/A
7 $1K
RIOT
Riot Blockchain, Inc.

Technology
166
New
$7.12 - $13.54 $1.18K - $2.25K
166 $1K
HOOD
Robinhood Markets, Inc.

Technology
38
New
$35.63 - $65.28 $1.35K - $2.48K
38 $1K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
95
New
$9.68 - $16.7 $920 - $1.59K
95 $1K
MGEE
Mge Energy Inc

Utilities
11
New
$85.7 - $94.18 $943 - $1.04K
11 $1K
SCHL
Scholastic Corp

Communication Services
59
New
$17.86 - $21.89 $1.05K - $1.29K
59 $1K
RYN
Rayonier Inc

Real Estate
37
New
$24.95 - $28.24 $923 - $1.04K
37 $1K
NRC
National Research Corp

Healthcare
121
New
$12.8 - $18.73 $1.55K - $2.27K
121 $1K
ONDS
Ondas Holdings Inc.

Technology
1.43K
New
$0.68 - $2.8 $971 - $4K
1.43K $1K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
161
New
N/A
161 $1K
NUE
Nucor Corp

Basic Materials
7
+ 70.0%
$114.48 - $142.52 $801 - $998
17 $2K
NU
Nu Holdings Ltd.

Financial Services
107
New
$10.12 - $13.95 $1.08K - $1.49K
107 $1K
PIPR
Piper Sandler Companies

Financial Services
6
New
$244.29 - $323.68 $1.47K - $1.94K
6 $1K
PJT
Pjt Partners Inc.

Financial Services
9
New
$135.97 - $177.59 $1.22K - $1.6K
9 $1K
NKTX
Nkarta, Inc.

Healthcare
667
New
$1.37 - $2.53 $914 - $1.69K
667 $1K
NEXT
Next Decade Corp.

Energy
169
New
$6.75 - $9.43 $1.14K - $1.59K
169 $1K
PUMP
Pro Petro Holding Corp.

Energy
137
New
$6.67 - $11.06 $914 - $1.52K
137 $1K
PSA
Public Storage

Real Estate
3
+ 0.72%
$288.99 - $313.98 $867 - $942
421 $126K
QLYS
Qualys, Inc.

Technology
13
New
$121.57 - $147.7 $1.58K - $1.92K
13 $1K
SEIC
Sei Investments CO

Financial Services
20
New
$72.08 - $86.58 $1.44K - $1.73K
20 $1K
SRE
Sempra Energy

Utilities
28
New
$67.85 - $87.67 $1.9K - $2.45K
28 $1K
SKM
Sk Telecom CO LTD

Communication Services
80
New
$20.91 - $23.05 $1.67K - $1.84K
80 $1K
KRC
Kilroy Realty Corp

Real Estate
35
New
$32.02 - $40.63 $1.12K - $1.42K
35 $1K
KMT
Kennametal Inc

Industrials
69
New
$21.0 - $24.68 $1.45K - $1.7K
69 $1K
KLTR
Kaltura Inc

Technology
535
New
$1.82 - $2.78 $974 - $1.49K
535 $1K
TALO
Talos Energy Inc.

Energy
155
New
$8.21 - $11.01 $1.27K - $1.71K
155 $1K
JBGS
Jbg Smith Properties

Real Estate
91
New
$14.0 - $16.11 $1.27K - $1.47K
91 $1K
JHX
James Hardie Industries PLC

Basic Materials
58
+ 175.76%
$23.56 - $34.63 $1.37K - $2.01K
91 $2K
TEF
Telefonica S A

Communication Services
220
+ 17.54%
$3.89 - $4.73 $856 - $1.04K
1.47K $6K
TXN
Texas Instruments Inc

Technology
3
+ 0.26%
N/A
1.18K $229K
TIMB
Tim S.A.

Communication Services
117
New
$11.42 - $15.65 $1.34K - $1.83K
117 $1K
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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