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
CCI
Crown Castle International Corp

Real Estate
17
New
$84.33 - $106.39 $1.43K - $1.81K
17 $1K
AVB
Avalonbay Communities Inc

Real Estate
5
+ 50.0%
$207.86 - $228.08 $1.04K - $1.14K
15 $3K
DD
Du Pont De Nemours, Inc.

Basic Materials
13
+ 26.0%
$72.7 - $84.32 $945 - $1.1K
63 $4K
CUBI
Customers Bancorp, Inc.

Financial Services
34
New
$45.61 - $58.42 $1.55K - $1.99K
34 $1K
AX
Axos Financial, Inc.

Financial Services
16
New
$61.63 - $73.1 $986 - $1.17K
16 $1K
CVBF
Cvb Financial Corp

Financial Services
61
New
$18.42 - $21.2 $1.12K - $1.29K
61 $1K
BILL
Bill.Com Holdings, Inc.

Technology
33
New
$43.59 - $97.07 $1.44K - $3.2K
33 $1K
CVNA
Carvana Co.

Consumer Cyclical
7
New
$166.52 - $285.33 $1.17K - $2K
7 $1K
AYI
Acuity Brands Inc

Industrials
4
New
$257.8 - $337.07 $1.03K - $1.35K
4 $1K
LNT
Alliant Energy Corp

Utilities
16
New
$56.66 - $66.04 $907 - $1.06K
16 $1K
ALGN
Align Technology Inc

Healthcare
10
New
$158.86 - $234.89 $1.59K - $2.35K
10 $1K
CHX
Champion X Corp

Energy
30
+ 428.57%
$27.3 - $31.27 $819 - $938
37 $1K
PEAK
Healthpeak Properties, Inc.

Real Estate
88
New
N/A
88 $1K
AFRM
Affirm Holdings, Inc.

Technology
41
New
$43.7 - $80.98 $1.79K - $3.32K
41 $1K
AKAM
Akamai Technologies Inc

Technology
11
+ 33.33%
N/A
44 $3K
HTZ
Hertz Global Holdings, Inc

Industrials
289
New
$3.3 - $4.5 $954 - $1.3K
289 $1K
CHE
Chemed Corp

Healthcare
2
New
$521.84 - $615.32 $1.04K - $1.23K
2 $1K
ATEC
Alphatec Holdings, Inc.

Healthcare
101
New
$9.06 - $12.53 $915 - $1.27K
101 $1K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
79
New
$10.99 - $17.37 $868 - $1.37K
79 $1K
AWR
American States Water CO

Utilities
13
New
$70.84 - $80.98 $921 - $1.05K
13 $1K
HUBS
Hubspot Inc

Technology
3
New
$571.29 - $819.71 $1.71K - $2.46K
3 $1K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
11
New
$160.89 - $187.27 $1.77K - $2.06K
11 $1K
CMCSA
Comcast Corp

Communication Services
64
+ 2.6%
$33.19 - $38.23 $2.12K - $2.45K
2.53K $93K
AI
C3.Ai, Inc.

Technology
10
New
$20.92 - $36.93 $209 - $369
10 $0
STNE
Stone Co Ltd.

Technology
85
New
$7.85 - $11.45 $667 - $973
85 $0
SSNC
Ss&C Technologies Holdings Inc

Technology
2
New
$74.75 - $89.13 $150 - $178
2 $0
SVM
Silvercorp Metals Inc

Basic Materials
163
New
$2.94 - $4.19 $479 - $683
163 $0
Praxis Precision Medicines I
17
New
N/A
17 $0
Brightspring Health Svcs Inc
55
New
N/A
55 $0
SIMO
Silicon Motion Technology Corp

Technology
13
New
$49.58 - $59.71 $645 - $776
13 $0
LEU
Centrus Energy Corp

Energy
14
New
$62.21 - $119.74 $871 - $1.68K
14 $0
Serve Robotics Inc
168
+ 40.29%
N/A
585 $0
CCCC
C4 Therapeutics, Inc.

Healthcare
472
New
$1.6 - $4.09 $755 - $1.93K
472 $0
XLP
Consumer Staples Sector Spdr

ETFs
2
+ 0.52%
N/A
387 $29K
Primo Brands Corporation
21
New
N/A
21 $0
URNM
Sprott Fds Tr Uranium Miners E

ETFs
3
New
$32.41 - $44.87 $97.2 - $135
3 $0
CRL
Charles River Laboratories International, Inc.

Healthcare
4
New
$150.52 - $190.14 $602 - $761
4 $0
BPMC
Blueprint Medicines Corp

Healthcare
7
New
$86.69 - $115.63 $607 - $809
7 $0
PCG
Pg&E Corp

Utilities
42
New
$15.16 - $20.4 $637 - $857
42 $0
CMRX
Chimerix Inc

Healthcare
79
New
$3.25 - $8.51 $257 - $672
79 $0
SPSC
Sps Commerce Inc

Technology
6
New
$123.05 - $197.4 $738 - $1.18K
6 $0
Spire Global Inc
115
New
N/A
115 $0
CHGG
Chegg, Inc

Consumer Defensive
1.3K
New
$0.62 - $1.81 $804 - $2.35K
1.3K $0
LUV
Southwest Airlines CO

Industrials
19
New
$28.18 - $34.84 $535 - $662
19 $0
SAM
Boston Beer CO Inc

Consumer Defensive
4
New
$219.16 - $301.26 $877 - $1.21K
4 $0
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
36
+ 45.57%
$6.67 - $12.72 $240 - $458
115 $0
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1
+ 0.37%
$51.26 - $52.53 $51.3 - $52.5
269 $13K
PINS
Pinterest, Inc.

Communication Services
29
New
$29.79 - $40.0 $864 - $1.16K
29 $0
SNOW
Snowflake Inc.

Technology
7
+ 15.22%
$146.16 - $192.78 $1.02K - $1.35K
53 $7K
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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