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
RNW
Re New Energy Global PLC

Utilities
522
New
$5.61 - $7.06 $2.93K - $3.69K
522 $3K
PKI
Perkinelmer Inc

Healthcare
23
+ 460.0%
N/A
28 $3K
RBLX
Roblox Corp

Communication Services
28
+ 280.0%
$51.22 - $105.59 $1.43K - $2.96K
38 $3K
SSB
South State Corp

Financial Services
40
New
$80.59 - $94.67 $3.22K - $3.79K
40 $3K
SYY
Sysco Corp

Consumer Defensive
28
+ 3.73%
$68.0 - $75.91 $1.9K - $2.13K
779 $59K
TTD
Trade Desk, Inc.

Technology
13
+ 9.92%
$45.27 - $79.4 $589 - $1.03K
144 $10K
THO
Thor Industries Inc

Consumer Cyclical
14
+ 21.54%
$64.83 - $89.72 $908 - $1.26K
79 $7K
TFC
Truist Financial Corp

Financial Services
7
+ 0.52%
$34.79 - $42.99 $244 - $301
1.35K $58K
UBS
Ubs Group Ag

Financial Services
64
+ 110.34%
$26.12 - $33.82 $1.67K - $2.16K
122 $4K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
6
+ 54.55%
$328.01 - $475.68 $1.97K - $2.85K
17 $7K
VNQI
Vanguard Global Ex U.S. Real

ETFs
75
New
$37.77 - $46.15 $2.83K - $3.46K
75 $3K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
30
+ 16.76%
$55.54 - $69.09 $1.67K - $2.07K
209 $14K
VZ
Verizon Communications Inc

Communication Services
122
+ 15.8%
$41.67 - $45.62 $5.08K - $5.57K
894 $38K
VCTR
Victory Capital Holdings, Inc.

Financial Services
28
+ 8.51%
$51.28 - $64.94 $1.44K - $1.82K
357 $22K
WELL
Welltower Inc.

Real Estate
16
+ 2.6%
$136.49 - $155.22 $2.18K - $2.48K
631 $97K
WIT
Wipro LTD

Technology
1.2K
+ 68.81%
$2.7 - $3.09 $3.23K - $3.7K
2.94K $8K
ZTS
Zoetis Inc.

Healthcare
51
+ 8.36%
$144.41 - $170.3 $7.36K - $8.69K
661 $103K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
100
New
$20.6 - $29.93 $2.06K - $2.99K
100 $2K
ADPT
Adaptive Biotechnologies Corp

Healthcare
212
+ 883.33%
$6.83 - $12.16 $1.45K - $2.58K
236 $2K
AKRO
Akero Therapeutics, Inc.

Healthcare
44
New
$34.04 - $56.28 $1.5K - $2.48K
44 $2K
PINE
Alpine Income Property Trust, Inc.

Real Estate
169
New
$14.71 - $17.13 $2.49K - $2.89K
169 $2K
AREC
American Resources Corp

Basic Materials
2.53K
New
$0.4 - $1.29 $1.01K - $3.26K
2.53K $2K
AWK
American Water Works Company, Inc.

Utilities
19
+ 33.93%
$133.82 - $151.96 $2.54K - $2.89K
75 $10K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
23
+ 54.76%
$58.52 - $71.7 $1.35K - $1.65K
65 $4K
ACGL
Arch Capital Group Ltd.

Financial Services
22
+ 314.29%
$84.99 - $96.82 $1.87K - $2.13K
29 $2K
ARES
Ares Management Corp

Financial Services
13
New
$118.04 - $175.83 $1.53K - $2.29K
13 $2K
BKU
Bank United, Inc.

Financial Services
57
+ 142.5%
$29.48 - $36.33 $1.68K - $2.07K
97 $3K
BCS
Barclays PLC

Financial Services
77
+ 73.33%
$12.69 - $18.61 $977 - $1.43K
182 $3K
BKH
Black Hills Corp

Utilities
39
+ 205.26%
$55.66 - $61.75 $2.17K - $2.41K
58 $3K
CNI
Canadian National Railway CO

Industrials
5
+ 1.43%
$92.66 - $108.13 $463 - $541
354 $36K
CAH
Cardinal Health Inc

Healthcare
17
New
$125.0 - $168.0 $2.13K - $2.86K
17 $2K
CBOE
Cboe Global Markets, Inc.

Financial Services
6
+ 8.33%
$205.81 - $234.23 $1.23K - $1.41K
78 $18K
ABC
Amerisourcebergen Corp

Healthcare
12
+ 400.0%
N/A
15 $2K
CENX
Century Aluminum CO

Basic Materials
151
New
$13.7 - $20.12 $2.07K - $3.04K
151 $2K
CCS
Century Communities, Inc.

Consumer Cyclical
39
New
$51.04 - $67.94 $1.99K - $2.65K
39 $2K
CHD
Church & Dwight CO Inc

Consumer Defensive
22
New
$91.57 - $110.76 $2.01K - $2.44K
22 $2K
CFG
Citizens Financial Group Inc

Financial Services
51
New
$34.27 - $44.75 $1.75K - $2.28K
51 $2K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
12
+ 9.16%
$81.84 - $93.53 $982 - $1.12K
143 $13K
GLW
Corning Inc

Technology
36
+ 180.0%
$39.07 - $52.59 $1.41K - $1.89K
56 $2K
CRDO
Credo Technology Group Holding LTD

Technology
2
+ 9.09%
$33.3 - $95.05 $66.6 - $190
24 $2K
CRGY
Crescent Energy CO

Energy
315
New
$7.29 - $11.18 $2.3K - $3.52K
315 $2K
DHI
Horton D R Inc

Consumer Cyclical
8
+ 2.04%
$115.1 - $129.63 $921 - $1.04K
400 $51K
DG
Dollar General Corp

Consumer Defensive
24
New
$86.02 - $114.95 $2.06K - $2.76K
24 $2K
DOMO
Domo, Inc.

Technology
133
+ 665.0%
$6.64 - $14.63 $883 - $1.95K
153 $2K
DCI
Donaldson CO Inc

Industrials
36
New
$59.18 - $71.02 $2.13K - $2.56K
36 $2K
DTM
Dt Midstream, Inc.

Energy
20
New
$87.23 - $109.91 $1.74K - $2.2K
20 $2K
DD
Du Pont De Nemours, Inc.

Basic Materials
33
+ 52.38%
$55.13 - $75.25 $1.82K - $2.48K
96 $6K
EW
Edwards Lifesciences Corp

Healthcare
26
+ 108.33%
$67.07 - $78.22 $1.74K - $2.03K
50 $3K
EFX
Equifax Inc

Industrials
11
New
$205.5 - $280.54 $2.26K - $3.09K
11 $2K
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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