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
VTRS
Viatris Inc

Healthcare
104
+ 38.66%
$8.68 - $12.42 $903 - $1.29K
373 $3K
Alto Neuroscience Inc
377
New
N/A
377 $0
PCVX
Vaxcyte, Inc.

Healthcare
14
New
$37.76 - $92.13 $529 - $1.29K
14 $0
VRNS
Varonis Systems Inc

Technology
15
New
$39.16 - $46.84 $587 - $703
15 $0
AAOI
Applied Optoelectronics, Inc.

Technology
49
New
$14.15 - $37.9 $693 - $1.86K
49 $0
Vanguard Malvern Fds
193
+ 8.43%
N/A
2.48K $0
Vanguard Mun Bd Fds
4.73K
+ 9.21%
N/A
56K $0
APA
Apa Corp

Energy
6
+ 13.64%
$18.54 - $25.45 $111 - $153
50 $1K
HOUS
Anywhere Real Estate Inc.

Real Estate
274
New
$2.78 - $3.92 $762 - $1.07K
274 $0
AVXL
Anavex Life Sciences Corp.

Healthcare
75
New
$7.85 - $13.46 $589 - $1.01K
75 $0
ZI
Zoom Info Technologies Inc.

Technology
92
New
$9.43 - $12.01 $868 - $1.1K
92 $0
AMLX
Amylyx Pharmaceuticals, Inc.

Healthcare
274
New
$3.0 - $4.15 $822 - $1.14K
274 $0
VRTS
Virtus Investment Partners, Inc.

Financial Services
5
New
$167.94 - $220.1 $840 - $1.1K
5 $0
VIST
Vista Energy, S.A.B. De C.V.

Energy
6
New
$42.58 - $59.5 $255 - $357
6 $0
VC
Visteon Corp

Consumer Cyclical
10
New
$77.62 - $90.68 $776 - $907
10 $0
Agenus Inc
621
New
N/A
621 $0
WIX
Wix.Com Ltd.

Technology
3
New
$163.38 - $246.76 $490 - $740
3 $0
ASLE
Aer Sale Corp

Industrials
79
New
$6.09 - $8.45 $481 - $668
79 $0
AMTX
Aemetis, Inc

Energy
498
New
$1.59 - $2.99 $792 - $1.49K
498 $0
XPEL
Xpel, Inc.

Consumer Cyclical
2
New
$29.38 - $44.62 $58.8 - $89.2
2 $0
YPF
Ypf Sociedad Anonima

Energy
2
New
$31.56 - $46.03 $63.1 - $92.1
2 $0
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
524
New
$1.59 - $3.24 $833 - $1.7K
524 $0
ZETA
Zeta Global Holdings Corp.

Technology
69
New
$13.56 - $24.69 $936 - $1.7K
69 $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
13
New
$68.37 - $87.97 $889 - $1.14K
13 $0
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
4
New
$27.8 - $39.18 $111 - $157
4 $0
ABNB
Airbnb, Inc.

Consumer Cyclical
2
+ 40.0%
$119.38 - $161.42 $239 - $323
7 $0
ALLO
Allogene Therapeutics, Inc.

Healthcare
296
+ 92.21%
$1.4 - $2.84 $414 - $841
617 $0
WD
Walker & Dunlop, Inc.

Financial Services
8
New
$82.09 - $96.76 $657 - $774
8 $0
ALGT
Allegiant Travel CO

Industrials
18
New
$51.65 - $105.3 $930 - $1.9K
18 $0
ALX
Alexanders Inc

Real Estate
3
New
$185.64 - $219.2 $557 - $658
3 $0
ALEC
Alector, Inc.

Healthcare
741
New
$1.23 - $2.06 $911 - $1.53K
741 $0
AIN
Albany International Corp

Consumer Cyclical
14
+ 12.84%
$69.04 - $82.96 $967 - $1.16K
123 $8K
Webtoon Entmt Inc
78
New
N/A
78 $0
WERN
Werner Enterprises Inc

Industrials
33
New
$29.25 - $38.23 $965 - $1.26K
33 $0
AIRS
Airsculpt Technologies, Inc.

Healthcare
378
New
$2.29 - $6.05 $866 - $2.29K
378 $0
TXG
10x Genomics, Inc.

Healthcare
54
New
$8.73 - $16.31 $471 - $881
54 $0
NOVA
Sunnova Energy International Inc.

Technology
2.44K
New
$0.3 - $4.51 $732 - $11K
2.44K $0
BAX
Baxter International Inc

Healthcare
20
New
$29.26 - $36.57 $585 - $731
20 $0
Tempus Ai Inc
19
New
N/A
19 $0
TENB
Tenable Holdings, Inc.

Technology
19
New
$34.94 - $44.5 $664 - $846
19 $0
TER
Teradyne, Inc

Technology
9
New
$82.6 - $140.0 $743 - $1.26K
9 $0
WULF
Terawulf Inc.

Financial Services
312
New
$2.73 - $6.82 $852 - $2.13K
312 $0
BMI
Badger Meter Inc

Technology
3
+ 10.71%
$189.49 - $221.51 $568 - $665
31 $5K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
6
New
$166.63 - $185.86 $1K - $1.12K
6 $0
TGTX
Tg Therapeutics, Inc.

Healthcare
23
New
$27.67 - $42.99 $636 - $989
23 $0
TDW
Tidewater Inc

Energy
14
New
$39.93 - $57.69 $559 - $808
14 $0
BGNE
Bei Gene, Ltd.

Healthcare
2
+ 200.0%
$175.1 - $226.71 $350 - $453
3 $0
BHP
Bhp Group LTD

Basic Materials
10
+ 22.73%
$48.18 - $52.11 $482 - $521
54 $2K
Super Hi Intl Hldg LTD
39
New
N/A
39 $0
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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