Latest Institutional Transactions on Uwm Holdings Corp (UWMC)
This table provides information on the latest institutional transactions involving Uwm Holdings Corp (UWMC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
19+ 0.14% |
$126 - $181
|
13.5K
$57.4K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
35KNew |
$232K - $333K
|
35K
$149K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.4K+ 752.0% |
$373K - $537K
|
63.9K
$272K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
520+ 4.09% |
$3.44K - $4.95K
|
13.2K
$56.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
53.2KNew |
$352K - $507K
|
53.2K
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
800New |
$5.3K - $7.62K
|
800
$3.41K
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.59K- 21.79% |
$33.5K - $42.5K
|
20.1K
$85.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
11KNew |
$66.2K - $84K
|
11K
$47K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-440- 1.12% |
$2.64K - $3.35K
|
38.8K
$165K
|
|
|
Aug 14, 2024
Q2 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
16.9KNew |
$102K - $129K
|
16.9K
$72.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
343K+ 7.66% |
$2.06M - $2.61M
|
4.82M
$20.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$60 - $76.1
|
10
$42.6
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11KNew |
$65.8K - $83.5K
|
11K
$46.7K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
26.7KNew |
$160K - $203K
|
26.7K
$114K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
190New |
$1.14K - $1.45K
|
190
$809
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.39KNew |
$8.32K - $10.5K
|
1.39K
$5.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
407+ 2.36% |
$2.44K - $3.1K
|
17.6K
$75.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.24K- 4.1% |
$7.43K - $9.42K
|
29K
$123K
|
|
| Q1 2024 | |||||||
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.1KNew |
$18.9K - $23.6K
|
3.1K
$13.2K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
18K+ 107.61% |
$110K - $137K
|
34.8K
$148K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
502New |
$3.06K - $3.83K
|
502
$2.14K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
206+ 60.06% |
$1.26K - $1.57K
|
549
$2.34K
|
|
|
May 15, 2024
Q1 2024
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-742K- 79.17% |
$4.53M - $5.66M
|
195K
$832K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
36+ 6.05% |
$220 - $274
|
631
$2.69K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.23K- 4.08% |
$7.48K - $9.35K
|
28.9K
$123K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-12.7K- 63.94% |
$77.5K - $96.8K
|
7.17K
$30.5K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-7- 0.67% |
$42.7 - $53.3
|
1.05K
$4.45K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
226K+ 313.91% |
$1.38M - $1.72M
|
297K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
93+ 4.87% |
$567 - $709
|
2K
$8.52K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
118New |
$720 - $899
|
118
$503
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.1KNew |
$18.9K - $23.6K
|
3.1K
$13.2K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.61KNew |
$46.4K - $58K
|
7.61K
$32.4K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
216New |
$1.32K - $1.65K
|
216
$920
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.05KNew |
$24.7K - $30.8K
|
4.05K
$17.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-300- 10.52% |
$1.83K - $2.29K
|
2.55K
$10.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-3.4K- 66.67% |
$20.7K - $25.9K
|
1.7K
$7.24K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.31K+ 190.5% |
$20.2K - $25.2K
|
5.05K
$21.5K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-22.9K- 21.04% |
$105K - $167K
|
85.8K
$365K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$48.9K - $77.6K
|
10.6K
$45.2K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
167KNew |
$768K - $1.22M
|
167K
$710K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
955New |
$4.4K - $6.99K
|
955
$4.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
37.2KNew |
$171K - $272K
|
37.2K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
21KNew |
$97K - $154K
|
21K
$89.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
360+ 176.47% |
$1.66K - $2.64K
|
564
$2.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
27KNew |
$124K - $198K
|
27K
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
12.5KNew |
$57.5K - $91.3K
|
12.5K
$53.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-2.5K- 73.53% |
$11.5K - $18.3K
|
900
$3.83K
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
309KNew |
$1.42M - $2.26M
|
309K
$1.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
12.8K+ 14.97% |
$59.1K - $93.8K
|
98.4K
$419K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
350+ 1.39% |
$1.61K - $2.56K
|
25.6K
$109K
|
|