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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
334New |
$1.54K - $2.44K
|
334
$1.42K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.3KNew |
$5.99K - $9.52K
|
1.3K
$5.54K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
774New |
$3.57K - $5.67K
|
774
$3.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 2.5% |
$13.8 - $22
|
123
$524
|
|
| Q3 2023 | |||||||
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-215KClosed |
$1.03M - $1.47M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
18KNew |
$86.2K - $123K
|
18K
$76.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
16.6KNew |
$79.4K - $113K
|
16.6K
$70.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
31KNew |
$148K - $212K
|
31K
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
432New |
$2.07K - $2.95K
|
432
$1.84K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
114+ 1.02% |
$546 - $780
|
11.3K
$48K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-122- 3.33% |
$584 - $834
|
3.54K
$15.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.63K- 20.8% |
$12.6K - $18K
|
10K
$42.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
93.2KNew |
$446K - $637K
|
93.2K
$397K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
50New |
$240 - $342
|
50
$213
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
390+ 3.2% |
$1.87K - $2.67K
|
12.6K
$53.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-52- 74.29% |
$249 - $356
|
18
$76.7
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
300New |
$1.43K - $1.8K
|
300
$1.28K
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
10.2KNew |
$48.8K - $61.2K
|
10.2K
$43.5K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.6KNew |
$7.65K - $9.6K
|
1.6K
$6.82K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
11.7KNew |
$56K - $70.3K
|
11.7K
$49.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
57KNew |
$272K - $342K
|
57K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
PUT |
25KNew |
$120K - $150K
|
25K
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
PUT |
57KNew |
$272K - $342K
|
57K
$243K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.97K+ 7.83% |
$9.42K - $11.8K
|
27.1K
$116K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
19.2KNew |
$91.6K - $115K
|
19.2K
$81.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-582- 1.9% |
$2.78K - $3.49K
|
30K
$128K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-3.2K- 6.94% |
$15.3K - $19.2K
|
42.9K
$183K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
BUY
|
- |
12.8K+ 12.67% |
$43.5K - $62.9K
|
114K
$485K
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-44.4KClosed |
$151K - $218K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
11KNew |
$37.4K - $54K
|
11K
$46.9K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.2K- 16.16% |
$7.48K - $10.8K
|
11.4K
$48.6K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
123New |
$418 - $604
|
123
$524
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.6K- 14.86% |
$8.84K - $12.8K
|
14.9K
$63.5K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-104K- 77.12% |
$352K - $508K
|
30.7K
$131K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-116K- 50.18% |
$393K - $567K
|
115K
$489K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
135KNew |
$459K - $664K
|
135K
$576K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
850New |
$2.89K - $4.17K
|
850
$3.62K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
225New |
$765 - $1.1K
|
225
$959
|
|
|
Apr 27, 2023
Q1 2023
|
Jcsd Capital, LLC
|
SELL
|
- |
-76.2K- 79.21% |
$259K - $374K
|
20K
$85.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2New |
$6.8 - $9.82
|
2
$8.52
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-30- 17.65% |
$102 - $147
|
140
$596
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
531New |
$1.55K - $2.52K
|
531
$2.26K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
35.2KNew |
$103K - $167K
|
35.2K
$150K
|
|
|
Feb 14, 2023
Q4 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
2.5K+ 25.0% |
$7.3K - $11.9K
|
12.5K
$53.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
857KNew |
$2.5M - $4.07M
|
857K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Platinum Equity, LLC
Beverly Hills, CA |
SELL
|
- |
-90K- 1.81% |
$263K - $428K
|
4.89M
$20.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
59.6KNew |
$174K - $283K
|
59.6K
$254K
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
56.5KNew |
$165K - $268K
|
56.5K
$241K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-570- 75.0% |
$1.66K - $2.71K
|
190
$809
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
154New |
$450 - $732
|
154
$656
|
|