Latest Institutional Purchases of Uwm Holdings Corp (UWMC)
This list provides information on the latest institutional transactions involving Uwm Holdings Corp (UWMC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11KNew |
$65.8K - $83.5K
|
11K
$65.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10K+ 2450.98% |
$60K - $76.1K
|
10.4K
$62.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.75K+ 2.96% |
$28.5K - $36.2K
|
165K
$986K
|
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.3K+ 1.32% |
$13.8K - $17.5K
|
177K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
2.1KNew |
$12.6K - $16K
|
2.1K
$12.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.39KNew |
$8.32K - $10.5K
|
1.39K
$8.27K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
407+ 2.36% |
$2.44K - $3.1K
|
17.6K
$105K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
362New |
$2.17K - $2.75K
|
362
$2.16K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
190New |
$1.14K - $1.45K
|
190
$1.13K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$60 - $76.1
|
10
$59.7
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
226K+ 313.91% |
$1.38M - $1.72M
|
297K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
153KNew |
$935K - $1.17M
|
153K
$915K
|
|
|
May 15, 2024
Q1 2024
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
132KNew |
$807K - $1.01M
|
132K
$790K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
45.7KNew |
$279K - $348K
|
45.7K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
18K+ 107.61% |
$110K - $137K
|
34.8K
$207K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.61KNew |
$46.4K - $58K
|
7.61K
$45.4K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.05KNew |
$24.7K - $30.8K
|
4.05K
$24.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.31K+ 190.5% |
$20.2K - $25.2K
|
5.05K
$30.1K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.1KNew |
$18.9K - $23.6K
|
3.1K
$18.5K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.1KNew |
$18.9K - $23.6K
|
3.1K
$18.5K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
504New |
$3.07K - $3.84K
|
504
$3.01K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
502New |
$3.06K - $3.83K
|
502
$3K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
216New |
$1.32K - $1.65K
|
216
$1.29K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
206+ 60.06% |
$1.26K - $1.57K
|
549
$3.28K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
180+ 1.2% |
$1.1K - $1.37K
|
15.2K
$90.6K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
118New |
$720 - $899
|
118
$704
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
93+ 4.87% |
$567 - $709
|
2K
$11.9K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
36+ 6.05% |
$220 - $274
|
631
$3.77K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
309KNew |
$1.42M - $2.26M
|
309K
$1.85M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
167KNew |
$768K - $1.22M
|
167K
$995K
|
|
|
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
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
27KNew |
$124K - $198K
|
27K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
21KNew |
$97K - $154K
|
21K
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
12.8K+ 14.97% |
$59.1K - $93.8K
|
98.4K
$588K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
12.5KNew |
$57.5K - $91.3K
|
12.5K
$74.5K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$48.9K - $77.6K
|
10.6K
$63.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.48K+ 32.74% |
$20.6K - $32.8K
|
18.2K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.23KNew |
$10.3K - $16.3K
|
2.23K
$13.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.83K+ 343.88% |
$8.42K - $13.4K
|
2.36K
$14.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.3KNew |
$5.99K - $9.52K
|
1.3K
$7.76K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
955New |
$4.4K - $6.99K
|
955
$5.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
774New |
$3.57K - $5.67K
|
774
$4.62K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
360+ 176.47% |
$1.66K - $2.64K
|
564
$3.37K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
350+ 1.39% |
$1.61K - $2.56K
|
25.6K
$153K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
334New |
$1.54K - $2.44K
|
334
$1.99K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
292New |
$1.35K - $2.14K
|
292
$1.74K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$69.2 - $110
|
15
$89.6
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 2.5% |
$13.8 - $22
|
123
$734
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
93.2KNew |
$446K - $637K
|
93.2K
$556K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
31KNew |
$148K - $212K
|
31K
$185K
|
|