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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
502New |
$3.06K - $3.83K
|
502
$2.14K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
216New |
$1.32K - $1.65K
|
216
$920
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
206+ 60.06% |
$1.26K - $1.57K
|
549
$2.34K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
118New |
$720 - $899
|
118
$503
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
93+ 4.87% |
$567 - $709
|
2K
$8.52K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
36+ 6.05% |
$220 - $274
|
631
$2.69K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
309KNew |
$1.42M - $2.26M
|
309K
$1.32M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
167KNew |
$768K - $1.22M
|
167K
$710K
|
|
|
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 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
27KNew |
$124K - $198K
|
27K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
21KNew |
$97K - $154K
|
21K
$89.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
12.8K+ 14.97% |
$59.1K - $93.8K
|
98.4K
$419K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
12.5KNew |
$57.5K - $91.3K
|
12.5K
$53.1K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$48.9K - $77.6K
|
10.6K
$45.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.3KNew |
$5.99K - $9.52K
|
1.3K
$5.54K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
955New |
$4.4K - $6.99K
|
955
$4.07K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
774New |
$3.57K - $5.67K
|
774
$3.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
360+ 176.47% |
$1.66K - $2.64K
|
564
$2.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
350+ 1.39% |
$1.61K - $2.56K
|
25.6K
$109K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
334New |
$1.54K - $2.44K
|
334
$1.42K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 2.5% |
$13.8 - $22
|
123
$524
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
93.2KNew |
$446K - $637K
|
93.2K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
31KNew |
$148K - $212K
|
31K
$132K
|
|
|
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
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
432New |
$2.07K - $2.95K
|
432
$1.84K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
390+ 3.2% |
$1.87K - $2.67K
|
12.6K
$53.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
114+ 1.02% |
$546 - $780
|
11.3K
$48K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
50New |
$240 - $342
|
50
$213
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
PUT |
57KNew |
$272K - $342K
|
57K
$243K
|
|
|
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 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
19.2KNew |
$91.6K - $115K
|
19.2K
$81.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
11.7KNew |
$56K - $70.3K
|
11.7K
$49.9K
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
10.2KNew |
$48.8K - $61.2K
|
10.2K
$43.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.97K+ 7.83% |
$9.42K - $11.8K
|
27.1K
$116K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.6KNew |
$7.65K - $9.6K
|
1.6K
$6.82K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
300New |
$1.43K - $1.8K
|
300
$1.28K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
135KNew |
$459K - $664K
|
135K
$576K
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
BUY
|
- |
12.8K+ 12.67% |
$43.5K - $62.9K
|
114K
$485K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
11KNew |
$37.4K - $54K
|
11K
$46.9K
|
|
|
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
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
123New |
$418 - $604
|
123
$524
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2New |
$6.8 - $9.82
|
2
$8.52
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
857KNew |
$2.5M - $4.07M
|
857K
$3.65M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
99.6KNew |
$291K - $473K
|
99.6K
$424K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
78.1KNew |
$228K - $371K
|
78.1K
$333K
|
|
|
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
|
|