Purchases and Sales Made in Q1 2023 in Uwm Holdings Corp (UWMC)
This table provides information about the institutional ownership of Uwm Holdings Corp (UWMC) during Q1 2023. The information is specifically focused on institutions that hold shares of UWM Holdings Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.28KNew |
$17.9K - $25.9K
|
5.28K
$31.5K
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.88K+ 46.0% |
$16.6K - $24K
|
15.5K
$92.4K
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.36K+ 22.57% |
$14.8K - $21.4K
|
23.7K
$141K
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.91K+ 11.05% |
$13.3K - $19.2K
|
39.3K
$234K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.22K+ 0.08% |
$11K - $15.8K
|
3.97M
$23.7M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.04K+ 24.31% |
$10.3K - $14.9K
|
15.5K
$92.8K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.87K+ 14.16% |
$9.77K - $14.1K
|
23.2K
$138K
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.65K+ 2.55% |
$9K - $13K
|
107K
$636K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.25K+ 8.9% |
$7.66K - $11.1K
|
27.6K
$165K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.17K+ 69.78% |
$7.37K - $10.6K
|
5.28K
$31.5K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.02K+ 4.78% |
$6.85K - $9.9K
|
44.2K
$264K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.9K+ 9.64% |
$6.46K - $9.33K
|
21.6K
$129K
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.82K+ 0.79% |
$6.19K - $8.94K
|
231K
$1.38M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.7K+ 4.14% |
$5.76K - $8.32K
|
42.7K
$255K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
920+ 0.28% |
$3.13K - $4.52K
|
326K
$1.95M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
913New |
$3.1K - $4.48K
|
913
$5.45K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
850New |
$2.89K - $4.17K
|
850
$5.07K
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
693+ 2.69% |
$2.36K - $3.4K
|
26.5K
$158K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
667+ 2.69% |
$2.27K - $3.27K
|
25.5K
$152K
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
311New |
$1.06K - $1.53K
|
311
$1.86K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
308+ 112.82% |
$1.05K - $1.51K
|
581
$3.47K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
300New |
$1.02K - $1.47K
|
300
$1.79K
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
280+ 0.7% |
$952 - $1.37K
|
40.5K
$242K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
225New |
$765 - $1.1K
|
225
$1.34K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
213+ 1.06% |
$724 - $1.05K
|
20.3K
$121K
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
208+ 1.85% |
$707 - $1.02K
|
11.5K
$68.5K
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
138+ 9.65% |
$469 - $678
|
1.57K
$9.36K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
126New |
$428 - $619
|
126
$752
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
125+ 1.14% |
$425 - $614
|
11.1K
$66.2K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
123New |
$418 - $604
|
123
$734
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
97+ 0.13% |
$330 - $476
|
72.9K
$435K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
70New |
$238 - $344
|
70
$418
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
63+ 2.87% |
$214 - $309
|
2.26K
$13.5K
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
60+ 2.68% |
$204 - $295
|
2.3K
$13.7K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
57+ 2.85% |
$194 - $280
|
2.06K
$12.3K
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
36+ 0.05% |
$122 - $177
|
74.2K
$443K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
30+ 2.55% |
$102 - $147
|
1.21K
$7.21K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
25+ 1.09% |
$85 - $123
|
2.31K
$13.8K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15+ 14.85% |
$51 - $73.7
|
116
$693
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
12+ 0.23% |
$40.8 - $58.9
|
5.28K
$31.5K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 2.44% |
$10.2 - $14.7
|
126
$752
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 2.65% |
$10.2 - $14.7
|
116
$693
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2New |
$6.8 - $9.82
|
2
$11.9
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-30- 17.65% |
$102 - $147
|
140
$836
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-39- 2.83% |
$133 - $191
|
1.34K
$7.99K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-51- 72.86% |
$173 - $250
|
19
$113
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-83- 3.74% |
$282 - $408
|
2.13K
$12.7K
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-115- 0.13% |
$391 - $565
|
87.2K
$521K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-257- 29.37% |
$874 - $1.26K
|
618
$3.69K
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-300- 0.95% |
$1.02K - $1.47K
|
31.2K
$186K
|