Purchases and Sales Made in Q1 2024 in Uwm Holdings Corp (UWMC)
This table provides information about the institutional ownership of Uwm Holdings Corp (UWMC) during Q1 2024. 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 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.2KNew |
$61.9K - $77.4K
|
10.2K
$58.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.56K+ 3.44% |
$58.3K - $72.8K
|
287K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.13K+ 41.99% |
$55.7K - $69.5K
|
30.9K
$178K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.03K+ 3.12% |
$49K - $61.2K
|
265K
$1.53M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.61KNew |
$46.4K - $58K
|
7.61K
$43.9K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.61K+ 18.01% |
$28.1K - $35.1K
|
30.2K
$174K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.05KNew |
$24.7K - $30.8K
|
4.05K
$23.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.31K+ 190.5% |
$20.2K - $25.2K
|
5.05K
$29.1K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.21K+ 5.86% |
$19.6K - $24.4K
|
57.9K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.18KNew |
$19.4K - $24.2K
|
3.18K
$18.4K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.1KNew |
$18.9K - $23.6K
|
3.1K
$17.9K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.1KNew |
$18.9K - $23.6K
|
3.1K
$17.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.66K+ 420.38% |
$16.2K - $20.3K
|
3.29K
$19K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.03K+ 13.76% |
$12.4K - $15.4K
|
16.7K
$96.6K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2KNew |
$12.2K - $15.2K
|
2K
$11.5K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.92K+ 12.96% |
$11.7K - $14.6K
|
16.7K
$96.6K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 3.65% |
$9.18K - $11.5K
|
42.7K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.27K+ 10.55% |
$7.76K - $9.69K
|
13.3K
$76.9K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.2K+ 10.36% |
$7.33K - $9.16K
|
12.8K
$73.9K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 31.09% |
$6.19K - $7.73K
|
4.28K
$24.7K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
825+ 3.33% |
$5.03K - $6.29K
|
25.6K
$148K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
793+ 1.72% |
$4.84K - $6.04K
|
46.9K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
504New |
$3.07K - $3.84K
|
504
$2.91K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
502New |
$3.06K - $3.83K
|
502
$2.9K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
492+ 46.15% |
$3K - $3.75K
|
1.56K
$8.99K
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
459+ 0.21% |
$2.8K - $3.5K
|
222K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
455+ 1.51% |
$2.78K - $3.47K
|
30.6K
$176K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
280+ 0.68% |
$1.71K - $2.13K
|
41.4K
$239K
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
265+ 1.49% |
$1.62K - $2.02K
|
18K
$104K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
250+ 185.19% |
$1.53K - $1.91K
|
385
$2.22K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
231+ 2.24% |
$1.41K - $1.76K
|
10.6K
$61K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
216New |
$1.32K - $1.65K
|
216
$1.25K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
206+ 60.06% |
$1.26K - $1.57K
|
549
$3.17K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
180+ 1.2% |
$1.1K - $1.37K
|
15.2K
$87.6K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
155+ 1.0% |
$946 - $1.18K
|
15.6K
$90.1K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
118New |
$720 - $899
|
118
$681
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
93+ 4.87% |
$567 - $709
|
2K
$11.5K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
89New |
$543 - $678
|
89
$514
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
86New |
$525 - $655
|
86
$496
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
85+ 6.28% |
$519 - $648
|
1.44K
$8.3K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
84New |
$512 - $640
|
84
$485
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
72+ 0.02% |
$439 - $549
|
366K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
72+ 0.32% |
$439 - $549
|
22.5K
$130K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
49+ 4.0% |
$299 - $373
|
1.28K
$7.36K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
37+ 1.53% |
$226 - $282
|
2.46K
$14.2K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
36+ 27.69% |
$220 - $274
|
166
$958
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
36+ 6.05% |
$220 - $274
|
631
$3.64K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
32+ 0.24% |
$195 - $244
|
13.4K
$77.5K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
28+ 0.15% |
$171 - $213
|
18.6K
$107K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
19+ 1.49% |
$116 - $145
|
1.3K
$7.47K
|