Purchases and Sales Made in Q3 2023 in Uwm Holdings Corp (UWMC)
This table provides information about the institutional ownership of Uwm Holdings Corp (UWMC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
3.18KNew |
$15.2K - $21.7K
|
3.18K
$18.3K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.73K+ 6.24% |
$13.1K - $18.7K
|
46.5K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.2K+ 105.87% |
$10.5K - $15.1K
|
4.28K
$24.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.39K+ 2.72% |
$6.63K - $9.47K
|
52.4K
$302K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.3K+ 7.2% |
$6.24K - $8.91K
|
19.4K
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.19KNew |
$5.7K - $8.15K
|
1.19K
$6.87K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.06KNew |
$5.1K - $7.28K
|
1.06K
$6.14K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
979+ 4.11% |
$4.69K - $6.7K
|
24.8K
$143K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
785+ 4.39% |
$3.76K - $5.37K
|
18.7K
$108K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
774+ 38.3% |
$3.71K - $5.29K
|
2.8K
$16.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
616+ 1.51% |
$2.95K - $4.21K
|
41.5K
$239K
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
510+ 1.76% |
$2.44K - $3.49K
|
29.6K
$171K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
432New |
$2.07K - $2.95K
|
432
$2.49K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
390+ 3.2% |
$1.87K - $2.67K
|
12.6K
$72.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
341+ 2.31% |
$1.63K - $2.33K
|
15.1K
$87.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
340+ 1.37% |
$1.63K - $2.33K
|
25.2K
$145K
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
330+ 1.93% |
$1.58K - $2.26K
|
17.4K
$101K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
318+ 0.58% |
$1.52K - $2.18K
|
55.3K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
249+ 5.62% |
$1.19K - $1.7K
|
4.68K
$27K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
200+ 0.49% |
$958 - $1.37K
|
40.8K
$235K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
188+ 2.84% |
$901 - $1.29K
|
6.81K
$39.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
188+ 2.84% |
$901 - $1.29K
|
6.81K
$39.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
177+ 11.09% |
$848 - $1.21K
|
1.77K
$10.2K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
140+ 0.53% |
$671 - $958
|
26.7K
$154K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
114+ 1.02% |
$546 - $780
|
11.3K
$65.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
113+ 18.28% |
$541 - $773
|
731
$4.22K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
106+ 24.94% |
$508 - $725
|
531
$3.06K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85+ 0.2% |
$407 - $581
|
41.7K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
76+ 0.03% |
$364 - $520
|
250K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
50New |
$240 - $342
|
50
$289
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
44+ 1.91% |
$211 - $301
|
2.35K
$13.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
41+ 1.75% |
$196 - $280
|
2.38K
$13.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
21+ 1.71% |
$101 - $144
|
1.25K
$7.22K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18+ 1.94% |
$86.2 - $123
|
948
$5.47K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 1.86% |
$52.7 - $75.2
|
603
$3.48K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11+ 0.41% |
$52.7 - $75.2
|
2.68K
$15.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
10+ 8.4% |
$47.9 - $68.4
|
129
$744
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
10+ 0.01% |
$47.9 - $68.4
|
69.1K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4+ 0.01% |
$19.2 - $27.4
|
39.3K
$227K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3+ 0.09% |
$14.4 - $20.5
|
3.22K
$18.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3+ 0.09% |
$14.4 - $20.5
|
3.22K
$18.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 1.55% |
$9.58 - $13.7
|
131
$756
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 1.69% |
$9.58 - $13.7
|
120
$692
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.04% |
$4.79 - $6.84
|
2.32K
$13.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 88.89% |
$38.3 - $54.7
|
1
$5.77
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-52- 74.29% |
$249 - $356
|
18
$104
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-70- 6.09% |
$335 - $479
|
1.08K
$6.23K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-80- 0.77% |
$383 - $547
|
10.4K
$59.8K
|