Purchases and Sales Made in Q4 2023 in Uwm Holdings Corp (UWMC)
This table provides information about the institutional ownership of Uwm Holdings Corp (UWMC) during Q4 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$48.9K - $77.6K
|
10.6K
$63.3K
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$48.9K - $77.6K
|
10.6K
$63.3K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$48.1K - $76.4K
|
10.4K
$62.3K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10KNew |
$46.3K - $73.5K
|
10K
$59.9K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.77K+ 181.59% |
$35.8K - $56.9K
|
12.1K
$72K
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.56K+ 3.03% |
$34.9K - $55.4K
|
257K
$1.54M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.62K+ 43.78% |
$30.5K - $48.4K
|
21.7K
$130K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.55K+ 15.72% |
$30.2K - $48K
|
48.2K
$288K
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6K+ 19.52% |
$27.7K - $43.9K
|
36.7K
$219K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.48K+ 2.01% |
$25.3K - $40.1K
|
278K
$1.66M
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
5.01K+ 59.76% |
$23.1K - $36.7K
|
13.4K
$80K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
5.01K+ 59.76% |
$23.1K - $36.7K
|
13.4K
$80K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.82K+ 9.13% |
$22.2K - $35.3K
|
57.6K
$344K
|
|
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
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.34K+ 10.32% |
$20K - $31.8K
|
46.4K
$277K
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.1K+ 2.52% |
$18.9K - $30K
|
167K
$995K
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.61K+ 7.75% |
$16.6K - $26.4K
|
50.1K
$299K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.01K+ 44.28% |
$13.9K - $22.1K
|
9.82K
$58.6K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.95K+ 63.06% |
$13.6K - $21.6K
|
7.63K
$45.6K
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.34K+ 4.47% |
$10.8K - $17.2K
|
54.7K
$327K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.27K+ 18.05% |
$10.4K - $16.6K
|
14.8K
$88.5K
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.23KNew |
$10.3K - $16.3K
|
2.23K
$13.3K
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.14K+ 10.54% |
$9.87K - $15.7K
|
22.4K
$134K
|
|
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 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.81KNew |
$8.35K - $13.3K
|
1.81K
$10.8K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.67K+ 4.4% |
$7.71K - $12.2K
|
39.7K
$237K
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 0.72% |
$7.3K - $11.6K
|
221K
$1.32M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.42K+ 2.56% |
$6.54K - $10.4K
|
56.8K
$339K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.35KNew |
$6.24K - $9.9K
|
1.35K
$8.08K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.3KNew |
$5.99K - $9.52K
|
1.3K
$7.76K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.2K+ 4.17% |
$5.55K - $8.81K
|
30.1K
$180K
|
|
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 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
625+ 1.99% |
$2.88K - $4.58K
|
32K
$191K
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
571+ 1.93% |
$2.63K - $4.18K
|
30.1K
$180K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
495+ 67.72% |
$2.28K - $3.62K
|
1.23K
$7.32K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
482+ 2.58% |
$2.22K - $3.53K
|
19.1K
$114K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
466+ 16.67% |
$2.15K - $3.41K
|
3.26K
$19.5K
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
410+ 1.01% |
$1.89K - $3K
|
41.2K
$246K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
360+ 176.47% |
$1.66K - $2.64K
|
564
$3.37K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
350+ 1.39% |
$1.61K - $2.56K
|
25.6K
$153K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
350+ 1.39% |
$1.61K - $2.56K
|
25.6K
$153K
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
349+ 2.0% |
$1.61K - $2.55K
|
17.8K
$106K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
334New |
$1.54K - $2.44K
|
334
$1.99K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
300New |
$1.38K - $2.2K
|
300
$1.79K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
292New |
$1.35K - $2.14K
|
292
$1.74K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
280+ 26.42% |
$1.29K - $2.05K
|
1.34K
$8K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
252+ 10.89% |
$1.16K - $1.84K
|
2.57K
$15.3K
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
225+ 0.82% |
$1.04K - $1.65K
|
27.7K
$165K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
135+ 7.61% |
$622 - $988
|
1.91K
$11.4K
|