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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
135New |
$622 - $988
|
135
$806
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
97+ 0.24% |
$447 - $710
|
41.2K
$246K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
46+ 1.93% |
$212 - $337
|
2.43K
$14.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
24+ 1.92% |
$111 - $176
|
1.28K
$7.62K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20+ 1.88% |
$92.2 - $146
|
1.08K
$6.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
19+ 2.0% |
$87.6 - $139
|
967
$5.77K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$69.2 - $110
|
15
$89.6
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14+ 0.52% |
$64.5 - $102
|
2.7K
$16.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
12+ 0.04% |
$55.3 - $87.8
|
30.7K
$183K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 1.82% |
$50.7 - $80.5
|
614
$3.67K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6+ 1.78% |
$27.7 - $43.9
|
343
$2.05K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 2.5% |
$13.8 - $22
|
123
$734
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 2.29% |
$13.8 - $22
|
134
$800
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2New |
$9.22 - $14.6
|
2
$11.9
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.78% |
$4.61 - $7.32
|
130
$776
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1Closed |
$4.61 - $7.32
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-24- 0.16% |
$111 - $176
|
15.5K
$92.3K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-27- 2.5% |
$124 - $198
|
1.05K
$6.28K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-49- 1.52% |
$226 - $359
|
3.17K
$18.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-71- 0.18% |
$327 - $520
|
39.2K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-254- 0.07% |
$1.17K - $1.86K
|
366K
$2.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-327- 10.29% |
$1.51K - $2.39K
|
2.85K
$17K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-358- 3.16% |
$1.65K - $2.62K
|
11K
$65.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-428- 8.55% |
$1.97K - $3.13K
|
4.58K
$27.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-434- 1.92% |
$2K - $3.18K
|
22.1K
$132K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-454- 1.8% |
$2.09K - $3.32K
|
24.7K
$148K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-469- 76.51% |
$2.16K - $3.43K
|
144
$860
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-500- 44.13% |
$2.31K - $3.66K
|
633
$3.78K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-666- 6.05% |
$3.07K - $4.88K
|
10.3K
$61.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-813- 4.2% |
$3.75K - $5.95K
|
18.6K
$111K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.1K- 22.5% |
$5.07K - $8.05K
|
3.79K
$22.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.17K- 2.07% |
$5.38K - $8.55K
|
55.3K
$330K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.2K- 4.62% |
$5.53K - $8.78K
|
24.8K
$148K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.4K- 4.82% |
$6.45K - $10.2K
|
27.6K
$165K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.68K- 0.05% |
$7.73K - $12.3K
|
3.59M
$21.4M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.75K- 74.66% |
$8.08K - $12.8K
|
595
$3.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.87K- 2.94% |
$8.6K - $13.7K
|
61.6K
$368K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.96K- 3.17% |
$9.03K - $14.3K
|
59.9K
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.4K- 9.39% |
$11.1K - $17.6K
|
23.2K
$138K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-2.5K- 73.53% |
$11.5K - $18.3K
|
900
$5.37K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.66K- 1.58% |
$12.3K - $19.5K
|
166K
$991K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.58K- 8.04% |
$16.5K - $26.2K
|
40.9K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.9K- 0.26% |
$18K - $28.5K
|
1.47M
$8.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4K- 16.1% |
$18.4K - $29.3K
|
20.8K
$124K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.8K- 4.85% |
$22.1K - $35.1K
|
94.1K
$562K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.9K- 40.5% |
$22.6K - $35.9K
|
7.2K
$43K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.44K- 5.18% |
$25.1K - $39.8K
|
99.5K
$594K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.7K- 1.25% |
$30.9K - $49K
|
529K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7K- 33.33% |
$32.3K - $51.2K
|
14K
$83.6K
|