Purchases and Sales Made in Q4 2024 in Uwm Holdings Corp (UWMC)
This table provides information about the institutional ownership of Uwm Holdings Corp (UWMC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
464+ 396.58% |
$2.62K - $3.87K
|
581
$3.75K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
438+ 1.39% |
$2.47K - $3.65K
|
31.9K
$206K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
389+ 1.5% |
$2.2K - $3.24K
|
26.4K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
330New |
$1.86K - $2.75K
|
330
$2.13K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
278+ 27800.0% |
$1.57K - $2.32K
|
279
$1.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
260+ 0.63% |
$1.47K - $2.17K
|
41.5K
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
250+ 1.35% |
$1.41K - $2.08K
|
18.8K
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
242+ 0.82% |
$1.37K - $2.02K
|
29.6K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
188New |
$1.06K - $1.57K
|
188
$1.21K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
179+ 49.45% |
$1.01K - $1.49K
|
541
$3.49K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
153New |
$864 - $1.27K
|
153
$987
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
143+ 397.22% |
$808 - $1.19K
|
179
$1.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
130New |
$735 - $1.08K
|
130
$839
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
128+ 3.38% |
$723 - $1.07K
|
3.92K
$25.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
104+ 35.62% |
$588 - $866
|
396
$2.55K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
100+ 64.1% |
$565 - $833
|
256
$1.65K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
64+ 0.42% |
$362 - $533
|
15.2K
$98.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
64New |
$362 - $533
|
64
$413
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
35+ 1.38% |
$198 - $292
|
2.57K
$16.6K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
28New |
$158 - $233
|
28
$181
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
24+ 0.1% |
$136 - $200
|
24.5K
$158K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
19+ 1.43% |
$107 - $158
|
1.35K
$8.72K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
16+ 1.41% |
$90.4 - $133
|
1.15K
$7.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
13New |
$73.5 - $108
|
13
$83.9
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 1.4% |
$50.9 - $75
|
651
$4.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6+ 1.33% |
$33.9 - $50
|
456
$2.94K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
4+ 0.09% |
$22.6 - $33.3
|
4.69K
$30.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 400.0% |
$22.6 - $33.3
|
5
$32.3
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3+ 1.91% |
$17 - $25
|
160
$1.03K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 1.43% |
$11.3 - $16.7
|
142
$916
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
2New |
$11.3 - $16.7
|
2
$12.9
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 10.0% |
$5.65 - $8.33
|
11
$71
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6- 0.03% |
$33.9 - $50
|
20K
$129K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7- 7.29% |
$39.6 - $58.3
|
89
$574
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-90- 1.96% |
$509 - $750
|
4.51K
$29.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-100- 0.54% |
$565 - $833
|
18.5K
$120K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-233- 0.77% |
$1.32K - $1.94K
|
30.2K
$195K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-350- 63.64% |
$1.98K - $2.92K
|
200
$1.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-420- 17.82% |
$2.37K - $3.5K
|
1.94K
$12.5K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-459- 0.54% |
$2.59K - $3.82K
|
85.2K
$549K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-750- 6.45% |
$4.24K - $6.25K
|
10.9K
$70.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.01K- 45.09% |
$5.68K - $8.37K
|
1.22K
$7.89K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.06K- 79.12% |
$5.99K - $8.84K
|
280
$1.81K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.23K- 93.76% |
$6.97K - $10.3K
|
82
$529
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.24K- 9.17% |
$6.99K - $10.3K
|
12.3K
$79.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.39K- 18.28% |
$7.85K - $11.6K
|
6.22K
$40.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.73K- 5.08% |
$9.79K - $14.4K
|
32.4K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-1.79K- 50.22% |
$10.1K - $14.9K
|
1.77K
$11.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.86K- 5.42% |
$10.5K - $15.5K
|
32.4K
$209K
|