Uhlmann Price Securities, LLC Purchases in Q4 2025

Uhlmann Price Securities, LLC

  • $169 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NPCT
Nuveen Core Plus Impact Fund
584
+ 4.01%
$10.6 - $10.97 $6.19K - $6.41K
15.1K $154M
KIO
Kkr Income Opportunities Fund

Financial Services
364
+ 3.11%
$11.59 - $12.58 $4.22K - $4.58K
12.1K $140M
PSX
Phillips 66

Energy
115
+ 3.3%
$126.76 - $142.32 $14.6K - $16.4K
3.6K $464M
Saba Capital Income & Opport
282
+ 2.02%
N/A
14.2K $117M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
575
+ 1.83%
$10.71 - $11.22 $6.16K - $6.45K
32K $342M
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.06%
$145.59 - $162.64 $146 - $163
1.6K $260M
ABBV
Abb Vie Inc.

Healthcare
19
+ 0.36%
$211.96 - $244.38 $4.03K - $4.64K
5.35K $1.22B
INVH
Invitation Homes Inc.

Real Estate
71
+ 0.73%
$27.47 - $29.01 $1.95K - $2.06K
9.76K $271M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
4.18K
+ 1.82%
$7.91 - $8.72 $33K - $36.4K
233K $1.98B
WMB
Williams Companies, Inc.

Energy
6
+ 0.12%
$56.51 - $64.48 $339 - $387
4.82K $290M
ABT
Abbott Laboratories

Healthcare
2
+ 0.05%
$123.62 - $134.59 $247 - $269
3.8K $476M
T
At&T Inc.

Communication Services
42
+ 0.42%
$24.44 - $27.55 $1.03K - $1.16K
9.97K $248M
DELL
Dell Technologies Inc.

Technology
8
+ 0.33%
$133.76 - $164.88 $1.07K - $1.32K
2.42K $304M
PLTR
Palantir Technologies Inc.

Technology
18
+ 0.2%
$172.14 - $207.18 $3.1K - $3.73K
8.8K $1.56B
Tortoise Capital Series Trus
371
+ 0.49%
N/A
75.5K $1.54B
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
203
+ 1.53%
$53.2 - $60.47 $10.8K - $12.3K
13.5K $701M
PAYX
Paychex Inc

Industrials
658
+ 5.98%
$111.08 - $128.59 $73.1K - $84.6K
11.7K $1.31B
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.19%
$358.03 - $397.02 $1.07K - $1.19K
1.54K $531M
PINS
Pinterest, Inc.

Communication Services
3.91K
+ 11.84%
$25.75 - $35.24 $101K - $138K
36.9K $955M
KWEB
Kraneshares Tr Csi China Inter

ETFs
934
+ 3.8%
$38.24 - $42.94 $35.7K - $40.1K
25.5K $868M
CHWY
Chewy, Inc.

Consumer Cyclical
5.02K
+ 9.39%
$32.82 - $39.54 $165K - $198K
58.4K $1.93B
UBER
Uber Technologies, Inc

Technology
960
+ 2.8%
$91.62 - $100.1 $88K - $96.1K
35.2K $2.88B
BX
Blackstone Inc.

Financial Services
835
+ 2.14%
$138.42 - $168.45 $116K - $141K
39.9K $6.16B
Activity Summary
Buys All Purchases 124 New Holdings 12 Increased Positions 112 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 2 Puts 0
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