Brinker Capital Investments, LLC Uwm Holdings Corp Transaction History

Brinker Capital Investments, LLC

$11.4 Billion
Q3 2025

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	SELL	$3.94 - $5.79 $3,806 - $5,593	-966 Reduced 5.78%	15,752 $65,000
Q1 2025 Jul 31, 2025	SELL	$5.43 - $6.63 $70,551 - $86,143	-12,993 Reduced 43.73%	16,718 $91,000
Q4 2024 Jul 31, 2025	BUY	$5.65 - $8.33 $111,225 - $163,984	19,686 Added 196.37%	29,711 $174,000
Q3 2024 Jul 31, 2025	BUY	$6.62 - $9.52 $66,365 - $95,438	10,025 New	10,025 $85,000

Others Institutions Holding UWMC

# of Institutions

297

Shares Held

142M

Call Options Held

5.41M

Put Options Held

1.79M

Vanguard Group Inc Valley Forge, PA

17.3M
Shares

$88.1 Million
0.0% of portfolio
683 Capital Management, LLC New York, NY

7.4M
Shares

$37.7 Million
2.67% of portfolio
Israel Englander Millennium Management LLC | New York, Ny

6.1M
Shares

$31.1 Million
0.02% of portfolio
Integrated Investment Consultants, LLC

5.36M
Shares

$27.3 Million
5.11% of portfolio
Bank Of America Corp Charlotte, NC

5.28M
Shares

$26.9 Million
0.0% of portfolio

About UWM Holdings Corp

Ticker UWMC
Exchange NYSE
Sector Financial Services
Industry Mortgage Finance
Shares Outstandng 103,104,000
Market Cap $526M
Description
UWM Holdings Corporation engages in the residential mortgage lending business in the United States. The company originates mortgage loans through wholesale channel. It originates primarily conforming and government loans. UWM Holdings Corporation was founded in 1986 and is headquartered in Pontiac, Michigan.

More about UWMC

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