Uma Financial Services, Inc. Purchases in Q4 2024

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCHP
Microchip Technology Inc

Technology
188
New
$55.51 - $79.05 $10.4K - $14.9K
188 $10K
NGG
National Grid PLC

Utilities
182
New
$57.68 - $70.03 $10.5K - $12.7K
182 $10K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
71
New
$150.51 - $170.38 $10.7K - $12.1K
71 $10K
PPG
Ppg Industries Inc

Basic Materials
87
New
$119.09 - $131.37 $10.4K - $11.4K
87 $10K
URTY
Proshares Trust Proshrs Ultrap

ETFs
204
New
$48.72 - $66.24 $9.94K - $13.5K
204 $10K
ROST
Ross Stores, Inc.

Consumer Cyclical
72
New
$138.59 - $156.61 $9.98K - $11.3K
72 $10K
SEM
Select Medical Holdings Corp

Healthcare
550
New
$18.26 - $40.2 $10K - $22.1K
550 $10K
USB
Us Bancorp \De\

Financial Services
217
New
$43.98 - $53.66 $9.54K - $11.6K
217 $10K
VFVA
Vanguard Wellington Fd U S Val

ETFs
89
New
$117.34 - $130.02 $10.4K - $11.6K
89 $10K
FCOM
Fidelity Covington Tr Msci Com

ETFs
166
New
$54.65 - $61.96 $9.07K - $10.3K
166 $9K
GIS
General Mills Inc

Consumer Defensive
156
New
$62.78 - $74.62 $9.79K - $11.6K
156 $9K
CLOU
Global X Fds Cloud Computing E

ETFs
395
New
$20.08 - $25.59 $7.93K - $10.1K
395 $9K
JKHY
Henry Jack & Associates Inc

Technology
55
New
$171.12 - $186.18 $9.41K - $10.2K
55 $9K
EWJ
Ishares Msci Japan ETF

ETFs
146
New
$66.18 - $71.84 $9.66K - $10.5K
146 $9K
IBB
Ishares Biotechnology ETF

ETFs
70
New
$131.21 - $148.85 $9.18K - $10.4K
70 $9K
JEPI
J P Morgan Exchange Traded Fd

ETFs
173
New
$57.53 - $60.83 $9.95K - $10.5K
173 $9K
NXPI
Nxp Semiconductors N.V.

Technology
44
New
$207.27 - $255.58 $9.12K - $11.2K
44 $9K
STNG
Scorpio Tankers Inc.

Energy
189
New
$47.15 - $74.31 $8.91K - $14K
189 $9K
SUI
Sun Communities Inc

Real Estate
79
New
$119.89 - $139.05 $9.47K - $11K
79 $9K
THO
Thor Industries Inc

Consumer Cyclical
102
New
$94.35 - $115.54 $9.62K - $11.8K
102 $9K
RCII
Rent A Center Inc De

Industrials
338
New
N/A
338 $9K
ZTO
Zto Express (Cayman) Inc.

Industrials
467
New
$18.49 - $26.99 $8.63K - $12.6K
467 $9K
AIN
Albany International Corp

Consumer Cyclical
109
New
$67.92 - $87.46 $7.4K - $9.53K
109 $8K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
154
New
$45.39 - $62.98 $6.99K - $9.7K
154 $8K
BME
Black Rock Health Sciences Trust

Financial Services
232
New
$36.92 - $42.26 $8.57K - $9.8K
232 $8K
BTI
British American Tobacco P.L.C.

Consumer Defensive
244
New
$34.25 - $37.94 $8.36K - $9.26K
244 $8K
BAP
Credicorp LTD

Financial Services
45
New
$180.17 - $198.65 $8.11K - $8.94K
45 $8K
DEO
Diageo PLC

Consumer Defensive
70
New
$118.0 - $139.88 $8.26K - $9.79K
70 $8K
EMQQ
Emqq Emerging Markets Internet

ETFs
235
New
$34.48 - $41.58 $8.1K - $9.77K
235 $8K
GM
General Motors CO

Consumer Cyclical
151
New
$44.82 - $60.2 $6.77K - $9.09K
151 $8K
CMF
Ishares California Muni Bond E

ETFs
156
New
$56.66 - $58.1 $8.84K - $9.06K
156 $8K
SIZE
Ishares Msci Usa Size Factor E

ETFs
55
New
$146.95 - $158.89 $8.08K - $8.74K
55 $8K
IWD
Ishares Russell 1000 Val ETF

ETFs
45
New
$183.23 - $199.79 $8.25K - $8.99K
45 $8K
MSTR
Microstrategy Inc

Technology
29
New
$162.69 - $473.83 $4.72K - $13.7K
29 $8K
IBUY
Amplify ETF Tr Amplify Online

ETFs
120
New
$59.83 - $69.71 $7.18K - $8.37K
120 $7K
AON
Aon PLC

Financial Services
22
New
$344.14 - $393.31 $7.57K - $8.65K
22 $7K
ARGX
Argenx Se

Healthcare
12
New
$520.52 - $638.33 $6.25K - $7.66K
12 $7K
ARKG
Ark Genomic Revolution ETF (De

ETFs
333
New
$22.66 - $27.11 $7.55K - $9.03K
333 $7K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
871
New
$6.75 - $10.44 $5.88K - $9.09K
871 $7K
BCE
Bce Inc

Communication Services
305
New
$22.53 - $34.84 $6.87K - $10.6K
305 $7K
CRS
Carpenter Technology Corp

Industrials
44
New
$149.5 - $196.14 $6.58K - $8.63K
44 $7K
DRI
Darden Restaurants Inc

Consumer Cyclical
40
New
$155.96 - $188.66 $6.24K - $7.55K
40 $7K
EBAY
Ebay Inc

Consumer Cyclical
128
New
$57.51 - $67.17 $7.36K - $8.6K
128 $7K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
100
New
$70.54 - $79.61 $7.05K - $7.96K
100 $7K
FDVV
Fidelity High Dividend ETF

ETFs
152
New
$49.66 - $52.63 $7.55K - $8K
152 $7K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
139
New
$56.18 - $67.64 $7.81K - $9.4K
139 $7K
HDV
Ishares Core High Dividend ETF

ETFs
64
New
$110.82 - $121.28 $7.09K - $7.76K
64 $7K
IXC
Ishares Tr Global Energy ETF

ETFs
206
New
$36.95 - $43.06 $7.61K - $8.87K
206 $7K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
300
New
$26.01 - $28.19 $7.8K - $8.46K
300 $7K
Activity Summary
Buys All Purchases 1035 New Holdings 966 Increased Positions 69 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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