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
TEF
Telefonica S A

Communication Services
1.25K
New
$4.02 - $4.88 $5.04K - $6.12K
1.25K $5K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
236
New
$16.43 - $22.77 $3.88K - $5.37K
236 $5K
UPST
Upstart Holdings, Inc.

Financial Services
90
New
$37.78 - $84.46 $3.4K - $7.6K
90 $5K
VALE
Vale S.A.

Basic Materials
622
New
$8.74 - $11.78 $5.44K - $7.33K
622 $5K
PPLT
Abrdn Platinum ETF Trust

ETFs
50
New
N/A
50 $4K
AER
Aer Cap Holdings N.V.

Industrials
50
New
$91.85 - $100.3 $4.59K - $5.02K
50 $4K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
50
New
$97.29 - $122.68 $4.86K - $6.13K
50 $4K
AVDE
American Centy ETF Tr Avantis

ETFs
70
New
$60.9 - $66.69 $4.26K - $4.67K
70 $4K
ARCC
Ares Capital Corp

Financial Services
190
New
$20.74 - $22.27 $3.94K - $4.23K
190 $4K
BALL
Ball Corp

Consumer Cyclical
90
New
$54.84 - $67.94 $4.94K - $6.11K
90 $4K
BIIB
Biogen Inc.

Healthcare
30
New
$146.47 - $191.55 $4.39K - $5.75K
30 $4K
ORCC
Owl Rock Capital Corp

Financial Services
359
New
N/A
359 $4K
ENB
Enbridge Inc

Energy
100
New
$40.4 - $43.92 $4.04K - $4.39K
100 $4K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
68
New
$70.31 - $77.39 $4.78K - $5.26K
68 $4K
GIL
Gildan Activewear Inc.

Consumer Cyclical
103
New
$46.28 - $50.23 $4.77K - $5.17K
103 $4K
HMC
Honda Motor CO LTD

Consumer Cyclical
161
New
$23.7 - $32.62 $3.82K - $5.25K
161 $4K
YY
Joyy Inc.

Communication Services
97
New
$33.1 - $42.36 $3.21K - $4.11K
97 $4K
PZZA
Papa Johns International Inc

Consumer Cyclical
113
New
$38.91 - $58.21 $4.4K - $6.58K
113 $4K
PAYC
Paycom Software, Inc.

Technology
21
New
$159.94 - $240.25 $3.36K - $5.05K
21 $4K
PM
Philip Morris International Inc.

Consumer Defensive
38
New
$118.38 - $133.06 $4.5K - $5.06K
38 $4K
PHI
Pldt Inc.

Communication Services
205
New
$21.06 - $27.58 $4.32K - $5.65K
205 $4K
RNR
Renaissancere Holdings LTD

Financial Services
18
New
$241.97 - $287.47 $4.36K - $5.17K
18 $4K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
180
New
$22.63 - $47.53 $4.07K - $8.56K
180 $4K
SPOT
Spotify Technology S.A.

Communication Services
11
New
$362.95 - $502.38 $3.99K - $5.53K
11 $4K
SWK
Stanley Black & Decker, Inc.

Industrials
50
New
$79.07 - $109.36 $3.95K - $5.47K
50 $4K
TDOC
Teladoc Health, Inc.

Healthcare
506
New
$8.57 - $12.02 $4.34K - $6.08K
506 $4K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
11
New
$338.38 - $446.21 $3.72K - $4.91K
11 $4K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
28
New
$159.11 - $178.39 $4.46K - $4.99K
28 $4K
WBD
Warner Bros. Discovery, Inc.

Communication Services
421
New
$7.33 - $12.37 $3.09K - $5.21K
421 $4K
WB
Weibo Corp

Communication Services
484
New
$8.19 - $11.71 $3.96K - $5.67K
484 $4K
ZM
Zoom Video Communications, Inc.

Technology
51
New
$67.21 - $89.03 $3.43K - $4.54K
51 $4K
BB
Blackberry LTD

Technology
1K
New
$2.25 - $3.96 $2.25K - $3.96K
1K $3K
BORR
Borr Drilling LTD

Energy
921
New
$3.36 - $5.65 $3.09K - $5.2K
921 $3K
LND
Brasil Agro Brazilian Agricultural Real Estate CO

Consumer Defensive
894
New
$3.55 - $4.7 $3.17K - $4.2K
894 $3K
CHTR
Charter Communications, Inc.

Communication Services
11
New
$315.38 - $408.02 $3.47K - $4.49K
11 $3K
CVAC
Cure Vac N.V.

Healthcare
1.02K
New
$2.49 - $3.41 $2.54K - $3.49K
1.02K $3K
DDOG
Datadog, Inc.

Technology
22
New
$113.98 - $168.65 $2.51K - $3.71K
22 $3K
DD
Du Pont De Nemours, Inc.

Basic Materials
50
New
$75.95 - $88.05 $3.8K - $4.4K
50 $3K
EXK
Endeavour Silver Corp

Basic Materials
1K
New
$3.56 - $5.55 $3.56K - $5.55K
1K $3K
FDIS
Fidelity Covington Tr Msci Con

ETFs
37
New
$85.33 - $104.24 $3.16K - $3.86K
37 $3K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
61
New
$64.85 - $73.04 $3.96K - $4.46K
61 $3K
FMC
Fmc Corp

Basic Materials
78
New
$47.86 - $66.62 $3.73K - $5.2K
78 $3K
GLPG
Galapagos Nv

Healthcare
139
New
$25.22 - $31.05 $3.51K - $4.32K
139 $3K
GMAB
Genmab A/S

Healthcare
160
New
$20.02 - $24.15 $3.2K - $3.86K
160 $3K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
128
New
$26.79 - $30.35 $3.43K - $3.88K
128 $3K
HIW
Highwoods Properties, Inc.

Real Estate
100
New
$29.37 - $36.37 $2.94K - $3.64K
100 $3K
IRM
Iron Mountain Inc

Real Estate
32
New
$101.62 - $128.14 $3.25K - $4.1K
32 $3K
EWY
Ishares Inc Msci South Korea E

ETFs
63
New
$50.89 - $63.57 $3.21K - $4K
63 $3K
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
171
New
$18.16 - $22.66 $3.11K - $3.87K
171 $3K
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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