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
ADNT
Adient PLC

Consumer Cyclical
14
New
$16.85 - $22.74 $236 - $318
14 $0
ASIX
Advan Six Inc.

Basic Materials
3
New
$27.85 - $32.87 $83.6 - $98.6
3 $0
AES
Aes Corp

Utilities
50
New
$12.44 - $20.24 $622 - $1.01K
50 $0
A
Agilent Technologies, Inc.

Healthcare
5
New
$125.69 - $146.56 $628 - $733
5 $0
ABNB
Airbnb, Inc.

Consumer Cyclical
5
New
$125.36 - $147.37 $627 - $737
5 $0
ALLO
Allogene Therapeutics, Inc.

Healthcare
321
New
$1.84 - $3.22 $591 - $1.03K
321 $0
DOX
Amdocs LTD

Technology
10
New
$82.94 - $92.86 $829 - $929
10 $0
Amentum Holdings Inc
7
New
N/A
7 $0
AMSF
Amerisafe Inc

Financial Services
12
New
N/A
12 $0
AME
Ametek Inc

Industrials
4
New
$165.89 - $197.38 $664 - $790
4 $0
Annaly Capital Management In
7
New
N/A
7 $0
ANNX
Annexon, Inc.

Healthcare
133
New
$4.44 - $7.63 $591 - $1.01K
133 $0
ANSS
Ansys Inc

Technology
2
New
$313.05 - $361.45 $626 - $723
2 $0
Aptiv PLC
300
New
N/A
300 $0
ACGL
Arch Capital Group Ltd.

Financial Services
7
New
$88.71 - $114.86 $621 - $804
7 $0
ACHR
Archer Aviation Inc.

Industrials
102
New
$2.94 - $11.33 $300 - $1.16K
102 $0
ADM
Archer Daniels Midland CO

Consumer Defensive
14
New
$49.38 - $59.52 $691 - $833
14 $0
Arista Networks Inc
12
New
N/A
12 $0
Ark 21 Shares Bitcoin ETF
60
New
N/A
60 $0
Arm Holdings PLC
36
New
N/A
36 $0
ATKR
Atkore Inc.

Industrials
7
New
$82.02 - $104.45 $574 - $731
7 $0
Atlassian Corporation
11
New
N/A
11 $0
AVT
Avnet Inc

Technology
15
New
$52.09 - $57.69 $781 - $865
15 $0
AXSM
Axsome Therapeutics, Inc.

Healthcare
10
New
$83.08 - $100.49 $831 - $1K
10 $0
AZUL
Azul Sa

Industrials
1
New
$1.59 - $3.45 $1.59 - $3.45
1 $0
BGS
B&G Foods, Inc.

Consumer Defensive
106
New
$6.21 - $8.91 $658 - $944
106 $0
BSBR
Banco Santander (Brasil) S.A.

Financial Services
252
New
$3.78 - $5.35 $953 - $1.35K
252 $0
BGNE
Bei Gene, Ltd.

Healthcare
1
New
$174.72 - $246.04 $175 - $246
1 $0
BILI
Bilibili Inc.

Communication Services
39
New
$18.07 - $29.66 $705 - $1.16K
39 $0
BIO
Bio Rad Laboratories, Inc.

Healthcare
2
New
$313.15 - $374.28 $626 - $749
2 $0
Blackrock ETF Trust
540
New
N/A
540 $0
LCTD
Blackrock ETF World Ex Us Carb
110
New
N/A
110 $0
Blackrock Inc
313
New
N/A
313 $0
BAK
Braskem Sa

Basic Materials
182
New
$3.8 - $7.5 $692 - $1.37K
182 $0
BHF
Brighthouse Financial, Inc.

Financial Services
20
New
$43.95 - $52.91 $879 - $1.06K
20 $0
Brookfield Asset Managmt LTD
5
New
N/A
5 $0
Brookfield Corp
20
New
N/A
20 $0
Brookfield Infrastructure CO
19
New
N/A
19 $0
BY
Byline Bancorp, Inc.

Financial Services
31
New
$25.1 - $32.06 $778 - $994
31 $0
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
6
New
$101.82 - $114.06 $611 - $684
6 $0
WHD
Cactus, Inc.

Energy
12
New
$56.69 - $69.49 $680 - $834
12 $0
CPT
Camden Property Trust

Real Estate
6
New
$112.52 - $127.03 $675 - $762
6 $0
Canadian Pacific Kansas City
73
New
N/A
73 $0
CTRE
Care Trust Reit, Inc.

Real Estate
27
New
$26.8 - $32.79 $724 - $885
27 $0
CWST
Casella Waste Systems Inc

Industrials
8
New
$97.5 - $113.93 $780 - $911
8 $0
CE
Celanese Corp

Basic Materials
10
New
$67.03 - $136.68 $670 - $1.37K
10 $0
CVM
Cel Sci Corp

Healthcare
100
New
$0.4 - $1.11 $40 - $111
100 $0
ABC
Amerisourcebergen Corp

Healthcare
3
New
N/A
3 $0
CNC
Centene Corp

Healthcare
12
New
$56.71 - $73.94 $681 - $887
12 $0
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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