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
Healthcare Rlty Tr
43
New
N/A
43 $0
HTBK
Heritage Commerce Corp

Financial Services
95
New
$9.37 - $10.97 $890 - $1.04K
95 $0
HIMX
Himax Technologies, Inc.

Technology
118
New
$5.14 - $9.71 $607 - $1.15K
118 $0
HII
Huntington Ingalls Industries, Inc.

Industrials
5
New
$184.96 - $264.65 $925 - $1.32K
5 $0
IDYA
Ideaya Biosciences, Inc.

Healthcare
31
New
$24.79 - $31.98 $768 - $991
31 $0
ILMN
Illumina, Inc.

Healthcare
6
New
$128.99 - $155.15 $774 - $931
6 $0
IMVT
Immunovant, Inc.

Healthcare
1
New
N/A
1 $0
INCY
Incyte Corp

Healthcare
12
New
$65.08 - $83.38 $781 - $1K
12 $0
IRT
Independence Realty Trust, Inc.

Real Estate
48
New
$18.78 - $22.01 $901 - $1.06K
48 $0
IR
Ingersoll Rand Inc.

Industrials
7
New
$90.46 - $105.35 $633 - $737
7 $0
INSM
Insmed Inc

Healthcare
13
New
$66.29 - $76.63 $862 - $996
13 $0
NSP
Insperity, Inc.

Industrials
9
New
$72.51 - $88.91 $653 - $800
9 $0
PODD
Insulet Corp

Healthcare
3
New
$227.79 - $275.7 $683 - $827
3 $0
RWL
Invesco Exchange Traded Fd Tr

ETFs
9
New
$97.11 - $104.1 $874 - $937
9 $0
RWK
Invesco Exchange Traded Fd Tr

ETFs
4
New
$114.67 - $126.49 $459 - $506
4 $0
RWJ
Invesco Exchange Traded Fd Tr

ETFs
6
New
$44.2 - $49.46 $265 - $297
6 $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
130
New
N/A
130 $0
IONQ
Ion Q, Inc.

Technology
11
New
$8.17 - $48.24 $89.9 - $531
11 $0
IQV
Iqvia Holdings Inc.

Healthcare
5
New
$190.97 - $236.63 $955 - $1.18K
5 $0
Ishares Bitcoin Trust ETF
2.35K
New
N/A
2.35K $0
ACWF
Ishares Msci Global Multifacto

ETFs
40
New
N/A
40 $0
Ishares Tr
4.17K
New
N/A
4.17K $0
Ishares Tr
4K
New
N/A
4K $0
Ishares Tr
474
New
N/A
474 $0
PFF
Ishares Trust Ishares Pfd And

ETFs
7
New
$31.23 - $33.51 $219 - $235
7 $0
IJK
Ishares S&P Midcap 400 Growth

ETFs
9
New
$90.66 - $99.46 $816 - $895
9 $0
Jacobs Solutions Inc
7
New
N/A
7 $0
JOBY
Joby Aviation, Inc.

Industrials
8
New
$4.8 - $9.16 $38.4 - $73.3
8 $0
BEKE
Ke Holdings Inc.

Real Estate
32
New
$18.38 - $25.8 $588 - $826
32 $0
K
Kellogg CO

Consumer Defensive
12
New
$80.34 - $81.29 $964 - $975
12 $0
KELYA
Kelly Services Inc

Industrials
49
New
$12.84 - $22.25 $629 - $1.09K
49 $0
KW
Kennedy Wilson Holdings, Inc.

Real Estate
65
New
$9.98 - $11.7 $649 - $761
65 $0
Kenvue Inc
817
New
N/A
817 $0
KFRC
Kforce Inc

Industrials
13
New
$53.57 - $62.47 $696 - $812
13 $0
KLAC
Kla Corp

Technology
1
New
$614.46 - $829.55 $614 - $830
1 $0
Knife River Corp
1.13K
New
N/A
1.13K $0
KTB
Kontoor Brands, Inc.

Consumer Cyclical
9
New
$76.53 - $94.19 $689 - $848
9 $0
KHC
Kraft Heinz CO

Consumer Defensive
26
New
$30.1 - $36.02 $783 - $937
26 $0
KURA
Kura Oncology, Inc.

Healthcare
87
New
$8.51 - $19.21 $740 - $1.67K
87 $0
KD
Kyndryl Holdings, Inc.

Technology
4
New
$22.43 - $35.79 $89.7 - $143
4 $0
Lam Research Corp
15
New
N/A
15 $0
LNTH
Lantheus Holdings, Inc.

Healthcare
8
New
$76.22 - $116.71 $610 - $934
8 $0
EL
Estee Lauder Companies Inc

Consumer Defensive
9
New
$62.74 - $97.24 $565 - $875
9 $0
LMAT
Lemaitre Vascular Inc

Healthcare
10
New
$85.64 - $107.97 $856 - $1.08K
10 $0
ASG
Liberty All Star Growth Fund Inc.

Financial Services
2
New
$5.55 - $6.07 $11.1 - $12.1
2 $0
Lifezone Metals Limited
102
New
N/A
102 $0
Linde PLC
115
New
N/A
115 $0
LUMN
Lumen Technologies, Inc.

Communication Services
1
New
$5.31 - $10.12 $5.31 - $10.1
1 $0
LYFT
Lyft, Inc.

Technology
32
New
$12.36 - $18.59 $396 - $595
32 $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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