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
RDWR
Radware LTD

Technology
27
New
$21.63 - $24.52 $584 - $662
27 $0
RMBS
Rambus Inc

Technology
12
New
$40.13 - $59.14 $482 - $710
12 $0
Rbb Fd Inc
894
New
N/A
894 $0
RTO
Rentokil Initial PLC

Industrials
24
New
$22.92 - $26.98 $550 - $648
24 $0
REZI
Resideo Technologies, Inc.

Industrials
11
New
$19.3 - $27.75 $212 - $305
11 $0
RMD
Resmed Inc

Healthcare
4
New
$228.69 - $256.07 $915 - $1.02K
4 $0
RVMD
Revolution Medicines, Inc.

Healthcare
17
New
$42.97 - $60.6 $730 - $1.03K
17 $0
Rlj Lodging Tr
300
New
N/A
300 $0
RMR
Rmr Group Inc.

Real Estate
38
New
$20.29 - $25.78 $771 - $980
38 $0
RBLX
Roblox Corp

Communication Services
10
New
$39.86 - $61.45 $399 - $615
10 $0
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
79
New
$11.35 - $18.82 $897 - $1.49K
79 $0
RCI
Rogers Communications Inc

Communication Services
27
New
$30.36 - $39.38 $820 - $1.06K
27 $0
Roundhill ETF Trust
40
New
N/A
40 $0
SANA
Sana Biotechnology, Inc.

Healthcare
410
New
$1.6 - $4.36 $656 - $1.79K
410 $0
Serve Robotics Inc
417
New
N/A
417 $0
SJM
J M Smucker CO

Consumer Defensive
9
New
$106.92 - $121.75 $962 - $1.1K
9 $0
Smurfit Westrock PLC
110
New
N/A
110 $0
Solventum Corp
346
New
N/A
346 $0
SOUN
Soundhound Ai, Inc.

Technology
20
New
$4.51 - $24.23 $90.2 - $485
20 $0
South Bow Corp
809
New
N/A
809 $0
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
15
New
$54.04 - $67.28 $811 - $1.01K
15 $0
SWX
Southwest Gas Holdings, Inc.

Utilities
9
New
$67.87 - $79.16 $611 - $712
9 $0
DGT
Spdr Global Dow ETF
84
New
N/A
84 $0
JOE
St Joe CO

Real Estate
17
New
$43.8 - $59.68 $745 - $1.01K
17 $0
STLA
Stellantis N.V.

Consumer Cyclical
62
New
$12.37 - $13.99 $767 - $867
62 $0
STEL
Stellar Bancorp Inc
26
New
N/A
26 $0
STKL
Sun Opta Inc.

Consumer Defensive
123
New
$5.72 - $7.89 $704 - $970
123 $0
SNV
Synovus Financial Corp

Financial Services
2
New
$42.5 - $58.73 $85 - $117
2 $0
Taoping Inc
10
New
N/A
10 $0
Te Connectivity PLC
193
New
N/A
193 $0
Teekay Tankers LTD
50
New
N/A
50 $0
Tenax Therapeutics Inc
1
New
N/A
1 $0
TME
Tencent Music Entertainment Group

Communication Services
86
New
$10.67 - $13.73 $918 - $1.18K
86 $0
TDC
Teradata Corp

Technology
26
New
$28.47 - $33.38 $740 - $868
26 $0
TRNO
Terreno Realty Corp

Real Estate
15
New
$58.62 - $66.94 $879 - $1K
15 $0
Thomson Reuters Corp
1.08K
New
N/A
1.08K $0
TLRY
Tilray Brands, Inc.

Healthcare
659
New
$1.16 - $1.77 $764 - $1.17K
659 $0
TCBK
Trico Bancshares

Financial Services
16
New
$40.66 - $49.62 $651 - $794
16 $0
UDR
Udr, Inc.

Real Estate
14
New
$41.3 - $46.33 $578 - $649
14 $0
UA
Under Armour Inc Cl C

Consumer Cyclical
107
New
$7.37 - $9.94 $789 - $1.06K
107 $0
X
United States Steel Corp

Basic Materials
20
New
$30.14 - $42.31 $603 - $846
20 $0
UNM
Unum Group

Financial Services
10
New
$58.88 - $77.07 $589 - $771
10 $0
VAL
Valaris LTD

Energy
22
New
$40.92 - $56.38 $900 - $1.24K
22 $0
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
8
New
$105.45 - $117.99 $844 - $944
8 $0
Vanguard Malvern Fds
2.29K
New
N/A
2.29K $0
Vanguard Mun Bd Fds
51.3K
New
N/A
51.3K $0
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.08%
N/A
2.51K $456K
Vanguard Wellington Fd
197
New
N/A
197 $0
VTR
Ventas, Inc.

Real Estate
11
New
$57.73 - $66.48 $635 - $731
11 $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
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email