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
NSSC
Napco Security Technologies, Inc

Industrials
1.77K
New
$34.51 - $42.2 $60.9K - $74.5K
1.77K $62K
BXSL
Blackstone Secured Lending Fund

Financial Services
1.91K
New
$29.25 - $33.27 $55.7K - $63.4K
1.91K $61K
ZBRA
Zebra Technologies Corp

Technology
159
New
$360.09 - $411.94 $57.3K - $65.5K
159 $61K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
2.59K
New
$23.41 - $25.88 $60.6K - $67K
2.59K $60K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
923
New
$64.91 - $73.47 $59.9K - $67.8K
923 $60K
CBRE
Cbre Group, Inc.

Real Estate
457
New
$119.22 - $140.71 $54.5K - $64.3K
457 $59K
TGT
Target Corp

Consumer Defensive
438
New
$121.59 - $160.69 $53.3K - $70.4K
438 $59K
CTAS
Cintas Corp

Industrials
321
New
$182.7 - $226.47 $58.6K - $72.7K
321 $58K
EMR
Emerson Electric CO

Industrials
471
New
$108.13 - $134.33 $50.9K - $63.3K
471 $58K
MSFT
Microsoft Corp

Technology
467
+ 2.94%
$406.35 - $454.46 $190K - $212K
16.3K $6.89M
SYY
Sysco Corp

Consumer Defensive
751
New
$73.63 - $81.77 $55.3K - $61.4K
751 $57K
ALV
Autoliv Inc

Consumer Cyclical
607
New
$91.27 - $101.57 $55.4K - $61.7K
607 $56K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
1.35K
New
$40.26 - $44.35 $54.5K - $60K
1.35K $56K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
264
New
$209.89 - $233.24 $55.4K - $61.6K
264 $56K
CATY
Cathay General Bancorp

Financial Services
1.16K
New
$41.63 - $53.85 $48.3K - $62.5K
1.16K $55K
CLH
Clean Harbors Inc

Industrials
242
New
$228.61 - $263.39 $55.3K - $63.7K
242 $55K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.06%
$873.59 - $994.69 $874 - $995
1.81K $1.66M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.19K
New
$46.75 - $47.8 $55.6K - $56.9K
1.19K $55K
BAH
Booz Allen Hamilton Holding Corp

Industrials
427
New
$128.36 - $186.0 $54.8K - $79.4K
427 $54K
DHI
Horton D R Inc

Consumer Cyclical
387
New
$137.24 - $194.56 $53.1K - $75.3K
387 $54K
TQQQ
Proshares Ultrapro Qqq

ETFs
27
+ 0.35%
$69.42 - $93.29 $1.87K - $2.52K
7.75K $613K
FNDC
Schwab Fundamental Intl Small

ETFs
1.59K
New
$33.92 - $38.03 $53.8K - $60.4K
1.59K $54K
WM
Waste Management Inc

Industrials
270
New
$201.79 - $228.46 $54.5K - $61.7K
270 $54K
ALC
Alcon Inc

Healthcare
633
New
$83.87 - $99.15 $53.1K - $62.8K
633 $53K
MTG
Mgic Investment Corp

Financial Services
2.27K
New
$23.32 - $26.4 $52.9K - $59.8K
2.27K $53K
VRSN
Verisign Inc

Technology
260
New
$176.68 - $206.96 $45.9K - $53.8K
260 $53K
BR
Broadridge Financial Solutions, Inc.

Technology
232
New
$209.64 - $236.44 $48.6K - $54.9K
232 $52K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.4K
New
$36.54 - $37.53 $51.2K - $52.5K
1.4K $51K
IGM
Ishares Expanded Tech Sector E

ETFs
505
New
$94.19 - $106.95 $47.6K - $54K
505 $51K
APD
Air Products & Chemicals, Inc.

Basic Materials
175
New
$285.5 - $335.62 $50K - $58.7K
175 $50K
FANG
Diamondback Energy, Inc.

Energy
307
New
$153.06 - $199.5 $47K - $61.2K
307 $50K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1K
New
$50.35 - $50.69 $50.4K - $50.7K
1K $50K
ECL
Ecolab Inc.

Basic Materials
210
New
$234.32 - $261.43 $49.2K - $54.9K
210 $49K
FNV
Franco Nevada Corp

Basic Materials
418
New
$113.26 - $137.22 $47.3K - $57.4K
418 $49K
IGV
Ishares Expanded Tech Software

ETFs
491
New
$87.5 - $110.17 $43K - $54.1K
491 $49K
FNDX
Schwab Fundamental U S Large C

ETFs
2.08K
New
$23.49 - $71.77 $48.8K - $149K
2.08K $49K
ADI
Analog Devices Inc

Technology
226
New
$206.35 - $236.48 $46.6K - $53.4K
226 $48K
ISCG
Ishares Morningstar Small Cap

ETFs
985
New
$48.22 - $54.03 $47.5K - $53.2K
985 $48K
IWV
Ishares Russell 3000 ETF

ETFs
145
New
$323.08 - $349.08 $46.8K - $50.6K
145 $48K
KNSL
Kinsale Capital Group, Inc.

Financial Services
105
New
$424.05 - $524.22 $44.5K - $55K
105 $48K
ITB
Ishares Tr

ETFs
463
New
$103.31 - $129.34 $47.8K - $59.9K
463 $47K
RWO
Spdr Dow Jones Global Real Est

ETFs
1.1K
New
$42.41 - $47.31 $46.7K - $52.1K
1.1K $47K
CPB
Campbell Soup CO

Consumer Defensive
1.12K
New
$41.42 - $48.71 $46.6K - $54.8K
1.12K $47K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
1.72K
New
$26.16 - $29.13 $45K - $50.1K
1.72K $45K
FDX
Fedex Corp

Industrials
162
New
$260.5 - $305.15 $42.2K - $49.4K
162 $45K
HPE
Hewlett Packard Enterprise CO

Technology
2.14K
New
$19.31 - $23.95 $41.3K - $51.2K
2.14K $45K
BSEP
Innovator U.S. Equity Buffer E

ETFs
1.06K
New
$41.8 - $43.67 $44.1K - $46.1K
1.06K $45K
POOL
Pool Corp

Industrials
133
New
$339.32 - $390.03 $45.1K - $51.9K
133 $45K
FNDF
Schwab Fundamental Intl Large

ETFs
1.36K
New
$32.92 - $37.15 $44.8K - $50.5K
1.36K $45K
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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