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
SO
Southern CO

Utilities
400
New
$81.5 - $94.15 $32.6K - $37.7K
400 $32K
C
Citigroup Inc

Financial Services
449
New
$61.31 - $72.5 $27.5K - $32.6K
449 $31K
EVRG
Evergy, Inc.

Utilities
512
New
$59.06 - $65.0 $30.2K - $33.3K
512 $31K
FXH
First Tr Exchange Trd Fd Healt

ETFs
306
New
$103.53 - $112.72 $31.7K - $34.5K
306 $31K
ICE
Intercontinental Exchange, Inc.

Financial Services
211
New
$148.29 - $166.93 $31.3K - $35.2K
211 $31K
PBP
Invesco Exchange Traded Fd Tr

ETFs
1.33K
New
$22.51 - $23.75 $29.8K - $31.5K
1.33K $31K
IYK
Ishares U.S. Consumer Staples

ETFs
483
New
$65.32 - $70.92 $31.5K - $34.3K
483 $31K
KR
Kroger CO

Consumer Defensive
510
New
$55.21 - $63.3 $28.2K - $32.3K
510 $31K
O
Realty Income Corp

Real Estate
597
New
$51.76 - $64.71 $30.9K - $38.6K
597 $31K
VDC
Vanguard Consumer Staples ETF

ETFs
151
New
$210.96 - $223.62 $31.9K - $33.8K
151 $31K
ROAD
Construction Partners, Inc.

Industrials
343
New
$67.44 - $101.86 $23.1K - $34.9K
343 $30K
MET
Metlife Inc

Financial Services
378
New
$78.15 - $88.25 $29.5K - $33.4K
378 $30K
NEE
Nextera Energy Inc

Utilities
430
New
$69.77 - $85.43 $30K - $36.7K
430 $30K
NOC
Northrop Grumman Corp

Industrials
65
New
$466.52 - $543.88 $30.3K - $35.4K
65 $30K
PSX
Phillips 66

Energy
269
New
$110.35 - $138.93 $29.7K - $37.4K
269 $30K
XLI
Industrial Sector Spdr

ETFs
235
New
$131.76 - $143.99 $31K - $33.8K
235 $30K
SONY
Sony Group Corp

Technology
1.46K
New
$17.53 - $96.8 $25.6K - $141K
1.46K $30K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
290
New
$104.5 - $125.64 $30.3K - $36.4K
290 $30K
AMGN
Amgen Inc

Healthcare
115
New
$258.78 - $328.31 $29.8K - $37.8K
115 $29K
BP
Bp PLC

Energy
1K
New
$28.16 - $33.14 $28.2K - $33.1K
1K $29K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.22K
New
$23.17 - $26.26 $28.4K - $32.1K
1.22K $29K
FITB
Fifth Third Bancorp

Financial Services
703
New
$41.76 - $48.44 $29.4K - $34.1K
703 $29K
IAU
Ishares Gold Trust

ETFs
593
New
$48.37 - $52.65 $28.7K - $31.2K
593 $29K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
290
New
$100.16 - $100.7 $29K - $29.2K
290 $29K
NICE
Nice Ltd.

Technology
173
New
$164.71 - $199.17 $28.5K - $34.5K
173 $29K
PRU
Prudential Financial Inc

Financial Services
251
New
$114.59 - $129.52 $28.8K - $32.5K
251 $29K
XLP
Consumer Staples Sector Spdr

ETFs
385
New
N/A
385 $29K
VZ
Verizon Communications Inc

Communication Services
744
New
$39.6 - $45.21 $29.5K - $33.6K
744 $29K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
902
New
N/A
902 $28K
IDA
Idacorp Inc

Utilities
263
New
$100.11 - $118.96 $26.3K - $31.3K
263 $28K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
14K
+ 10.6%
$55.45 - $61.08 $775K - $853K
146K $8.08M
IXJ
Ishares Global Healthcare ETF

ETFs
333
New
$85.65 - $98.34 $28.5K - $32.7K
333 $28K
MPC
Marathon Petroleum Corp

Energy
201
New
$131.65 - $174.84 $26.5K - $35.1K
201 $28K
NDAQ
Nasdaq, Inc.

Financial Services
369
New
$70.87 - $83.05 $26.2K - $30.6K
369 $28K
PFG
Principal Financial Group Inc

Financial Services
374
New
$74.91 - $91.26 $28K - $34.1K
374 $28K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
796
New
$36.36 - $43.93 $28.9K - $35K
796 $28K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
50
New
$563.99 - $620.12 $28.2K - $31K
50 $28K
VCIT
Vanguard Intermediate Term Cor

ETFs
358
New
$80.13 - $83.77 $28.7K - $30K
358 $28K
AMP
Ameriprise Financial Inc

Financial Services
51
New
$473.15 - $574.01 $24.1K - $29.3K
51 $27K
FCX
Freeport Mcmoran Inc

Basic Materials
735
New
$38.08 - $50.82 $28K - $37.4K
735 $27K
ROM
Proshares Ultra Technology

ETFs
400
New
$63.86 - $75.32 $25.5K - $30.1K
400 $27K
WFG
West Fraser Timber Co., LTD

Basic Materials
314
New
$84.65 - $101.14 $26.6K - $31.8K
314 $27K
FC
Franklin Covey CO

Industrials
704
New
$35.29 - $44.09 $24.8K - $31K
704 $26K
HLN
Haleon PLC

Healthcare
2.75K
New
$9.23 - $10.71 $25.3K - $29.4K
2.75K $26K
WSO
Watsco Inc

Industrials
56
New
$466.57 - $568.78 $26.1K - $31.9K
56 $26K
ALB
Albemarle Corp

Basic Materials
296
New
$86.08 - $111.3 $25.5K - $32.9K
296 $25K
CNHI
Cnh Industrial N.V.

Industrials
2.4K
New
N/A
2.4K $25K
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.38%
$471.27 - $550.62 $1.41K - $1.65K
789 $411K
EEMA
Ishares Msci Emerging Markets

ETFs
360
New
$71.65 - $82.07 $25.8K - $29.5K
360 $25K
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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