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
REZ
Ishares Tr Residential And Mul

ETFs
236
New
$79.04 - $89.77 $18.7K - $21.2K
236 $19K
JBT
John Bean Technologies Corp

Industrials
152
New
$94.76 - $131.66 $14.4K - $20K
152 $19K
OTIS
Otis Worldwide Corp

Industrials
215
New
$92.57 - $106.01 $19.9K - $22.8K
215 $19K
FNDE
Schwab Fundamental Emerging Mk

ETFs
668
New
$28.89 - $33.95 $19.3K - $22.7K
668 $19K
VXF
Vanguard Extended Market ETF

ETFs
104
New
$179.17 - $207.15 $18.6K - $21.5K
104 $19K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
500
+ 9.94%
$48.33 - $49.08 $24.2K - $24.5K
5.53K $267K
CHH
Choice Hotels International Inc

Consumer Cyclical
128
New
$128.7 - $152.73 $16.5K - $19.5K
128 $18K
DY
Dycom Industries Inc

Industrials
105
New
$168.3 - $202.91 $17.7K - $21.3K
105 $18K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
267
New
$63.19 - $73.31 $16.9K - $19.6K
267 $18K
GPI
Group 1 Automotive Inc

Consumer Cyclical
45
New
$344.56 - $435.0 $15.5K - $19.6K
45 $18K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
761
New
$24.61 - $25.12 $18.7K - $19.1K
761 $18K
MRNA
Moderna, Inc.

Healthcare
448
New
$36.85 - $63.93 $16.5K - $28.6K
448 $18K
WDC
Western Digital Corp

Technology
317
New
$59.62 - $73.43 $18.9K - $23.3K
317 $18K
AFL
Aflac Inc

Financial Services
170
New
$100.37 - $115.27 $17.1K - $19.6K
170 $17K
FENY
Fidelity Covington Tr Msci Ene

ETFs
739
New
$23.14 - $26.91 $17.1K - $19.9K
739 $17K
FIS
Fidelity National Information Services, Inc.

Technology
211
New
$80.14 - $90.95 $16.9K - $19.2K
211 $17K
FMX
Mexican Economic Development Inc

Consumer Defensive
202
New
$84.71 - $99.68 $17.1K - $20.1K
202 $17K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
785
New
$22.65 - $23.8 $17.8K - $18.7K
785 $17K
MRVL
Marvell Technology, Inc.

Technology
161
New
$70.31 - $124.78 $11.3K - $20.1K
161 $17K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.29K
New
$9.71 - $15.34 $12.6K - $19.8K
1.29K $17K
AA
Alcoa Corp

Basic Materials
444
New
$36.62 - $47.42 $16.3K - $21.1K
444 $16K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.73K
New
$9.25 - $10.62 $16K - $18.4K
1.73K $16K
FFIN
First Financial Bankshares Inc

Financial Services
466
New
$35.49 - $43.05 $16.5K - $20.1K
466 $16K
ITW
Illinois Tool Works Inc

Industrials
64
New
$253.56 - $278.5 $16.2K - $17.8K
64 $16K
LFVN
Lifevantage Corp

Consumer Defensive
952
New
$11.34 - $17.85 $10.8K - $17K
952 $16K
ROLL
Rbc Bearings Inc

Industrials
69
New
N/A
69 $16K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
955
New
$16.73 - $19.67 $16K - $18.8K
955 $16K
SWKS
Skyworks Solutions, Inc.

Technology
185
New
$83.18 - $99.15 $15.4K - $18.3K
185 $16K
APO
Apollo Global Management, Inc.

Financial Services
91
New
$131.36 - $178.61 $12K - $16.3K
91 $15K
ARKQ
Ark Autonomous Technology & Ro

ETFs
201
New
$60.57 - $82.2 $12.2K - $16.5K
201 $15K
ATI
Allegheny Technologies Inc

Industrials
278
New
$52.71 - $65.96 $14.7K - $18.3K
278 $15K
DELL
Dell Technologies Inc.

Technology
136
New
$111.96 - $144.21 $15.2K - $19.6K
136 $15K
ET
Energy Transfer LP

Energy
768
New
$16.05 - $19.86 $12.3K - $15.3K
768 $15K
EOG
Eog Resources Inc

Energy
128
New
$118.22 - $136.54 $15.1K - $17.5K
128 $15K
FXG
First Tr Exchange Traded First

ETFs
241
New
$63.7 - $70.06 $15.4K - $16.9K
241 $15K
FUL
Fuller H B CO

Basic Materials
226
New
$67.09 - $80.64 $15.2K - $18.2K
226 $15K
GTY
Getty Realty Corp

Real Estate
499
New
$29.81 - $33.31 $14.9K - $16.6K
499 $15K
IWP
Ishares Russell Mid Cap Growth

ETFs
120
New
$116.4 - $138.52 $14K - $16.6K
120 $15K
LAMR
Lamar Advertising CO

Real Estate
129
New
$121.37 - $138.11 $15.7K - $17.8K
129 $15K
LSTR
Landstar System Inc

Industrials
90
New
$171.86 - $192.81 $15.5K - $17.4K
90 $15K
LMT
Lockheed Martin Corp

Industrials
31
New
$479.66 - $614.62 $14.9K - $19.1K
31 $15K
NSC
Norfolk Southern Corp

Industrials
65
New
$230.6 - $277.0 $15K - $18K
65 $15K
NTNX
Nutanix, Inc.

Technology
253
New
$56.46 - $73.18 $14.3K - $18.5K
253 $15K
PRG
Prog Holdings, Inc.

Industrials
369
New
$41.69 - $49.65 $15.4K - $18.3K
369 $15K
XLY
Select Sector Spdr Consumer Di

ETFs
71
New
$194.8 - $239.43 $13.8K - $17K
71 $15K
ADP
Automatic Data Processing Inc

Industrials
50
New
$280.08 - $307.97 $14K - $15.4K
50 $14K
BOH
Bank Of Hawaii Corp

Financial Services
200
New
$61.29 - $80.51 $12.3K - $16.1K
200 $14K
CBOE
Cboe Global Markets, Inc.

Financial Services
72
New
$191.61 - $217.84 $13.8K - $15.7K
72 $14K
ETR
Entergy Corp

Utilities
190
New
$73.19 - $156.4 $13.9K - $29.7K
190 $14K
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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