Uma Financial Services, Inc. New Holdings in Q4 2024

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBKR
Interactive Brokers Group, Inc.

Financial Services
14
New
$138.3 - $192.95 $1.94K - $2.7K
14 $2K
ROP
Roper Technologies Inc

Industrials
4
New
$519.85 - $575.95 $2.08K - $2.3K
4 $2K
DFAT
Dimensional ETF Tr U S Target

ETFs
36
New
$54.54 - $61.04 $1.96K - $2.2K
36 $2K
SSL
Sasol LTD

Basic Materials
502
New
$4.46 - $7.28 $2.24K - $3.65K
502 $2K
AQN
Algonquin Power & Utilities Corp.

Utilities
619
New
$4.31 - $5.52 $2.67K - $3.42K
619 $2K
KT
Kt Corp

Communication Services
154
New
$14.79 - $18.29 $2.28K - $2.82K
154 $2K
AKAM
Akamai Technologies Inc

Technology
33
New
N/A
33 $2K
CUBE
Cube Smart

Real Estate
50
New
$41.74 - $53.03 $2.09K - $2.65K
50 $2K
SU
Suncor Energy Inc

Energy
76
New
$34.5 - $41.53 $2.62K - $3.16K
76 $2K
SEE
Sealed Air Corp

Consumer Cyclical
80
New
$33.59 - $37.3 $2.69K - $2.98K
80 $2K
MGM
Mgm Resorts International

Consumer Cyclical
60
New
$33.44 - $41.99 $2.01K - $2.52K
60 $2K
GVA
Granite Construction Inc

Industrials
34
New
$79.33 - $100.2 $2.7K - $3.41K
34 $2K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
42
New
$49.78 - $66.55 $2.09K - $2.8K
42 $2K
IGE
Ishares Tr North Amern Nat Res

ETFs
66
New
$41.52 - $48.01 $2.74K - $3.17K
66 $2K
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
62
New
$40.35 - $42.45 $2.5K - $2.63K
62 $2K
RDY
Dr Reddys Laboratories LTD

Healthcare
176
New
$13.99 - $79.75 $2.46K - $14K
176 $2K
MKSI
Mks Instruments Inc

Technology
23
New
$98.56 - $117.93 $2.27K - $2.71K
23 $2K
HCAT
Health Catalyst, Inc.

Healthcare
300
New
$6.9 - $9.02 $2.07K - $2.71K
300 $2K
SHG
Shinhan Financial Group CO LTD

Financial Services
61
New
N/A
61 $2K
GOLD
Barrick Gold Corp

Basic Materials
83
New
$15.23 - $21.19 $1.26K - $1.76K
83 $1K
CHRD
Oasis Petroleum Inc.

Energy
17
New
$110.83 - $137.78 $1.88K - $2.34K
17 $1K
BDC
Belden Inc.

Technology
10
New
$112.15 - $131.43 $1.12K - $1.31K
10 $1K
SE
Sea LTD

Consumer Cyclical
17
New
$93.56 - $117.41 $1.59K - $2K
17 $1K
FIX
Comfort Systems Usa Inc

Industrials
3
New
$370.68 - $504.12 $1.11K - $1.51K
3 $1K
CCRN
Cross Country Healthcare Inc

Healthcare
65
New
$9.81 - $18.16 $638 - $1.18K
65 $1K
OSK
Oshkosh Corp

Industrials
19
New
$93.84 - $115.52 $1.78K - $2.19K
19 $1K
COF
Capital One Financial Corp

Financial Services
6
New
$145.19 - $192.01 $871 - $1.15K
6 $1K
CRAI
Cra International, Inc.

Industrials
7
New
$168.27 - $206.55 $1.18K - $1.45K
7 $1K
IMOS
Chipmos Technologies Inc

Technology
91
New
$18.35 - $23.38 $1.67K - $2.13K
91 $1K
E
Eni Spa

Energy
39
New
$26.32 - $31.82 $1.03K - $1.24K
39 $1K
CTO
Cto Realty Growth, Inc.

Real Estate
56
New
$18.57 - $20.65 $1.04K - $1.16K
56 $1K
SAND
Sandstorm Gold LTD

Basic Materials
250
New
$5.36 - $6.48 $1.34K - $1.62K
250 $1K
PLXS
Plexus Corp

Technology
9
New
$133.8 - $168.44 $1.2K - $1.52K
9 $1K
DSGX
Descartes Systems Group Inc

Technology
15
New
$100.21 - $121.37 $1.5K - $1.82K
15 $1K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
79
New
$16.2 - $17.97 $1.28K - $1.42K
79 $1K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
67
New
$17.4 - $22.32 $1.17K - $1.5K
67 $1K
SNPS
Synopsys Inc

Technology
4
New
$485.36 - $588.0 $1.94K - $2.35K
4 $1K
POR
Portland General Electric CO

Utilities
35
New
$43.52 - $48.99 $1.52K - $1.71K
35 $1K
DXCM
Dexcom Inc

Healthcare
16
New
$65.68 - $81.01 $1.05K - $1.3K
16 $1K
DLTR
Dollar Tree, Inc.

Consumer Defensive
24
New
$61.21 - $76.19 $1.47K - $1.83K
24 $1K
PUK
Prudential PLC

Financial Services
95
New
$15.52 - $18.99 $1.47K - $1.8K
95 $1K
DVN
Devon Energy Corp

Energy
44
New
$30.52 - $42.96 $1.34K - $1.89K
44 $1K
BKH
Black Hills Corp

Utilities
19
New
$57.6 - $64.66 $1.09K - $1.23K
19 $1K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
208
New
$7.22 - $8.05 $1.5K - $1.67K
208 $1K
BHE
Benchmark Electronics Inc

Technology
34
New
$42.69 - $51.83 $1.45K - $1.76K
34 $1K
FDLO
Fidelity Covington Tr Low Vola

ETFs
33
New
$60.24 - $63.08 $1.99K - $2.08K
33 $1K
CUE
Cue Biopharma, Inc.

Healthcare
1.01K
New
$0.71 - $1.88 $714 - $1.89K
1.01K $1K
CMI
Cummins Inc

Industrials
3
New
$324.93 - $383.42 $975 - $1.15K
3 $1K
STWD
Starwood Property Trust, Inc.

Real Estate
100
New
$18.95 - $20.37 $1.9K - $2.04K
100 $1K
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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