Uptown Financial Advisors LLC Purchases and Sells in Q4 2025

Uptown Financial Advisors LLC

  • $140 Billion
  • Q4 2025

Top Buys

Incresed Positions

28 operations
Stock Shares change Price Range Shares Held Trade History
9.61K
+ 11.83%
$78.65 - $79.19 $756K - $761K
90.9K $7.16B
5.95K
+ 13.09%
$77.73 - $78.84 $463K - $469K
51.4K $4.01B
2.33K
+ 3.28%
$114.27 - $121.15 $266K - $282K
73.4K $8.82B
24.4K
+ 144.9%
$87.89 - $92.9 $2.15M - $2.27M
41.3K $1.76B
7.05K
+ 4.64%
$23.02 - $24.23 $162K - $171K
159K $3.82B
1.88K
+ 3.63%
$59.18 - $62.09 $111K - $117K
53.6K $3.35B
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
20.6K
New
$19.62 - $21.29 $404K - $438K
20.6K $374M
SOURCE CAPITAL
6.04K
New
N/A
6.04K $276M
778
New
$236.57 - $291.31 $184K - $227K
778 $244M
232
New
$589.5 - $635.77 $137K - $147K
232 $143M
11.1K
New
$12.52 - $13.44 $138K - $149K
11.1K $141M

Top Sells

Reduced Positions

11 operations
Stock Shares change Price Range Shares Held Trade History
-2.89K
- 9.27%
$470.44 - $504.26 $1.36M - $1.46M
28.3K $13.8B
-500
- 34.29%
$294.11 - $320.41 $147K - $160K
958 $309M
-468
- 7.64%
$99.87 - $101.27 $46.7K - $47.4K
5.66K $565M
-127
- 1.28%
$179.83 - $207.04 $22.8K - $26.3K
9.83K $1.83B
-1.15K
- 2.33%
$102.4 - $109.39 $118K - $126K
48.3K $5.16B
-790
- 3.62%
$28.46 - $29.45 $22.5K - $23.3K
21.1K $624M
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
COREWEAVE INC
-800
- 4.76%
N/A
16K $1.15B

Puts

3 operations
Stock Shares change Price Range Shares Held Trade History
29.5K
New
$589.5 - $635.77 $17.4M - $18.8M
29.5K $18.1B
7K
New
$324.63 - $385.98 $2.27M - $2.7M
7K $2.42B
COREWEAVE INC
-29.2K
- 80.66%
N/A
7K $501M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 1 Puts 3
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