Institutional shares held 5.79 Million
172K calls
41.8K puts
Total value of holdings $195M
$5.79M calls
$1.41M puts
# of Institutions 82


Latest Institutional Activity in UWM

Top Purchases

Q1 2025
Park Avenue Securities LLC Shares Held: 256K ($8.64M)
Q1 2025
Imc Chicago, LLC Shares Held: 72K ($2.43M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 102K ($3.44M)
Q1 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 8.39K ($283K)
Q4 2024
Envestnet Asset Management Inc Shares Held: 3.02M ($102M)

Top Sells

Q1 2025
Toth Financial Advisory Corp Shares Held: 51.8K ($1.75M)
Q1 2025
Integrated Advisors Network LLC Shares Held: 12.7K ($429K)
Q1 2025
Veracity Capital LLC Shares Held: 7.23K ($244K)
Q4 2024
Aveo Capital Partners, LLC Shares Held: 29.8K ($1.01M)
Q4 2024
Capital Investment Counsel, Inc Shares Held: 45.2K ($1.52M)

About UWM

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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