Latest Institutional Transactions on Uwm Holdings Corp (UWMC)
This table provides information on the latest institutional transactions involving Uwm Holdings Corp (UWMC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
19.2KNew |
$91.6K - $115K
|
19.2K
$97.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-582- 1.9% |
$2.78K - $3.49K
|
30K
$153K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-3.2K- 6.94% |
$15.3K - $19.2K
|
42.9K
$219K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-44.4KClosed |
$151K - $218K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
BUY
|
- |
12.8K+ 12.67% |
$43.5K - $62.9K
|
114K
$581K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.6K- 14.86% |
$8.84K - $12.8K
|
14.9K
$76K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
11KNew |
$37.4K - $54K
|
11K
$56.1K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-104K- 77.12% |
$352K - $508K
|
30.7K
$157K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
123New |
$418 - $604
|
123
$627
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-116K- 50.18% |
$393K - $567K
|
115K
$585K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
135KNew |
$459K - $664K
|
135K
$689K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
850New |
$2.89K - $4.17K
|
850
$4.34K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
225New |
$765 - $1.1K
|
225
$1.15K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2New |
$6.8 - $9.82
|
2
$10.2
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
531New |
$1.55K - $2.52K
|
531
$2.71K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
35.2KNew |
$103K - $167K
|
35.2K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Platinum Equity, LLC
Beverly Hills, CA |
SELL
|
- |
-90K- 1.81% |
$263K - $428K
|
4.89M
$25M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
857KNew |
$2.5M - $4.07M
|
857K
$4.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
2.5K+ 25.0% |
$7.3K - $11.9K
|
12.5K
$63.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
59.6KNew |
$174K - $283K
|
59.6K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
56.5KNew |
$165K - $268K
|
56.5K
$288K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-570- 75.0% |
$1.66K - $2.71K
|
190
$969
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
154New |
$450 - $732
|
154
$785
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.8KNew |
$5.26K - $8.55K
|
1.8K
$9.18K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
78.1KNew |
$228K - $371K
|
78.1K
$398K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
91New |
$266 - $432
|
91
$464
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
99.6KNew |
$291K - $473K
|
99.6K
$508K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
17.3KNew |
$3.82K - $70.4K
|
17.3K
$88.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
24.2K+ 65.79% |
$5.32K - $98.2K
|
60.9K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.58K- 7.48% |
$347 - $6.39K
|
19.5K
$99.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-357K- 93.5% |
$78.5K - $1.45M
|
24.8K
$126K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
16.6KNew |
$3.65K - $67.3K
|
16.6K
$84.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.78K- 79.06% |
$831 - $15.3K
|
1K
$5.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14.3KNew |
$3.15K - $58.1K
|
14.3K
$72.9K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
60+ 0.6% |
$13.2 - $244
|
10.1K
$51.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-132- 45.99% |
$29 - $536
|
155
$791
|
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
BUY
|
- |
185KNew |
$40.6K - $750K
|
185K
$942K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.3K- 45.3% |
$2.26K - $41.7K
|
12.4K
$63.3K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.21KClosed |
$7.12K - $10.2K
|
0
$0
|
|
|
Nov 16, 2022
Q2 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-21.3K- 12.52% |
$68.6K - $98K
|
149K
$760K
|
|
|
Aug 26, 2022
Q2 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-24KClosed |
$77.3K - $110K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
11.1KNew |
$35.8K - $51.1K
|
11.1K
$56.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
21.7KNew |
$69.9K - $99.8K
|
21.7K
$111K
|
|
|
Aug 15, 2022
Q2 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-74.5KClosed |
$240K - $343K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-102Closed |
$328 - $469
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
7.29KNew |
$23.5K - $33.5K
|
7.29K
$37.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Tri Locum Partners LP
New York, NY |
SELL
|
- |
-10.3KClosed |
$33.3K - $47.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-29.6K- 61.01% |
$95.4K - $136K
|
18.9K
$96.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.5KClosed |
$43.6K - $62.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-16.2K- 35.5% |
$52.2K - $74.5K
|
29.4K
$150K
|
|