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 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
343K+ 7.66% |
$2.06M - $2.61M
|
4.82M
$24.6M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
26.7KNew |
$160K - $203K
|
26.7K
$136K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
190New |
$1.14K - $1.45K
|
190
$969
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
407+ 2.36% |
$2.44K - $3.1K
|
17.6K
$90K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.24K- 4.1% |
$7.43K - $9.42K
|
29K
$148K
|
|
| Q1 2024 | |||||||
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.1KNew |
$18.9K - $23.6K
|
3.1K
$15.8K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
502New |
$3.06K - $3.83K
|
502
$2.56K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
18K+ 107.61% |
$110K - $137K
|
34.8K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
36+ 6.05% |
$220 - $274
|
631
$3.22K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
206+ 60.06% |
$1.26K - $1.57K
|
549
$2.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.23K- 4.08% |
$7.48K - $9.35K
|
28.9K
$147K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-7- 0.67% |
$42.7 - $53.3
|
1.05K
$5.33K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
118New |
$720 - $899
|
118
$602
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.1KNew |
$18.9K - $23.6K
|
3.1K
$15.8K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.61KNew |
$46.4K - $58K
|
7.61K
$38.8K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.05KNew |
$24.7K - $30.8K
|
4.05K
$20.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-300- 10.52% |
$1.83K - $2.29K
|
2.55K
$13K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-3.4K- 66.67% |
$20.7K - $25.9K
|
1.7K
$8.67K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.31K+ 190.5% |
$20.2K - $25.2K
|
5.05K
$25.7K
|
|
| Q4 2023 | |||||||
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
167KNew |
$768K - $1.22M
|
167K
$850K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
955New |
$4.4K - $6.99K
|
955
$4.87K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
37.2KNew |
$171K - $272K
|
37.2K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
21KNew |
$97K - $154K
|
21K
$107K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
360+ 176.47% |
$1.66K - $2.64K
|
564
$2.88K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
27KNew |
$124K - $198K
|
27K
$138K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
12.5KNew |
$57.5K - $91.3K
|
12.5K
$63.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
309KNew |
$1.42M - $2.26M
|
309K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
12.8K+ 14.97% |
$59.1K - $93.8K
|
98.4K
$502K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
350+ 1.39% |
$1.61K - $2.56K
|
25.6K
$131K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
334New |
$1.54K - $2.44K
|
334
$1.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.3KNew |
$5.99K - $9.52K
|
1.3K
$6.63K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
774New |
$3.57K - $5.67K
|
774
$3.95K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 2.5% |
$13.8 - $22
|
123
$627
|
|
| Q3 2023 | |||||||
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-215KClosed |
$1.03M - $1.47M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
16.6KNew |
$79.4K - $113K
|
16.6K
$84.6K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
432New |
$2.07K - $2.95K
|
432
$2.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-122- 3.33% |
$584 - $834
|
3.54K
$18.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.63K- 20.8% |
$12.6K - $18K
|
10K
$51K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
114+ 1.02% |
$546 - $780
|
11.3K
$57.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
50New |
$240 - $342
|
50
$255
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
93.2KNew |
$446K - $637K
|
93.2K
$475K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-52- 74.29% |
$249 - $356
|
18
$91.8
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
300New |
$1.43K - $1.8K
|
300
$1.53K
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
10.2KNew |
$48.8K - $61.2K
|
10.2K
$52K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.6KNew |
$7.65K - $9.6K
|
1.6K
$8.16K
|
|
|
Aug 14, 2023
Q2 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
57KNew |
$272K - $342K
|
57K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
PUT |
57KNew |
$272K - $342K
|
57K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
PUT |
25KNew |
$120K - $150K
|
25K
$127K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
11.7KNew |
$56K - $70.3K
|
11.7K
$59.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.97K+ 7.83% |
$9.42K - $11.8K
|
27.1K
$138K
|
|