Institutional Ownership Uwm Holdings Corp (UWMC)
This table provides information about the institutional ownership of Uwm Holdings Corp (UWMC). We have compiled data on the 212 institutions that hold shares in the stock, with a total of 44.8 Million shares, which have been reported (via 13F filing form) to have a value of $297 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
774
shares
|
$5,131
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
633
shares
|
$4,196
0.0% of portfolio
|
Q2 2024
Added 1.44%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
550
shares
|
$3,646
0.0% of portfolio
|
Q3 2024
Added 175.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
502
shares
|
$3,328
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
450
shares
|
$2,983
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
362
shares
|
$2,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
300
shares
|
$1,989
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
292
shares
|
$1,935
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
270
shares
|
$1,790
0.0% of portfolio
|
Q4 2023
Reduced 96.7%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
216
shares
|
$1,432
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
206
shares
|
$1,365
0.0% of portfolio
|
Q2 2024
Added 131.46%
|
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
200
shares
|
$1,326
0.0% of portfolio
|
Q1 2024
Reduced 97.22%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
190
shares
|
$1,259
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2024 Q2 2024 |
158
shares
|
$1,047
0.0% of portfolio
|
Q2 2024
Reduced 4.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
156
shares
|
$1,034
0.0% of portfolio
|
Q3 2024
Reduced 65.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
138
shares
|
$914
0.0% of portfolio
|
Q1 2024
Added 2.99%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
118
shares
|
$782
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
96
shares
|
$636
0.0% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
10
shares
|
$66
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
10
shares
|
$66
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
10
shares
|
$66
0.0% of portfolio
|
Q2 2023
Added 11.11%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2
shares
|
$13
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
2
shares
|
$13
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|