Purchases and Sales Made in Q2 2023 in Uwm Holdings Corp (UWMC)
This table provides information about the institutional ownership of Uwm Holdings Corp (UWMC) during Q2 2023. The information is specifically focused on institutions that hold shares of UWM Holdings Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.6K+ 9.81% |
$12.4K - $15.6K
|
29K
$187K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.97K+ 7.83% |
$9.42K - $11.8K
|
27.1K
$175K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.74KNew |
$8.3K - $10.4K
|
1.74K
$11.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 2.73% |
$8.08K - $10.1K
|
63.6K
$410K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.68K+ 0.34% |
$8.05K - $10.1K
|
497K
$3.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.6KNew |
$7.65K - $9.6K
|
1.6K
$10.3K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.13KNew |
$5.39K - $6.77K
|
1.13K
$7.28K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.04K+ 9.38% |
$4.99K - $6.26K
|
12.2K
$78.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
892+ 5.19% |
$4.26K - $5.35K
|
18.1K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
747+ 3.61% |
$3.57K - $4.48K
|
21.4K
$138K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
538+ 25.21% |
$2.57K - $3.23K
|
2.67K
$17.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
488+ 0.85% |
$2.33K - $2.93K
|
58K
$374K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
425New |
$2.03K - $2.55K
|
425
$2.74K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
300New |
$1.43K - $1.8K
|
300
$1.94K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
273+ 15.62% |
$1.3K - $1.64K
|
2.02K
$13K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
232+ 0.42% |
$1.11K - $1.39K
|
55K
$355K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
150+ 0.17% |
$717 - $900
|
88K
$567K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
118+ 1.43% |
$564 - $708
|
8.39K
$54.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
118+ 1.43% |
$564 - $708
|
8.39K
$54.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
114+ 2280.0% |
$545 - $684
|
119
$768
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
110+ 1.0% |
$526 - $660
|
11.2K
$72K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
43+ 1.87% |
$206 - $258
|
2.34K
$15.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
43+ 1.9% |
$206 - $258
|
2.3K
$14.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
39+ 1.9% |
$186 - $234
|
2.1K
$13.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
30+ 0.07% |
$143 - $180
|
40.6K
$262K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
28+ 1.79% |
$134 - $168
|
1.6K
$10.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
24+ 1.99% |
$115 - $144
|
1.23K
$7.94K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 1.86% |
$81.3 - $102
|
930
$6K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 1.89% |
$52.6 - $66
|
592
$3.82K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$23.9 - $30
|
6.62K
$42.7K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$23.9 - $30
|
6.62K
$42.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 2.38% |
$14.3 - $18
|
129
$832
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 1.72% |
$9.56 - $12
|
118
$761
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.09% |
$9.56 - $12
|
2.31K
$14.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2+ 0.02% |
$9.56 - $12
|
10.4K
$67.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 11.11% |
$4.78 - $6
|
10
$64.5
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 52.63% |
$47.8 - $60
|
9
$58.1
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-28- 0.07% |
$134 - $168
|
39.3K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-38- 0.01% |
$182 - $228
|
326K
$2.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-46- 3.9% |
$220 - $276
|
1.13K
$7.31K
|
|
|
Nov 13, 2023
Q2 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-175- 1.45% |
$837 - $1.05K
|
11.9K
$76.6K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-189- 14.13% |
$903 - $1.13K
|
1.15K
$7.41K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-403- 0.91% |
$1.93K - $2.42K
|
43.8K
$282K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-582- 1.9% |
$2.78K - $3.49K
|
30K
$194K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-621- 4.44% |
$2.97K - $3.73K
|
13.4K
$86.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-640- 2.51% |
$3.06K - $3.84K
|
24.8K
$160K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-762- 4.9% |
$3.64K - $4.57K
|
14.8K
$95.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-843- 15.98% |
$4.03K - $5.06K
|
4.43K
$28.6K
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1K- 3.45% |
$4.78K - $6K
|
28K
$181K
|