Purchases and Sales Made in Q4 2025 in Uwm Holdings Corp (UWMC)
This table provides information about the institutional ownership of Uwm Holdings Corp (UWMC) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
235KNew |
$1.2M - $1.47M
|
235K
$1.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
63.4K+ 30.07% |
$323K - $397K
|
274K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
45.8K+ 40.47% |
$233K - $287K
|
159K
$811K
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
30KNew |
$153K - $188K
|
30K
$153K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
24.9KNew |
$127K - $156K
|
24.9K
$127K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
24.3KNew |
$124K - $152K
|
24.3K
$124K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
15KNew |
$76.1K - $93.6K
|
15K
$76.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.3KNew |
$57.7K - $71K
|
11.3K
$57.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.13K+ 45.02% |
$46.4K - $57.1K
|
29.4K
$150K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.03K+ 1410.72% |
$40.9K - $50.2K
|
8.6K
$43.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.64K+ 16.1% |
$13.4K - $16.5K
|
19K
$97K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.77K+ 1370.54% |
$9K - $11.1K
|
1.9K
$9.67K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 10.96% |
$5.91K - $7.27K
|
11.8K
$59.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.03K+ 9.58% |
$5.22K - $6.42K
|
11.7K
$59.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
643+ 1.89% |
$3.27K - $4.03K
|
34.7K
$177K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
371+ 1.85% |
$1.89K - $2.32K
|
20.4K
$104K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
263New |
$1.34K - $1.65K
|
263
$1.34K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
67New |
$341 - $419
|
67
$342
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 74.36% |
$148 - $182
|
68
$347
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
24+ 1.92% |
$122 - $150
|
1.27K
$6.49K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-265- 4.9% |
$1.35K - $1.66K
|
5.14K
$26.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.5K- 42.74% |
$7.64K - $9.39K
|
2.01K
$10.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-14.7K- 46.85% |
$75K - $92.3K
|
16.7K
$85.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-23K- 79.11% |
$117K - $144K
|
6.07K
$31K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-48.5K- 56.74% |
$247K - $304K
|
37K
$189K
|
|