Latest Institutional Transactions on Udr, Inc. (UDR)
This table provides information on the latest institutional transactions involving Udr, Inc. (UDR) 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-2.02K- 14.28% |
$71.4K - $88.1K
|
12.1K
$458K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-761- 11.87% |
$26.9K - $33.2K
|
5.65K
$214K
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6.35KNew |
$225K - $277K
|
6.35K
$240K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$142 - $175
|
4
$151
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
648New |
$22.9K - $28.3K
|
648
$24.5K
|
|
Q2 2023 | |||||||
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.66K+ 9.48% |
$104K - $116K
|
30.7K
$1.16M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.4K- 18.09% |
$132K - $147K
|
15.4K
$582K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
99New |
$3.86K - $4.3K
|
99
$3.75K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
160New |
$6.24K - $6.95K
|
160
$6.05K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
16New |
$624 - $695
|
16
$605
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21.5KNew |
$838K - $933K
|
21.5K
$813K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-511- 3.84% |
$19.9K - $22.2K
|
12.8K
$484K
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-11.4K- 61.34% |
$446K - $496K
|
7.21K
$273K
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-6.47K- 45.73% |
$252K - $281K
|
7.68K
$290K
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
5.73KNew |
$224K - $249K
|
5.73K
$217K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.35K+ 4.82% |
$131K - $145K
|
72.8K
$2.75M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.14K+ 18.5% |
$44.4K - $49.4K
|
7.29K
$276K
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
6.11KNew |
$238K - $265K
|
6.11K
$231K
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
5KNew |
$195K - $217K
|
5K
$189K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-78.8K- 7.04% |
$3.07M - $3.42M
|
1.04M
$39.4M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-32- 0.41% |
$1.25K - $1.39K
|
7.78K
$294K
|
|
Aug 10, 2023
Q2 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-28.5K- 48.95% |
$1.11M - $1.24M
|
29.7K
$1.12M
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
1.47KNew |
$57.3K - $63.7K
|
1.47K
$55.5K
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-20- 0.07% |
$780 - $868
|
27.7K
$1.05M
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
5New |
$195 - $217
|
5
$189
|
|
Aug 01, 2023
Q2 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-1.05K- 26.28% |
$41K - $45.6K
|
2.95K
$111K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.78K- 48.9% |
$225K - $251K
|
6.04K
$228K
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
611New |
$23.8K - $26.5K
|
611
$23.1K
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
250New |
$9.75K - $10.9K
|
250
$9.46K
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-8.81K- 43.74% |
$344K - $382K
|
11.3K
$429K
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
BUY
|
- |
4.87KNew |
$190K - $211K
|
4.87K
$184K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
34New |
$1.33K - $1.48K
|
34
$1.29K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1KNew |
$39K - $43.4K
|
1K
$37.8K
|
|
Q1 2023 | |||||||
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
50New |
$1.88K - $2.25K
|
50
$1.89K
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
39New |
$1.47K - $1.76K
|
39
$1.48K
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
13.4KNew |
$505K - $604K
|
13.4K
$508K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
41+ 7.78% |
$1.54K - $1.85K
|
568
$21.5K
|
|
May 15, 2023
Q1 2023
|
Conversant Capital LLC
Summit, NJ |
BUY
|
- |
165KNew |
$6.21M - $7.43M
|
165K
$6.24M
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
6.7KNew |
$252K - $302K
|
6.7K
$253K
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-346K- 89.92% |
$13M - $15.6M
|
38.7K
$1.47M
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-11.8K- 29.86% |
$443K - $530K
|
27.7K
$1.05M
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.91KNew |
$185K - $221K
|
4.91K
$186K
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-63- 1.04% |
$2.37K - $2.84K
|
6K
$227K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
8New |
$301 - $360
|
8
$303
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
799+ 18.12% |
$30.1K - $36K
|
5.21K
$197K
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
6.88KNew |
$259K - $310K
|
6.88K
$260K
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.86KNew |
$220K - $264K
|
5.86K
$222K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
190+ 1.51% |
$7.15K - $8.55K
|
12.7K
$482K
|
|
Q4 2022 | |||||||
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-9.7KClosed |
$364K - $411K
|
0
$0
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.37KNew |
$127K - $143K
|
3.37K
$128K
|