Purchases and Sales Made in Q1 2023 in Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR) during Q1 2023. The information is specifically focused on institutions that hold shares of UDR, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
209+ 120.11% |
$7.86K - $9.41K
|
383
$16K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
207New |
$7.79K - $9.32K
|
207
$8.64K
|
|
May 04, 2023
Q1 2023
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
201+ 0.25% |
$7.56K - $9.05K
|
81.3K
$3.39M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
191+ 3.68% |
$7.19K - $8.6K
|
5.38K
$225K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
190+ 1.51% |
$7.15K - $8.55K
|
12.7K
$532K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
182New |
$6.85K - $8.19K
|
182
$7.6K
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
180+ 1.34% |
$6.77K - $8.1K
|
13.6K
$567K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
172+ 0.63% |
$6.47K - $7.74K
|
27.7K
$1.16M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
166+ 43.23% |
$6.24K - $7.47K
|
550
$23K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
144+ 19.97% |
$5.42K - $6.48K
|
865
$36.1K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
139+ 0.55% |
$5.23K - $6.26K
|
25.2K
$1.05M
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
139+ 386.11% |
$5.23K - $6.26K
|
175
$7.3K
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
139+ 0.91% |
$5.23K - $6.26K
|
15.5K
$646K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
130+ 1.36% |
$4.89K - $5.85K
|
9.72K
$406K
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
108+ 0.59% |
$4.06K - $4.86K
|
18.4K
$767K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
80+ 3.29% |
$3.01K - $3.6K
|
2.51K
$105K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
76+ 0.48% |
$2.86K - $3.42K
|
16K
$669K
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
70+ 1.12% |
$2.63K - $3.15K
|
6.34K
$265K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
66New |
$2.48K - $2.97K
|
66
$2.75K
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
62+ 0.91% |
$2.33K - $2.79K
|
6.86K
$287K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
58+ 0.53% |
$2.18K - $2.61K
|
11K
$459K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
58+ 3.84% |
$2.18K - $2.61K
|
1.57K
$65.4K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
52+ 3.27% |
$1.96K - $2.34K
|
1.64K
$68.6K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
51+ 0.65% |
$1.92K - $2.3K
|
7.94K
$331K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
50New |
$1.88K - $2.25K
|
50
$2.09K
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
42+ 0.18% |
$1.58K - $1.89K
|
23.8K
$995K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
41+ 7.78% |
$1.54K - $1.85K
|
568
$23.7K
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
39New |
$1.47K - $1.76K
|
39
$1.63K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35New |
$1.32K - $1.58K
|
35
$1.46K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
27+ 0.07% |
$1.02K - $1.22K
|
36.7K
$1.53M
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
25New |
$940 - $1.13K
|
25
$1.04K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23New |
$865 - $1.04K
|
23
$960
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
22New |
$828 - $990
|
22
$918
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19+ 0.14% |
$715 - $855
|
13.2K
$549K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
16+ 47.06% |
$602 - $720
|
50
$2.09K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 5.07% |
$564 - $675
|
311
$13K
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
13New |
$489 - $585
|
13
$543
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 30.77% |
$451 - $540
|
51
$2.13K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
8New |
$301 - $360
|
8
$334
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 0.15% |
$188 - $225
|
3.45K
$144K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 1.44% |
$113 - $135
|
211
$8.81K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.83% |
$75.2 - $90
|
242
$10.1K
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.89% |
$37.6 - $45
|
54
$2.25K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 4.76% |
$113 - $135
|
60
$2.5K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 12.77% |
$226 - $270
|
41
$1.71K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 0.84% |
$226 - $270
|
712
$29.7K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-10- 3.83% |
$376 - $450
|
251
$10.5K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-11- 7.19% |
$414 - $495
|
142
$5.93K
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-19- 21.35% |
$715 - $855
|
70
$2.92K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-21- 63.64% |
$790 - $945
|
12
$501
|