Purchases and Sales Made in Q1 2024 in Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 9.01% |
$1.73K - $1.93K
|
605
$28K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
49New |
$1.7K - $1.89K
|
49
$2.27K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
43New |
$1.49K - $1.66K
|
43
$1.99K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33+ 10.48% |
$1.14K - $1.28K
|
348
$16.1K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
33+ 0.7% |
$1.14K - $1.28K
|
4.74K
$220K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
33+ 10.71% |
$1.14K - $1.28K
|
341
$15.8K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
31+ 0.31% |
$1.07K - $1.2K
|
10K
$464K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
28+ 0.42% |
$969 - $1.08K
|
6.74K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
26New |
$900 - $1K
|
26
$1.2K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25+ 125.0% |
$865 - $966
|
45
$2.08K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 250.0% |
$865 - $966
|
35
$1.62K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24+ 16.0% |
$831 - $927
|
174
$8.06K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
24+ 0.25% |
$831 - $927
|
9.6K
$445K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 34.33% |
$796 - $889
|
90
$4.17K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
23New |
$796 - $889
|
23
$1.07K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
19+ 1.78% |
$658 - $734
|
1.09K
$50.3K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17New |
$589 - $657
|
17
$788
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17New |
$589 - $657
|
17
$788
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17New |
$589 - $657
|
17
$788
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
13+ 1.06% |
$450 - $502
|
1.24K
$57.4K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11New |
$381 - $425
|
11
$510
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
8+ 21.05% |
$277 - $309
|
46
$2.13K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 33.33% |
$242 - $270
|
28
$1.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7+ 0.14% |
$242 - $270
|
5.1K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$173 - $193
|
5
$232
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 5.71% |
$138 - $155
|
74
$3.43K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 1.2% |
$104 - $116
|
254
$11.8K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 15.0% |
$104 - $116
|
23
$1.07K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2+ 0.03% |
$69.2 - $77.3
|
6.04K
$280K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 1.13% |
$69.2 - $77.3
|
179
$8.29K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2New |
$69.2 - $77.3
|
2
$92.7
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.79% |
$34.6 - $38.6
|
57
$2.64K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 12.2% |
$173 - $193
|
36
$1.67K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-6- 0.39% |
$208 - $232
|
1.54K
$71.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 81.25% |
$450 - $502
|
3
$139
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-14- 0.19% |
$485 - $541
|
7.3K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-20- 0.12% |
$692 - $773
|
16.3K
$753K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-20- 4.17% |
$692 - $773
|
460
$21.3K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-33- 0.15% |
$1.14K - $1.28K
|
21.5K
$998K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-34- 0.02% |
$1.18K - $1.31K
|
205K
$9.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-41- 48.24% |
$1.42K - $1.58K
|
44
$2.04K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-56- 1.0% |
$1.94K - $2.16K
|
5.53K
$256K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-60- 0.37% |
$2.08K - $2.32K
|
16.2K
$748K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-79- 0.09% |
$2.73K - $3.05K
|
85.9K
$3.98M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-88- 5.27% |
$3.05K - $3.4K
|
1.58K
$73.2K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.01% |
$3.46K - $3.86K
|
727K
$33.7M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-101- 1.61% |
$3.5K - $3.9K
|
6.15K
$285K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-122- 73.05% |
$4.22K - $4.71K
|
45
$2.08K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-150Closed |
$5.19K - $5.8K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-176- 71.54% |
$6.09K - $6.8K
|
70
$3.24K
|