Purchases and Sales Made in Q3 2023 in Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26+ 66.67% |
$920 - $1.14K
|
65
$2.71K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
24+ 0.33% |
$849 - $1.05K
|
7.27K
$304K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21+ 0.15% |
$743 - $917
|
13.9K
$582K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16New |
$566 - $699
|
16
$668
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
16+ 0.14% |
$566 - $699
|
11.1K
$464K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
15+ 136.36% |
$531 - $655
|
26
$1.09K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
8+ 5.84% |
$283 - $349
|
145
$6.05K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$142 - $175
|
4
$167
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4New |
$142 - $175
|
4
$167
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4+ 0.08% |
$142 - $175
|
4.9K
$205K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4+ 0.02% |
$142 - $175
|
23.4K
$979K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 1.65% |
$106 - $131
|
185
$7.72K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.85% |
$35.4 - $43.7
|
55
$2.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1- 1.3% |
$35.4 - $43.7
|
76
$3.17K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 14.81% |
$142 - $175
|
23
$960
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 1.5% |
$177 - $218
|
328
$13.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-5- 2.12% |
$177 - $218
|
231
$9.64K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6- 42.86% |
$212 - $262
|
8
$334
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 34.62% |
$319 - $393
|
17
$710
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-9- 0.2% |
$319 - $393
|
4.54K
$189K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-11- 3.94% |
$389 - $480
|
268
$11.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-11- 0.68% |
$389 - $480
|
1.62K
$67.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14- 1.14% |
$495 - $611
|
1.21K
$50.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19- 8.96% |
$672 - $830
|
193
$8.06K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-24- 0.01% |
$849 - $1.05K
|
267K
$11.2M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-25- 10.37% |
$885 - $1.09K
|
216
$9.02K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-27- 0.03% |
$956 - $1.18K
|
85.3K
$3.56M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-39- 3.53% |
$1.38K - $1.7K
|
1.07K
$44.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39- 0.56% |
$1.38K - $1.7K
|
6.95K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-40Closed |
$1.42K - $1.75K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-49- 23.22% |
$1.73K - $2.14K
|
162
$6.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-58- 0.47% |
$2.05K - $2.53K
|
12.4K
$518K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-66- 71.74% |
$2.34K - $2.88K
|
26
$1.09K
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-99- 0.51% |
$3.5K - $4.32K
|
19.3K
$804K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-141- 0.67% |
$4.99K - $6.16K
|
20.8K
$867K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-149- 0.35% |
$5.27K - $6.51K
|
42.1K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-150- 2.67% |
$5.31K - $6.55K
|
5.46K
$228K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-191- 1.96% |
$6.76K - $8.34K
|
9.57K
$399K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-205- 0.11% |
$7.25K - $8.95K
|
193K
$8.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-205- 1.23% |
$7.25K - $8.95K
|
16.4K
$685K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-232- 11.54% |
$8.21K - $10.1K
|
1.78K
$74.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-264- 3.57% |
$9.34K - $11.5K
|
7.13K
$297K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.57% |
$10.6K - $13.1K
|
18.8K
$785K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-375- 25.93% |
$13.3K - $16.4K
|
1.07K
$44.7K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-427- 52.07% |
$15.1K - $18.6K
|
393
$16.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-494- 6.24% |
$17.5K - $21.6K
|
7.43K
$310K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-503- 3.35% |
$17.8K - $22K
|
14.5K
$605K
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-518- 1.07% |
$18.3K - $22.6K
|
47.9K
$2M
|