Purchases and Sales Made in Q3 2024 in Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
55+ 1.01% |
$2.2K - $2.59K
|
5.49K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
44+ 0.03% |
$1.76K - $2.07K
|
143K
$5.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
43New |
$1.72K - $2.03K
|
43
$1.79K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
41New |
$1.64K - $1.93K
|
41
$1.71K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
40New |
$1.6K - $1.89K
|
40
$1.67K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 0.42% |
$1.6K - $1.89K
|
9.55K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34+ 0.89% |
$1.36K - $1.6K
|
3.84K
$160K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31+ 3.53% |
$1.24K - $1.46K
|
910
$38K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
28+ 1.3% |
$1.12K - $1.32K
|
2.18K
$90.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
27+ 8.52% |
$1.08K - $1.27K
|
344
$14.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
26+ 0.38% |
$1.04K - $1.23K
|
6.8K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26+ 0.44% |
$1.04K - $1.23K
|
5.87K
$245K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 2.94% |
$999 - $1.18K
|
875
$36.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 11.98% |
$919 - $1.08K
|
215
$8.97K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20+ 83.33% |
$799 - $943
|
44
$1.84K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
18New |
$719 - $848
|
18
$751
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 3.33% |
$599 - $707
|
465
$19.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 29.41% |
$599 - $707
|
66
$2.75K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
13+ 1.04% |
$519 - $613
|
1.27K
$52.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.05% |
$519 - $613
|
25.2K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12+ 0.12% |
$480 - $566
|
10.3K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 200.0% |
$400 - $471
|
15
$626
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10+ 0.27% |
$400 - $471
|
3.77K
$157K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 21.43% |
$360 - $424
|
51
$2.13K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 13.85% |
$360 - $424
|
74
$3.09K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 37.5% |
$240 - $283
|
22
$918
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
6New |
$240 - $283
|
6
$250
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
5+ 25.0% |
$200 - $236
|
25
$1.04K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.06% |
$160 - $189
|
7.14K
$298K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
4New |
$160 - $189
|
4
$167
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$120 - $141
|
3
$125
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$79.9 - $94.3
|
2
$83.5
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 1.1% |
$79.9 - $94.3
|
183
$7.64K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 1.31% |
$79.9 - $94.3
|
155
$6.47K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2New |
$79.9 - $94.3
|
2
$83.5
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$79.9 - $94.3
|
2
$83.5
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 4.65% |
$79.9 - $94.3
|
45
$1.88K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.75% |
$40 - $47.1
|
58
$2.42K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 1.97% |
$120 - $141
|
149
$6.22K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-4- 0.19% |
$160 - $189
|
2.1K
$87.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-5- 2.54% |
$200 - $236
|
192
$8.01K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 0.99% |
$440 - $518
|
1.1K
$45.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 0.35% |
$440 - $518
|
3.09K
$129K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13- 0.08% |
$519 - $613
|
15.7K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-13- 1.18% |
$519 - $613
|
1.09K
$45.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-22- 0.09% |
$879 - $1.04K
|
24.8K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-24- 1.67% |
$959 - $1.13K
|
1.41K
$58.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-25- 0.02% |
$999 - $1.18K
|
143K
$5.97M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-27- 3.34% |
$1.08K - $1.27K
|
781
$32.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-33- 0.49% |
$1.32K - $1.56K
|
6.73K
$281K
|