Purchases and Sales Made in Q4 2023 in Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
29+ 241.67% |
$911 - $1.12K
|
41
$1.85K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
28+ 1.3% |
$879 - $1.09K
|
2.19K
$98.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
22+ 0.04% |
$691 - $853
|
53K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20New |
$628 - $775
|
20
$902
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20New |
$628 - $775
|
20
$902
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
18+ 0.09% |
$565 - $698
|
19.3K
$870K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 61.54% |
$503 - $620
|
42
$1.89K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16New |
$503 - $620
|
16
$721
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15New |
$471 - $582
|
15
$676
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 6.49% |
$471 - $582
|
246
$11.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 82.35% |
$440 - $543
|
31
$1.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10New |
$314 - $388
|
10
$451
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10New |
$314 - $388
|
10
$451
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10New |
$314 - $388
|
10
$451
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9+ 0.09% |
$283 - $349
|
9.58K
$432K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
9+ 0.13% |
$283 - $349
|
7.14K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 19.23% |
$157 - $194
|
31
$1.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4+ 100.0% |
$126 - $155
|
8
$361
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4New |
$126 - $155
|
4
$180
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 1.14% |
$62.8 - $77.5
|
177
$7.98K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.82% |
$31.4 - $38.8
|
56
$2.53K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.09% |
$31.4 - $38.8
|
1.07K
$48.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.08% |
$31.4 - $38.8
|
1.21K
$54.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 0.65% |
$62.8 - $77.5
|
304
$13.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3- 0.05% |
$94.2 - $116
|
6.03K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4- 5.97% |
$126 - $155
|
63
$2.84K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-10- 32.26% |
$314 - $388
|
21
$947
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-10- 0.64% |
$314 - $388
|
1.54K
$69.5K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-35- 85.37% |
$1.1K - $1.36K
|
6
$271
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-40- 52.63% |
$1.26K - $1.55K
|
36
$1.62K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 8.04% |
$1.35K - $1.67K
|
492
$22.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-51- 78.46% |
$1.6K - $1.98K
|
14
$631
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-82- 0.78% |
$2.58K - $3.18K
|
10.5K
$471K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-100- 54.64% |
$3.14K - $3.88K
|
83
$3.74K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-102- 31.58% |
$3.2K - $3.95K
|
221
$9.96K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-102- 31.58% |
$3.2K - $3.95K
|
221
$9.96K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-112- 0.8% |
$3.52K - $4.34K
|
13.8K
$624K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-118- 1.59% |
$3.71K - $4.57K
|
7.31K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-120- 3.68% |
$3.77K - $4.65K
|
3.14K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-128- 0.13% |
$4.02K - $4.96K
|
95.4K
$4.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-157- 2.33% |
$4.93K - $6.09K
|
6.57K
$296K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-158- 33.4% |
$4.96K - $6.13K
|
315
$14.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-268- 1.23% |
$8.42K - $10.4K
|
21.6K
$973K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-278- 34.49% |
$8.73K - $10.8K
|
528
$23.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-280- 27.53% |
$8.79K - $10.9K
|
737
$33.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-294- 1.43% |
$9.23K - $11.4K
|
20.3K
$916K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-295- 34.71% |
$9.27K - $11.4K
|
555
$25K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.36% |
$9.42K - $11.6K
|
82.8K
$3.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-325- 5.95% |
$10.2K - $12.6K
|
5.14K
$232K
|