Purchases and Sales Made in Q4 2024 in Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
86+ 40.0% |
$3.55K - $3.98K
|
301
$12.3K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
80+ 1.12% |
$3.3K - $3.71K
|
7.22K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
77+ 10.74% |
$3.18K - $3.57K
|
794
$32.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
72New |
$2.97K - $3.34K
|
72
$2.94K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
69+ 1.38% |
$2.85K - $3.2K
|
5.07K
$207K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
58+ 0.11% |
$2.4K - $2.69K
|
51.3K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
55New |
$2.27K - $2.55K
|
55
$2.24K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
54New |
$2.23K - $2.5K
|
54
$2.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
51New |
$2.11K - $2.36K
|
51
$2.08K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
48New |
$1.98K - $2.22K
|
48
$1.96K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
45+ 0.83% |
$1.86K - $2.08K
|
5.47K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
44New |
$1.82K - $2.04K
|
44
$1.8K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
43New |
$1.78K - $1.99K
|
43
$1.75K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 4.57% |
$1.65K - $1.85K
|
915
$37.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
38+ 5.56% |
$1.57K - $1.76K
|
721
$29.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
35+ 0.85% |
$1.45K - $1.62K
|
4.13K
$169K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
34+ 0.58% |
$1.4K - $1.58K
|
5.92K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
30+ 0.12% |
$1.24K - $1.39K
|
25.7K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 45.45% |
$1.24K - $1.39K
|
96
$3.92K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
26New |
$1.07K - $1.2K
|
26
$1.06K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
26New |
$1.07K - $1.2K
|
26
$1.06K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
22New |
$909 - $1.02K
|
22
$898
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
22New |
$909 - $1.02K
|
22
$898
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
21+ 0.22% |
$867 - $973
|
9.53K
$389K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 22.11% |
$867 - $973
|
116
$4.73K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
20New |
$826 - $927
|
20
$816
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20New |
$826 - $927
|
20
$816
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
20+ 1.11% |
$826 - $927
|
1.82K
$74.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 40.0% |
$743 - $834
|
63
$2.57K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16+ 1.39% |
$661 - $741
|
1.17K
$47.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
16+ 36.36% |
$661 - $741
|
60
$2.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16+ 0.32% |
$661 - $741
|
5K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15New |
$620 - $695
|
15
$612
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
14New |
$578 - $649
|
14
$571
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
14+ 0.04% |
$578 - $649
|
31.2K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14New |
$578 - $649
|
14
$571
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
13New |
$537 - $602
|
13
$530
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
13New |
$537 - $602
|
13
$530
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
12New |
$496 - $556
|
12
$490
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
12+ 0.95% |
$496 - $556
|
1.28K
$52.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10+ 1.0% |
$413 - $463
|
1.01K
$41.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
9+ 0.01% |
$372 - $417
|
101K
$4.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
9+ 4.69% |
$372 - $417
|
201
$8.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
8New |
$330 - $371
|
8
$326
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
6+ 1.37% |
$248 - $278
|
445
$18.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6New |
$248 - $278
|
6
$245
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$207 - $232
|
5
$204
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.21% |
$124 - $139
|
1.42K
$57.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 2.01% |
$124 - $139
|
152
$6.2K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3New |
$124 - $139
|
3
$122
|