Latest Institutional Transactions on Ufp Industries Inc (UFPI)
This table provides information on the latest institutional transactions involving Ufp Industries Inc (UFPI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
104K+ 15.71% |
$7.93M - $10.1M
|
768K
$86.1M
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.73% |
$76.1 - $97.1
|
138
$15.5K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
52.9KNew |
$4.02M - $5.14M
|
52.9K
$5.93M
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
542New |
$41.2K - $52.6K
|
542
$60.8K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
99+ 0.7% |
$7.53K - $9.61K
|
14.3K
$1.6M
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-185- 19.79% |
$14.1K - $18K
|
750
$84.1K
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-400- 5.43% |
$30.4K - $38.8K
|
6.96K
$781K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.34KNew |
$178K - $227K
|
2.34K
$262K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6New |
$456 - $582
|
6
$673
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
3.34KNew |
$254K - $324K
|
3.34K
$374K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
80New |
$6.08K - $7.76K
|
80
$8.97K
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
740New |
$56.3K - $71.8K
|
740
$83K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
329+ 10966.67% |
$25K - $31.9K
|
332
$37.2K
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
350New |
$26.6K - $34K
|
350
$39.2K
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
24+ 0.89% |
$1.83K - $2.33K
|
2.71K
$304K
|
|
Q1 2023 | |||||||
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-19Closed |
$1.45K - $1.87K
|
0
$0
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.43KClosed |
$109K - $140K
|
0
$0
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.6KNew |
$198K - $256K
|
2.6K
$291K
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
21.8KNew |
$1.66M - $2.14M
|
21.8K
$2.44M
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.62KNew |
$429K - $552K
|
5.62K
$630K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
20+ 2.16% |
$1.53K - $1.97K
|
946
$106K
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.73KNew |
$208K - $269K
|
2.73K
$306K
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-24.5K- 76.09% |
$1.87M - $2.41M
|
7.7K
$863K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
14.3KNew |
$1.09M - $1.41M
|
14.3K
$1.61M
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.92KNew |
$223K - $287K
|
2.92K
$327K
|
|
May 15, 2023
Q1 2023
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-1.11K- 12.27% |
$84.3K - $109K
|
7.9K
$886K
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-150K- 27.22% |
$11.5M - $14.8M
|
402K
$45M
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
5.71KNew |
$436K - $562K
|
5.71K
$640K
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.16KNew |
$165K - $212K
|
2.16K
$242K
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
3.69KNew |
$281K - $363K
|
3.69K
$413K
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-204- 1.4% |
$15.6K - $20.1K
|
14.4K
$1.61M
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.78KNew |
$212K - $274K
|
2.78K
$312K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 7.69% |
$76.3 - $98.4
|
14
$1.57K
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
134K+ 1323.72% |
$10.3M - $13.2M
|
145K
$16.2M
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
220+ 30.14% |
$16.8K - $21.6K
|
950
$107K
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.79KNew |
$213K - $275K
|
2.79K
$313K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$458 - $590
|
6
$673
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$229 - $295
|
3
$336
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
9+ 30.0% |
$687 - $885
|
39
$4.37K
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.79KNew |
$289K - $373K
|
3.79K
$425K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.1KNew |
$84.2K - $109K
|
1.1K
$124K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
40New |
$3.05K - $3.93K
|
40
$4.48K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
4+ 0.04% |
$305 - $393
|
9.65K
$1.08M
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
48.5KNew |
$3.7M - $4.78M
|
48.5K
$5.44M
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
697KNew |
$46.9M - $58.2M
|
697K
$78.1M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5KNew |
$336K - $417K
|
5K
$560K
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-819- 0.73% |
$55.1K - $68.4K
|
112K
$12.6M
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-1.48K- 13.27% |
$99.4K - $123K
|
9.66K
$1.08M
|
|
Feb 14, 2023
Q4 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
2.6K+ 21.49% |
$175K - $217K
|
14.7K
$1.65M
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-64.4K- 58.61% |
$4.34M - $5.38M
|
45.5K
$5.1M
|