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 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-223- 25.93% |
$14.5K - $18.5K
|
637
$71K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
3+ 18.75% |
$195 - $249
|
19
$2.12K
|
|
Aug 04, 2022
Q2 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-103- 2.85% |
$6.71K - $8.56K
|
3.52K
$392K
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-31.8KClosed |
$2.07M - $2.64M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.03KClosed |
$198K - $252K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
210New |
$13.7K - $17.5K
|
210
$23.4K
|
|
Jul 29, 2022
Q2 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-2.63KClosed |
$171K - $218K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10- 12.66% |
$651 - $832
|
69
$7.69K
|
|
Jul 28, 2022
Q2 2022
|
Millrace Asset Group, Inc.
|
SELL
|
- |
-12.9KClosed |
$837K - $1.07M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
1+ 0.26% |
$65.1 - $83.2
|
391
$43.6K
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-30.8KClosed |
$2.01M - $2.56M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-196- 5.46% |
$12.8K - $16.3K
|
3.4K
$378K
|
|
Jul 22, 2022
Q2 2022
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-29.8KClosed |
$1.94M - $2.48M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
15New |
$977 - $1.25K
|
15
$1.67K
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-11.3KClosed |
$739K - $943K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-97Closed |
$6.32K - $8.07K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
CALL |
120New |
$7.82K - $9.98K
|
120
$13.4K
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-300Closed |
$19.5K - $24.9K
|
0
$0
|
|
Q1 2022 | |||||||
May 23, 2022
Q1 2022
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-5.89KClosed |
$449K - $549K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-61Closed |
$4.65K - $5.69K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.57KClosed |
$196K - $240K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
420New |
$32K - $39.2K
|
420
$46.8K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-283Closed |
$21.6K - $26.4K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-24- 0.79% |
$1.83K - $2.24K
|
3K
$334K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-18Closed |
$1.37K - $1.68K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.73KClosed |
$132K - $162K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.43KClosed |
$185K - $226K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-40Closed |
$3.05K - $3.73K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-3.6KClosed |
$275K - $336K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
SELL
|
- |
-2.24KClosed |
$171K - $208K
|
0
$0
|
|
Q4 2021 | |||||||
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.7KNew |
$185K - $252K
|
2.7K
$301K
|
|
Mar 03, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5KNew |
$343K - $467K
|
5K
$557K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-454Closed |
$31.1K - $42.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.41KClosed |
$233K - $318K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-45Closed |
$3.08K - $4.2K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
471+ 205.68% |
$32.3K - $44K
|
700
$78K
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.86KClosed |
$265K - $361K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-1.62KClosed |
$111K - $152K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Shellback Capital, LP
Boston, MA |
SELL
|
- |
-58.4KClosed |
$3.96M - $4.56M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-595Closed |
$40.4K - $46.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-38Closed |
$2.58K - $2.97K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.79KClosed |
$189K - $218K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-10KClosed |
$680K - $783K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Employees Retirement System Of Texas
|
SELL
|
- |
-38.4KClosed |
$2.61M - $3M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7New |
$475 - $547
|
7
$780
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-25- 0.83% |
$1.7K - $1.95K
|
3K
$334K
|
|
Nov 09, 2021
Q3 2021
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-7.72KClosed |
$524K - $604K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-22Closed |
$1.49K - $1.72K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-500Closed |
$35.3K - $44.3K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-34Closed |
$2.4K - $3.01K
|
0
$0
|