Institutional Ownership Ufp Industries Inc (UFPI)
This table provides information about the institutional ownership of Ufp Industries Inc (UFPI). We have compiled data on the 467 institutions that hold shares in the stock, with a total of 48.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,711
shares
|
$350,288
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
2,680
shares
|
$346,282
0.12% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,645
shares
|
$341,760
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
2,610
shares
|
$337,238
0.12% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
2,578
shares
|
$333,103
0.01% of portfolio
|
Q3 2024
Reduced 8.84%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
2,523
shares
|
$325,996
0.02% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,514
shares
|
$324,833
0.01% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
2,503
shares
|
$323,412
0.0% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
2,480
shares
|
$320,440
0.02% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,450
shares
|
$316,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
2,424
shares
|
$313,205
0.01% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
2,407
shares
|
$311,008
0.04% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
2,390
shares
|
$308,811
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,375
shares
|
$306,873
0.01% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
2,370
shares
|
$306,227
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
2,341
shares
|
$302,480
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
2,338
shares
|
$302,092
0.0% of portfolio
|
Q3 2024
Reduced 88.56%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,319
shares
|
$299,637
0.02% of portfolio
|
Q3 2022
Added 31.02%
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
2,303
shares
|
$297,570
0.01% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,300
shares
|
$297,183
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
2,240
shares
|
$289,430
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,172
shares
|
$280,644
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
2,145
shares
|
$277,155
0.02% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
2,136
shares
|
$275,992
0.23% of portfolio
|
Q3 2024
Reduced 66.97%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
2,125
shares
|
$274,571
0.04% of portfolio
|
Q2 2024
Added 9.03%
|