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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
192
shares
|
$24,808
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
178
shares
|
$22,999
0.0% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
172
shares
|
$22,224
0.0% of portfolio
|
Q2 2024
Reduced 25.54%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
161
shares
|
$20,802
0.0% of portfolio
|
Q3 2024
Added 34.17%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
155
shares
|
$20,027
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
154
shares
|
$19,898
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
142
shares
|
$18,347
0.01% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
141
shares
|
$18,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
141
shares
|
$18,218
0.0% of portfolio
|
Q2 2024
Added 14.63%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
133
shares
|
$17,184
0.0% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
132
shares
|
$17,055
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
132
shares
|
$17,055
0.0% of portfolio
|
Q2 2024
Added 175.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
120
shares
|
$15,505
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
116
shares
|
$14,988
0.0% of portfolio
|
Q3 2024
Added 625.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
112
shares
|
$14,471
0.0% of portfolio
|
Q3 2024
Reduced 73.21%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
104
shares
|
$13,437
0.0% of portfolio
|
Q3 2024
Reduced 75.36%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
104
shares
|
$13,437
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
94
shares
|
$12,145
0.0% of portfolio
|
Q2 2024
Added 59.32%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
89
shares
|
$11,499
0.0% of portfolio
|
Q3 2024
Added 206.9%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
86
shares
|
$11,112
0.0% of portfolio
|
Q3 2024
Added 82.98%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
80
shares
|
$10,336
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
75
shares
|
$9,690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
73
shares
|
$9,432
0.0% of portfolio
|
Q4 2023
Reduced 23.16%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
65
shares
|
$8,398
0.0% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
63
shares
|
$8,140
0.0% of portfolio
|
Q3 2024
Added 80.0%
|