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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
60
shares
|
$7,752
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
59
shares
|
$7,623
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
58
shares
|
$7,494
0.0% of portfolio
|
Q3 2024
Reduced 48.67%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
57
shares
|
$7,364
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
54
shares
|
$6,977
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
51
shares
|
$6,589
0.01% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
49
shares
|
$6,331
0.0% of portfolio
|
Q3 2024
Reduced 25.76%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
46
shares
|
$5,943
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
40
shares
|
$5,168
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
35
shares
|
$4,522
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
33
shares
|
$4,263
0.0% of portfolio
|
Q2 2024
Reduced 98.66%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
30
shares
|
$3,876
0.0% of portfolio
|
Q3 2024
Reduced 56.52%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
29
shares
|
$3,747
0.0% of portfolio
|
Q3 2024
Added 31.82%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
28
shares
|
$3,617
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
26
shares
|
$3,359
0.0% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
23
shares
|
$2,971
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
18
shares
|
$2,325
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
17
shares
|
$2,196
0.0% of portfolio
|
Q4 2023
Reduced 10.53%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
17
shares
|
$2,196
0.0% of portfolio
|
Q2 2024
Reduced 56.41%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
15
shares
|
$1,938
0.0% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
12
shares
|
$1,550
0.0% of portfolio
|
Q3 2024
Added 71.43%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
12
shares
|
$1,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
10
shares
|
$1,292
0.0% of portfolio
|
Q3 2023
Reduced 77.78%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
9
shares
|
$1,162
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
8
shares
|
$1,033
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|