Purchases and Sales Made in Q1 2023 in Ufp Industries Inc (UFPI)
This table provides information about the institutional ownership of Ufp Industries Inc (UFPI) during Q1 2023. The information is specifically focused on institutions that hold shares of UFP INDUSTRIES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$458 - $590
|
6
$657
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
4+ 0.04% |
$305 - $393
|
9.65K
$1.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3New |
$229 - $295
|
3
$328
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$229 - $295
|
3
$328
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.03% |
$153 - $197
|
6.84K
$749K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 7.69% |
$76.3 - $98.4
|
14
$1.53K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 5.26% |
$76.3 - $98.4
|
18
$1.97K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 5.26% |
$76.3 - $98.4
|
18
$1.97K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-2- 40.0% |
$153 - $197
|
3
$328
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 4.62% |
$229 - $295
|
62
$6.79K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 63.16% |
$916 - $1.18K
|
7
$766
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-14- 0.16% |
$1.07K - $1.38K
|
8.48K
$928K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-15- 15.31% |
$1.14K - $1.48K
|
83
$9.09K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-16- 0.35% |
$1.22K - $1.57K
|
4.62K
$506K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-16- 0.29% |
$1.22K - $1.57K
|
5.46K
$598K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-17- 0.5% |
$1.3K - $1.67K
|
3.42K
$374K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-19- 40.43% |
$1.45K - $1.87K
|
28
$3.07K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-19Closed |
$1.45K - $1.87K
|
0
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-42- 1.2% |
$3.2K - $4.13K
|
3.47K
$380K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-46- 17.29% |
$3.51K - $4.53K
|
220
$24.1K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-75- 92.59% |
$5.72K - $7.38K
|
6
$657
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-102- 12.0% |
$7.78K - $10K
|
748
$81.9K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-105- 1.27% |
$8.01K - $10.3K
|
8.14K
$892K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-111- 3.31% |
$8.47K - $10.9K
|
3.24K
$355K
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-113- 0.52% |
$8.62K - $11.1K
|
21.4K
$2.34M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-117- 49.37% |
$8.93K - $11.5K
|
120
$13.1K
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-126- 1.39% |
$9.61K - $12.4K
|
8.96K
$981K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-140- 8.12% |
$10.7K - $13.8K
|
1.58K
$173K
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-144- 0.31% |
$11K - $14.2K
|
46.3K
$5.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-167- 1.16% |
$12.7K - $16.4K
|
14.2K
$1.56M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-168- 1.97% |
$12.8K - $16.5K
|
8.36K
$915K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-187- 5.11% |
$14.3K - $18.4K
|
3.48K
$381K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-189- 43.75% |
$14.4K - $18.6K
|
243
$26.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-193- 2.5% |
$14.7K - $19K
|
7.52K
$824K
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-200- 1.08% |
$15.3K - $19.7K
|
18.4K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-204- 1.4% |
$15.6K - $20.1K
|
14.4K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-252- 1.27% |
$19.2K - $24.8K
|
19.6K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-333- 6.51% |
$25.4K - $32.8K
|
4.78K
$523K
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-364- 11.4% |
$27.8K - $35.8K
|
2.83K
$310K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-395- 4.91% |
$30.1K - $38.9K
|
7.66K
$838K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-429- 11.2% |
$32.7K - $42.2K
|
3.4K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-437- 15.11% |
$33.3K - $43K
|
2.46K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-444- 12.08% |
$33.9K - $43.7K
|
3.23K
$354K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-454- 12.51% |
$34.6K - $44.7K
|
3.18K
$348K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-480- 4.69% |
$36.6K - $47.2K
|
9.74K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-492- 6.13% |
$37.5K - $48.4K
|
7.54K
$825K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-516- 13.54% |
$39.4K - $50.8K
|
3.29K
$361K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-619- 6.01% |
$47.2K - $60.9K
|
9.68K
$1.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-707- 57.76% |
$53.9K - $69.5K
|
517
$56.6K
|