Purchases and Sales Made in Q1 2024 in Ufp Industries Inc (UFPI)
This table provides information about the institutional ownership of Ufp Industries Inc (UFPI) during Q1 2024. 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 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
12+ 0.12% |
$1.32K - $1.48K
|
9.66K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
12New |
$1.32K - $1.48K
|
12
$1.31K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12+ 4.4% |
$1.32K - $1.48K
|
285
$31.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11New |
$1.21K - $1.36K
|
11
$1.2K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10New |
$1.1K - $1.24K
|
10
$1.09K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
7+ 0.41% |
$770 - $865
|
1.72K
$188K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 13.46% |
$770 - $865
|
59
$6.46K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4New |
$440 - $494
|
4
$438
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.1% |
$330 - $371
|
2.95K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$330 - $371
|
3
$328
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.4% |
$110 - $124
|
251
$27.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$110 - $124
|
1
$109
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.35% |
$110 - $124
|
286
$31.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 2.94% |
$110 - $124
|
33
$3.61K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.62% |
$110 - $124
|
160
$17.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 2.38% |
$220 - $247
|
82
$8.98K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3- 0.12% |
$330 - $371
|
2.57K
$281K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 4.55% |
$330 - $371
|
63
$6.9K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4- 0.07% |
$440 - $494
|
5.93K
$649K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-6- 13.33% |
$660 - $741
|
39
$4.27K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-11- 0.94% |
$1.21K - $1.36K
|
1.16K
$127K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-12- 0.2% |
$1.32K - $1.48K
|
5.96K
$652K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 2.4% |
$1.43K - $1.61K
|
529
$57.9K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19- 0.46% |
$2.09K - $2.35K
|
4.12K
$450K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24- 92.31% |
$2.64K - $2.97K
|
2
$219
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 83.33% |
$2.75K - $3.09K
|
5
$547
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-25- 0.52% |
$2.75K - $3.09K
|
4.82K
$527K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-26- 0.89% |
$2.86K - $3.21K
|
2.89K
$317K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-33- 0.07% |
$3.63K - $4.08K
|
44.6K
$4.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-33- 80.49% |
$3.63K - $4.08K
|
8
$876
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35- 0.24% |
$3.85K - $4.32K
|
14.3K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-35- 0.23% |
$3.85K - $4.32K
|
15.3K
$1.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-36- 70.59% |
$3.96K - $4.45K
|
15
$1.64K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-36- 1.1% |
$3.96K - $4.45K
|
3.25K
$356K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-43- 4.32% |
$4.73K - $5.31K
|
952
$104K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-55- 0.11% |
$6.05K - $6.8K
|
51.4K
$5.62M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-55- 1.05% |
$6.05K - $6.8K
|
5.16K
$565K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-58- 1.78% |
$6.38K - $7.17K
|
3.2K
$350K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-59- 1.45% |
$6.49K - $7.29K
|
4.02K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-76- 5.61% |
$8.36K - $9.39K
|
1.28K
$140K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-86- 1.66% |
$9.47K - $10.6K
|
5.11K
$559K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-100- 0.87% |
$11K - $12.4K
|
11.4K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-121- 3.48% |
$13.3K - $15K
|
3.36K
$367K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-122- 75.78% |
$13.4K - $15.1K
|
39
$4.27K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-127- 5.79% |
$14K - $15.7K
|
2.07K
$226K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-130- 1.27% |
$14.3K - $16.1K
|
10.1K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-148- 1.43% |
$16.3K - $18.3K
|
10.2K
$1.12M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-150- 7.34% |
$16.5K - $18.5K
|
1.89K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-160- 3.23% |
$17.6K - $19.8K
|
4.8K
$525K
|