Purchases and Sales Made in Q2 2023 in Ufp Industries Inc (UFPI)
This table provides information about the institutional ownership of Ufp Industries Inc (UFPI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
350New |
$26.6K - $34K
|
350
$42.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
329+ 10966.67% |
$25K - $31.9K
|
332
$40.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
313+ 2.86% |
$23.8K - $30.4K
|
11.2K
$1.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
294+ 8.47% |
$22.4K - $28.5K
|
3.76K
$461K
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
268+ 0.53% |
$20.4K - $26K
|
50.6K
$6.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
260+ 17.72% |
$19.8K - $25.2K
|
1.73K
$211K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
248New |
$18.9K - $24.1K
|
248
$30.3K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
243New |
$18.5K - $23.6K
|
243
$29.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
220+ 0.43% |
$16.7K - $21.4K
|
51.6K
$6.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
210+ 4.53% |
$16K - $20.4K
|
4.84K
$593K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
180+ 2.35% |
$13.7K - $17.5K
|
7.84K
$959K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
168New |
$12.8K - $16.3K
|
168
$20.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
130New |
$9.89K - $12.6K
|
130
$15.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
128+ 38.91% |
$9.73K - $12.4K
|
457
$55.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
125+ 0.91% |
$9.51K - $12.1K
|
13.8K
$1.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
99+ 0.7% |
$7.53K - $9.61K
|
14.3K
$1.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
80New |
$6.08K - $7.76K
|
80
$9.79K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
63+ 16.89% |
$4.79K - $6.11K
|
436
$53.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
56New |
$4.26K - $5.43K
|
56
$6.85K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
55+ 0.88% |
$4.18K - $5.34K
|
6.32K
$773K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
51+ 5100.0% |
$3.88K - $4.95K
|
52
$6.36K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
49+ 1.52% |
$3.73K - $4.76K
|
3.28K
$401K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
38+ 17.27% |
$2.89K - $3.69K
|
258
$31.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36New |
$2.74K - $3.49K
|
36
$4.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
29+ 1.02% |
$2.21K - $2.81K
|
2.87K
$352K
|
|
|
Aug 16, 2023
Q2 2023
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
28+ 0.07% |
$2.13K - $2.72K
|
39.5K
$4.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27+ 0.65% |
$2.05K - $2.62K
|
4.18K
$511K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
24+ 0.89% |
$1.83K - $2.33K
|
2.71K
$332K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
21+ 25.3% |
$1.6K - $2.04K
|
104
$12.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18+ 22.78% |
$1.37K - $1.75K
|
97
$11.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 20.27% |
$1.14K - $1.46K
|
89
$10.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11New |
$837 - $1.07K
|
11
$1.35K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 52.63% |
$761 - $971
|
29
$3.55K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 7.5% |
$684 - $873
|
129
$15.8K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 7.5% |
$684 - $873
|
129
$15.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 11.25% |
$684 - $873
|
89
$10.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 100.0% |
$532 - $679
|
14
$1.71K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6New |
$456 - $582
|
6
$734
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 27.78% |
$380 - $485
|
23
$2.81K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 14.81% |
$304 - $388
|
31
$3.79K
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
3+ 5.56% |
$228 - $291
|
57
$6.97K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.73% |
$76.1 - $97.1
|
138
$16.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 11.11% |
$152 - $194
|
16
$1.96K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 3.23% |
$152 - $194
|
60
$7.34K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 1.44% |
$228 - $291
|
206
$25.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-5- 0.01% |
$380 - $485
|
73K
$8.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-7- 1.04% |
$532 - $679
|
665
$81.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-14- 1.87% |
$1.06K - $1.36K
|
734
$89.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-22- 0.64% |
$1.67K - $2.14K
|
3.4K
$415K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-24- 0.12% |
$1.83K - $2.33K
|
20.5K
$2.5M
|