Purchases and Sales Made in Q2 2024 in Ufp Industries Inc (UFPI)
This table provides information about the institutional ownership of Ufp Industries Inc (UFPI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
118+ 39.33% |
$12.9K - $14.6K
|
418
$45.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
105+ 0.73% |
$11.5K - $13K
|
14.6K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
100New |
$10.9K - $12.4K
|
100
$10.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
84+ 175.0% |
$9.18K - $10.4K
|
132
$14.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
76+ 1.29% |
$8.31K - $9.42K
|
5.99K
$655K
|
|
|
Jul 18, 2024
Q2 2024
|
Fcf Advisors LLC
|
BUY
|
- |
71+ 0.71% |
$7.76K - $8.8K
|
10.1K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
69New |
$7.54K - $8.56K
|
69
$7.55K
|
|
|
Aug 16, 2024
Q2 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
65+ 0.42% |
$7.1K - $8.06K
|
15.4K
$1.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
63+ 2.54% |
$6.88K - $7.81K
|
2.55K
$279K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
59+ 3.39% |
$6.45K - $7.32K
|
1.8K
$197K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
56+ 1.72% |
$6.12K - $6.94K
|
3.31K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
48+ 1.59% |
$5.25K - $5.95K
|
3.07K
$336K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
47+ 0.2% |
$5.14K - $5.83K
|
24K
$2.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47New |
$5.14K - $5.83K
|
47
$5.15K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
43+ 46.74% |
$4.7K - $5.33K
|
135
$14.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
41+ 3.21% |
$4.48K - $5.08K
|
1.32K
$144K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
40New |
$4.37K - $4.96K
|
40
$4.38K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 46.34% |
$4.15K - $4.71K
|
120
$13.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 16.03% |
$4.15K - $4.71K
|
275
$30.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
35New |
$3.82K - $4.34K
|
35
$3.83K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
35+ 59.32% |
$3.82K - $4.34K
|
94
$10.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
34New |
$3.72K - $4.22K
|
34
$3.72K
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
BUY
|
- |
33+ 0.73% |
$3.61K - $4.09K
|
4.58K
$501K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 100.0% |
$3.61K - $4.09K
|
66
$7.23K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
31+ 182.35% |
$3.39K - $3.84K
|
48
$5.25K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30New |
$3.28K - $3.72K
|
30
$3.28K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26+ 9.12% |
$2.84K - $3.22K
|
311
$34K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 1250.0% |
$2.73K - $3.1K
|
27
$2.96K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 8.04% |
$2.51K - $2.85K
|
309
$33.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
22New |
$2.4K - $2.73K
|
22
$2.41K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
18+ 14.63% |
$1.97K - $2.23K
|
141
$15.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.64% |
$1.97K - $2.23K
|
2.85K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
16+ 0.84% |
$1.75K - $1.98K
|
1.92K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16New |
$1.75K - $1.98K
|
16
$1.75K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 8.38% |
$1.75K - $1.98K
|
207
$22.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
14+ 0.1% |
$1.53K - $1.74K
|
13.7K
$1.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7New |
$765 - $868
|
7
$766
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
7+ 1.37% |
$765 - $868
|
518
$56.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5+ 0.89% |
$546 - $620
|
564
$61.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
3+ 0.16% |
$328 - $372
|
1.87K
$205K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.13% |
$328 - $372
|
2.39K
$262K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 16.67% |
$219 - $248
|
14
$1.53K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
2+ 0.02% |
$219 - $248
|
10.9K
$1.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 50.0% |
$219 - $248
|
6
$657
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.37% |
$109 - $124
|
270
$29.6K
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1- 0.7% |
$109 - $124
|
142
$15.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$109 - $124
|
2.55K
$279K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 7.14% |
$219 - $248
|
26
$2.85K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 20.0% |
$219 - $248
|
8
$876
|