Purchases and Sales Made in Q3 2024 in Ufp Industries Inc (UFPI)
This table provides information about the institutional ownership of Ufp Industries Inc (UFPI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
5+ 0.17% |
$538 - $677
|
2.95K
$314K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
4+ 0.21% |
$431 - $541
|
1.88K
$200K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
4+ 4.0% |
$431 - $541
|
104
$11.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 6.25% |
$323 - $406
|
51
$5.42K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3New |
$323 - $406
|
3
$319
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 3.17% |
$215 - $271
|
65
$6.91K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2+ 0.08% |
$215 - $271
|
2.37K
$252K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2+ 0.04% |
$215 - $271
|
5.29K
$562K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.4% |
$108 - $135
|
252
$26.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.04% |
$108 - $135
|
2.39K
$254K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 7.14% |
$108 - $135
|
15
$1.59K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1+ 0.29% |
$108 - $135
|
343
$36.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.17% |
$108 - $135
|
599
$63.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-3- 2.22% |
$323 - $406
|
132
$14K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-4- 10.26% |
$431 - $541
|
35
$3.72K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5- 0.28% |
$538 - $677
|
1.81K
$192K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-5- 0.89% |
$538 - $677
|
559
$59.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7- 0.28% |
$754 - $947
|
2.5K
$266K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9- 1.86% |
$969 - $1.22K
|
476
$50.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 2.91% |
$969 - $1.22K
|
300
$31.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-16- 0.07% |
$1.72K - $2.17K
|
23.9K
$2.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17- 7.46% |
$1.83K - $2.3K
|
211
$22.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-17- 25.76% |
$1.83K - $2.3K
|
49
$5.21K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-20- 0.51% |
$2.15K - $2.71K
|
3.9K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-22- 0.35% |
$2.37K - $2.98K
|
6.2K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-24- 0.78% |
$2.58K - $3.25K
|
3.05K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24- 88.89% |
$2.58K - $3.25K
|
3
$319
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-25- 2.22% |
$2.69K - $3.38K
|
1.1K
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-27- 0.63% |
$2.91K - $3.65K
|
4.26K
$452K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29- 14.01% |
$3.12K - $3.92K
|
178
$18.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-33- 6.4% |
$3.55K - $4.47K
|
483
$51.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-33- 0.68% |
$3.55K - $4.47K
|
4.84K
$514K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-38- 1.49% |
$4.09K - $5.14K
|
2.51K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-39- 56.52% |
$4.2K - $5.28K
|
30
$3.19K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-40- 1.74% |
$4.31K - $5.41K
|
2.26K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-45- 1.84% |
$4.84K - $6.09K
|
2.41K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-47- 0.57% |
$5.06K - $6.36K
|
8.23K
$874K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-55- 48.67% |
$5.92K - $7.44K
|
58
$6.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-55- 2.17% |
$5.92K - $7.44K
|
2.48K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-56- 4.25% |
$6.03K - $7.58K
|
1.26K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-58- 2.98% |
$6.24K - $7.85K
|
1.89K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
SELL
|
- |
-79- 1.48% |
$8.5K - $10.7K
|
5.27K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-94- 3.73% |
$10.1K - $12.7K
|
2.42K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-105- 5.55% |
$11.3K - $14.2K
|
1.79K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-107- 20.66% |
$11.5K - $14.5K
|
411
$43.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-128- 4.33% |
$13.8K - $17.3K
|
2.83K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-128- 4.49% |
$13.8K - $17.3K
|
2.72K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-129- 3.88% |
$13.9K - $17.5K
|
3.19K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-134- 3.89% |
$14.4K - $18.1K
|
3.31K
$352K
|