Purchases and Sales Made in Q4 2023 in Ufp Industries Inc (UFPI)
This table provides information about the institutional ownership of Ufp Industries Inc (UFPI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
69+ 0.77% |
$6.4K - $8.79K
|
9.08K
$994K
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
64+ 0.21% |
$5.93K - $8.15K
|
30.8K
$3.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
55+ 2.33% |
$5.1K - $7.01K
|
2.42K
$265K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
54+ 7.05% |
$5.01K - $6.88K
|
820
$89.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
52New |
$4.82K - $6.62K
|
52
$5.69K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
48New |
$4.45K - $6.12K
|
48
$5.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
46+ 20.26% |
$4.27K - $5.86K
|
273
$29.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42New |
$3.89K - $5.35K
|
42
$4.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37+ 17.37% |
$3.43K - $4.71K
|
250
$27.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
36New |
$3.34K - $4.59K
|
36
$3.94K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
35+ 1.08% |
$3.25K - $4.46K
|
3.29K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
31+ 0.23% |
$2.87K - $3.95K
|
13.8K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
29+ 0.55% |
$2.69K - $3.69K
|
5.27K
$577K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
28+ 0.54% |
$2.6K - $3.57K
|
5.22K
$571K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
24+ 35.29% |
$2.23K - $3.06K
|
92
$10.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20New |
$1.85K - $2.55K
|
20
$2.19K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18New |
$1.67K - $2.29K
|
18
$1.97K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18+ 1.17% |
$1.67K - $2.29K
|
1.55K
$170K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
17+ 2.76% |
$1.58K - $2.17K
|
633
$69.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
15New |
$1.39K - $1.91K
|
15
$1.64K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
12New |
$1.11K - $1.53K
|
12
$1.31K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
12+ 5.8% |
$1.11K - $1.53K
|
219
$24K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$371 - $510
|
51.4K
$5.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 13.04% |
$278 - $382
|
26
$2.85K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 4.76% |
$278 - $382
|
66
$7.23K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 3.7% |
$278 - $382
|
84
$9.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1+ 25.0% |
$92.7 - $127
|
5
$547
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.41% |
$92.7 - $127
|
245
$26.8K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 10.53% |
$185 - $255
|
17
$1.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-5- 0.08% |
$464 - $637
|
6.31K
$691K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6- 0.11% |
$556 - $764
|
5.36K
$587K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-7- 12.07% |
$649 - $892
|
51
$5.58K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-10- 0.39% |
$927 - $1.27K
|
2.57K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-10- 0.34% |
$927 - $1.27K
|
2.9K
$317K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-15- 30.61% |
$1.39K - $1.91K
|
34
$3.72K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-17- 0.58% |
$1.58K - $2.17K
|
2.92K
$320K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-22- 23.16% |
$2.04K - $2.8K
|
73
$7.99K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-26- 4.58% |
$2.41K - $3.31K
|
542
$59.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32- 0.03% |
$2.97K - $4.08K
|
123K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-36- 1.56% |
$3.34K - $4.59K
|
2.27K
$249K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-36- 1.47% |
$3.34K - $4.59K
|
2.41K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-40- 0.65% |
$3.71K - $5.1K
|
6.12K
$670K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-40- 0.24% |
$3.71K - $5.1K
|
16.8K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-45- 0.46% |
$4.17K - $5.73K
|
9.65K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-49- 0.32% |
$4.54K - $6.24K
|
15.4K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-51- 2.25% |
$4.73K - $6.5K
|
2.22K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-55- 4.5% |
$5.1K - $7.01K
|
1.17K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-57- 1.65% |
$5.29K - $7.26K
|
3.4K
$372K
|