Purchases and Sales Made in Q4 2024 in Ufp Industries Inc (UFPI)
This table provides information about the institutional ownership of Ufp Industries Inc (UFPI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.4K+ 11.03% |
$157K - $195K
|
14.1K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.07K+ 15.73% |
$120K - $149K
|
7.9K
$914K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 8.72% |
$113K - $140K
|
12.6K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
939New |
$105K - $131K
|
939
$109K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
932+ 84.19% |
$105K - $130K
|
2.04K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
897+ 13.28% |
$101K - $125K
|
7.65K
$885K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
688+ 62.09% |
$77.2K - $95.6K
|
1.8K
$208K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
670+ 23.56% |
$75.2K - $93.1K
|
3.51K
$406K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
505+ 1683.33% |
$56.7K - $70.2K
|
535
$61.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
500+ 21.05% |
$56.1K - $69.5K
|
2.88K
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
496+ 1.31% |
$55.6K - $69K
|
38.4K
$4.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
489+ 12.39% |
$54.9K - $68K
|
4.44K
$513K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
484+ 3.04% |
$54.3K - $67.3K
|
16.4K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
465+ 0.29% |
$52.2K - $64.6K
|
160K
$18.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
415+ 357.76% |
$46.6K - $57.7K
|
531
$61.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
386+ 4.69% |
$43.3K - $53.7K
|
8.61K
$996K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
365+ 21.22% |
$40.9K - $50.7K
|
2.09K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
178New |
$20K - $24.7K
|
178
$20.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
175+ 39.77% |
$19.6K - $24.3K
|
615
$71.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
174+ 195.51% |
$19.5K - $24.2K
|
263
$30.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
160+ 2.41% |
$18K - $22.2K
|
6.81K
$788K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
155+ 1.0% |
$17.4K - $21.5K
|
15.7K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
150+ 2.39% |
$16.8K - $20.9K
|
6.42K
$742K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
147+ 4.68% |
$16.5K - $20.4K
|
3.29K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
138+ 6.62% |
$15.5K - $19.2K
|
2.22K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
124+ 1.24% |
$13.9K - $17.2K
|
10.1K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
116New |
$13K - $16.1K
|
116
$13.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
105+ 6.21% |
$11.8K - $14.6K
|
1.8K
$208K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
104New |
$11.7K - $14.5K
|
104
$12K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
104+ 5.75% |
$11.7K - $14.5K
|
1.91K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
104+ 2.43% |
$11.7K - $14.5K
|
4.38K
$507K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
100New |
$11.2K - $13.9K
|
100
$11.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
97+ 5.39% |
$10.9K - $13.5K
|
1.9K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
83+ 0.17% |
$9.31K - $11.5K
|
49.6K
$5.73M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
79+ 12.27% |
$8.86K - $11K
|
723
$83.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
76+ 14.34% |
$8.53K - $10.6K
|
606
$70.1K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
75+ 2.01% |
$8.41K - $10.4K
|
3.8K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57+ 8.27% |
$6.39K - $7.92K
|
746
$86.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
51+ 38.35% |
$5.72K - $7.09K
|
184
$21.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
41+ 29.08% |
$4.6K - $5.7K
|
182
$21.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
41+ 2.18% |
$4.6K - $5.7K
|
1.92K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35New |
$3.93K - $4.87K
|
35
$4.05K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
34+ 39.53% |
$3.81K - $4.73K
|
120
$13.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
32+ 10.03% |
$3.59K - $4.45K
|
351
$40.6K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27+ 0.46% |
$3.03K - $3.75K
|
5.91K
$684K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
24New |
$2.69K - $3.34K
|
24
$2.78K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
20+ 0.6% |
$2.24K - $2.78K
|
3.37K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
20+ 35.09% |
$2.24K - $2.78K
|
77
$8.91K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
18New |
$2.02K - $2.5K
|
18
$2.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
15New |
$1.68K - $2.09K
|
15
$1.74K
|