Latest Institutional Transactions on Universal Health Realty Income Trust (UHT)
This table provides information on the latest institutional transactions involving Universal Health Realty Income Trust (UHT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-4.14K- 29.08% |
$192K - $238K
|
10.1K
$413K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-74- 37.95% |
$3.43K - $4.25K
|
121
$4.95K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2KNew |
$92.7K - $115K
|
2K
$81.8K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.08K- 20.7% |
$96.5K - $120K
|
7.98K
$326K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.5K- 25.72% |
$69.6K - $86.2K
|
4.33K
$177K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200New |
$9.27K - $11.5K
|
200
$8.18K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
190New |
$8.81K - $10.9K
|
190
$7.77K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
361+ 9.87% |
$16.7K - $20.7K
|
4.02K
$164K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
317New |
$14.7K - $18.2K
|
317
$13K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.2K+ 25.75% |
$55.6K - $68.9K
|
5.86K
$240K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
17New |
$788 - $977
|
17
$695
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
4.38KNew |
$182K - $236K
|
4.38K
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
359KNew |
$14.9M - $19.3M
|
359K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-5K- 16.67% |
$207K - $269K
|
25K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.43KNew |
$184K - $238K
|
4.43K
$181K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
85+ 93.41% |
$3.52K - $4.57K
|
176
$7.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-636- 2.76% |
$26.3K - $34.2K
|
22.4K
$918K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-2.2K- 23.92% |
$91.1K - $118K
|
7K
$286K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
5.21KNew |
$216K - $280K
|
5.21K
$213K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.95KNew |
$164K - $212K
|
3.95K
$162K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1+ 0.02% |
$41.4 - $53.8
|
4.79K
$196K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$4.14K - $5.38K
|
100
$4.09K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
291+ 14.11% |
$12K - $16.4K
|
2.35K
$96.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
79+ 54.11% |
$3.26K - $4.45K
|
225
$9.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-1.8K- 35.29% |
$74.4K - $101K
|
3.3K
$135K
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
372+ 17.28% |
$15.4K - $21K
|
2.53K
$103K
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.21K+ 9.58% |
$50.1K - $68.3K
|
13.9K
$567K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6New |
$248 - $338
|
6
$245
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.18K+ 5368.18% |
$48.8K - $66.5K
|
1.2K
$49.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9New |
$372 - $507
|
9
$368
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
134New |
$5.54K - $7.55K
|
134
$5.48K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
7.29KNew |
$301K - $411K
|
7.29K
$298K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-50- 0.75% |
$2.07K - $2.82K
|
6.66K
$272K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.87KClosed |
$185K - $228K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-38.6KClosed |
$1.85M - $2.28M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
8.06KNew |
$386K - $475K
|
8.06K
$330K
|
|
|
Aug 09, 2022
Q2 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.32K+ 594.59% |
$63.2K - $77.8K
|
1.54K
$63.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-5KClosed |
$239K - $295K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.57KClosed |
$171K - $211K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-128- 83.12% |
$6.13K - $7.55K
|
26
$1.06K
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-49- 1.08% |
$2.35K - $2.89K
|
4.48K
$183K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
302+ 7.41% |
$14.5K - $17.8K
|
4.38K
$179K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
630New |
$30.2K - $37.2K
|
630
$25.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
SELL
|
- |
-3.73KClosed |
$178K - $220K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-335Closed |
$16K - $19.8K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
870New |
$41.6K - $51.3K
|
870
$35.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-48Closed |
$2.3K - $2.83K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
382New |
$18.3K - $22.5K
|
382
$15.6K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-500Closed |
$27.8K - $30.4K
|
0
$0
|
|