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 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.2KClosed |
$130K - $164K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-50Closed |
$2.96K - $3.73K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
17KNew |
$1.01M - $1.27M
|
17K
$695K
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-400Closed |
$23.7K - $29.9K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-114Closed |
$6.75K - $8.51K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Mackay Shields LLC
|
SELL
|
- |
-5.3KClosed |
$278K - $381K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.84KClosed |
$96.4K - $132K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
462New |
$24.3K - $33.2K
|
462
$18.9K
|
|
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-4.42KClosed |
$232K - $318K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
640New |
$33.6K - $46K
|
640
$26.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-3.64KClosed |
$191K - $262K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
1.61KNew |
$84.5K - $116K
|
1.61K
$65.9K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-680Closed |
$35.7K - $48.9K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO
|
SELL
|
- |
-1KClosed |
$52.5K - $71.9K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-46Closed |
$2.46K - $3.68K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
45+ 69.23% |
$2.4K - $3.6K
|
110
$4.5K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2Closed |
$107 - $160
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.38KClosed |
$181K - $270K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.64KClosed |
$141K - $211K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.03KClosed |
$54.9K - $82.2K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.28KClosed |
$175K - $262K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-14.1KClosed |
$756K - $1.13M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-242Closed |
$12.9K - $19.3K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3KClosed |
$160K - $240K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-59Closed |
$3.15K - $4.72K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-40Closed |
$2.14K - $3.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-6.2KClosed |
$456K - $702K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2KClosed |
$147K - $226K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.06KClosed |
$152K - $233K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-19Closed |
$1.4K - $2.15K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Weil Company, Inc.
|
SELL
|
- |
-2KClosed |
$147K - $226K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-4Closed |
$294 - $452
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.79KClosed |
$132K - $203K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Capital Advisors Inc
|
SELL
|
- |
-2.25KClosed |
$165K - $254K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
James Investment Research Inc
|
SELL
|
- |
-60Closed |
$4.41K - $6.79K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-3.92KClosed |
$288K - $443K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-110KClosed |
$6.23M - $14.3M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-428Closed |
$24.2K - $55.8K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Tekla Capital Management LLC
|
BUY
|
- |
5.52K+ 96.06% |
$312K - $719K
|
11.3K
$461K
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-1.84KClosed |
$104K - $239K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-668Closed |
$37.8K - $87.1K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4Closed |
$226 - $521
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.48KClosed |
$140K - $323K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-480Closed |
$27.2K - $62.6K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300Closed |
$17K - $39.1K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.74KClosed |
$98.5K - $227K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.1KClosed |
$119K - $274K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-600Closed |
$60.3K - $73.2K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-5KClosed |
$502K - $610K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.87KClosed |
$187K - $227K
|
0
$0
|
|