Latest Institutional Transactions on Umh Properties, Inc. (UMH)
This table provides information on the latest institutional transactions involving Umh Properties, Inc. (UMH) 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-236K- 10.12% |
$4.3M - $4.68M
|
2.1M
$39.2M
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
12.1K+ 107.42% |
$220K - $240K
|
23.3K
$436K
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
125K+ 169.6% |
$2.28M - $2.48M
|
199K
$3.72M
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6New |
$109 - $119
|
6
$112
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
165K+ 52.77% |
$3.01M - $3.28M
|
478K
$8.94M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
499New |
$9.09K - $9.91K
|
499
$9.33K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.62K+ 11.82% |
$121K - $131K
|
62.6K
$1.17M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
800K+ 11.93% |
$14.6M - $15.9M
|
7.51M
$140M
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
14.3KNew |
$261K - $284K
|
14.3K
$268K
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.36K+ 14.1% |
$42.9K - $46.8K
|
19.1K
$357K
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
16.2K+ 12.4% |
$295K - $322K
|
147K
$2.75M
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
476+ 38.7% |
$8.67K - $9.45K
|
1.71K
$31.9K
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
178K+ 90.35% |
$3.25M - $3.54M
|
376K
$7.03M
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.21K- 0.68% |
$21.9K - $23.9K
|
175K
$3.27M
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
11.1K+ 19.52% |
$202K - $220K
|
68K
$1.27M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
17New |
$310 - $337
|
17
$318
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
65New |
$1.18K - $1.29K
|
65
$1.22K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
83+ 7.57% |
$1.51K - $1.65K
|
1.18K
$22K
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
12.6K+ 77.2% |
$229K - $249K
|
28.8K
$539K
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-32.3K- 44.59% |
$587K - $640K
|
40.1K
$750K
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
48.5K+ 2.49% |
$883K - $962K
|
1.99M
$37.3M
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
21.6K+ 64.74% |
$393K - $428K
|
54.9K
$1.03M
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-748- 4.29% |
$13.6K - $14.8K
|
16.7K
$312K
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-346- 0.96% |
$6.3K - $6.87K
|
35.8K
$670K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
158New |
$2.88K - $3.14K
|
158
$2.95K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-45- 84.91% |
$819 - $893
|
8
$150
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
385+ 4.5% |
$7.01K - $7.64K
|
8.93K
$167K
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
435+ 18.98% |
$7.92K - $8.63K
|
2.73K
$51K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.47K+ 6.44% |
$26.7K - $29.1K
|
24.2K
$453K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
95New |
$1.73K - $1.89K
|
95
$1.78K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-602- 2.3% |
$11K - $11.9K
|
25.6K
$479K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 1011.11% |
$26.5K - $28.9K
|
1.6K
$29.9K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
123New |
$2.24K - $2.44K
|
123
$2.3K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
87.6K+ 9.31% |
$1.6M - $1.74M
|
1.03M
$19.2M
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-250- 0.51% |
$4.55K - $4.96K
|
49K
$916K
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
10.4KNew |
$190K - $207K
|
10.4K
$195K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.7K+ 7.54% |
$30.9K - $33.7K
|
24.2K
$453K
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.39K+ 12.41% |
$43.5K - $47.5K
|
21.7K
$405K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.24MNew |
$22.6M - $24.6M
|
1.24M
$23.2M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 6.38% |
$164 - $179
|
150
$2.81K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
138+ 1.11% |
$2.51K - $2.74K
|
12.6K
$235K
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
14.2KNew |
$259K - $282K
|
14.2K
$266K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
466+ 18.81% |
$8.49K - $9.25K
|
2.94K
$55K
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-3.6K- 19.05% |
$65.6K - $71.5K
|
15.3K
$286K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
112+ 4.58% |
$2.04K - $2.22K
|
2.56K
$47.8K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.2KNew |
$549K - $599K
|
30.2K
$564K
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-9.19K- 38.01% |
$167K - $182K
|
15K
$280K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
311+ 51.66% |
$5.66K - $6.17K
|
913
$17.1K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.03K- 3.29% |
$18.7K - $20.3K
|
30.2K
$564K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
140+ 77.78% |
$2.55K - $2.78K
|
320
$5.98K
|