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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
26New |
$455 - $494
|
26
$434
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-98.3K- 35.22% |
$1.72M - $1.87M
|
181K
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
1.03MNew |
$18M - $19.5M
|
1.03M
$17.2M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.82KNew |
$31.8K - $34.5K
|
1.82K
$30.3K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 37.5% |
$52.5 - $57
|
11
$184
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-88K- 4.42% |
$1.54M - $1.67M
|
1.9M
$31.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-207K- 43.28% |
$3.62M - $3.93M
|
271K
$4.53M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
17.1K+ 0.23% |
$299K - $325K
|
7.52M
$126M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
682+ 0.83% |
$11.9K - $13K
|
82.6K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.86K- 0.67% |
$120K - $130K
|
1.02M
$17.1M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
103New |
$1.8K - $1.96K
|
103
$1.72K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
151+ 1.2% |
$2.64K - $2.87K
|
12.7K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30New |
$525 - $570
|
30
$501
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-4.71K- 23.13% |
$82.4K - $89.5K
|
15.7K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-800- 0.92% |
$14K - $15.2K
|
86.1K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-225- 7.65% |
$3.94K - $4.28K
|
2.72K
$45.4K
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-743- 3.93% |
$13K - $14.1K
|
18.2K
$303K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-11K- 20.11% |
$193K - $210K
|
43.8K
$732K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
12+ 0.27% |
$210 - $228
|
4.48K
$74.8K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.5K- 3.99% |
$43.7K - $47.5K
|
60.1K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-7.58K- 26.95% |
$133K - $144K
|
20.5K
$343K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
172New |
$3.01K - $3.27K
|
172
$2.87K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
21.8KNew |
$381K - $414K
|
21.8K
$364K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-5.47K- 0.44% |
$95.7K - $104K
|
1.23M
$20.5M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
671+ 2.62% |
$11.7K - $12.7K
|
26.3K
$439K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.21K- 1.72% |
$56.2K - $61.1K
|
183K
$3.06M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-7.92K- 36.01% |
$139K - $151K
|
14.1K
$235K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.6K- 0.6% |
$28K - $30.4K
|
266K
$4.44M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-36- 24.0% |
$630 - $684
|
114
$1.9K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
42.1KNew |
$737K - $800K
|
42.1K
$703K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-76.9K- 5.26% |
$1.35M - $1.46M
|
1.39M
$23.1M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.7K+ 11.11% |
$29.7K - $32.3K
|
17K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-157- 99.37% |
$2.75K - $2.98K
|
1
$16.7
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-149- 0.69% |
$2.61K - $2.83K
|
21.5K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-249- 27.27% |
$4.36K - $4.73K
|
664
$11.1K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
541+ 5.17% |
$9.46K - $10.3K
|
11K
$184K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-44- 3.73% |
$770 - $836
|
1.14K
$19K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.59K- 42.72% |
$168K - $182K
|
12.9K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.04K- 6.55% |
$18.3K - $19.8K
|
14.9K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
19+ 15.57% |
$332 - $361
|
141
$2.35K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
323New |
$5.65K - $6.14K
|
323
$5.39K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.07K+ 5.0% |
$18.6K - $20.2K
|
22.4K
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.06K- 6.33% |
$18.5K - $20.1K
|
15.6K
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.15K- 3.82% |
$20.1K - $21.9K
|
29K
$485K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2KNew |
$35K - $38K
|
2K
$33.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.05K+ 0.24% |
$18.3K - $19.9K
|
434K
$7.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.89K- 11.1% |
$68.1K - $73.9K
|
31.2K
$521K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
64+ 4.72% |
$1.12K - $1.22K
|
1.42K
$23.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.36K+ 3.64% |
$23.8K - $25.9K
|
38.8K
$648K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
70.7K+ 7.73% |
$1.24M - $1.34M
|
985K
$16.5M
|