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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-100K- 50.41% |
$1.75M - $1.9M
|
98.6K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-183- 0.23% |
$3.2K - $3.48K
|
79.5K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
1.73KNew |
$30.2K - $32.8K
|
1.73K
$28.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
461+ 22.56% |
$8.06K - $8.76K
|
2.5K
$41.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
26New |
$455 - $494
|
26
$434
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.47K- 3.31% |
$25.8K - $28K
|
43K
$719K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2K- 50.0% |
$35K - $38K
|
2K
$33.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-84.7K- 2.99% |
$1.48M - $1.61M
|
2.74M
$45.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-57- 2.74% |
$997 - $1.08K
|
2.03K
$33.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-5.7K- 32.68% |
$99.7K - $108K
|
11.7K
$196K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.15K+ 7.07% |
$125K - $136K
|
108K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-2.38K- 2.14% |
$41.6K - $45.2K
|
109K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10+ 0.04% |
$175 - $190
|
24.3K
$406K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.8K+ 19.22% |
$101K - $110K
|
36K
$601K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
36.1KNew |
$631K - $686K
|
36.1K
$603K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
32.2KNew |
$563K - $611K
|
32.2K
$537K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22New |
$385 - $418
|
22
$367
|
|
|
Apr 21, 2025
Q1 2025
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
5.01K+ 3.81% |
$87.6K - $95.2K
|
136K
$2.28M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
82+ 0.24% |
$1.43K - $1.56K
|
34.7K
$579K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$350 - $380
|
20
$334
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- 0.01% |
$17.5 - $19
|
11.6K
$194K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2K- 2.17% |
$35K - $38K
|
90.2K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5.11K+ 130.4% |
$89.3K - $97K
|
9.02K
$151K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
559+ 3.51% |
$9.78K - $10.6K
|
16.5K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5.93K- 94.65% |
$104K - $113K
|
335
$5.59K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
400+ 25.0% |
$7K - $7.6K
|
2K
$33.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
6.05K+ 19.35% |
$106K - $115K
|
37.3K
$623K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 19.05% |
$350 - $380
|
125
$2.09K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2+ 0.21% |
$35 - $38
|
943
$15.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.58K+ 26.16% |
$62.6K - $68K
|
17.3K
$288K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
418+ 154.81% |
$7.31K - $7.94K
|
688
$11.5K
|
|
| Q4 2024 | |||||||
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.03K+ 1.7% |
$36.9K - $40.2K
|
121K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-68K- 5.52% |
$1.24M - $1.35M
|
1.16M
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.61K- 41.96% |
$157K - $171K
|
11.9K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
19.8KNew |
$360K - $393K
|
19.8K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
150New |
$2.73K - $2.98K
|
150
$2.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
128New |
$2.33K - $2.54K
|
128
$2.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
446K+ 202.75% |
$8.13M - $8.86M
|
667K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
21.5KNew |
$392K - $427K
|
21.5K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.55K- 62.86% |
$156K - $170K
|
5.05K
$84.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-2.1K- 55.2% |
$38.2K - $41.6K
|
1.7K
$28.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-132- 5.95% |
$2.4K - $2.62K
|
2.09K
$34.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
37New |
$674 - $734
|
37
$618
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
6.9KNew |
$126K - $137K
|
6.9K
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-317- 53.55% |
$5.77K - $6.29K
|
275
$4.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
483KNew |
$8.8M - $9.59M
|
483K
$8.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 20.0% |
$18.2 - $19.9
|
6
$100
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.37K+ 22.02% |
$24.9K - $27.1K
|
7.56K
$126K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-4K- 5.38% |
$72.8K - $79.4K
|
70.3K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.98K- 1.21% |
$36.1K - $39.4K
|
163K
$2.71M
|
|