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
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.82KNew |
$31.8K - $34.5K
|
1.82K
$29.5K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
103New |
$1.8K - $1.96K
|
103
$1.67K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
172New |
$3.01K - $3.27K
|
172
$2.79K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
21.8KNew |
$381K - $414K
|
21.8K
$353K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-36- 24.0% |
$630 - $684
|
114
$1.85K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.6K- 0.6% |
$28K - $30.4K
|
266K
$4.31M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-157- 99.37% |
$2.75K - $2.98K
|
1
$16.2
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
541+ 5.17% |
$9.46K - $10.3K
|
11K
$178K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.06K- 6.33% |
$18.5K - $20.1K
|
15.6K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2KNew |
$35K - $38K
|
2K
$32.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.36K+ 3.64% |
$23.8K - $25.9K
|
38.8K
$630K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
26New |
$455 - $494
|
26
$422
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
461+ 22.56% |
$8.06K - $8.76K
|
2.5K
$40.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2K- 50.0% |
$35K - $38K
|
2K
$32.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
32.2KNew |
$563K - $611K
|
32.2K
$522K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22New |
$385 - $418
|
22
$357
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$350 - $380
|
20
$324
|
|
| Q4 2024 | |||||||
|
Jun 09, 2025
Q4 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
667KNew |
$12.1M - $13.2M
|
667K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-68K- 5.52% |
$1.24M - $1.35M
|
1.16M
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.61K- 41.96% |
$157K - $171K
|
11.9K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
19.8KNew |
$360K - $393K
|
19.8K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
150New |
$2.73K - $2.98K
|
150
$2.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
128New |
$2.33K - $2.54K
|
128
$2.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
21.5KNew |
$392K - $427K
|
21.5K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-2.1K- 55.2% |
$38.2K - $41.6K
|
1.7K
$27.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-132- 5.95% |
$2.4K - $2.62K
|
2.09K
$33.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
37New |
$674 - $734
|
37
$600
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-317- 53.55% |
$5.77K - $6.29K
|
275
$4.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
483KNew |
$8.8M - $9.59M
|
483K
$7.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.37K+ 22.02% |
$24.9K - $27.1K
|
7.56K
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-4K- 5.38% |
$72.8K - $79.4K
|
70.3K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
6.9KNew |
$126K - $137K
|
6.9K
$112K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-2K- 11.76% |
$36.4K - $39.7K
|
15K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
20KNew |
$363K - $396K
|
20K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
14.6KNew |
$266K - $290K
|
14.6K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
65New |
$1.18K - $1.29K
|
65
$1.05K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
17New |
$310 - $337
|
17
$276
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.21K- 0.68% |
$21.9K - $23.9K
|
175K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
123New |
$2.24K - $2.44K
|
123
$2K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-250- 0.51% |
$4.55K - $4.96K
|
49K
$795K
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
10.4KNew |
$190K - $207K
|
10.4K
$169K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
14.2KNew |
$259K - $282K
|
14.2K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-9.19K- 38.01% |
$167K - $182K
|
15K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-900- 7.08% |
$16.4K - $17.9K
|
11.8K
$192K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
70New |
$1.27K - $1.39K
|
70
$1.14K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
15+ 1.16% |
$273 - $298
|
1.31K
$21.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.34K+ 56.03% |
$115K - $126K
|
17.7K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$207K - $226K
|
11.4K
$184K
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
3.33K+ 3.94% |
$60.5K - $66K
|
87.6K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
11K+ 43.51% |
$200K - $218K
|
36.2K
$588K
|
|