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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
126New |
$1.69K - $1.96K
|
126
$2.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
10+ 8.93% |
$134 - $156
|
122
$2.33K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-181K- 87.61% |
$2.43M - $2.82M
|
25.6K
$488K
|
|
| Q3 2023 | |||||||
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 36.15% |
$157K - $189K
|
20K
$381K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
419+ 634.85% |
$5.83K - $7K
|
485
$9.25K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-295- 2.12% |
$4.1K - $4.93K
|
13.6K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
17.6KNew |
$245K - $294K
|
17.6K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
22.6KNew |
$315K - $378K
|
22.6K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.78K- 10.47% |
$66.5K - $79.8K
|
40.9K
$779K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.28K- 6.88% |
$31.7K - $38.1K
|
30.9K
$589K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
377New |
$5.24K - $6.3K
|
377
$7.19K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5K- 31.75% |
$69.6K - $83.6K
|
10.8K
$205K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.17KNew |
$16.3K - $19.6K
|
1.17K
$22.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
10.3KNew |
$143K - $172K
|
10.3K
$197K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.5KNew |
$20.9K - $25.1K
|
1.5K
$28.6K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20+ 40.0% |
$278 - $334
|
70
$1.33K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
577+ 3.88% |
$8.38K - $9.54K
|
15.4K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.8KNew |
$156K - $178K
|
10.8K
$205K
|
|
|
Aug 09, 2023
Q2 2023
|
B&I Capital Ag
|
SELL
|
- |
-230K- 25.83% |
$3.33M - $3.79M
|
659K
$12.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10KNew |
$145K - $165K
|
10K
$191K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11.3KNew |
$164K - $187K
|
11.3K
$216K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-600- 4.49% |
$8.72K - $9.92K
|
12.8K
$243K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.8KNew |
$171K - $195K
|
11.8K
$224K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
220New |
$3.2K - $3.64K
|
220
$4.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
11.9KNew |
$174K - $197K
|
11.9K
$228K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16KNew |
$222K - $301K
|
16K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$254K - $344K
|
18.3K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-35.7K- 62.52% |
$496K - $674K
|
21.4K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.2KNew |
$142K - $193K
|
10.2K
$195K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-295- 2.33% |
$4.1K - $5.57K
|
12.4K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
100+ 25.0% |
$1.39K - $1.89K
|
500
$9.54K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-150- 26.69% |
$2.09K - $2.83K
|
412
$7.86K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
11.3KNew |
$157K - $213K
|
11.3K
$215K
|
|
|
May 10, 2023
Q1 2023
|
Hst Ventures, LLC
|
SELL
|
- |
-23K- 28.6% |
$320K - $435K
|
57.5K
$1.1M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
54New |
$751 - $1.02K
|
54
$1.03K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
21New |
$292 - $396
|
21
$400
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
406New |
$5.64K - $7.66K
|
406
$7.74K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
18.5KNew |
$257K - $349K
|
18.5K
$353K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.4KNew |
$145K - $196K
|
10.4K
$199K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.15KNew |
$16K - $21.7K
|
1.15K
$21.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22KNew |
$305K - $414K
|
22K
$419K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
264New |
$4.01K - $4.83K
|
264
$5.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
318KNew |
$4.84M - $5.82M
|
318K
$6.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 13.95% |
$189K - $227K
|
101K
$1.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-7.8K- 21.67% |
$119K - $143K
|
28.2K
$538K
|
|
|
Feb 13, 2023
Q4 2022
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-95.8K- 7.18% |
$1.46M - $1.75M
|
1.24M
$23.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.69KNew |
$25.7K - $31K
|
1.69K
$32.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-94- 25.0% |
$1.43K - $1.72K
|
282
$5.38K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
13New |
$198 - $238
|
13
$248
|
|
| Q3 2022 | |||||||
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
14New |
$223 - $298
|
14
$267
|
|