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 |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.8KNew |
$171K - $195K
|
11.8K
$218K
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
11.9KNew |
$174K - $197K
|
11.9K
$221K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
220New |
$3.2K - $3.64K
|
220
$4.08K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16KNew |
$222K - $301K
|
16K
$296K
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$254K - $344K
|
18.3K
$338K
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-35.7K- 62.52% |
$496K - $674K
|
21.4K
$397K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.2KNew |
$142K - $193K
|
10.2K
$190K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-295- 2.33% |
$4.1K - $5.57K
|
12.4K
$229K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
100+ 25.0% |
$1.39K - $1.89K
|
500
$9.27K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-150- 26.69% |
$2.09K - $2.83K
|
412
$7.63K
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
11.3KNew |
$157K - $213K
|
11.3K
$209K
|
|
May 10, 2023
Q1 2023
|
Hst Ventures, LLC
|
SELL
|
- |
-23K- 28.6% |
$320K - $435K
|
57.5K
$1.07M
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
54New |
$751 - $1.02K
|
54
$1K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
406New |
$5.64K - $7.66K
|
406
$7.52K
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
18.5KNew |
$257K - $349K
|
18.5K
$343K
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.4KNew |
$145K - $196K
|
10.4K
$193K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.15KNew |
$16K - $21.7K
|
1.15K
$21.3K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22KNew |
$305K - $414K
|
22K
$407K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
318KNew |
$4.84M - $5.82M
|
318K
$5.9M
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
264New |
$4.01K - $4.83K
|
264
$4.89K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 13.95% |
$189K - $227K
|
101K
$1.88M
|
|
Feb 13, 2023
Q4 2022
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-7.8K- 21.67% |
$119K - $143K
|
28.2K
$523K
|
|
Feb 13, 2023
Q4 2022
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-95.8K- 7.18% |
$1.46M - $1.75M
|
1.24M
$23M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.69KNew |
$25.7K - $31K
|
1.69K
$31.4K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-94- 25.0% |
$1.43K - $1.72K
|
282
$5.23K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
13New |
$198 - $238
|
13
$241
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
29.5KNew |
$469K - $629K
|
29.5K
$547K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
98New |
$1.56K - $2.09K
|
98
$1.82K
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
31KNew |
$493K - $661K
|
31K
$574K
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-4.62K- 30.16% |
$73.4K - $98.4K
|
10.7K
$198K
|
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
29K+ 38.24% |
$462K - $619K
|
105K
$1.95M
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-33.9K- 99.92% |
$539K - $722K
|
28
$519
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-20.1K- 19.26% |
$320K - $429K
|
84.4K
$1.56M
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
78.1K+ 76.72% |
$1.24M - $1.67M
|
180K
$3.34M
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
119New |
$1.89K - $2.54K
|
119
$2.21K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.1K- 32.02% |
$515K - $782K
|
66K
$1.22M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.12KNew |
$18.6K - $28.2K
|
1.12K
$20.8K
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10.8KNew |
$179K - $272K
|
10.8K
$200K
|
|
Aug 15, 2022
Q2 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-11.5KClosed |
$191K - $290K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7New |
$116 - $176
|
7
$130
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.29K+ 96.87% |
$37.9K - $57.5K
|
4.65K
$86.2K
|
|
Aug 11, 2022
Q2 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-19.6K- 41.16% |
$325K - $493K
|
28K
$519K
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-37.6KClosed |
$624K - $946K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-801- 2.59% |
$13.3K - $20.1K
|
30.1K
$558K
|
|
Aug 10, 2022
Q2 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-284KClosed |
$4.71M - $7.15M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.06KClosed |
$150K - $228K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22New |
$365 - $553
|
22
$408
|
|
Aug 05, 2022
Q2 2022
|
Rutabaga Capital Management LLC
|
SELL
|
- |
-113KClosed |
$1.87M - $2.84M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-79- 3.37% |
$1.31K - $1.99K
|
2.27K
$42K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-22Closed |
$365 - $553
|
0
$0
|