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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-95.8K- 7.18% |
$1.46M - $1.75M
|
1.24M
$20.7M
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 13.95% |
$189K - $227K
|
101K
$1.69M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.69KNew |
$25.7K - $31K
|
1.69K
$28.3K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-94- 25.0% |
$1.43K - $1.72K
|
282
$4.71K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
13New |
$198 - $238
|
13
$217
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
29.5KNew |
$469K - $629K
|
29.5K
$493K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
98New |
$1.56K - $2.09K
|
98
$1.64K
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-4.62K- 30.16% |
$73.4K - $98.4K
|
10.7K
$179K
|
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
29K+ 38.24% |
$462K - $619K
|
105K
$1.75M
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-33.9K- 99.92% |
$539K - $722K
|
28
$468
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
78.1K+ 76.72% |
$1.24M - $1.67M
|
180K
$3.01M
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-20.1K- 19.26% |
$320K - $429K
|
84.4K
$1.41M
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
119New |
$1.89K - $2.54K
|
119
$1.99K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.12KNew |
$18.6K - $28.2K
|
1.12K
$18.7K
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.29K+ 96.87% |
$37.9K - $57.5K
|
4.65K
$77.7K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7New |
$116 - $176
|
7
$117
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10.8KNew |
$179K - $272K
|
10.8K
$181K
|
|
Aug 15, 2022
Q2 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-11.5KClosed |
$191K - $290K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-19.6K- 41.16% |
$325K - $493K
|
28K
$468K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.06KClosed |
$150K - $228K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-801- 2.59% |
$13.3K - $20.1K
|
30.1K
$503K
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-37.6KClosed |
$624K - $946K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-284KClosed |
$4.71M - $7.15M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-79- 3.37% |
$1.31K - $1.99K
|
2.27K
$37.8K
|
|
Aug 05, 2022
Q2 2022
|
Rutabaga Capital Management LLC
|
SELL
|
- |
-113KClosed |
$1.87M - $2.84M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-22Closed |
$365 - $553
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Forward Management, LLC
|
SELL
|
- |
-110KClosed |
$1.82M - $2.77M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
871New |
$14.4K - $21.9K
|
871
$14.5K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-9.05KClosed |
$150K - $227K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
235New |
$3.89K - $5.91K
|
235
$3.92K
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-12KClosed |
$199K - $302K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
320New |
$5.3K - $8.04K
|
320
$5.34K
|
|
Jul 26, 2022
Q2 2022
|
Ninepoint Partners LP
|
SELL
|
- |
-11.8KClosed |
$196K - $297K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.94K+ 2.99% |
$32.1K - $48.7K
|
66.6K
$1.11M
|
|
Jul 20, 2022
Q2 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
69.9K+ 41.65% |
$1.16M - $1.76M
|
238K
$3.97M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.4KClosed |
$305K - $462K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Addison Capital CO
|
SELL
|
- |
-14.2KClosed |
$235K - $357K
|
0
$0
|
|
Q1 2022 | |||||||
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.2KNew |
$27.2K - $31.9K
|
1.2K
$20K
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-214Closed |
$4.85K - $5.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-108Closed |
$2.45K - $2.87K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
11KNew |
$249K - $293K
|
11K
$184K
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-11KClosed |
$249K - $293K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-398Closed |
$9.03K - $10.6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-391KClosed |
$8.86M - $10.4M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-7.5KClosed |
$170K - $200K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
104New |
$2.36K - $2.77K
|
104
$1.74K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.1KClosed |
$206K - $242K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
1.5KNew |
$34K - $39.9K
|
1.5K
$25.1K
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
600New |
$13.5K - $16.4K
|
600
$10K
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2KNew |
$44.9K - $54.7K
|
2K
$33.4K
|