Latest Institutional Purchases of Umh Properties, Inc. (UMH)
This list provides information on the latest institutional transactions involving Umh Properties, Inc. (UMH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.17KNew |
$16.3K - $19.6K
|
1.17K
$21.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
377New |
$5.24K - $6.3K
|
377
$6.88K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20+ 40.0% |
$278 - $334
|
70
$1.28K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
11.9KNew |
$174K - $197K
|
11.9K
$218K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.8KNew |
$171K - $195K
|
11.8K
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.8KNew |
$156K - $178K
|
10.8K
$196K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10KNew |
$145K - $165K
|
10K
$183K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
577+ 3.88% |
$8.38K - $9.54K
|
15.4K
$282K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
220New |
$3.2K - $3.64K
|
220
$4.02K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22KNew |
$305K - $414K
|
22K
$401K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
18.5KNew |
$257K - $349K
|
18.5K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$254K - $344K
|
18.3K
$333K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16KNew |
$222K - $301K
|
16K
$291K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
11.3KNew |
$157K - $213K
|
11.3K
$206K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.4KNew |
$145K - $196K
|
10.4K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.2KNew |
$142K - $193K
|
10.2K
$187K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.15KNew |
$16K - $21.7K
|
1.15K
$21K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
406New |
$5.64K - $7.66K
|
406
$7.41K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
100+ 25.0% |
$1.39K - $1.89K
|
500
$9.13K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
54New |
$751 - $1.02K
|
54
$986
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
318KNew |
$4.84M - $5.82M
|
318K
$5.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 13.95% |
$189K - $227K
|
101K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.69KNew |
$25.7K - $31K
|
1.69K
$30.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
264New |
$4.01K - $4.83K
|
264
$4.82K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
13New |
$198 - $238
|
13
$237
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
78.1K+ 76.72% |
$1.24M - $1.67M
|
180K
$3.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
31KNew |
$493K - $661K
|
31K
$566K
|
|
|
Nov 14, 2022
Q3 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
29.5KNew |
$469K - $629K
|
29.5K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
29K+ 38.24% |
$462K - $619K
|
105K
$1.92M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
119New |
$1.89K - $2.54K
|
119
$2.17K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
98New |
$1.56K - $2.09K
|
98
$1.79K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
69.9K+ 41.65% |
$1.16M - $1.76M
|
238K
$4.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10.8KNew |
$179K - $272K
|
10.8K
$197K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.29K+ 96.87% |
$37.9K - $57.5K
|
4.65K
$84.9K
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.94K+ 2.99% |
$32.1K - $48.7K
|
66.6K
$1.22M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.12KNew |
$18.6K - $28.2K
|
1.12K
$20.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
871New |
$14.4K - $21.9K
|
871
$15.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
320New |
$5.3K - $8.04K
|
320
$5.84K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
235New |
$3.89K - $5.91K
|
235
$4.29K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22New |
$365 - $553
|
22
$402
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7New |
$116 - $176
|
7
$128
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
11KNew |
$249K - $293K
|
11K
$201K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
1.5KNew |
$34K - $39.9K
|
1.5K
$27.4K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.2KNew |
$27.2K - $31.9K
|
1.2K
$21.9K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
104New |
$2.36K - $2.77K
|
104
$1.9K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
10.5KNew |
$236K - $287K
|
10.5K
$192K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2KNew |
$44.9K - $54.7K
|
2K
$36.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
600New |
$13.5K - $16.4K
|
600
$11K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
46New |
$1.03K - $1.26K
|
46
$840
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8New |
$173 - $205
|
8
$146
|
|