Institutional Ownership Umh Properties, Inc. (UMH)
This table provides information about the institutional ownership of Umh Properties, Inc. (UMH). We have compiled data on the 197 institutions that hold shares in the stock, with a total of 48.8 Million shares, which have been reported (via 13F filing form) to have a value of $780 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
407
shares
|
$6,507
0.0% of portfolio
|
Q3 2023
Added 634.85%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 14, 2024 Q1 2024 |
377
shares
|
$6,028
0.0% of portfolio
|
Q3 2023
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
318
shares
|
$5,084
0.0% of portfolio
|
Q1 2024
Reduced 58.75%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
300
shares
|
$4,797
0.0% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
296
shares
|
$4,733
0.0% of portfolio
|
Q1 2024
Reduced 16.38%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
161
shares
|
$2,574
0.0% of portfolio
|
Q4 2023
Reduced 53.33%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
144
shares
|
$2,302
0.0% of portfolio
|
Q1 2024
New holding
|
|
Oakworth Capital, Inc.
|
Apr 22, 2024 Q1 2024 |
130
shares
|
$2,078
0.0% of portfolio
|
Q4 2023
New holding
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
122
shares
|
$1,950
0.0% of portfolio
|
Q4 2023
Added 8.93%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
98
shares
|
$1,567
0.0% of portfolio
|
Q3 2022
New holding
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
89
shares
|
$1,423
0.0% of portfolio
|
Q1 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
81
shares
|
$1,295
0.0% of portfolio
|
Q4 2023
Reduced 30.17%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Apr 30, 2024 Q1 2024 |
56
shares
|
$895
0.0% of portfolio
|
Q4 2023
New holding
|
|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
47
shares
|
$751
0.0% of portfolio
|
Q4 2023
Reduced 72.83%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
31
shares
|
$495
0.0% of portfolio
|
Q4 2023
New holding
|
|
Gamma Investing LLC
Foster City, CA |
Apr 05, 2024 Q1 2024 |
23
shares
|
$367
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
15
shares
|
$239
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
12
shares
|
$191
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
7
shares
|
$111
0.0% of portfolio
|
Q2 2022
New holding
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
6
shares
|
$95
0.0% of portfolio
|
Q4 2023
Reduced 14.29%
|