Latest Institutional Transactions on Modiv Inc. (MDV)
This table provides information on the latest institutional transactions involving Modiv Inc. (MDV) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
347+ 6.37% |
$4.97K - $5.4K
|
5.8K
$85.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10New |
$143 - $156
|
10
$147
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 1.74% |
$42.9 - $46.7
|
175
$2.57K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.94K+ 9390.48% |
$55.5K - $66.3K
|
3.99K
$58.6K
|
|
|
Aug 22, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-192K- 95.0% |
$2.7M - $3.23M
|
10.1K
$148K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
469New |
$6.59K - $7.89K
|
469
$6.89K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-98.5K- 79.28% |
$1.38M - $1.66M
|
25.7K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-4.58K- 20.36% |
$64.5K - $77.1K
|
17.9K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-301K- 92.9% |
$4.23M - $5.06M
|
23K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57.8K- 83.3% |
$813K - $972K
|
11.6K
$170K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
836+ 130.02% |
$11.8K - $14.1K
|
1.48K
$21.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
200New |
$2.81K - $3.36K
|
200
$2.94K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
34New |
$478 - $572
|
34
$499
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.55K- 2.61% |
$21.8K - $26.1K
|
58K
$852K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
14.2KNew |
$199K - $238K
|
14.2K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
26.3KNew |
$370K - $443K
|
26.3K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
955New |
$13.4K - $16.1K
|
955
$14K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
845New |
$11.9K - $14.2K
|
845
$12.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
12.2KNew |
$172K - $205K
|
12.2K
$179K
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
16.3KNew |
$229K - $274K
|
16.3K
$239K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
2.12KNew |
$29.8K - $35.6K
|
2.12K
$31.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
1.8KNew |
$25.3K - $30.3K
|
1.8K
$26.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
319New |
$4.49K - $5.37K
|
319
$4.69K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 3.7% |
$28.1 - $33.6
|
56
$823
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-24.3K- 56.42% |
$350K - $391K
|
18.8K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.4KNew |
$178K - $199K
|
12.4K
$182K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$145K - $162K
|
10.1K
$148K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
9.52K+ 80.95% |
$137K - $153K
|
21.3K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
10.7KNew |
$154K - $171K
|
10.7K
$157K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$14.4 - $16.1
|
1
$14.7
|
|
|
May 14, 2025
Q1 2025
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
BUY
|
- |
17KNew |
$244K - $273K
|
17K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
734+ 22.1% |
$10.6K - $11.8K
|
4.06K
$59.6K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-3K- 17.96% |
$43.2K - $48.2K
|
13.7K
$201K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$155K - $173K
|
10.8K
$158K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
415New |
$6.13K - $7.37K
|
415
$6.1K
|
|
|
Feb 14, 2025
Q4 2024
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
21.6KNew |
$319K - $383K
|
21.6K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
937New |
$13.8K - $16.6K
|
937
$13.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
715+ 5.68% |
$10.6K - $12.7K
|
13.3K
$195K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
5.5K+ 88.69% |
$76.2K - $94.2K
|
11.7K
$172K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
5.96KNew |
$82.6K - $102K
|
5.96K
$87.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5.38KNew |
$74.5K - $92.2K
|
5.38K
$79K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
12.6KNew |
$175K - $216K
|
12.6K
$185K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
10.5KNew |
$146K - $180K
|
10.5K
$154K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.58K+ 5.03% |
$63.2K - $75.7K
|
95.5K
$1.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
12.1KNew |
$166K - $199K
|
12.1K
$177K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
5+ 33.33% |
$69 - $82.7
|
20
$294
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
12New |
$166 - $206
|
12
$176
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
595New |
$8.63K - $9.57K
|
595
$8.74K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.2KNew |
$126K - $183K
|
12.2K
$179K
|
|