Latest Institutional Purchases of Modiv Inc. (MDV)
This list provides information on the latest institutional transactions involving Modiv Inc. (MDV) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
469New |
$6.59K - $7.89K
|
469
$6.89K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
319New |
$4.49K - $5.37K
|
319
$4.69K
|
|
|
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
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 3.7% |
$28.1 - $33.6
|
56
$823
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
BUY
|
- |
17KNew |
$244K - $273K
|
17K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.4KNew |
$178K - $199K
|
12.4K
$182K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$155K - $173K
|
10.8K
$158K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
10.7KNew |
$154K - $171K
|
10.7K
$157K
|
|
|
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 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 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$14.4 - $16.1
|
1
$14.7
|
|
| Q4 2024 | |||||||
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
415New |
$6.13K - $7.37K
|
415
$6.1K
|
|
| Q3 2024 | |||||||
|
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
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
5.96KNew |
$82.6K - $102K
|
5.96K
$87.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
5.5K+ 88.69% |
$76.2K - $94.2K
|
11.7K
$172K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5.38KNew |
$74.5K - $92.2K
|
5.38K
$79K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
12.1KNew |
$166K - $199K
|
12.1K
$177K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.58K+ 5.03% |
$63.2K - $75.7K
|
95.5K
$1.4M
|
|
|
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
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
1.7KNew |
$15.2K - $27.4K
|
1.7K
$25K
|
|
| Q3 2022 | |||||||
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
12.2KNew |
$292K - $307K
|
12.2K
$180K
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10.3KNew |
$245K - $258K
|
10.3K
$151K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.03KNew |
$24.6K - $25.9K
|
1.03K
$15.1K
|
|