Purchases and Sales Made in Q2 2023 in Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR) during Q2 2023. The information is specifically focused on institutions that hold shares of UDR, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
173+ 1.12% |
$6.75K - $7.51K
|
15.6K
$670K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
161+ 1.0% |
$6.28K - $6.99K
|
16.2K
$693K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
160New |
$6.24K - $6.95K
|
160
$6.85K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
137New |
$5.34K - $5.95K
|
137
$5.87K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
130+ 15.03% |
$5.07K - $5.64K
|
995
$42.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
129+ 0.48% |
$5.03K - $5.6K
|
27K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
106+ 1.67% |
$4.13K - $4.6K
|
6.45K
$276K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
103+ 0.94% |
$4.02K - $4.47K
|
11.1K
$476K
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.12% |
$3.9K - $4.34K
|
85K
$3.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.42% |
$3.9K - $4.34K
|
24.1K
$1.03M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
99New |
$3.86K - $4.3K
|
99
$4.24K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
98+ 0.98% |
$3.82K - $4.26K
|
10.1K
$434K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
86+ 1.04% |
$3.35K - $3.73K
|
8.34K
$357K
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
69+ 1.01% |
$2.69K - $3K
|
6.93K
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
69+ 1.01% |
$2.69K - $3K
|
6.93K
$297K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
69New |
$2.69K - $3K
|
69
$2.96K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
68+ 309.09% |
$2.65K - $2.95K
|
90
$3.85K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
65+ 1.02% |
$2.54K - $2.82K
|
6.41K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
61+ 0.81% |
$2.38K - $2.65K
|
7.62K
$326K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
53+ 13.84% |
$2.07K - $2.3K
|
436
$18.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
48+ 1.91% |
$1.87K - $2.08K
|
2.56K
$110K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
40New |
$1.56K - $1.74K
|
40
$1.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
38+ 0.39% |
$1.48K - $1.65K
|
9.76K
$418K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
34New |
$1.33K - $1.48K
|
34
$1.46K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
34+ 4.78% |
$1.33K - $1.48K
|
746
$32K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26New |
$1.01K - $1.13K
|
26
$1.11K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 100.0% |
$975 - $1.09K
|
50
$2.14K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24+ 35.29% |
$936 - $1.04K
|
92
$3.94K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
24+ 1.99% |
$936 - $1.04K
|
1.23K
$52.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23+ 7.4% |
$897 - $999
|
334
$14.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
20+ 7.97% |
$780 - $868
|
271
$11.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 9.26% |
$780 - $868
|
236
$10.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
18+ 0.09% |
$702 - $782
|
20.9K
$896K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
16New |
$624 - $695
|
16
$685
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13+ 0.24% |
$507 - $564
|
5.39K
$231K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
11New |
$429 - $478
|
11
$471
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11New |
$429 - $478
|
11
$471
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7+ 10.0% |
$273 - $304
|
77
$3.3K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 11.67% |
$273 - $304
|
67
$2.87K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 11.67% |
$273 - $304
|
67
$2.87K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
5New |
$195 - $217
|
5
$214
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 17.39% |
$156 - $174
|
27
$1.16K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 23.08% |
$117 - $130
|
16
$685
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1+ 7.69% |
$39 - $43.4
|
14
$600
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 23.53% |
$468 - $521
|
39
$1.67K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-15- 0.91% |
$585 - $651
|
1.63K
$69.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-19- 0.24% |
$741 - $825
|
7.92K
$339K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-20- 0.07% |
$780 - $868
|
27.7K
$1.18M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-27- 0.07% |
$1.05K - $1.17K
|
36.6K
$1.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-28- 0.57% |
$1.09K - $1.22K
|
4.85K
$208K
|