Purchases and Sales Made in Q4 2021 in Udr, Inc. (UDR)
This table provides information about the institutional ownership of Udr, Inc. (UDR) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
140New |
$7.4K - $8.4K
|
140
$6K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
135New |
$7.14K - $8.1K
|
135
$5.78K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
124+ 1.97% |
$6.56K - $7.44K
|
6.43K
$275K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
108New |
$5.71K - $6.48K
|
108
$4.63K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
108+ 2.17% |
$5.71K - $6.48K
|
5.08K
$217K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
108New |
$5.71K - $6.48K
|
108
$4.63K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
100+ 6.51% |
$5.29K - $6K
|
1.64K
$70K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
91+ 0.89% |
$4.81K - $5.46K
|
10.3K
$440K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
85New |
$4.5K - $5.1K
|
85
$3.64K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76+ 0.29% |
$4.02K - $4.56K
|
26.7K
$1.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
70+ 1.0% |
$3.7K - $4.2K
|
7.1K
$304K
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
39+ 0.66% |
$2.06K - $2.34K
|
5.97K
$256K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36+ 0.59% |
$1.9K - $2.16K
|
6.15K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
35+ 0.9% |
$1.85K - $2.1K
|
3.91K
$168K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
28+ 0.64% |
$1.48K - $1.68K
|
4.37K
$187K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
25New |
$1.32K - $1.5K
|
25
$1.07K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
24New |
$1.27K - $1.44K
|
24
$1.03K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 23.16% |
$1.16K - $1.32K
|
117
$5.01K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
21+ 8.68% |
$1.11K - $1.26K
|
263
$11.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
19+ 172.73% |
$1K - $1.14K
|
30
$1.28K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13New |
$688 - $780
|
13
$557
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 32.35% |
$582 - $660
|
45
$1.93K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
8+ 7.02% |
$423 - $480
|
122
$5.23K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
7New |
$370 - $420
|
7
$300
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
6New |
$317 - $360
|
6
$257
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
BUY
|
- |
6+ 0.15% |
$317 - $360
|
3.97K
$170K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 0.83% |
$264 - $300
|
608
$26K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.87% |
$106 - $120
|
233
$9.98K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2Closed |
$106 - $120
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2- 1.96% |
$106 - $120
|
100
$4.28K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3Closed |
$159 - $180
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4- 0.22% |
$212 - $240
|
1.82K
$77.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5Closed |
$264 - $300
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-6Closed |
$317 - $360
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-7- 0.18% |
$370 - $420
|
3.93K
$168K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-8- 1.48% |
$423 - $480
|
531
$22.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 16.67% |
$423 - $480
|
40
$1.71K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-10- 0.26% |
$529 - $600
|
3.91K
$167K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-11Closed |
$582 - $660
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-12Closed |
$635 - $720
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17- 0.38% |
$899 - $1.02K
|
4.45K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-24Closed |
$1.27K - $1.44K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-41- 1.08% |
$2.17K - $2.46K
|
3.77K
$162K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-46Closed |
$2.43K - $2.76K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-51Closed |
$2.7K - $3.06K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-62- 47.33% |
$3.28K - $3.72K
|
69
$2.96K
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-93- 0.77% |
$4.92K - $5.58K
|
11.9K
$511K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-94- 8.56% |
$4.97K - $5.64K
|
1K
$43K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-98Closed |
$5.18K - $5.88K
|
0
$0
|