Institutional Ownership Ufp Technologies Inc (UFPT)
This table provides information about the institutional ownership of Ufp Technologies Inc (UFPT). We have compiled data on the 289 institutions that hold shares in the stock, with a total of 7.28 Million shares, which have been reported (via 13F filing form) to have a value of $2.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
33
shares
|
$8,623
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
30
shares
|
$7,839
0.0% of portfolio
|
Q4 2024
Added 30.43%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
25
shares
|
$6,533
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
21
shares
|
$5,487
0.0% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
20
shares
|
$5,226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
17
shares
|
$4,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
16
shares
|
$4,181
0.0% of portfolio
|
Q4 2024
Added 166.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15
shares
|
$3,919
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
15
shares
|
$3,919
0.0% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
13
shares
|
$3,397
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
13
shares
|
$3,397
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
11
shares
|
$2,874
0.0% of portfolio
|
Q4 2024
Reduced 35.29%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
11
shares
|
$2,874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
11
shares
|
$2,874
0.0% of portfolio
|
Q4 2024
Added 37.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
10
shares
|
$2,613
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
9
shares
|
$2,351
0.0% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
8
shares
|
$2,090
0.0% of portfolio
|
Q4 2024
Reduced 46.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8
shares
|
$2,090
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
7
shares
|
$1,829
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
5
shares
|
$1,306
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
5
shares
|
$1,306
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
5
shares
|
$1,306
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
5
shares
|
$1,306
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4
shares
|
$1,045
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
4
shares
|
$1,045
0.0% of portfolio
|
Q3 2024
New holding
|