Latest Institutional Transactions on Universal Health Realty Income Trust (UHT)
This table provides information on the latest institutional transactions involving Universal Health Realty Income Trust (UHT) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-14.1KClosed |
$756K - $1.13M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-242Closed |
$12.9K - $19.3K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-59Closed |
$3.15K - $4.72K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3KClosed |
$160K - $240K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-40Closed |
$2.14K - $3.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.06KClosed |
$152K - $233K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2KClosed |
$147K - $226K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-6.2KClosed |
$456K - $702K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-19Closed |
$1.4K - $2.15K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Weil Company, Inc.
|
SELL
|
- |
-2KClosed |
$147K - $226K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-4Closed |
$294 - $452
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.79KClosed |
$132K - $203K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Capital Advisors Inc
|
SELL
|
- |
-2.25KClosed |
$165K - $254K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
James Investment Research Inc
|
SELL
|
- |
-60Closed |
$4.41K - $6.79K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-3.92KClosed |
$288K - $443K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-110KClosed |
$6.23M - $14.3M
|
0
$0
|
|
|
May 27, 2020
Q1 2020
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.77KClosed |
$100K - $231K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-428Closed |
$24.2K - $55.8K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-1.84KClosed |
$104K - $239K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Tekla Capital Management LLC
|
BUY
|
- |
5.52K+ 96.06% |
$312K - $719K
|
11.3K
$395K
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-668Closed |
$37.8K - $87.1K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4Closed |
$226 - $521
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.48KClosed |
$140K - $323K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-480Closed |
$27.2K - $62.6K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300Closed |
$17K - $39.1K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.74KClosed |
$98.5K - $227K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.1KClosed |
$119K - $274K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-600Closed |
$60.3K - $73.2K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.87KClosed |
$187K - $227K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-5KClosed |
$502K - $610K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-8.46KClosed |
$850K - $1.03M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-3.39KClosed |
$287K - $348K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.09KClosed |
$346K - $420K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-66- 2.43% |
$5.59K - $6.78K
|
2.65K
$93.1K
|
|
|
Oct 18, 2019
Q3 2019
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.22KNew |
$188K - $228K
|
2.22K
$77.9K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1KClosed |
$74.2K - $91.4K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.43KClosed |
$106K - $131K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-695Closed |
$51.5K - $63.5K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-39Closed |
$2.89K - $3.56K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-236Closed |
$17.5K - $21.6K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-111Closed |
$6.69K - $8.5K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.7KClosed |
$102K - $130K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Cutler Group LP
|
SELL
|
- |
-100Closed |
$6.02K - $7.66K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-77Closed |
$4.64K - $5.9K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-2.77KClosed |
$165K - $204K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.58K- 98.44% |
$93.7K - $116K
|
25
$878
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-360Closed |
$21.4K - $26.5K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-67.6KClosed |
$4.03M - $4.99M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.92KClosed |
$174K - $215K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-5Closed |
$298 - $368
|
0
$0
|
|