Latest Institutional Purchases of Universal Health Realty Income Trust (UHT)
This list provides information on the latest institutional transactions involving Universal Health Realty Income Trust (UHT) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
17New |
$788 - $977
|
17
$632
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
359KNew |
$14.9M - $19.3M
|
359K
$13.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
5.21KNew |
$216K - $280K
|
5.21K
$194K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.43KNew |
$184K - $238K
|
4.43K
$165K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
4.38KNew |
$182K - $236K
|
4.38K
$163K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.95KNew |
$164K - $212K
|
3.95K
$147K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$4.14K - $5.38K
|
100
$3.72K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
85+ 93.41% |
$3.52K - $4.57K
|
176
$6.54K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1+ 0.02% |
$41.4 - $53.8
|
4.79K
$178K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
7.29KNew |
$301K - $411K
|
7.29K
$271K
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.21K+ 9.58% |
$50.1K - $68.3K
|
13.9K
$515K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.18K+ 5368.18% |
$48.8K - $66.5K
|
1.2K
$44.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
372+ 17.28% |
$15.4K - $21K
|
2.53K
$93.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
291+ 14.11% |
$12K - $16.4K
|
2.35K
$87.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
134New |
$5.54K - $7.55K
|
134
$4.98K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
79+ 54.11% |
$3.26K - $4.45K
|
225
$8.36K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9New |
$372 - $507
|
9
$335
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6New |
$248 - $338
|
6
$223
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
8.06KNew |
$386K - $475K
|
8.06K
$299K
|
|
|
Aug 09, 2022
Q2 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.32K+ 594.59% |
$63.2K - $77.8K
|
1.54K
$57.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
870New |
$41.6K - $51.3K
|
870
$32.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
630New |
$30.2K - $37.2K
|
630
$23.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
382New |
$18.3K - $22.5K
|
382
$14.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
302+ 7.41% |
$14.5K - $17.8K
|
4.38K
$163K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35KNew |
$1.94M - $2.13M
|
35K
$1.3M
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
560New |
$31.1K - $34K
|
560
$20.8K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
200New |
$11K - $12K
|
200
$7.43K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
173+ 71.49% |
$9.55K - $10.4K
|
415
$15.4K
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
3K+ 46.55% |
$166K - $187K
|
9.45K
$351K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
619New |
$34.2K - $38.7K
|
619
$23K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
462New |
$25.5K - $28.9K
|
462
$17.2K
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Handelsbanken Fonder Ab
|
BUY
|
- |
900+ 19.29% |
$54.4K - $66.2K
|
5.57K
$207K
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
242New |
$14.6K - $17.8K
|
242
$9K
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
17KNew |
$1.01M - $1.27M
|
17K
$632K
|
|
|
May 12, 2021
Q1 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.4KNew |
$82.9K - $105K
|
1.4K
$52K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
1.61KNew |
$84.5K - $116K
|
1.61K
$59.8K
|
|
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
640New |
$33.6K - $46K
|
640
$23.8K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
462New |
$24.3K - $33.2K
|
462
$17.2K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
45+ 69.23% |
$2.4K - $3.6K
|
110
$4.09K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Tekla Capital Management LLC
|
BUY
|
- |
5.52K+ 96.06% |
$312K - $719K
|
11.3K
$418K
|
|
| Q3 2019 | |||||||
|
Oct 18, 2019
Q3 2019
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.22KNew |
$188K - $228K
|
2.22K
$82.4K
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
80New |
$5.77K - $6.24K
|
80
$2.97K
|
|