Latest Institutional Transactions on Umh Properties, Inc. (UMH)
This table provides information on the latest institutional transactions involving Umh Properties, Inc. (UMH) 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-22Closed |
$316 - $430
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-4.09KClosed |
$58.7K - $79.9K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-77Closed |
$1.1K - $1.5K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-61Closed |
$806 - $1.01K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-100Closed |
$1.32K - $1.65K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Winton Group LTD
London, X0 |
SELL
|
- |
-52.3KClosed |
$691K - $866K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-23KClosed |
$269K - $342K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-855Closed |
$9.99K - $12.7K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.05KClosed |
$70.7K - $90.1K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-626Closed |
$7.32K - $9.32K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-249Closed |
$2.46K - $3.48K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-135Closed |
$1.33K - $1.88K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Pecaut & Co.
|
SELL
|
- |
-47.1KClosed |
$465K - $658K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-77.4KClosed |
$764K - $1.08M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Ieq Capital, LLC
|
SELL
|
- |
-10KClosed |
$98.7K - $140K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-71.9KClosed |
$655K - $1.2M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1K+ 6.67% |
$9.11K - $16.6K
|
16K
$242K
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8.65KClosed |
$78.8K - $144K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.3KClosed |
$11.8K - $21.6K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Manning & Napier Group, LLC
|
SELL
|
- |
-128KClosed |
$1.17M - $2.13M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2.23KClosed |
$31.6K - $36.2K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-14.1KClosed |
$200K - $228K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-14.7KClosed |
$208K - $237K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-113Closed |
$1.6K - $1.83K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 18, 2019
Q3 2019
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-70- 0.07% |
$824 - $986
|
96.4K
$1.46M
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-17.3KClosed |
$204K - $244K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-93Closed |
$1.09K - $1.31K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-489Closed |
$5.76K - $6.89K
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Foundry Partners, LLC
|
SELL
|
- |
-343KClosed |
$4.04M - $4.83M
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
13.4KNew |
$158K - $189K
|
13.4K
$202K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-16.7KClosed |
$204K - $237K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-22.9KClosed |
$280K - $324K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-115Closed |
$1.31K - $1.64K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-115Closed |
$1.31K - $1.64K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5KClosed |
$57.1K - $71.5K
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-12.7KClosed |
$145K - $181K
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-416Closed |
$4.75K - $5.95K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 26, 2019
Q4 2018
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-105Closed |
$1.18K - $1.63K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-17KClosed |
$192K - $264K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Burt Wealth Advisors
|
SELL
|
- |
-1KClosed |
$11.3K - $15.6K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-18.5KClosed |
$209K - $288K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-36.6KClosed |
$413K - $569K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Sg Capital Management LLC
Chicago, IL |
SELL
|
- |
-66KClosed |
$745K - $1.03M
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$1.13K - $1.56K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 02, 2018
Q3 2018
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.49KClosed |
$22.3K - $24.7K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
Hourglass Capital, LLC
|
SELL
|
- |
-10.1KClosed |
$130K - $155K
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Buckhead Capital Management LLC
|
SELL
|
- |
-23.8KClosed |
$306K - $366K
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-225Closed |
$2.89K - $3.45K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Jun 22, 2018
Q1 2018
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
116KNew |
$1.36M - $1.69M
|
116K
$1.75M
|
|
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.86KNew |
$21.7K - $27.1K
|
1.86K
$28.1K
|
|