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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
21.2KNew |
$285K - $330K
|
21.2K
$321K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 1.36% |
$268 - $311
|
1.49K
$22.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
56New |
$751 - $871
|
56
$846
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-35- 30.17% |
$469 - $545
|
81
$1.22K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
951New |
$12.8K - $14.8K
|
951
$14.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
130New |
$1.74K - $2.02K
|
130
$1.96K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
126New |
$1.69K - $1.96K
|
126
$1.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-181K- 87.61% |
$2.43M - $2.82M
|
25.6K
$387K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
17.6KNew |
$245K - $294K
|
17.6K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.78K- 10.47% |
$66.5K - $79.8K
|
40.9K
$618K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.28K- 6.88% |
$31.7K - $38.1K
|
30.9K
$467K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.17KNew |
$16.3K - $19.6K
|
1.17K
$17.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
10.3KNew |
$143K - $172K
|
10.3K
$156K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.5KNew |
$20.9K - $25.1K
|
1.5K
$22.7K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20+ 40.0% |
$278 - $334
|
70
$1.06K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
577+ 3.88% |
$8.38K - $9.54K
|
15.4K
$233K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.8KNew |
$156K - $178K
|
10.8K
$163K
|
|
|
Aug 09, 2023
Q2 2023
|
B&I Capital Ag
|
SELL
|
- |
-230K- 25.83% |
$3.33M - $3.79M
|
659K
$9.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10KNew |
$145K - $165K
|
10K
$151K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.8KNew |
$171K - $195K
|
11.8K
$178K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
220New |
$3.2K - $3.64K
|
220
$3.32K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
11.9KNew |
$174K - $197K
|
11.9K
$181K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16KNew |
$222K - $301K
|
16K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-35.7K- 62.52% |
$496K - $674K
|
21.4K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.2KNew |
$142K - $193K
|
10.2K
$155K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-295- 2.33% |
$4.1K - $5.57K
|
12.4K
$187K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
100+ 25.0% |
$1.39K - $1.89K
|
500
$7.56K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-150- 26.69% |
$2.09K - $2.83K
|
412
$6.23K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
11.3KNew |
$157K - $213K
|
11.3K
$171K
|
|
|
May 10, 2023
Q1 2023
|
Hst Ventures, LLC
|
SELL
|
- |
-23K- 28.6% |
$320K - $435K
|
57.5K
$870K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
54New |
$751 - $1.02K
|
54
$816
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
406New |
$5.64K - $7.66K
|
406
$6.13K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.4KNew |
$145K - $196K
|
10.4K
$157K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
18.5KNew |
$257K - $349K
|
18.5K
$280K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22KNew |
$305K - $414K
|
22K
$332K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
318KNew |
$4.84M - $5.82M
|
318K
$4.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 13.95% |
$189K - $227K
|
101K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-7.8K- 21.67% |
$119K - $143K
|
28.2K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-95.8K- 7.18% |
$1.46M - $1.75M
|
1.24M
$18.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.69KNew |
$25.7K - $31K
|
1.69K
$25.6K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
13New |
$198 - $238
|
13
$196
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
29K+ 38.24% |
$462K - $619K
|
105K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-4.62K- 30.16% |
$73.4K - $98.4K
|
10.7K
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
98New |
$1.56K - $2.09K
|
98
$1.48K
|
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-33.9K- 99.92% |
$539K - $722K
|
28
$423
|
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
78.1K+ 76.72% |
$1.24M - $1.67M
|
180K
$2.72M
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-20.1K- 19.26% |
$320K - $429K
|
84.4K
$1.28M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
119New |
$1.89K - $2.54K
|
119
$1.8K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.12KNew |
$18.6K - $28.2K
|
1.12K
$16.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7New |
$116 - $176
|
7
$106
|
|