Latest Institutional Purchases of Umh Properties, Inc. (UMH)
This list provides information on the latest institutional transactions involving Umh Properties, Inc. (UMH) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 13.95% |
$189K - $227K
|
101K
$1.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.69KNew |
$25.7K - $31K
|
1.69K
$30.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
264New |
$4.01K - $4.83K
|
264
$4.76K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
13New |
$198 - $238
|
13
$234
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
78.1K+ 76.72% |
$1.24M - $1.67M
|
180K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
31KNew |
$493K - $661K
|
31K
$559K
|
|
|
Nov 14, 2022
Q3 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
29.5KNew |
$469K - $629K
|
29.5K
$532K
|
|
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
29K+ 38.24% |
$462K - $619K
|
105K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
14K+ 88.05% |
$223K - $298K
|
29.9K
$539K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
119New |
$1.89K - $2.54K
|
119
$2.15K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
98New |
$1.56K - $2.09K
|
98
$1.77K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
69.9K+ 41.65% |
$1.16M - $1.76M
|
238K
$4.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10.8KNew |
$179K - $272K
|
10.8K
$195K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.29K+ 96.87% |
$37.9K - $57.5K
|
4.65K
$83.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.94K+ 2.99% |
$32.1K - $48.7K
|
66.6K
$1.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.12KNew |
$18.6K - $28.2K
|
1.12K
$20.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
871New |
$14.4K - $21.9K
|
871
$15.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
320New |
$5.3K - $8.04K
|
320
$5.77K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
235New |
$3.89K - $5.91K
|
235
$4.24K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22New |
$365 - $553
|
22
$397
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7New |
$116 - $176
|
7
$126
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
11KNew |
$249K - $293K
|
11K
$198K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
1.5KNew |
$34K - $39.9K
|
1.5K
$27K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.2KNew |
$27.2K - $31.9K
|
1.2K
$21.6K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
104New |
$2.36K - $2.77K
|
104
$1.88K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
10.5KNew |
$236K - $287K
|
10.5K
$189K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2KNew |
$44.9K - $54.7K
|
2K
$36.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
600New |
$13.5K - $16.4K
|
600
$10.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
46New |
$1.03K - $1.26K
|
46
$829
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8New |
$173 - $205
|
8
$144
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$134 - $161
|
7
$126
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
50K+ 25.0% |
$661K - $827K
|
250K
$4.51M
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1K+ 6.67% |
$9.11K - $16.6K
|
16K
$288K
|
|
| Q3 2019 | |||||||
|
Oct 18, 2019
Q3 2019
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
13.4KNew |
$158K - $189K
|
13.4K
$242K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
73KNew |
$823K - $1.13M
|
73K
$1.32M
|
|
| Q1 2018 | |||||||
|
Jun 22, 2018
Q1 2018
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
116KNew |
$1.36M - $1.69M
|
116K
$2.09M
|
|
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.86KNew |
$21.7K - $27.1K
|
1.86K
$33.6K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.3KNew |
$18.4K - $20.7K
|
1.3K
$23.4K
|
|