Latest Institutional Transactions on Utah Medical Products Inc (UTMD)
This table provides information on the latest institutional transactions involving Utah Medical Products Inc (UTMD) 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 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-284- 7.42% |
$23.8K - $28.2K
|
3.54K
$213K
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.4KNew |
$117K - $139K
|
1.4K
$84.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7New |
$587 - $694
|
7
$421
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3+ 0.34% |
$252 - $297
|
896
$53.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
BUY
|
- |
2.35KNew |
$197K - $233K
|
2.35K
$142K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Legato Capital Management LLC
|
BUY
|
- |
49+ 2.07% |
$4.3K - $4.9K
|
2.42K
$145K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.19KNew |
$280K - $319K
|
3.19K
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-56- 66.67% |
$4.91K - $5.6K
|
28
$1.69K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2.64KNew |
$232K - $264K
|
2.64K
$159K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
50New |
$4.39K - $5K
|
50
$3.01K
|
|
|
Jul 28, 2023
Q2 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-233- 8.48% |
$20.4K - $23.3K
|
2.52K
$151K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
702+ 24.86% |
$61.6K - $70.2K
|
3.53K
$212K
|
|
| Q1 2023 | |||||||
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
66New |
$5.75K - $6.62K
|
66
$3.97K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
22+ 0.52% |
$1.92K - $2.21K
|
4.29K
$258K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
131New |
$10.8K - $13.3K
|
131
$7.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Health Invest Partners Ab
|
BUY
|
- |
8K+ 9.3% |
$660K - $815K
|
94K
$5.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
32.3KNew |
$2.66M - $3.29M
|
32.3K
$1.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
400New |
$33K - $40.8K
|
400
$24.1K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31New |
$2.5K - $2.95K
|
31
$1.87K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9+ 112.5% |
$727 - $857
|
17
$1.02K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3New |
$242 - $286
|
3
$181
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.16KClosed |
$339K - $375K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
44New |
$3.59K - $3.97K
|
44
$2.65K
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-453Closed |
$36.9K - $40.9K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-80Closed |
$6.52K - $7.22K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-263Closed |
$21.4K - $23.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.06KClosed |
$178K - $206K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-21Closed |
$1.87K - $2.62K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
438New |
$37.2K - $42.6K
|
438
$26.4K
|
|
| Q2 2021 | |||||||
|
Aug 20, 2021
Q2 2021
|
Denali Advisors LLC
|
SELL
|
- |
-120Closed |
$9.89K - $10.7K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.21KClosed |
$512K - $555K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-6.8KClosed |
$561K - $608K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8KClosed |
$659K - $715K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-7.33KClosed |
$604K - $655K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-71Closed |
$5.85K - $6.35K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-6.68KClosed |
$551K - $597K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
SELL
|
- |
-3.93KClosed |
$324K - $351K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-10Closed |
$837 - $930
|
0
$0
|
|
| Q4 2020 | |||||||
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5New |
$397 - $472
|
5
$301
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-19Closed |
$1.51K - $1.79K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.2KClosed |
$95.3K - $113K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.21KClosed |
$572K - $680K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.57KClosed |
$601K - $715K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
369+ 9.27% |
$28.9K - $34.2K
|
4.35K
$262K
|
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-6.66KClosed |
$521K - $616K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-22Closed |
$1.72K - $2.04K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$31.3K - $37K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-57Closed |
$4.46K - $5.28K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-101Closed |
$7.9K - $9.35K
|
0
$0
|
|