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Get Institutions for : 
UFP Technologies Inc (UFPT)  
$256.64 9.61 (3.89%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 204    8
Total shares held : 
6,590,001  
% of shares held : 
87.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -21  
Amount of shares held : 
95,902  
% of shares held change : 
  1.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$159.98  
Last Quarter's Ending Price : 
$172.04  
Last Quarter's Average Price
$161.95  
Change from last quarter's     
avg. price to the last closing  : 
94.69 (58.47%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 83,613
 1.27%
 
Increased Positions :
64
 385,285
 5.85%
 
Unchanged Positions :
48
 260,489
 3.95%
 
Decreased Positions :
77
-298,883
-4.54%
 
Closed Positions :
23
-74,113
-1.12%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CONGRESS ASSET MANAGEMENT CO /MA 92 - 2024-03-31 185,935 $46,893,000 118,106
   GEODE CAPITAL MANAGEMENT LLC 1502 - 2024-03-31 159,291 $40,179,000 4,424
   MORGAN STANLEY 2033 - 2024-03-31 148,214 $37,380,000 3,380
   MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 30 - 2024-03-31 90,373 $22,792,000 20,013
   INVESCO LTD 1406 - 2024-03-31 82,577 $20,826,000 37,328
   LORD ABBETT & CO LLC 307 - 2024-03-31 74,510 $18,791,000 33,806
   RANGER INVESTMENT MANAGEMENT LP 43 - 2024-03-31 72,102 $18,184,000 2,577
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1758 - 2024-03-31 61,383 $15,481,000 2,379
   AMERIPRISE FINANCIAL INC 1603 - 2024-03-31 47,973 $12,099,000 10,923
   ANNEX ADVISORY SERVICES, LLC 45 - 2024-03-31 46,489 $11,725,000 3,564
   PRICE T ROWE ASSOCIATES INC /MD/ 1083 - 2024-03-31 43,134 $10,879,000 41,360
   Congress Wealth Management LLC / DE / 180 - 2024-03-31 34,672 $8,744,000 23,895
   CHATHAM CAPITAL GROUP INC 18 - 2024-03-31 28,911 $7,291,000 1,435
   OSTERWEIS CAPITAL MANAGEMENT INC 57 - 2024-03-31 27,981 $7,057,000 982
   Uniplan Investment Counsel Inc. 46 - 2024-03-31 26,845 $6,770,000 489
   CONFLUENCE INVESTMENT MANAGEMENT LLC 127 - 2024-03-31 19,024 $4,798,000 10,931
   EUDAIMONIA ASSET MANAGEMENT LLC 32 - 2024-03-31 17,713 $4,467,000 17,713
   MILLENNIUM MANAGEMENT LLC 2070 - 2024-03-31 14,939 $3,768,000 13,157
   Qube Research & Technologies Ltd 1221 - 2024-03-31 13,782 $3,476,000 1,882
   Millington Financial Advisors LLC 13 - 2024-03-31 12,686 $3,199,000 148
   Assenagon Asset Management S.A. 705 - 2024-03-31 12,562 $3,168,000 7,766
   Ballast Asset Management LP 37 - 2024-03-31 10,523 $2,654,000 882
   TOWNSQUARE CAPITAL LLC 393 - 2024-03-31 10,447 $2,635,000 891
   ALLIANCEBERNSTEIN L.P. 1842 - 2024-03-31 8,920 $2,250,000 650
   UBS Group AG 3039 - 2024-03-31 7,269 $1,833,000 882
   TEXAS PERMANENT SCHOOL FUND 1168 - 2024-03-31 6,151 $1,551,000 81
   EFG Asset Management (North America) Corp. 151 - 2024-03-31 6,134 $1,548,000 346
   CHARTWELL INVESTMENT PARTNERS INC. 335 - 2024-03-31 5,259 $1,327,000 124
   CITIGROUP INC 2095 - 2024-03-31 5,186 $1,308,000 490
   SEI INVESTMENTS CO 1799 - 2024-03-31 4,827 $1,217,000 3,051
   Ellsworth Advisors LLC 78 - 2024-03-31 4,769 $1,092,000 90
   BNP PARIBAS ARBITRAGE SA 1745 - 2024-03-31 4,224 $1,065,000 731
   SG AMERICAS SECURITIES LLC 952 - 2024-03-31 4,158 $1,049,000 3,453
   Illinois Municipal Retirement Fund 905 - 2024-03-31 4,035 $1,018,000 90
   DEUTSCHE BANK AG 1957 - 2024-03-31 3,902 $984,000 376
   Select Equity Group L.P. 137 - 2024-03-31 3,816 $962,000 1,135
   MANUFACTURERES LIFE INSURANCE CO 1895 - 2024-03-31 3,633 $916,000 85
   Peterson Wealth Services 62 - 2024-03-31 3,356 $846,000 2,168
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1178 - 2024-03-31 3,209 $809,000 1,925
   AVIVA PLC 638 - 2024-03-31 2,957 $746,000 2,957
   NORDEN GROUP LLC 161 - 2024-03-31 2,844 $717,000 837
   Alliance Wealth Advisors LLC /UT 110 - 2024-03-31 2,764 $697,000 361
   Moran Wealth Management LLC 322 - 2024-03-31 2,242 $565,000 77
   Goss Wealth Management LLC 1344 - 2024-03-31 1,944 $490,000 135
   STATE OF WISCONSIN INVESTMENT BOARD 1801 - 2024-03-31 1,773 $447,000 1,773
   PROSHARE ADVISORS LLC 1298 - 2024-03-31 1,428 $360,000 99
   MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 38 - 2024-03-31 1,418 $358,000 151
   Change Path LLC 745 - 2024-03-31 1,079 $272,000 1,079
   FMR LLC 2903 - 2024-03-31 716 $181,000 215
   SIMPLEX TRADING LLC 1068 - 2024-03-31 621 $156,000 467
   HUNTINGTON NATIONAL BANK 818 - 2024-03-31 195 $49,000 181
   PRINCIPAL SECURITIES INC. 1626 - 2024-03-31 169 $43,000 8
   GAMMA Investing LLC 1485 - 2024-03-31 94 $24,000 86
   PNC FINANCIAL SERVICES GROUP INC 3734 - 2024-03-31 37 $9,000 10
   QUADRANT CAPITAL GROUP LLC 2172 - 2024-03-31 33 $8,000 26
   NISA INVESTMENT ADVISORS L L C 2141 - 2024-03-31 14 $4,000 7
   Covestor Ltd 2050 - 2024-03-31 3 $1,000 2

  57 Records found
  1    
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