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Get Institutions for : 
Ufp Industries inc (UFPI)  
$40.21 0.00 (0.00%) as of 4:30 Tue 6/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 378    12
Total shares held : 
50,276,037  
% of shares held : 
82.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -24  
Amount of shares held : 
1,168,931  
% of shares held change : 
  1.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
42
 877,830
 1.75%
 
Increased Positions :
118
 3,633,435
 7.23%
 
Unchanged Positions :
64
 643,366
 1.28%
 
Decreased Positions :
154
-3,198,236
-6.36%
 
Closed Positions :
30
-144,098
-0.29%
 
Guru Positions :
2
117,458
 0.23%
 
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
   NORGES BANK 653 *New 2023-12-31 692,037 $86,885,000 692,037
   NewEdge Wealth LLC 221 *New 2023-12-31 24,263 $3,046,000 24,263
   Vestmark Advisory Solutions Inc. 166 *New 2023-12-31 24,131 $3,030,000 24,131
   BRANDYWINE ASSET MANAGEMENT LLC 541 *New 2023-12-31 17,360 $2,180,000 17,360
   Kula Investments LLC 96 *New 2023-03-31 14,344 $1,140,000 14,344
   Unique Wealth Strategies LLC 81 *New 2024-03-31 6,057 $745,000 6,057
   Centiva Capital LP 463 *New 2023-12-31 5,047 $634,000 5,047
   ROUNDVIEW CAPITAL LLC 230 *New 2023-12-31 4,868 $611,000 4,868
   BREVAN HOWARD CAPITAL MANAGEMENT LP 349 *New 2023-12-31 4,842 $608,000 4,842
   SHAKER INVESTMENTS LLC/OH 79 *New 2024-03-31 4,545 $559,000 4,545
   Apollon Wealth Management LLC 619 *New 2023-12-31 4,398 $552,000 4,398
   AdvisorShares Investments LLC 96 *New 2023-12-31 4,053 $509,000 4,053
   WOLVERINE TRADING LLC 691 *New 2023-12-31 4,006 $503,000 4,006
   Integrated Advisors Network LLC 467 *New 2023-12-31 3,534 $444,000 3,534
   Cambria Investment Management L.P. 212 *New 2023-12-31 3,466 $435,000 3,466
   CAPSTONE INVESTMENT ADVISORS LLC 427 *New 2023-12-31 3,381 $424,000 3,381
   Integrated Wealth Concepts LLC 1097 *New 2023-12-31 3,116 $391,000 3,116
   Ethic Inc. 822 *New 2023-12-31 2,991 $376,000 2,991
   Kolinsky Wealth Management LLC 75 *New 2023-12-31 2,942 $369,000 2,942
   DUALITY ADVISERS LP 491 *New 2023-12-31 2,543 $319,000 2,543
   M&T BANK CORP 1293 *New 2023-12-31 2,517 $316,000 2,517
   Forum Financial Management LP 452 *New 2023-12-31 2,386 $300,000 2,386
   LAKE STREET ADVISORS GROUP LLC 279 *New 2023-12-31 2,345 $294,000 2,345
   Ellevest Inc. 300 *New 2023-12-31 2,295 $288,000 2,295
   Camden Capital LLC 255 *New 2023-12-31 2,238 $281,000 2,238
   Steward Partners Investment Advisory LLC 1244 *New 2023-12-31 2,216 $278,000 2,216
   PATHSTONE FAMILY OFFICE, LLC 1349 *New 2023-09-30 2,711 $278,000 2,711
   FourThought Financial Partners LLC 264 *New 2023-12-31 2,118 $266,000 2,118
   CBOE Vest Financial LLC 161 *New 2023-12-31 1,918 $241,000 1,918
   TFG Advisers LLC 190 *New 2023-12-31 1,779 $223,000 1,779
   CIBC GLOBAL ASSET MANAGEMENT INC 947 *New 2023-12-31 1,740 $218,000 1,740
   CIM LLC 146 *New 2023-12-31 1,922 $214,000 1,922
   Orion Portfolio Solutions LLC 1571 *New 2023-12-31 1,671 $201,000 1,671
   NATIONAL ASSET MANAGEMENT, INC. 1260 *New 2023-12-31 1,605 $201,000 1,605
   USA Financial Portformulas Corp 183 *New 2023-12-31 573 $72,000 573
   BENJAMIN F. EDWARDS & COMPANY INC. 1194 *New 2023-12-31 480 $60,000 480
   Eagle Bay Advisors LLC 292 *New 2023-12-31 388 $49,000 388
   Opal Wealth Advisors LLC 223 *New 2024-03-31 268 $33,000 268
   Rise Advisors LLC 342 *New 2024-03-31 269 $33,000 269
   Silicon Valley Capital Partners 140 *New 2023-12-31 250 $31,000 250
   ADVISORY SERVICES NETWORK, LLC 2337 *New 2023-12-31 211 $26,000 211
   MATHER GROUP, INC. 1130 *New 2024-03-31 113 $14,000 113
   Lee Financial CORP 533 *New 2023-12-31 36 $5,000 36
   UMB BANK N A/MO 1483 *New 2024-03-31 17 $2,000 17
   MILESTONE GROUP INC 459 *New 2023-12-31 15 $2,000 15
   HARBOR INVESTMENT ADVISORY LLC 1172 *New 2024-03-31 11 $1,000 11

  46 Records found
  1    
  Page 1 of 1
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