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Get Institutions for : 
United Homes Group, Inc (UHG)  
$5.36 0.06 (1.13%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    7
Total shares held : 
4,495,187  
% of shares held : 
39.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  14  
Amount of shares held : 
207,049  
% of shares held change : 
  1.82%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$5.23  
Last Quarter's Ending Price : 
$8.43  
Last Quarter's Average Price
$6.97  
Change from last quarter's     
avg. price to the last closing  : 
1.61 (23.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 298,214
 6.63%
 
Increased Positions :
16
 313,659
 6.98%
 
Unchanged Positions :
11
 1,096,479
 24.39%
 
Decreased Positions :
9
-137,154
-3.05%
 
Closed Positions :
2
-267,670
-5.95%
 
Guru Positions :
0
 0%
 
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
   H D Vest Advisory Services 200 - 2024-03-31 1,250,000 $8,738,000 0
   Antara Capital LP 3 - 2024-03-31 1,001,872 $7,003,000 0
   Conversant Capital LLC 13 - 2024-03-31 535,173 $3,741,000 0
   CREATIVE PLANNING 857 - 2024-03-31 374,998 $2,621,000 0
   DENDUR CAPITAL LP 13 - 2024-03-31 139,610 $927,000 0
   STATE STREET CORP 3482 - 2024-03-31 64,695 $452,000 0
   Timbercreek Asset Management Ltd. 29 - 2024-03-31 25,068 $170,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3288 - 2024-03-31 17,396 $122,000 0
   BANK OF NEW YORK MELLON CORP 3885 - 2024-03-31 15,129 $106,000 0
   Red Door Wealth Management LLC 191 - 2024-03-31 13,076 $91,000 0
   NEW YORK STATE COMMON RETIREMENT FUND 3117 - 2024-03-31 1,841 $13,000 0
   SIGNATUREFD, LLC 2442 - 2024-03-31 1,000 $7,000 0
   SUMMIT INVESTMENT ADVISORS INC 2959 - 2024-03-31 508 $4,000 0
   LEGAL & GENERAL GROUP PLC 3314 - 2024-03-31 585 $4,000 0
   Global Retirement Partners LLC 2654 - 2024-03-31 350 $2,000 0
   PROEQUITIES INC. 4407 - 2024-03-31 0 $0 0
   PROEQUITIES INC. 4549 - 2024-03-31 0 $0 0
   Qube Research & Technologies Ltd 4386 - 2024-03-31 2 $0 0

  18 Records found
  1    
  Page 1 of 1
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