A detailed history of Naviter Wealth, LLC transactions in Mitsubishi Ufj Financial Group Inc stock. As of the latest transaction made, Naviter Wealth, LLC holds 278,721 shares of MUFG stock, worth $3.26 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
278,721
Previous 277,831 0.32%
Holding current value
$3.26 Million
Previous $3 Million 5.53%
% of portfolio
0.4%
Previous 0.45%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$9.27 - $11.62 $8,250 - $10,341
890 Added 0.32%
278,721 $2.83 Million
Q2 2024

Aug 01, 2024

BUY
$9.68 - $10.84 $151,230 - $169,353
15,623 Added 5.96%
277,831 $3 Million
Q1 2024

Apr 18, 2024

BUY
$8.53 - $11.0 $264,677 - $341,319
31,029 Added 13.42%
262,208 $2.68 Million
Q4 2023

Feb 05, 2024

BUY
$7.93 - $8.82 $331,997 - $369,258
41,866 Added 22.11%
231,179 $1.99 Million
Q3 2023

Nov 14, 2023

BUY
$7.36 - $8.98 $35,180 - $42,924
4,780 Added 2.59%
189,313 $1.61 Million
Q2 2023

Jul 20, 2023

BUY
$6.01 - $7.42 $175,678 - $216,894
29,231 Added 18.82%
184,533 $1.36 Million
Q1 2023

Apr 12, 2023

BUY
$6.14 - $7.7 $112,718 - $141,356
18,358 Added 13.41%
155,302 $992,000
Q4 2022

Jan 31, 2023

BUY
$4.38 - $6.7 $50,628 - $77,445
11,559 Added 9.22%
136,944 $912,000
Q3 2022

Oct 27, 2022

BUY
$4.5 - $5.67 $38,155 - $48,075
8,479 Added 7.25%
125,385 $564,000
Q2 2022

Jul 18, 2022

BUY
$5.34 - $6.31 $624,278 - $737,676
116,906 New
116,906 $624,000

Others Institutions Holding MUFG

About MITSUBISHI UFJ FINANCIAL GROUP INC


  • Ticker MUFG
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 12,320,700,416
  • Market Cap $144B
  • Description
  • Mitsubishi UFJ Financial Group, Inc. operates as the bank holding company for MUFG Bank, Ltd. that provides various financial services in Japan, the United States, Europe, Asia/Oceania, and internationally. It operates through Digital Service Business Group; Retail & Commercial Banking Business Group; Japanese Corporate & Investment Bank...
More about MUFG
Track This Portfolio

Track Naviter Wealth, LLC Portfolio

Follow Naviter Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.