Svb Wealth LLC Mitsubishi Ufj Financial Group Inc Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$9.68 - $10.84 $50,229 - $56,248	-5,189 Reduced 15.84%	27,566 $297,000
Q1 2024 May 15, 2024	SELL	$8.53 - $11.0 $25,137 - $32,417	-2,947 Reduced 8.25%	32,755 $335,000
Q4 2023 Jan 30, 2024	BUY	$7.93 - $8.82 $17,707 - $19,695	2,233 Added 6.67%	35,702 $307,000
Q3 2023 Oct 23, 2023	SELL	$7.36 - $8.98 $22,624 - $27,604	-3,074 Reduced 8.41%	33,469 $284,000
Q2 2023 Jul 24, 2023	SELL	$6.01 - $7.42 $11,743 - $14,498	-1,954 Reduced 5.08%	36,543 $269,000
Q1 2023 May 12, 2023	SELL	$6.14 - $7.7 $2,259 - $2,833	-368 Reduced 0.95%	38,497 $245,000
Q4 2022 Feb 10, 2023	BUY	$4.38 - $6.7 $8,470 - $12,957	1,934 Added 5.24%	38,865 $258,000
Q3 2022 Nov 09, 2022	BUY	$4.5 - $5.67 $5,827 - $7,342	1,295 Added 3.63%	36,931 $167,000
Q2 2022 Aug 16, 2022	BUY	$5.34 - $6.31 $331 - $391	62 Added 0.17%	35,636 $190,000
Q1 2022 May 13, 2022	SELL	$5.55 - $6.75 $7,104 - $8,640	-1,280 Reduced 3.47%	35,574 $220,000
Q4 2021 Feb 15, 2022	SELL	$5.28 - $5.93 $717,515 - $805,845	-135,893 Reduced 78.67%	36,854 $201,000
Q3 2021 Nov 09, 2021	BUY	$5.17 - $6.28 $350,650 - $425,934	67,824 Added 64.64%	172,747 $1.03 Million
Q2 2021 Aug 13, 2021	BUY	$5.29 - $5.87 $305,724 - $339,244	57,793 Added 122.62%	104,923 $569,000
Q1 2021 May 11, 2021	BUY	$4.38 - $6.01 $27,760 - $38,091	6,338 Added 15.54%	47,130 $253,000
Q4 2020 Feb 10, 2021	BUY	$3.86 - $4.62 $43,934 - $52,584	11,382 Added 38.7%	40,792 $180,000
Q3 2020 Nov 10, 2020	BUY	$3.74 - $4.29 $2,027 - $2,325	542 Added 1.88%	29,410 $118,000
Q2 2020 Aug 05, 2020	BUY	$3.49 - $4.52 $100,749 - $130,483	28,868 New	28,868 $113,000
Q1 2020 May 11, 2020	SELL	$3.42 - $5.45 $62,066 - $98,906	-18,148 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$4.93 - $5.51 $89,469 - $99,995	18,148 New	18,148 $98,000

Others Institutions Holding MUFG

# of Institutions

437

Shares Held

222M

Call Options Held

2.6K

Put Options Held

14K

Aristotle Capital Management, LLC Los Angeles, CA

64.4M
Shares

$761 Million
1.27% of portfolio
Bank Of America Corp Charlotte, NC

20.4M
Shares

$241 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

12.9M
Shares

$153 Million
0.02% of portfolio
Natixis Advisors, L.P. Boston, MA

9.34M
Shares

$110 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

7.85M
Shares

$92.8 Million
0.03% of portfolio

View Full List

About MITSUBISHI UFJ FINANCIAL GROUP INC

Ticker MUFG
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 12,320,700,416
Market Cap $146B
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

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