A detailed history of United Capital Financial Advisers, LLC transactions in Itau Unibanco Holding S.A. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 21,751 shares of ITUB stock, worth $130,288. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,751
Previous 21,293 2.15%
Holding current value
$130,288
Previous $124,000 16.13%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$5.73 - $6.87 $2,624 - $3,146
458 Added 2.15%
21,751 $144,000
Q2 2024

Aug 14, 2024

SELL
$5.8 - $6.74 $3,619 - $4,205
-624 Reduced 2.85%
21,293 $124,000
Q1 2024

May 15, 2024

SELL
$6.46 - $7.23 $4,916 - $5,502
-761 Reduced 3.36%
21,917 $151,000
Q4 2023

Feb 14, 2024

BUY
$5.14 - $7.04 $116,564 - $159,653
22,678 New
22,678 $157,000
Q1 2020

May 15, 2020

SELL
$3.31 - $7.73 $63,429 - $148,129
-19,163 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$6.55 - $7.64 $125,517 - $146,405
19,163 New
19,163 $175,000
Q3 2019

Nov 14, 2019

SELL
$6.53 - $8.19 $168,284 - $211,064
-25,771 Closed
0 $0
Q2 2019

Aug 13, 2019

BUY
$6.32 - $7.78 $41,718 - $51,355
6,601 Added 34.43%
25,771 $242,000
Q1 2019

May 14, 2019

BUY
$6.88 - $8.89 $192 - $248
28 Added 0.15%
19,170 $169,000
Q4 2018

Feb 14, 2019

BUY
$5.97 - $7.7 $47,813 - $61,669
8,009 Added 71.94%
19,142 $175,000
Q3 2018

Nov 14, 2018

SELL
$5.45 - $6.97 $1,242 - $1,589
-228 Reduced 2.01%
11,133 $122,000
Q2 2018

Aug 14, 2018

SELL
$5.46 - $8.49 $25,913 - $40,293
-4,746 Reduced 29.47%
11,361 $118,000
Q1 2018

May 15, 2018

SELL
$7.44 - $9.33 $4,575 - $5,737
-615 Reduced 3.68%
16,107 $251,000
Q4 2017

Feb 13, 2018

SELL
$6.78 - $7.88 $18,048 - $20,976
-2,662 Reduced 13.73%
16,722 $217,000
Q3 2017

Nov 14, 2017

SELL
$6.55 - $7.68 $4,061 - $4,761
-620 Reduced 3.1%
19,384 $266,000
Q2 2017

Aug 14, 2017

BUY
N/A
20,004
20,004 $221,000

Others Institutions Holding ITUB

About Itau Unibanco Holding S.A.


  • Ticker ITUB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 9,800,869,888
  • Market Cap $58.7B
  • Description
  • Itaú Unibanco Holding S.A. offers a range of financial products and services to individuals and corporate customers in Brazil and internationally. The company operates through three segments: Retail Banking, Wholesale Banking, and Activities with the Market and Corporation. It offers various deposit products, as well as loans and credit cards; i...
More about ITUB
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, 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 United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.