Latest Institutional Transactions on Itau Unibanco Holding S.A. (ITUB)
This table provides information on the latest institutional transactions involving Itau Unibanco Holding S.A. (ITUB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.04K+ 1.1% |
$5.45K - $6.32K
|
95.8K
$541K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-110- 10.06% |
$574 - $666
|
983
$5.54K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
28.7KNew |
$150K - $173K
|
28.7K
$162K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
6.71MNew |
$31.6M - $40.6M
|
6.71M
$37.8M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
83New |
$391 - $503
|
83
$468
|
|
|
Aug 16, 2023
Q2 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-152K- 51.01% |
$714K - $918K
|
146K
$821K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
13.5KNew |
$63.7K - $82K
|
13.5K
$76.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
73.2K+ 415.91% |
$345K - $444K
|
90.8K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-941K- 75.89% |
$4.43M - $5.7M
|
299K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
106+ 35.22% |
$499 - $642
|
407
$2.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
118K+ 43.36% |
$555K - $714K
|
390K
$2.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
42.2K+ 225.61% |
$199K - $256K
|
60.9K
$344K
|
|
|
Aug 10, 2023
Q2 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
1.18MNew |
$5.56M - $7.16M
|
1.18M
$6.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.46K+ 3.29% |
$6.88K - $8.85K
|
45.8K
$258K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-161- 0.92% |
$758 - $976
|
17.4K
$98.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
314New |
$1.48K - $1.9K
|
314
$1.77K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
98+ 0.75% |
$462 - $594
|
13.1K
$73.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.59KNew |
$7.49K - $9.64K
|
1.59K
$8.97K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.43K- 10.65% |
$6.72K - $8.64K
|
12K
$67.5K
|
|
|
Jul 20, 2023
Q2 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-42.2K- 66.16% |
$199K - $256K
|
21.6K
$122K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.23K- 12.45% |
$15.2K - $19.6K
|
22.7K
$128K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-340- 4.01% |
$1.6K - $2.06K
|
8.13K
$45.9K
|
|
| Q1 2023 | |||||||
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-14KClosed |
$60.6K - $72.1K
|
0
$0
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
2.9M+ 414.29% |
$12.6M - $14.9M
|
3.6M
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.9% |
$4.33 - $5.15
|
112
$632
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
27.3KNew |
$118K - $140K
|
27.3K
$154K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-12- 1.69% |
$52 - $61.8
|
698
$3.94K
|
|
|
May 12, 2023
Q1 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
120KNew |
$521K - $620K
|
120K
$679K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
10.1KNew |
$43.7K - $52K
|
10.1K
$57K
|
|
|
May 12, 2023
Q1 2023
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
101K+ 35.2% |
$436K - $518K
|
387K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
70+ 5.64% |
$303 - $361
|
1.31K
$7.4K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.84M+ 10203.91% |
$7.97M - $9.48M
|
1.86M
$10.5M
|
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
SELL
|
- |
-116K- 7.76% |
$501K - $596K
|
1.38M
$7.77M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
209KNew |
$905K - $1.08M
|
209K
$1.18M
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8.5K- 97.72% |
$36.8K - $43.8K
|
198
$1.12K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
696New |
$3.01K - $3.58K
|
696
$3.93K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-20- 4.75% |
$86.6 - $103
|
401
$2.26K
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
SELL
|
CALL |
-1.5K- 13.04% |
$6.5K - $7.73K
|
10K
$56.4K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
CALL |
-2.8K- 87.5% |
$12.1K - $14.4K
|
400
$2.26K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
196KNew |
$847K - $1.01M
|
196K
$1.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-28.8K- 62.37% |
$125K - $149K
|
17.4K
$98.1K
|
|
| Q4 2022 | |||||||
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-9MClosed |
$39.1M - $54.2M
|
0
$0
|
|
|
Jan 23, 2024
Q4 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-38.5K- 28.06% |
$167K - $232K
|
98.7K
$556K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.34K+ 3.39% |
$10.1K - $14.1K
|
71.3K
$402K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-322- 0.02% |
$1.4K - $1.94K
|
1.56M
$8.81M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
8KNew |
$34.7K - $48.2K
|
8K
$45.1K
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
55.8KNew |
$242K - $336K
|
55.8K
$315K
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
12.2KNew |
$52.9K - $73.4K
|
12.2K
$68.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
CALL |
-7.2K- 19.46% |
$31.2K - $43.3K
|
29.8K
$168K
|
|