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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
387KNew |
$1.92M - $2.54M
|
387K
$2.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.35K- 23.45% |
$41.4K - $54.9K
|
27.3K
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.5K- 29.88% |
$17.4K - $23K
|
8.22K
$46.4K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
25.8KNew |
$128K - $169K
|
25.8K
$145K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-36.5K- 34.91% |
$181K - $240K
|
68.1K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2K+ 13.25% |
$9.92K - $13.1K
|
17.1K
$96.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-897- 4.75% |
$4.45K - $5.89K
|
18K
$101K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.93K+ 7.42% |
$9.55K - $12.6K
|
27.9K
$157K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-49.1K- 16.85% |
$243K - $322K
|
242K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
35.6K+ 0.07% |
$176K - $234K
|
50.6M
$286M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-578- 29.98% |
$2.87K - $3.8K
|
1.35K
$7.61K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
117New |
$580 - $769
|
117
$660
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-940- 13.07% |
$4.66K - $6.18K
|
6.25K
$35.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-44.7K- 0.84% |
$222K - $294K
|
5.25M
$29.6M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.12K- 22.81% |
$40.3K - $53.4K
|
27.5K
$155K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.23K- 7.11% |
$6.08K - $8.05K
|
16K
$90.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
940New |
$4.66K - $6.18K
|
940
$5.3K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-465- 62.0% |
$2.31K - $3.06K
|
285
$1.61K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-746- 6.82% |
$3.7K - $4.9K
|
10.2K
$57.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8.54K- 13.4% |
$42.3K - $56.1K
|
55.2K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-276K- 2.89% |
$1.37M - $1.81M
|
9.28M
$52.3M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-207K- 6.8% |
$1.03M - $1.36M
|
2.84M
$16M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.45K- 3.05% |
$27K - $35.8K
|
173K
$977K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.1K- 12.32% |
$20.3K - $26.9K
|
29.2K
$164K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
801New |
$3.97K - $5.26K
|
801
$4.52K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-178- 6.03% |
$883 - $1.17K
|
2.77K
$15.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-25.5K- 48.21% |
$126K - $168K
|
27.4K
$155K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.51K- 1.52% |
$22.4K - $29.6K
|
292K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2- 0.1% |
$9.92 - $13.1
|
2K
$11.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.2KNew |
$5.93K - $7.86K
|
1.2K
$6.75K
|
|
|
Jan 30, 2025
Q4 2024
|
Inca Investments LLC
Miami, FL |
SELL
|
- |
-634K- 35.87% |
$3.15M - $4.17M
|
1.13M
$6.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.09K+ 18.46% |
$15.3K - $20.3K
|
19.8K
$112K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.5K+ 38.29% |
$32.2K - $42.7K
|
23.5K
$132K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
232New |
$1.15K - $1.52K
|
232
$1.31K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
17+ 0.28% |
$84.3 - $112
|
6.09K
$34.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.5K- 4.35% |
$12.4K - $16.4K
|
55K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-33.5K- 75.88% |
$166K - $220K
|
10.7K
$60.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.17KNew |
$20.7K - $27.4K
|
4.17K
$23.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.24K+ 4.28% |
$6.13K - $8.12K
|
30.1K
$170K
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
49K+ 73.68% |
$243K - $322K
|
116K
$651K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.3K+ 2.73% |
$135K - $179K
|
1.03M
$5.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
BUY
|
- |
2.83M+ 377.94% |
$14.1M - $18.6M
|
3.58M
$20.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
BUY
|
PUT |
3.1M+ 411.97% |
$15.4M - $20.3M
|
3.85M
$21.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Haven Global Partners, LLC
Atlanta, GA |
BUY
|
- |
662KNew |
$3.28M - $4.35M
|
662K
$3.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.41K+ 8.24% |
$16.9K - $22.4K
|
44.7K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-103- 50.0% |
$511 - $677
|
103
$581
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
58.3KNew |
$289K - $383K
|
58.3K
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.29K+ 6.93% |
$6.39K - $8.47K
|
19.9K
$112K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
11.5K+ 47.57% |
$56.9K - $75.4K
|
35.6K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
25.2KNew |
$125K - $166K
|
25.2K
$142K
|