Latest Institutional Purchases of Itau Unibanco Holding S.A. (ITUB)
This list provides information on the latest institutional transactions involving Itau Unibanco Holding S.A. (ITUB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
24.7KNew |
$107K - $149K
|
24.7K
$164K
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
12.2KNew |
$52.9K - $73.4K
|
12.2K
$81K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$47.1K - $65.3K
|
10.8K
$72K
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
10.4KNew |
$45.1K - $62.5K
|
10.4K
$69K
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8.82KNew |
$38.3K - $53.1K
|
8.82K
$58.6K
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
8KNew |
$34.7K - $48.2K
|
8K
$53.1K
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.21K+ 11.58% |
$13.9K - $19.3K
|
30.9K
$205K
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.34K+ 3.39% |
$10.1K - $14.1K
|
71.3K
$474K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
203KNew |
$810K - $1.13M
|
203K
$1.35M
|
|
Nov 04, 2022
Q3 2022
|
Ronit Capital LLP
|
BUY
|
- |
113K+ 34.62% |
$450K - $630K
|
438K
$2.91M
|
|
Nov 14, 2022
Q3 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
51.3K+ 54.0% |
$205K - $287K
|
146K
$971K
|
|
Oct 26, 2022
Q3 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
34.6K+ 47.79% |
$138K - $194K
|
107K
$710K
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.3K+ 6.44% |
$13.2K - $18.5K
|
54.5K
$362K
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.71K+ 11.65% |
$6.82K - $9.55K
|
16.4K
$109K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.41KNew |
$5.64K - $7.89K
|
1.41K
$9.36K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
391New |
$1.56K - $2.19K
|
391
$2.6K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
346New |
$1.38K - $1.94K
|
346
$2.3K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Newfoundland Capital Management
Sao Paulo, D5 |
BUY
|
- |
168KNew |
$719K - $984K
|
168K
$1.12M
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
BUY
|
- |
26KNew |
$111K - $152K
|
26K
$172K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
530+ 57.92% |
$2.27K - $3.11K
|
1.45K
$9.59K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
256New |
$1.1K - $1.5K
|
256
$1.7K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
238New |
$1.02K - $1.39K
|
238
$1.58K
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
51New |
$218 - $299
|
51
$339
|
|
Q1 2022 | |||||||
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
323+ 21.65% |
$1.21K - $1.87K
|
1.82K
$12.1K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
42New |
$157 - $244
|
42
$279
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.76KNew |
$6.36K - $8.03K
|
1.76K
$11.7K
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
412New |
$1.49K - $1.88K
|
412
$2.74K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
192New |
$693 - $876
|
192
$1.27K
|
|
Q3 2021 | |||||||
Oct 26, 2021
Q3 2021
|
Calamos Advisors LLC
|
BUY
|
CALL |
1.19M+ 213.51% |
$4.93M - $5.89M
|
1.74M
$11.6M
|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
PUT |
45KNew |
$187K - $224K
|
45K
$299K
|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
7.4K+ 132.14% |
$30.8K - $36.8K
|
13K
$86.3K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.01KNew |
$4.19K - $5K
|
1.01K
$6.69K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
375KNew |
$1.46M - $2.02M
|
375K
$2.49M
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
329KNew |
$1.28M - $1.77M
|
329K
$2.19M
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
77.2KNew |
$299K - $416K
|
77.2K
$512K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
PUT |
108KNew |
$395K - $562K
|
108K
$719K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.2KNew |
$64.1K - $102K
|
21.2K
$141K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.84K+ 544.67% |
$5.56K - $8.87K
|
2.18K
$14.5K
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
132K+ 43.34% |
$906K - $1.17M
|
436K
$2.89M
|
|
May 15, 2019
Q1 2019
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
102K+ 18.53% |
$701K - $906K
|
652K
$4.33M
|
|
Q4 2018 | |||||||
Feb 13, 2019
Q4 2018
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
37.9K+ 378.5% |
$226K - $291K
|
47.9K
$318K
|
|
Feb 01, 2019
Q4 2018
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
300New |
$1.79K - $2.31K
|
300
$1.99K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
11.8KNew |
$64.4K - $82.4K
|
11.8K
$78.5K
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
374New |
$2.04K - $2.61K
|
374
$2.48K
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
98.8KNew |
$539K - $839K
|
98.8K
$656K
|
|
Q1 2018 | |||||||
May 14, 2018
Q1 2018
|
Rmb Capital Management, LLC
|
BUY
|
PUT |
35KNew |
$260K - $327K
|
35K
$232K
|
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.4K+ 169.91% |
$10.4K - $13K
|
2.22K
$14.7K
|
|
May 14, 2018
Q1 2018
|
Rmb Capital Management, LLC
|
BUY
|
- |
842New |
$6.26K - $7.86K
|
842
$5.59K
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
700KNew |
$4.59M - $5.38M
|
700K
$4.65M
|