Purchases and Sales Made in Q1 2023 in Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q1 2023. The information is specifically focused on institutions that hold shares of Itau Unibanco Holding S.A..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.23K- 8.33% |
$5.33K - $6.34K
|
13.6K
$83.2K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.01K- 9.33% |
$8.7K - $10.3K
|
19.5K
$120K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2.22K- 3.19% |
$9.63K - $11.4K
|
67.5K
$414K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.37K- 8.37% |
$10.3K - $12.2K
|
26K
$160K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.5K- 14.34% |
$10.8K - $12.9K
|
14.9K
$91.7K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3.2K- 1.55% |
$13.9K - $16.5K
|
203K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-4.71K- 2.92% |
$20.4K - $24.3K
|
156K
$960K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.36K- 18.81% |
$23.2K - $27.6K
|
23.1K
$142K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-5.91K- 3.97% |
$25.6K - $30.4K
|
143K
$878K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.6K- 11.49% |
$32.9K - $39.1K
|
58.5K
$359K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-7.66K- 3.52% |
$33.2K - $39.4K
|
210K
$1.29M
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-8K- 39.75% |
$34.6K - $41.2K
|
12.1K
$74.4K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8.5K- 97.72% |
$36.8K - $43.8K
|
198
$1.22K
|
|
|
May 05, 2023
Q1 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-8.89K- 41.55% |
$38.5K - $45.8K
|
12.5K
$76.8K
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-9.73K- 4.95% |
$42.1K - $50.1K
|
187K
$1.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-9.76K- 4.11% |
$42.3K - $50.3K
|
228K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-11.4K- 0.74% |
$49.3K - $58.7K
|
1.52M
$9.36M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-12.5K- 24.37% |
$54.3K - $64.5K
|
38.9K
$239K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-13K- 9.39% |
$56.4K - $67.1K
|
126K
$772K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.7K- 15.62% |
$59.4K - $70.7K
|
74.1K
$455K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-14KClosed |
$60.6K - $72.1K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-15.3K- 12.22% |
$66.4K - $79K
|
110K
$677K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.1K- 85.22% |
$78.2K - $93K
|
3.13K
$19.2K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-24.3K- 12.05% |
$105K - $125K
|
178K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-28.7K- 72.58% |
$124K - $148K
|
10.8K
$66.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-28.8K- 62.37% |
$125K - $149K
|
17.4K
$107K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-29.8K- 74.4% |
$129K - $153K
|
10.2K
$62.9K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-30.8K- 58.67% |
$133K - $159K
|
21.7K
$133K
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-44.3K- 4.65% |
$192K - $228K
|
908K
$5.57M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-45.9K- 48.51% |
$199K - $236K
|
48.7K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-48.5K- 11.86% |
$210K - $250K
|
360K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-50.7K- 81.42% |
$219K - $261K
|
11.6K
$71K
|
|
|
May 12, 2023
Q1 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-53.1K- 15.45% |
$230K - $274K
|
291K
$1.78M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-56.3K- 26.24% |
$244K - $290K
|
158K
$971K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-68.5K- 27.62% |
$296K - $353K
|
179K
$1.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-68.8K- 44.63% |
$298K - $354K
|
85.3K
$524K
|
|
|
Sep 07, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-82.1K- 37.66% |
$356K - $423K
|
136K
$835K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-107K- 14.11% |
$464K - $552K
|
652K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-113K- 12.09% |
$489K - $581K
|
821K
$5.04M
|
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
SELL
|
- |
-116K- 7.76% |
$501K - $596K
|
1.38M
$8.45M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-141K- 9.55% |
$610K - $726K
|
1.34M
$8.2M
|
|
|
May 09, 2023
Q1 2023
|
Northcape Capital Pty LTD
|
SELL
|
- |
-145K- 1.61% |
$628K - $747K
|
8.85M
$54.3M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-154K- 91.44% |
$666K - $792K
|
14.4K
$88.4K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-170K- 1.75% |
$735K - $874K
|
9.54M
$58.6M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-182K- 63.61% |
$789K - $939K
|
104K
$640K
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-229K- 14.67% |
$993K - $1.18M
|
1.33M
$8.19M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-245K- 68.78% |
$1.06M - $1.26M
|
111K
$682K
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-273K- 45.67% |
$1.18M - $1.41M
|
325K
$2M
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-324K- 44.2% |
$1.4M - $1.67M
|
409K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-436K- 51.12% |
$1.89M - $2.24M
|
417K
$2.56M
|