Purchases and Sales Made in Q1 2024 in Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.37K+ 22.46% |
$28.2K - $31.6K
|
23.8K
$146K
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
4.27K+ 0.36% |
$27.6K - $30.9K
|
1.21M
$7.4M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
4.13K+ 16.72% |
$26.7K - $29.9K
|
28.8K
$177K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
4.1K+ 0.47% |
$26.5K - $29.7K
|
874K
$5.36M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.87K+ 1.65% |
$25K - $28K
|
238K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.83K+ 785.04% |
$24.7K - $27.7K
|
4.32K
$26.5K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.47K+ 5.59% |
$22.4K - $25.1K
|
65.6K
$403K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3.39K+ 4.87% |
$21.9K - $24.5K
|
73.1K
$449K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.38KNew |
$21.8K - $24.4K
|
3.38K
$20.8K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.23K+ 19.28% |
$20.9K - $23.4K
|
20K
$123K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.13KNew |
$20.2K - $22.7K
|
3.13K
$19.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.93K+ 20.51% |
$18.9K - $21.1K
|
17.2K
$106K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.43K+ 6.91% |
$15.7K - $17.5K
|
37.5K
$230K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.4K+ 1.02% |
$15.5K - $17.3K
|
238K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.21K+ 6.54% |
$14.3K - $16K
|
36K
$221K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2K+ 158.72% |
$12.9K - $14.5K
|
3.27K
$20K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.76K+ 66.98% |
$11.3K - $12.7K
|
4.38K
$26.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 3.55% |
$9.27K - $10.4K
|
41.8K
$257K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.4K+ 2.61% |
$9.01K - $10.1K
|
54.8K
$336K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.22K+ 1266.67% |
$7.86K - $8.79K
|
1.31K
$8.06K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.2K+ 49.65% |
$7.72K - $8.64K
|
3.6K
$22.1K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.06KNew |
$6.82K - $7.63K
|
1.06K
$6.48K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.04K+ 5.89% |
$6.72K - $7.52K
|
18.7K
$115K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
942+ 13.54% |
$6.09K - $6.81K
|
7.9K
$48.5K
|
|
|
May 03, 2024
Q1 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
941+ 0.41% |
$6.08K - $6.8K
|
231K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
929+ 2.14% |
$6K - $6.72K
|
44.4K
$273K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
830+ 1.06% |
$5.36K - $6K
|
79.1K
$485K
|
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
675+ 6.32% |
$4.36K - $4.88K
|
11.4K
$69.8K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
660+ 3.6% |
$4.26K - $4.77K
|
19K
$117K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
603+ 5.21% |
$3.9K - $4.36K
|
12.2K
$74.8K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
539+ 1.54% |
$3.48K - $3.9K
|
35.7K
$219K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
486New |
$3.14K - $3.51K
|
486
$2.98K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
466New |
$3.01K - $3.37K
|
466
$2.86K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
466New |
$3.01K - $3.37K
|
466
$2.86K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
364+ 0.98% |
$2.35K - $2.63K
|
37.6K
$231K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
339New |
$2.19K - $2.45K
|
339
$2.08K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
300New |
$1.94K - $2.17K
|
300
$1.84K
|
|
|
Aug 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
299New |
$1.93K - $2.16K
|
299
$1.84K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
283+ 3.36% |
$1.83K - $2.05K
|
8.72K
$53.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
260+ 1.93% |
$1.68K - $1.88K
|
13.8K
$84.4K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
211+ 135.26% |
$1.36K - $1.53K
|
367
$2.25K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
200+ 1.6% |
$1.29K - $1.45K
|
12.7K
$78.1K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
164+ 1.02% |
$1.06K - $1.19K
|
16.2K
$99.3K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
160+ 21.45% |
$1.03K - $1.16K
|
906
$5.56K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
154New |
$995 - $1.11K
|
154
$946
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
122+ 0.61% |
$788 - $882
|
20.2K
$124K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
122New |
$788 - $882
|
122
$749
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
110+ 4.78% |
$711 - $795
|
2.41K
$14.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
106+ 1.89% |
$685 - $766
|
5.72K
$35.1K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
103New |
$665 - $745
|
103
$632
|