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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
74+ 1.21% |
$478 - $535
|
6.2K
$38.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
74+ 0.72% |
$478 - $535
|
10.3K
$63.3K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
71+ 0.46% |
$459 - $513
|
15.6K
$95.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
61+ 25.31% |
$394 - $441
|
302
$1.85K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
59+ 0.53% |
$381 - $427
|
11.3K
$69.2K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 1.69% |
$155 - $174
|
1.45K
$8.89K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
19+ 0.16% |
$123 - $137
|
12.3K
$75.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
18New |
$116 - $130
|
18
$111
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
16+ 0.13% |
$103 - $116
|
12K
$73.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3- 0.02% |
$19.4 - $21.7
|
17.4K
$107K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-16- 16.49% |
$103 - $116
|
81
$497
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-43- 6.96% |
$278 - $311
|
575
$3.53K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-98- 22.74% |
$633 - $709
|
333
$2.04K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-103- 3.1% |
$665 - $745
|
3.22K
$19.7K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-139- 0.11% |
$898 - $1K
|
129K
$793K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-158- 0.16% |
$1.02K - $1.14K
|
101K
$619K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-218- 20.8% |
$1.41K - $1.58K
|
830
$5.1K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-232- 1.73% |
$1.5K - $1.68K
|
13.2K
$81.1K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-337- 0.03% |
$2.18K - $2.44K
|
976K
$5.99M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-340- 3.15% |
$2.2K - $2.46K
|
10.4K
$64.1K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-350- 1.84% |
$2.26K - $2.53K
|
18.7K
$115K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-368- 0.79% |
$2.38K - $2.66K
|
46.3K
$285K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-449- 8.58% |
$2.9K - $3.25K
|
4.78K
$29.4K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-469- 1.35% |
$3.03K - $3.39K
|
34.2K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-561- 0.26% |
$3.62K - $4.06K
|
218K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-659- 7.9% |
$4.26K - $4.76K
|
7.68K
$47.2K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-702- 4.58% |
$4.53K - $5.08K
|
14.6K
$89.9K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-725- 1.28% |
$4.68K - $5.24K
|
56.1K
$345K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-761- 3.36% |
$4.92K - $5.5K
|
21.9K
$135K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-835- 0.17% |
$5.39K - $6.04K
|
489K
$3M
|
|
|
May 07, 2024
Q1 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-850- 0.49% |
$5.49K - $6.15K
|
174K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.05K- 0.12% |
$6.77K - $7.58K
|
878K
$5.39M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-1.09K- 8.72% |
$7.07K - $7.91K
|
11.5K
$70.3K
|
|
|
May 13, 2024
Q1 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-1.19K- 36.09% |
$7.7K - $8.62K
|
2.11K
$13K
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.2K- 0.63% |
$7.75K - $8.68K
|
190K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.22K- 3.82% |
$7.88K - $8.82K
|
30.7K
$189K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.24K- 4.68% |
$8K - $8.96K
|
25.2K
$155K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.59K- 10.34% |
$10.3K - $11.5K
|
13.8K
$84.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.18K- 17.63% |
$14.1K - $15.8K
|
10.2K
$62.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2.89K- 3.13% |
$18.7K - $20.9K
|
89.7K
$550K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
SELL
|
- |
-3.5K- 3.58% |
$22.6K - $25.3K
|
94.2K
$578K
|
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-5.36K- 0.47% |
$34.6K - $38.7K
|
1.12M
$6.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.67K- 14.57% |
$36.7K - $41K
|
33.3K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-6K- 4.33% |
$38.8K - $43.4K
|
133K
$815K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-6.18K- 22.45% |
$39.9K - $44.7K
|
21.4K
$131K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-6.2K- 7.57% |
$40K - $44.8K
|
75.7K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-7.94K- 1.79% |
$51.3K - $57.4K
|
436K
$2.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.39K- 20.06% |
$60.6K - $67.9K
|
37.4K
$230K
|