Purchases and Sales Made in Q4 2024 in Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-635- 23.78% |
$3.15K - $4.17K
|
2.04K
$12.5K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-686- 3.15% |
$3.4K - $4.51K
|
21.1K
$129K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-746- 6.82% |
$3.7K - $4.9K
|
10.2K
$62.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-747- 6.34% |
$3.71K - $4.91K
|
11K
$67.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-833- 4.65% |
$4.13K - $5.47K
|
17.1K
$105K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-837- 15.5% |
$4.15K - $5.5K
|
4.56K
$28K
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-892- 0.51% |
$4.42K - $5.86K
|
172K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-897- 4.75% |
$4.45K - $5.89K
|
18K
$110K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-940- 13.07% |
$4.66K - $6.18K
|
6.25K
$38.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-966- 4.03% |
$4.79K - $6.35K
|
23K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-980- 7.59% |
$4.86K - $6.44K
|
11.9K
$73.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.06K- 1.16% |
$5.24K - $6.94K
|
90.1K
$553K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.07K- 7.66% |
$5.31K - $7.03K
|
12.9K
$79.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.23K- 7.11% |
$6.08K - $8.05K
|
16K
$98.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.32K- 9.56% |
$6.56K - $8.69K
|
12.5K
$76.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.83K- 14.79% |
$9.06K - $12K
|
10.5K
$64.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.07K- 3.56% |
$10.2K - $13.6K
|
56K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-2.12K- 13.21% |
$10.5K - $13.9K
|
13.9K
$85.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.3K- 0.14% |
$11.4K - $15.1K
|
1.62M
$9.97M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.42K- 9.45% |
$12K - $15.9K
|
23.2K
$142K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.5K- 4.35% |
$12.4K - $16.4K
|
55K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.63K- 1.82% |
$13K - $17.3K
|
141K
$868K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-2.87K- 17.34% |
$14.2K - $18.8K
|
13.7K
$84K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.88K- 11.5% |
$14.3K - $18.9K
|
22.1K
$136K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.36K- 2.09% |
$16.7K - $22.1K
|
157K
$967K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.5K- 29.88% |
$17.4K - $23K
|
8.22K
$50.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.65K- 23.44% |
$18.1K - $24K
|
11.9K
$73.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.1K- 12.32% |
$20.3K - $26.9K
|
29.2K
$179K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.16K- 26.71% |
$20.6K - $27.3K
|
11.4K
$70.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-4.31K- 8.19% |
$21.4K - $28.3K
|
48.3K
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.51K- 1.52% |
$22.4K - $29.6K
|
292K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-4.7K- 24.88% |
$23.3K - $30.9K
|
14.2K
$87.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.45K- 3.05% |
$27K - $35.8K
|
173K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.13K- 14.79% |
$30.4K - $40.3K
|
35.3K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-6.37K- 8.61% |
$31.6K - $41.8K
|
67.6K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.42K- 8.84% |
$31.8K - $42.2K
|
66.2K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.83K- 87.68% |
$33.9K - $44.8K
|
959
$5.89K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.87K- 5.03% |
$34.1K - $45.1K
|
130K
$796K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.01K- 28.23% |
$34.8K - $46K
|
17.8K
$109K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.72K- 20.7% |
$38.3K - $50.7K
|
29.6K
$182K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.12K- 22.81% |
$40.3K - $53.4K
|
27.5K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.18K- 13.9% |
$40.6K - $53.7K
|
50.7K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.35K- 23.45% |
$41.4K - $54.9K
|
27.3K
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-8.41K- 4.67% |
$41.7K - $55.2K
|
172K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.52K- 14.24% |
$42.3K - $56K
|
51.3K
$315K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8.54K- 13.4% |
$42.3K - $56.1K
|
55.2K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-10.5K- 16.55% |
$52.3K - $69.2K
|
53.1K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.3K- 1.72% |
$56K - $74.2K
|
644K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Altrinsic Global Advisors LLC
Greenwich, CT |
SELL
|
- |
-19.9K- 5.03% |
$98.5K - $130K
|
375K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20.4K- 55.69% |
$101K - $134K
|
16.2K
$99.6K
|