Latest Institutional Transactions on Uber Technologies, Inc (UBER)
This table provides information on the latest institutional transactions involving Uber Technologies, Inc (UBER) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.9K+ 33.25% |
$114K - $164K
|
7.62K
$601K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.15K+ 109.01% |
$249K - $358K
|
7.96K
$628K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-5.38K- 43.7% |
$322K - $464K
|
6.93K
$547K
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
375+ 0.24% |
$22.5K - $32.4K
|
154K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.7K+ 53.02% |
$282K - $406K
|
13.6K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
6.92KNew |
$415K - $598K
|
6.92K
$546K
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
PUT |
27.5KNew |
$1.65M - $2.37M
|
27.5K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.7K+ 17.65% |
$1.12M - $1.62M
|
125K
$9.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-11.2K- 47.34% |
$671K - $967K
|
12.5K
$983K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
775K+ 6.2% |
$46.4M - $66.9M
|
13.3M
$1.05B
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
150+ 3.55% |
$8.99K - $13K
|
4.38K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.64K+ 0.77% |
$158K - $228K
|
346K
$27.3M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 0.12% |
$42K - $60.4K
|
572K
$45.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.44KNew |
$86.1K - $124K
|
1.44K
$113K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
8.74K+ 19.34% |
$524K - $754K
|
53.9K
$4.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.95K+ 175.08% |
$296K - $427K
|
7.77K
$613K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
54.6KNew |
$3.27M - $4.71M
|
54.6K
$4.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-15.1K- 1.14% |
$902K - $1.3M
|
1.31M
$103M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
9.2K+ 15.22% |
$551K - $794K
|
69.6K
$5.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.3KNew |
$318K - $458K
|
5.3K
$418K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
5.07K+ 17.23% |
$304K - $438K
|
34.5K
$2.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
883New |
$52.9K - $76.2K
|
883
$69.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-318K- 94.15% |
$19.1M - $27.5M
|
19.8K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-2.78K- 16.11% |
$166K - $240K
|
14.5K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.18K- 4.96% |
$70.5K - $102K
|
22.5K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
91+ 17.67% |
$5.45K - $7.86K
|
606
$47.8K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
885+ 15.1% |
$53K - $76.4K
|
6.74K
$532K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-94.3K- 17.05% |
$5.65M - $8.14M
|
459K
$36.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 1.19% |
$78K - $112K
|
108K
$8.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-685- 35.36% |
$41.1K - $59.1K
|
1.25K
$98.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
7.82K+ 1.45% |
$469K - $676K
|
547K
$43.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-2.98K- 22.97% |
$178K - $257K
|
9.98K
$787K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
13.6KNew |
$815K - $1.17M
|
13.6K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
643+ 11.03% |
$38.5K - $55.5K
|
6.47K
$511K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.41K+ 97.85% |
$205K - $295K
|
6.9K
$545K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-375K- 84.14% |
$22.4M - $32.3M
|
70.6K
$5.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6.25K- 1.93% |
$375K - $540K
|
318K
$25.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-13.8K- 5.65% |
$828K - $1.19M
|
231K
$18.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Hs Management Partners, LLC
New York, NY |
BUY
|
- |
670K+ 149.43% |
$40.2M - $57.9M
|
1.12M
$88.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.07K+ 1.94% |
$424K - $610K
|
372K
$29.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.23MNew |
$193M - $279M
|
3.23M
$255M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.4K+ 10.11% |
$84.1K - $121K
|
15.3K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
15K+ 110.14% |
$899K - $1.29M
|
28.6K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-299- 4.7% |
$17.9K - $25.8K
|
6.07K
$478K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.06K- 35.26% |
$303K - $437K
|
9.29K
$733K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.31K- 34.34% |
$258K - $372K
|
8.24K
$650K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.58KNew |
$155K - $223K
|
2.58K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
55.3K+ 114.64% |
$3.31M - $4.77M
|
104K
$8.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
148+ 3.91% |
$8.87K - $12.8K
|
3.94K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
189+ 33.51% |
$11.3K - $16.3K
|
753
$59.4K
|