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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
1.4K+ 87.5% |
$83.9K - $121K
|
3K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3New |
$180 - $259
|
3
$275
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
700New |
$42K - $60.4K
|
700
$64.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
374New |
$22.4K - $32.3K
|
374
$34.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
10.2K+ 106.65% |
$609K - $878K
|
19.7K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-25- 83.33% |
$1.5K - $2.16K
|
5
$459
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.39K+ 9.41% |
$143K - $206K
|
27.8K
$2.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
4.68KNew |
$280K - $404K
|
4.68K
$429K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-10- 14.49% |
$599 - $863
|
59
$5.41K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-37- 12.05% |
$2.22K - $3.19K
|
270
$24.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
7.23KNew |
$433K - $624K
|
7.23K
$663K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
110+ 1.03% |
$6.59K - $9.5K
|
10.8K
$988K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
299+ 16.81% |
$17.9K - $25.8K
|
2.08K
$191K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-500- 33.33% |
$30K - $43.2K
|
1K
$91.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-600- 6.59% |
$36K - $51.8K
|
8.5K
$780K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
1.3KNew |
$77.9K - $112K
|
1.3K
$119K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
200+ 45.45% |
$12K - $17.3K
|
640
$58.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-375- 8.11% |
$22.5K - $32.4K
|
4.25K
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
20KNew |
$1.2M - $1.73M
|
20K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-3.5K- 16.67% |
$210K - $302K
|
17.5K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
222+ 3.45% |
$13.3K - $19.2K
|
6.66K
$611K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.47KNew |
$508K - $731K
|
8.47K
$777K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-117K- 99.82% |
$7.01M - $10.1M
|
213
$19.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-5- 0.07% |
$300 - $432
|
6.68K
$613K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9.44KNew |
$566K - $815K
|
9.44K
$866K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
729+ 3.18% |
$43.7K - $62.9K
|
23.7K
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
79New |
$4.73K - $6.82K
|
79
$7.25K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
550New |
$33K - $47.5K
|
550
$50.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
110+ 2.2% |
$6.59K - $9.5K
|
5.11K
$469K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
661+ 22.99% |
$39.6K - $57.1K
|
3.54K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
679+ 23.81% |
$40.7K - $58.6K
|
3.53K
$324K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-112- 2.95% |
$6.71K - $9.67K
|
3.69K
$338K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
2KNew |
$120K - $173K
|
2K
$183K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$634K - $913K
|
10.6K
$970K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
44New |
$2.64K - $3.8K
|
44
$4.04K
|
|
|
Jan 06, 2025
Q4 2024
|
Apeiron Capital LTD
|
BUY
|
- |
111KNew |
$6.67M - $9.61M
|
111K
$10.2M
|
|
| Q3 2024 | |||||||
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
CALL |
100+ 100.0% |
$5.85K - $7.75K
|
200
$18.3K
|
|
|
Jul 30, 2025
Q3 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
16.6K+ 91.46% |
$969K - $1.28M
|
34.7K
$3.18M
|
|
|
Jul 30, 2025
Q3 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
CALL |
100New |
$5.85K - $7.75K
|
100
$9.17K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
29K+ 33.74% |
$1.7M - $2.25M
|
115K
$10.6M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-328- 10.54% |
$19.2K - $25.4K
|
2.78K
$255K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
23New |
$1.35K - $1.78K
|
23
$2.11K
|
|
|
Nov 21, 2024
Q3 2024
|
Tri Ri Asset Management Corp
Toronto, A6 |
BUY
|
- |
110KNew |
$6.41M - $8.5M
|
110K
$10.1M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
875+ 2.98% |
$51.2K - $67.8K
|
30.3K
$2.78M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
197+ 5.04% |
$11.5K - $15.3K
|
4.11K
$377K
|
|
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
17.9K+ 21.4% |
$1.05M - $1.39M
|
101K
$9.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
200+ 14.36% |
$11.7K - $15.5K
|
1.59K
$146K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
547+ 14.46% |
$32K - $42.4K
|
4.33K
$397K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
234New |
$13.7K - $18.1K
|
234
$21.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
21New |
$1.23K - $1.63K
|
21
$1.93K
|
|