Purchases and Sales Made in Q1 2024 in Uber Technologies, Inc (UBER)
This table provides information about the institutional ownership of Uber Technologies, Inc (UBER) during Q1 2024. The information is specifically focused on institutions that hold shares of Uber Technologies, Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
429+ 604.23% |
$24.7K - $34.9K
|
500
$37.2K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
418+ 10.02% |
$24.1K - $34K
|
4.59K
$341K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
416+ 93.91% |
$24K - $33.9K
|
859
$63.9K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
412New |
$23.7K - $33.5K
|
412
$30.6K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
409+ 6.44% |
$23.6K - $33.3K
|
6.76K
$503K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
403+ 3.88% |
$23.2K - $32.8K
|
10.8K
$801K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
399+ 175.77% |
$23K - $32.5K
|
626
$46.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
390+ 6.25% |
$22.5K - $31.7K
|
6.63K
$493K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
386+ 3.24% |
$22.2K - $31.4K
|
12.3K
$914K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
384+ 3.87% |
$22.1K - $31.3K
|
10.3K
$766K
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
384+ 2.81% |
$22.1K - $31.3K
|
14.1K
$1.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
374+ 2.7% |
$21.5K - $30.4K
|
14.2K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
362+ 0.3% |
$20.8K - $29.5K
|
122K
$9.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
358+ 0.36% |
$20.6K - $29.1K
|
100K
$7.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
354+ 141.6% |
$20.4K - $28.8K
|
604
$44.9K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
338+ 3.14% |
$19.5K - $27.5K
|
11.1K
$825K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
329New |
$18.9K - $26.8K
|
329
$24.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
320+ 0.22% |
$18.4K - $26K
|
144K
$10.7M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
308+ 12.92% |
$17.7K - $25.1K
|
2.69K
$200K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
306+ 2.47% |
$17.6K - $24.9K
|
12.7K
$944K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
303+ 52.42% |
$17.4K - $24.7K
|
881
$65.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
300New |
$17.3K - $24.4K
|
300
$22.3K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
300+ 8.4% |
$17.3K - $24.4K
|
3.87K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
300+ 2.26% |
$17.3K - $24.4K
|
13.6K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
300New |
$17.3K - $24.4K
|
300
$22.3K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
283+ 6.96% |
$16.3K - $23K
|
4.35K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
280+ 4.32% |
$16.1K - $22.8K
|
6.76K
$502K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
278New |
$16K - $22.6K
|
278
$20.7K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
276+ 4.76% |
$15.9K - $22.5K
|
6.07K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
274+ 4.48% |
$15.8K - $22.3K
|
6.38K
$475K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
270+ 3.32% |
$15.5K - $22K
|
8.41K
$625K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
269+ 4.77% |
$15.5K - $21.9K
|
5.9K
$439K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
261+ 2.89% |
$15K - $21.2K
|
9.28K
$690K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
254+ 5.91% |
$14.6K - $20.7K
|
4.56K
$339K
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
BUY
|
- |
253+ 0.47% |
$14.6K - $20.6K
|
54.3K
$4.03M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
250+ 2.01% |
$14.4K - $20.3K
|
12.7K
$944K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
245New |
$14.1K - $19.9K
|
245
$18.2K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
245+ 3.6% |
$14.1K - $19.9K
|
7.05K
$524K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
241+ 5.03% |
$13.9K - $19.6K
|
5.03K
$374K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
238+ 5.1% |
$13.7K - $19.4K
|
4.9K
$365K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
235+ 3.57% |
$13.5K - $19.1K
|
6.82K
$507K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
233+ 2.91% |
$13.4K - $19K
|
8.25K
$614K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
230+ 4.96% |
$13.2K - $18.7K
|
4.87K
$362K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
227+ 3.75% |
$13.1K - $18.5K
|
6.29K
$468K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
218New |
$12.6K - $17.7K
|
218
$16.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
213+ 1.4% |
$12.3K - $17.3K
|
15.4K
$1.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
202+ 111.6% |
$11.6K - $16.4K
|
383
$28.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 29.07% |
$11.5K - $16.3K
|
888
$66K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
200New |
$11.5K - $16.3K
|
200
$14.9K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
196+ 24.38% |
$11.3K - $16K
|
1K
$74.4K
|