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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
77+ 1.82% |
$4.43K - $6.27K
|
4.3K
$320K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
75New |
$4.32K - $6.1K
|
75
$5.58K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
75+ 1.53% |
$4.32K - $6.1K
|
4.98K
$370K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
72+ 1.88% |
$4.15K - $5.86K
|
3.9K
$290K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
71+ 0.0% |
$4.09K - $5.78K
|
3.75M
$279M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
67+ 0.42% |
$3.86K - $5.45K
|
15.9K
$1.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
67+ 1.39% |
$3.86K - $5.45K
|
4.89K
$363K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
65New |
$3.74K - $5.29K
|
65
$4.83K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
61New |
$3.51K - $4.96K
|
61
$4.54K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
58+ 0.96% |
$3.34K - $4.72K
|
6.11K
$454K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
57+ 1.41% |
$3.28K - $4.64K
|
4.1K
$305K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
56+ 7.34% |
$3.22K - $4.56K
|
819
$60.9K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
53+ 9.41% |
$3.05K - $4.31K
|
616
$45.8K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
51+ 1.82% |
$2.94K - $4.15K
|
2.85K
$212K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
50+ 100.0% |
$2.88K - $4.07K
|
100
$7.44K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50New |
$2.88K - $4.07K
|
50
$3.72K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
49+ 0.23% |
$2.82K - $3.99K
|
21.3K
$1.59M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
47+ 10.68% |
$2.71K - $3.83K
|
487
$36.2K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
46+ 6.53% |
$2.65K - $3.74K
|
750
$55.8K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
44New |
$2.53K - $3.58K
|
44
$3.27K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
43+ 0.18% |
$2.48K - $3.5K
|
24.6K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
43+ 2.4% |
$2.48K - $3.5K
|
1.84K
$137K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
43+ 43.0% |
$2.48K - $3.5K
|
143
$10.6K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
42+ 0.06% |
$2.42K - $3.42K
|
65.9K
$4.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
41New |
$2.36K - $3.34K
|
41
$3.05K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
39New |
$2.25K - $3.17K
|
39
$2.9K
|
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
38+ 0.14% |
$2.19K - $3.09K
|
26.4K
$1.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
37+ 0.8% |
$2.13K - $3.01K
|
4.66K
$347K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
30+ 120.0% |
$1.73K - $2.44K
|
55
$4.09K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
30New |
$1.73K - $2.44K
|
30
$2.23K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.49% |
$1.61K - $2.28K
|
5.79K
$431K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
25New |
$1.44K - $2.03K
|
25
$1.86K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
22+ 4.2% |
$1.27K - $1.79K
|
546
$40.6K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
22+ 0.33% |
$1.27K - $1.79K
|
6.69K
$498K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
21+ 7.0% |
$1.21K - $1.71K
|
321
$23.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
21+ 0.45% |
$1.21K - $1.71K
|
4.71K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
20+ 0.02% |
$1.15K - $1.63K
|
124K
$9.23M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
19+ 0.14% |
$1.09K - $1.55K
|
13.6K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
18+ 1.03% |
$1.04K - $1.47K
|
1.76K
$131K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
17New |
$979 - $1.38K
|
17
$1.26K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
15+ 11.11% |
$864 - $1.22K
|
150
$11.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 2.96% |
$864 - $1.22K
|
522
$38.8K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
15+ 0.37% |
$864 - $1.22K
|
4.08K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14+ 0.92% |
$806 - $1.14K
|
1.54K
$115K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
13New |
$749 - $1.06K
|
13
$967
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
13+ 65.0% |
$749 - $1.06K
|
33
$2.45K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13+ 9.92% |
$749 - $1.06K
|
144
$10.7K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
11New |
$633 - $895
|
11
$818
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10+ 5.81% |
$576 - $814
|
182
$13.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
10New |
$576 - $814
|
10
$744
|