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
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
10New |
$576 - $814
|
10
$744
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
9New |
$518 - $733
|
9
$669
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
9+ 0.04% |
$518 - $733
|
23K
$1.71M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
8+ 12.12% |
$461 - $651
|
74
$5.5K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 77.78% |
$403 - $570
|
16
$1.19K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 5.88% |
$288 - $407
|
90
$6.69K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5+ 0.04% |
$288 - $407
|
13.4K
$993K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.02% |
$230 - $326
|
24.7K
$1.84M
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.44% |
$57.6 - $81.4
|
42
$3.12K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1- 1.23% |
$57.6 - $81.4
|
80
$5.95K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1- 0.01% |
$57.6 - $81.4
|
7.53K
$560K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3- 0.02% |
$173 - $244
|
15.2K
$1.13M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 0.39% |
$173 - $244
|
757
$56.3K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-5- 0.1% |
$288 - $407
|
5.19K
$386K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-7- 17.07% |
$403 - $570
|
34
$2.53K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7- 0.17% |
$403 - $570
|
4.2K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-9- 1.77% |
$518 - $733
|
500
$37.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-11- 25.0% |
$633 - $895
|
33
$2.45K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-15- 50.0% |
$864 - $1.22K
|
15
$1.12K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-15- 0.1% |
$864 - $1.22K
|
15.7K
$1.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-16- 0.04% |
$921 - $1.3K
|
36.4K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-19Closed |
$1.09K - $1.55K
|
0
$0
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-20- 0.06% |
$1.15K - $1.63K
|
33.9K
$2.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-24- 0.35% |
$1.38K - $1.95K
|
6.8K
$505K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-24- 28.92% |
$1.38K - $1.95K
|
59
$4.39K
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-25- 0.35% |
$1.44K - $2.03K
|
7.21K
$536K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-33- 0.92% |
$1.9K - $2.69K
|
3.55K
$264K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-34- 0.66% |
$1.96K - $2.77K
|
5.13K
$382K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-35- 13.46% |
$2.02K - $2.85K
|
225
$16.7K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-37- 2.33% |
$2.13K - $3.01K
|
1.55K
$115K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-39- 6.53% |
$2.25K - $3.17K
|
558
$41.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-40- 85.11% |
$2.3K - $3.26K
|
7
$521
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-40- 0.49% |
$2.3K - $3.26K
|
8.08K
$601K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-41- 0.18% |
$2.36K - $3.34K
|
22.7K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-41- 0.05% |
$2.36K - $3.34K
|
76.6K
$5.7M
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-42- 0.54% |
$2.42K - $3.42K
|
7.72K
$574K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-43- 0.35% |
$2.48K - $3.5K
|
12.1K
$899K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-44- 3.37% |
$2.53K - $3.58K
|
1.26K
$93.8K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-45- 1.07% |
$2.59K - $3.66K
|
4.17K
$310K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-48- 0.23% |
$2.76K - $3.91K
|
20.4K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 2.2% |
$2.88K - $4.07K
|
2.23K
$165K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-55- 1.2% |
$3.17K - $4.48K
|
4.54K
$338K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-57- 1.48% |
$3.28K - $4.64K
|
3.78K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-57- 22.18% |
$3.28K - $4.64K
|
200
$14.9K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-59- 49.17% |
$3.4K - $4.8K
|
61
$4.54K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-60- 86.96% |
$3.45K - $4.88K
|
9
$669
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-67- 5.29% |
$3.86K - $5.45K
|
1.2K
$89.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-70- 0.4% |
$4.03K - $5.7K
|
17.6K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-78- 1.6% |
$4.49K - $6.35K
|
4.8K
$357K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-78- 0.38% |
$4.49K - $6.35K
|
20.7K
$1.54M
|