Purchases and Sales Made in Q2 2023 in Uber Technologies, Inc (UBER)
This table provides information about the institutional ownership of Uber Technologies, Inc (UBER) during Q2 2023. 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 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
512+ 6.66% |
$15.2K - $22.7K
|
8.2K
$609K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
500New |
$14.8K - $22.2K
|
500
$37.2K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
500New |
$14.8K - $22.2K
|
500
$37.2K
|
|
Jan 31, 2024
Q2 2023
|
Check Capital Management Inc
|
BUY
|
- |
500+ 10.64% |
$14.8K - $22.2K
|
5.2K
$387K
|
|
Aug 14, 2023
Q2 2023
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
488+ 7.07% |
$14.4K - $21.7K
|
7.39K
$550K
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
475+ 1.16% |
$14.1K - $21.1K
|
41.3K
$3.07M
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
452+ 0.67% |
$13.4K - $20.1K
|
68.3K
$5.08M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
452+ 3476.92% |
$13.4K - $20.1K
|
465
$34.6K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
441New |
$13K - $19.6K
|
441
$32.8K
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
410+ 0.29% |
$12.1K - $18.2K
|
142K
$10.6M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
406New |
$12K - $18K
|
406
$30.2K
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
401+ 0.73% |
$11.9K - $17.8K
|
55K
$4.09M
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
400+ 133.78% |
$11.8K - $17.8K
|
699
$52K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
398New |
$11.8K - $17.7K
|
398
$29.6K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
383+ 10.56% |
$11.3K - $17K
|
4.01K
$298K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
383+ 10.56% |
$11.3K - $17K
|
4.01K
$298K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
372+ 36.61% |
$11K - $16.5K
|
1.39K
$103K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
367+ 0.67% |
$10.9K - $16.3K
|
54.9K
$4.08M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
350+ 29.66% |
$10.4K - $15.5K
|
1.53K
$114K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
343+ 1.29% |
$10.1K - $15.2K
|
27K
$2.01M
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
340+ 3.57% |
$10.1K - $15.1K
|
9.86K
$733K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
332+ 0.88% |
$9.82K - $14.7K
|
38.1K
$2.83M
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
329+ 1.72% |
$9.74K - $14.6K
|
19.5K
$1.45M
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
325+ 1.8% |
$9.62K - $14.4K
|
18.4K
$1.36M
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
323+ 1.22% |
$9.56K - $14.3K
|
26.7K
$1.99M
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
310New |
$9.17K - $13.8K
|
310
$23.1K
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
304+ 2.05% |
$9K - $13.5K
|
15.1K
$1.13M
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
300+ 3.01% |
$8.88K - $13.3K
|
10.3K
$764K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
300New |
$8.88K - $13.3K
|
300
$22.3K
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
296+ 4.18% |
$8.76K - $13.1K
|
7.37K
$548K
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
289+ 4.51% |
$8.55K - $12.8K
|
6.69K
$498K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
279+ 0.85% |
$8.26K - $12.4K
|
33.1K
$2.46M
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
275+ 3.72% |
$8.14K - $12.2K
|
7.68K
$571K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
269+ 3.69% |
$7.96K - $11.9K
|
7.56K
$562K
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
265+ 13.4% |
$7.84K - $11.8K
|
2.24K
$167K
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
262+ 0.46% |
$7.75K - $11.6K
|
57.2K
$4.26M
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
262+ 8.51% |
$7.75K - $11.6K
|
3.34K
$248K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
261+ 2.01% |
$7.72K - $11.6K
|
13.3K
$986K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
260+ 66.5% |
$7.69K - $11.5K
|
651
$48.4K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
255+ 60.71% |
$7.55K - $11.3K
|
675
$50.2K
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
250+ 1.51% |
$7.4K - $11.1K
|
16.8K
$1.25M
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
249+ 91.88% |
$7.37K - $11.1K
|
520
$38.7K
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
240+ 2.33% |
$7.1K - $10.7K
|
10.5K
$783K
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
235+ 0.99% |
$6.95K - $10.4K
|
24.1K
$1.79M
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
234+ 1.85% |
$6.92K - $10.4K
|
12.9K
$956K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
220+ 31.12% |
$6.51K - $9.77K
|
927
$68.9K
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
210New |
$6.21K - $9.33K
|
210
$15.6K
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
200New |
$5.92K - $8.88K
|
200
$14.9K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
200+ 40.4% |
$5.92K - $8.88K
|
695
$51.7K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
199+ 5.24% |
$5.89K - $8.84K
|
4K
$297K
|