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
|
Legacy Advisors, LLC
|
BUY
|
- |
185+ 0.15% |
$5.47K - $8.22K
|
127K
$9.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
183+ 110.91% |
$5.41K - $8.13K
|
348
$25.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
180+ 29.75% |
$5.33K - $8K
|
785
$58.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
179+ 0.68% |
$5.3K - $7.95K
|
26.4K
$1.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
177+ 1.47% |
$5.24K - $7.86K
|
12.3K
$911K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
167+ 2.36% |
$4.94K - $7.42K
|
7.25K
$539K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
165+ 33.0% |
$4.88K - $7.33K
|
665
$49.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
154+ 0.48% |
$4.56K - $6.84K
|
32.1K
$2.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
153+ 0.58% |
$4.53K - $6.8K
|
26.4K
$1.96M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
149+ 1.77% |
$4.41K - $6.62K
|
8.57K
$637K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
148+ 54.21% |
$4.38K - $6.57K
|
421
$31.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
146+ 0.81% |
$4.32K - $6.49K
|
18.2K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
132+ 0.14% |
$3.91K - $5.86K
|
91.8K
$6.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
125+ 0.89% |
$3.7K - $5.55K
|
14.2K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
123+ 2.73% |
$3.64K - $5.46K
|
4.63K
$344K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
122+ 13.8% |
$3.61K - $5.42K
|
1.01K
$74.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
122New |
$3.61K - $5.42K
|
122
$9.07K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
112New |
$3.31K - $4.98K
|
112
$8.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
111+ 0.44% |
$3.28K - $4.93K
|
25.4K
$1.89M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
107+ 19.01% |
$3.17K - $4.75K
|
670
$49.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
106+ 26.43% |
$3.14K - $4.71K
|
507
$37.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
105+ 9.15% |
$3.11K - $4.66K
|
1.25K
$93.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
104+ 5.65% |
$3.08K - $4.62K
|
1.94K
$145K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100New |
$2.96K - $4.44K
|
100
$7.44K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$2.96K - $4.44K
|
100
$7.44K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
100+ 0.27% |
$2.96K - $4.44K
|
37.1K
$2.76M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
86+ 6.43% |
$2.54K - $3.82K
|
1.42K
$106K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
81New |
$2.4K - $3.6K
|
81
$6.02K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
76New |
$2.25K - $3.38K
|
76
$5.65K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
75+ 24.59% |
$2.22K - $3.33K
|
380
$28.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
73+ 31.74% |
$2.16K - $3.24K
|
303
$22.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
60+ 157.89% |
$1.78K - $2.67K
|
98
$7.29K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
60New |
$1.78K - $2.67K
|
60
$4.46K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
53+ 29.28% |
$1.57K - $2.35K
|
234
$17.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
50+ 100.0% |
$1.48K - $2.22K
|
100
$7.44K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
49+ 0.23% |
$1.45K - $2.18K
|
21.1K
$1.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
43New |
$1.27K - $1.91K
|
43
$3.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
43+ 0.06% |
$1.27K - $1.91K
|
66.6K
$4.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
40+ 6.34% |
$1.18K - $1.78K
|
671
$49.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
39New |
$1.15K - $1.73K
|
39
$2.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
32+ 7.92% |
$947 - $1.42K
|
436
$32.4K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
31New |
$917 - $1.38K
|
31
$2.31K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
30+ 0.02% |
$888 - $1.33K
|
124K
$9.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
28+ 0.09% |
$829 - $1.24K
|
32.6K
$2.42M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
28+ 0.16% |
$829 - $1.24K
|
17.7K
$1.31M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
23+ 115.0% |
$681 - $1.02K
|
43
$3.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
20+ 0.13% |
$592 - $888
|
14.9K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13+ 0.09% |
$385 - $577
|
14.3K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
12+ 0.1% |
$355 - $533
|
11.8K
$881K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10+ 0.08% |
$296 - $444
|
12K
$891K
|