Purchases and Sales Made in Q3 2024 in Uber Technologies, Inc (UBER)
This table provides information about the institutional ownership of Uber Technologies, Inc (UBER) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
26+ 0.87% |
$1.52K - $2.01K
|
3.02K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
25+ 100.0% |
$1.46K - $1.94K
|
50
$3.72K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
25+ 500.0% |
$1.46K - $1.94K
|
30
$2.23K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
25New |
$1.46K - $1.94K
|
25
$1.86K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
25+ 56.82% |
$1.46K - $1.94K
|
69
$5.13K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 0.05% |
$1.35K - $1.78K
|
45.8K
$3.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
22+ 43.14% |
$1.29K - $1.7K
|
73
$5.43K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
21+ 0.01% |
$1.23K - $1.63K
|
143K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
21+ 0.16% |
$1.23K - $1.63K
|
13.4K
$995K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
20+ 0.7% |
$1.17K - $1.55K
|
2.89K
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
19+ 28.79% |
$1.11K - $1.47K
|
85
$6.32K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
18+ 3.3% |
$1.05K - $1.39K
|
564
$41.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
17+ 0.55% |
$994 - $1.32K
|
3.09K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
17+ 3.83% |
$994 - $1.32K
|
461
$34.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
15+ 0.44% |
$877 - $1.16K
|
3.44K
$256K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
15+ 0.14% |
$877 - $1.16K
|
11K
$816K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15+ 0.31% |
$877 - $1.16K
|
4.89K
$364K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14+ 14.29% |
$819 - $1.08K
|
112
$8.33K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.05% |
$702 - $930
|
24.9K
$1.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
12New |
$702 - $930
|
12
$892
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.63% |
$585 - $775
|
1.6K
$119K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9New |
$526 - $697
|
9
$669
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
8+ 0.12% |
$468 - $620
|
6.44K
$479K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
7+ 0.7% |
$409 - $542
|
1.01K
$74.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7New |
$409 - $542
|
7
$521
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.23% |
$409 - $542
|
3.08K
$229K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
6+ 0.14% |
$351 - $465
|
4.31K
$320K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.91% |
$351 - $465
|
665
$49.4K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4+ 6.67% |
$234 - $310
|
64
$4.76K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4+ 7.69% |
$234 - $310
|
56
$4.16K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$234 - $310
|
4
$297
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4+ 17.39% |
$234 - $310
|
27
$2.01K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 0.53% |
$175 - $232
|
571
$42.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3+ 0.08% |
$175 - $232
|
3.65K
$271K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$58.5 - $77.5
|
1.41K
$105K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 0.47% |
$234 - $310
|
854
$63.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.52% |
$292 - $387
|
954
$70.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-6- 8.11% |
$351 - $465
|
68
$5.06K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-6- 0.1% |
$351 - $465
|
6.23K
$463K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-9- 0.24% |
$526 - $697
|
3.76K
$280K
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-12- 0.11% |
$702 - $930
|
10.4K
$777K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-17- 2.98% |
$994 - $1.32K
|
554
$41.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-18- 0.26% |
$1.05K - $1.39K
|
6.99K
$520K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-22- 2.47% |
$1.29K - $1.7K
|
869
$64.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.59% |
$1.35K - $1.78K
|
3.89K
$290K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-25- 6.67% |
$1.46K - $1.94K
|
350
$26K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-28- 0.27% |
$1.64K - $2.17K
|
10.3K
$769K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-29- 0.98% |
$1.7K - $2.25K
|
2.93K
$218K
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-35- 0.38% |
$2.05K - $2.71K
|
9.07K
$675K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-37- 0.23% |
$2.16K - $2.87K
|
16.3K
$1.21M
|