Purchases and Sales Made in Q4 2023 in Uber Technologies, Inc (UBER)
This table provides information about the institutional ownership of Uber Technologies, Inc (UBER) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
920+ 5.23% |
$37.4K - $58.2K
|
18.5K
$1.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
905+ 15.29% |
$36.8K - $57.3K
|
6.82K
$507K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
885+ 25.02% |
$35.9K - $56K
|
4.42K
$329K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
875+ 1.62% |
$35.5K - $55.4K
|
55K
$4.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
868+ 15.12% |
$35.3K - $54.9K
|
6.61K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
863New |
$35.1K - $54.6K
|
863
$64.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
855+ 5.95% |
$34.7K - $54.1K
|
15.2K
$1.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
849+ 272.99% |
$34.5K - $53.7K
|
1.16K
$86.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
840+ 0.54% |
$34.1K - $53.2K
|
156K
$11.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
804+ 211.58% |
$32.7K - $50.9K
|
1.18K
$88K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
803+ 24.24% |
$32.6K - $50.8K
|
4.12K
$306K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
784New |
$31.8K - $49.6K
|
784
$58.3K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
778+ 8.64% |
$31.6K - $49.2K
|
9.78K
$728K
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
775+ 12.0% |
$31.5K - $49K
|
7.24K
$538K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
772+ 7.07% |
$31.4K - $48.9K
|
11.7K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
754New |
$30.6K - $47.7K
|
754
$56.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
748New |
$30.4K - $47.3K
|
748
$55.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
738+ 0.42% |
$30K - $46.7K
|
175K
$13M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
729+ 8.34% |
$29.6K - $46.1K
|
9.47K
$704K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
719+ 10.34% |
$29.2K - $45.5K
|
7.67K
$570K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
714+ 1.04% |
$29K - $45.2K
|
69.2K
$5.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
713+ 28.84% |
$29K - $45.1K
|
3.19K
$237K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
700New |
$28.4K - $44.3K
|
700
$52.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
700New |
$28.4K - $44.3K
|
700
$52.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
700+ 12.1% |
$28.4K - $44.3K
|
6.49K
$482K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
688+ 7.18% |
$27.9K - $43.5K
|
10.3K
$764K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
684+ 735.48% |
$27.8K - $43.3K
|
777
$57.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
679+ 15.31% |
$27.6K - $43K
|
5.11K
$380K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
671+ 140.38% |
$27.3K - $42.5K
|
1.15K
$85.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
668+ 12.11% |
$27.1K - $42.3K
|
6.18K
$460K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
659New |
$26.8K - $41.7K
|
659
$49K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
637+ 5.65% |
$25.9K - $40.3K
|
11.9K
$885K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
637+ 0.2% |
$25.9K - $40.3K
|
319K
$23.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
631+ 9.34% |
$25.6K - $39.9K
|
7.39K
$550K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
625+ 92.59% |
$25.4K - $39.6K
|
1.3K
$96.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
622+ 6.14% |
$25.3K - $39.4K
|
10.8K
$800K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
596+ 5.24% |
$24.2K - $37.7K
|
12K
$890K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
592New |
$24K - $37.5K
|
592
$44K
|
|
|
Feb 14, 2024
Q4 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
573+ 0.42% |
$23.3K - $36.3K
|
136K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
572New |
$23.2K - $36.2K
|
572
$42.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
566+ 11.23% |
$23K - $35.8K
|
5.61K
$417K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
555+ 27.65% |
$22.5K - $35.1K
|
2.56K
$191K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
555+ 27.65% |
$22.5K - $35.1K
|
2.56K
$191K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
540+ 10.96% |
$21.9K - $34.2K
|
5.47K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
537New |
$21.8K - $34K
|
537
$39.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
524+ 3.03% |
$21.3K - $33.2K
|
17.8K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
520+ 0.38% |
$21.1K - $32.9K
|
137K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
520+ 3.62% |
$21.1K - $32.9K
|
14.9K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
516+ 8.91% |
$21K - $32.7K
|
6.31K
$469K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
502+ 5.8% |
$20.4K - $31.8K
|
9.16K
$681K
|