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 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
500+ 2.73% |
$20.3K - $31.6K
|
18.8K
$1.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
500+ 10.0% |
$20.3K - $31.6K
|
5.5K
$409K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
500New |
$20.3K - $31.6K
|
500
$37.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
500+ 6.86% |
$20.3K - $31.6K
|
7.79K
$579K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
497+ 8.31% |
$20.2K - $31.5K
|
6.48K
$481K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
495+ 228.11% |
$20.1K - $31.3K
|
712
$52.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
495New |
$20.1K - $31.3K
|
495
$36.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
495+ 5.7% |
$20.1K - $31.3K
|
9.18K
$683K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
495+ 228.11% |
$20.1K - $31.3K
|
712
$52.9K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
489New |
$19.9K - $30.9K
|
489
$36.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
475+ 3.05% |
$19.3K - $30.1K
|
16.1K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
475+ 24.88% |
$19.3K - $30.1K
|
2.38K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
474+ 3.31% |
$19.3K - $30K
|
14.8K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
466+ 3.64% |
$18.9K - $29.5K
|
13.3K
$987K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
444New |
$18K - $28.1K
|
444
$33K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
442+ 0.82% |
$18K - $28K
|
54K
$4.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
431+ 5.89% |
$17.5K - $27.3K
|
7.75K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
427New |
$17.3K - $27K
|
427
$31.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
425New |
$17.3K - $26.9K
|
425
$31.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
420+ 5.05% |
$17.1K - $26.6K
|
8.74K
$650K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
413+ 6.81% |
$16.8K - $26.1K
|
6.48K
$481K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
408New |
$16.6K - $25.8K
|
408
$30.3K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
406New |
$16.5K - $25.7K
|
406
$30.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
405+ 6.53% |
$16.5K - $25.6K
|
6.6K
$491K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
397+ 136.43% |
$16.1K - $25.1K
|
688
$51.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
395+ 3.2% |
$16K - $25K
|
12.7K
$948K
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
393+ 0.35% |
$16K - $24.9K
|
111K
$8.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
391+ 47.11% |
$15.9K - $24.7K
|
1.22K
$90.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
390+ 2.71% |
$15.8K - $24.7K
|
14.8K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
382+ 6.07% |
$15.5K - $24.2K
|
6.67K
$496K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
375+ 0.1% |
$15.2K - $23.7K
|
360K
$26.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
373+ 3.09% |
$15.2K - $23.6K
|
12.5K
$926K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
365+ 138.26% |
$14.8K - $23.1K
|
629
$46.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
352+ 4.67% |
$14.3K - $22.3K
|
7.9K
$587K
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
335+ 0.55% |
$13.6K - $21.2K
|
60.8K
$4.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
333+ 1.27% |
$13.5K - $21.1K
|
26.5K
$1.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
331New |
$13.4K - $20.9K
|
331
$24.6K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
329+ 967.65% |
$13.4K - $20.8K
|
363
$27K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
327New |
$13.3K - $20.7K
|
327
$24.3K
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
322+ 5.48% |
$13.1K - $20.4K
|
6.2K
$461K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
315+ 1.87% |
$12.8K - $19.9K
|
17.2K
$1.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
314+ 981.25% |
$12.8K - $19.9K
|
346
$25.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
305+ 37.24% |
$12.4K - $19.3K
|
1.12K
$83.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Advisers LTD
|
BUY
|
- |
300+ 5.66% |
$12.2K - $19K
|
5.6K
$416K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
295+ 4.14% |
$12K - $18.7K
|
7.42K
$552K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
291+ 5.45% |
$11.8K - $18.4K
|
5.64K
$419K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
291+ 1.05% |
$11.8K - $18.4K
|
28.1K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
290+ 1.19% |
$11.8K - $18.4K
|
24.7K
$1.84M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
288+ 3.35% |
$11.7K - $18.2K
|
8.88K
$660K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
287New |
$11.7K - $18.2K
|
287
$21.3K
|