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 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
286+ 6.09% |
$11.6K - $18.1K
|
4.98K
$371K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
285New |
$11.6K - $18K
|
285
$21.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
283+ 3.26% |
$11.5K - $17.9K
|
8.97K
$667K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
262+ 82.91% |
$10.6K - $16.6K
|
578
$43K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
260New |
$10.6K - $16.5K
|
260
$19.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
259New |
$10.5K - $16.4K
|
259
$19.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
253+ 243.27% |
$10.3K - $16K
|
357
$26.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
251+ 12.44% |
$10.2K - $15.9K
|
2.27K
$169K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
250+ 100.0% |
$10.2K - $15.8K
|
500
$37.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
250New |
$10.2K - $15.8K
|
250
$18.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
250New |
$10.2K - $15.8K
|
250
$18.6K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
241+ 9.1% |
$9.79K - $15.3K
|
2.89K
$215K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
240+ 0.15% |
$9.75K - $15.2K
|
161K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
227New |
$9.22K - $14.4K
|
227
$16.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
222+ 2.05% |
$9.02K - $14K
|
11.1K
$822K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
215+ 25.84% |
$8.73K - $13.6K
|
1.05K
$77.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
210New |
$8.53K - $13.3K
|
210
$15.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
205+ 9.58% |
$8.33K - $13K
|
2.35K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
203+ 0.62% |
$8.25K - $12.8K
|
32.9K
$2.45M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
200+ 2.06% |
$8.12K - $12.7K
|
9.92K
$738K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
200+ 18.2% |
$8.12K - $12.7K
|
1.3K
$96.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
200New |
$8.12K - $12.7K
|
200
$14.9K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
183New |
$7.43K - $11.6K
|
183
$13.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
182+ 3.59% |
$7.39K - $11.5K
|
5.26K
$391K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
178+ 0.87% |
$7.23K - $11.3K
|
20.7K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
176New |
$7.15K - $11.1K
|
176
$13.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
175+ 1.28% |
$7.11K - $11.1K
|
13.9K
$1.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
174+ 49.71% |
$7.07K - $11K
|
524
$39K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
167New |
$6.78K - $10.6K
|
167
$12.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
163+ 3.6% |
$6.62K - $10.3K
|
4.69K
$349K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
162+ 6.08% |
$6.58K - $10.3K
|
2.83K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
157+ 2.87% |
$6.38K - $9.93K
|
5.63K
$419K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
154+ 61.6% |
$6.26K - $9.75K
|
404
$30K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
152+ 0.11% |
$6.17K - $9.62K
|
142K
$10.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
150+ 1.69% |
$6.09K - $9.49K
|
9.02K
$671K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
150New |
$6.09K - $9.49K
|
150
$11.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
150New |
$6.09K - $9.49K
|
150
$11.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
146+ 0.97% |
$5.93K - $9.24K
|
15.2K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
146+ 0.02% |
$5.93K - $9.24K
|
784K
$58.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
144+ 3.18% |
$5.85K - $9.11K
|
4.68K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
136+ 377.78% |
$5.52K - $8.61K
|
172
$12.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
135+ 9.12% |
$5.48K - $8.54K
|
1.62K
$120K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
131New |
$5.32K - $8.29K
|
131
$9.74K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
127+ 1.38% |
$5.16K - $8.04K
|
9.34K
$695K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
122+ 1.99% |
$4.96K - $7.72K
|
6.24K
$464K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
120New |
$4.87K - $7.59K
|
120
$8.92K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
115+ 1.43% |
$4.67K - $7.28K
|
8.13K
$605K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 7.08% |
$4.06K - $6.33K
|
1.51K
$113K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100New |
$4.06K - $6.33K
|
100
$7.44K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$4.06K - $6.33K
|
100
$7.44K
|