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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
11New |
$447 - $696
|
11
$818
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.38% |
$366 - $570
|
659
$49K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8+ 0.06% |
$325 - $506
|
12.9K
$961K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8+ 72.73% |
$325 - $506
|
19
$1.41K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
7+ 0.01% |
$284 - $443
|
56.9K
$4.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
7+ 0.7% |
$284 - $443
|
1.01K
$75.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
6+ 0.13% |
$244 - $380
|
4.46K
$331K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6+ 0.14% |
$244 - $380
|
4.42K
$329K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6+ 0.14% |
$244 - $380
|
4.42K
$329K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5New |
$203 - $316
|
5
$372
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 0.33% |
$162 - $253
|
1.21K
$90.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4+ 0.07% |
$162 - $253
|
5.83K
$434K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 1.29% |
$81.2 - $127
|
157
$11.7K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-1- 3.03% |
$40.6 - $63.3
|
32
$2.38K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.38% |
$40.6 - $63.3
|
41
$3.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-2- 0.33% |
$81.2 - $127
|
597
$44.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 0.42% |
$122 - $190
|
704
$52.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-5- 0.03% |
$203 - $316
|
15.2K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-7- 0.04% |
$284 - $443
|
19.4K
$1.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-10- 0.07% |
$406 - $633
|
15.1K
$1.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-13- 0.02% |
$528 - $823
|
83.1K
$6.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-15- 0.66% |
$609 - $949
|
2.28K
$169K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-16- 4.0% |
$650 - $1.01K
|
384
$28.6K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16- 1.78% |
$650 - $1.01K
|
881
$65.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-23- 0.47% |
$934 - $1.46K
|
4.85K
$361K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-23- 0.03% |
$934 - $1.46K
|
87.4K
$6.5M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-23- 0.03% |
$934 - $1.46K
|
87.4K
$6.5M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-25- 8.77% |
$1.02K - $1.58K
|
260
$19.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-36- 15.38% |
$1.46K - $2.28K
|
198
$14.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-39- 0.81% |
$1.58K - $2.47K
|
4.79K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-40- 8.33% |
$1.62K - $2.53K
|
440
$32.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-41- 0.3% |
$1.67K - $2.59K
|
13.7K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-43- 0.5% |
$1.75K - $2.72K
|
8.5K
$632K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-47- 1.3% |
$1.91K - $2.97K
|
3.58K
$266K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 0.94% |
$2.03K - $3.16K
|
5.25K
$390K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-54- 24.32% |
$2.19K - $3.42K
|
168
$12.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-59- 0.78% |
$2.4K - $3.73K
|
7.53K
$560K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-63- 56.25% |
$2.56K - $3.99K
|
49
$3.64K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-70- 16.67% |
$2.84K - $4.43K
|
350
$26K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-75- 4.13% |
$3.05K - $4.75K
|
1.74K
$130K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-76- 1.17% |
$3.09K - $4.81K
|
6.4K
$476K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-80- 0.45% |
$3.25K - $5.06K
|
17.6K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-80- 1.76% |
$3.25K - $5.06K
|
4.46K
$331K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-81- 21.66% |
$3.29K - $5.13K
|
293
$21.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-86- 46.24% |
$3.49K - $5.44K
|
100
$7.44K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-88- 1.85% |
$3.57K - $5.57K
|
4.66K
$347K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-96- 48.98% |
$3.9K - $6.07K
|
100
$7.44K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-100- 1.13% |
$4.06K - $6.33K
|
8.74K
$650K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-101- 0.98% |
$4.1K - $6.39K
|
10.2K
$758K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-101- 29.97% |
$4.1K - $6.39K
|
236
$17.5K
|