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
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-103- 1.02% |
$4.18K - $6.52K
|
10K
$746K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-107- 15.97% |
$4.35K - $6.77K
|
563
$41.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-108- 0.3% |
$4.39K - $6.83K
|
36.1K
$2.68M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-109- 12.54% |
$4.43K - $6.9K
|
760
$56.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-110- 2.15% |
$4.47K - $6.96K
|
5.01K
$373K
|
|
|
Feb 02, 2024
Q4 2023
|
Parametrica Management LTD
|
SELL
|
- |
-111- 0.74% |
$4.51K - $7.02K
|
14.8K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-111- 0.6% |
$4.51K - $7.02K
|
18.4K
$1.37M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-118- 0.69% |
$4.79K - $7.47K
|
17K
$1.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-119- 39.4% |
$4.83K - $7.53K
|
183
$13.6K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-120- 0.21% |
$4.87K - $7.59K
|
56.6K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-125- 18.63% |
$5.08K - $7.91K
|
546
$40.6K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-143- 5.66% |
$5.81K - $9.05K
|
2.38K
$177K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-151- 0.41% |
$6.13K - $9.56K
|
36.5K
$2.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-165- 0.01% |
$6.7K - $10.4K
|
2.15M
$160M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-165- 0.99% |
$6.7K - $10.4K
|
16.4K
$1.22M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-168- 1.54% |
$6.82K - $10.6K
|
10.8K
$800K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-170- 4.36% |
$6.91K - $10.8K
|
3.73K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-172- 5.29% |
$6.99K - $10.9K
|
3.08K
$229K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-178- 3.72% |
$7.23K - $11.3K
|
4.61K
$343K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-197- 11.05% |
$8K - $12.5K
|
1.59K
$118K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-197- 73.51% |
$8K - $12.5K
|
71
$5.28K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-200- 73.8% |
$8.12K - $12.7K
|
71
$5.28K
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-200- 0.27% |
$8.12K - $12.7K
|
75.2K
$5.6M
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-214- 0.45% |
$8.69K - $13.5K
|
47.7K
$3.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-236- 3.5% |
$9.59K - $14.9K
|
6.5K
$484K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-269- 22.87% |
$10.9K - $17K
|
907
$67.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-272- 6.64% |
$11K - $17.2K
|
3.82K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-280- 2.02% |
$11.4K - $17.7K
|
13.6K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-284- 2.23% |
$11.5K - $18K
|
12.4K
$925K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-288- 0.84% |
$11.7K - $18.2K
|
33.9K
$2.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-295- 3.51% |
$12K - $18.7K
|
8.12K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-299- 9.04% |
$12.1K - $18.9K
|
3.01K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-306- 6.5% |
$12.4K - $19.4K
|
4.4K
$327K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-315- 30.94% |
$12.8K - $19.9K
|
703
$52.3K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-328- 5.58% |
$13.3K - $20.8K
|
5.55K
$412K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-329- 3.57% |
$13.4K - $20.8K
|
8.88K
$660K
|
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-330- 0.48% |
$13.4K - $20.9K
|
68.6K
$5.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-347- 69.4% |
$14.1K - $22K
|
153
$11.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-350- 2.06% |
$14.2K - $22.1K
|
16.6K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-375- 1.6% |
$15.2K - $23.7K
|
23.1K
$1.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-378- 62.69% |
$15.4K - $23.9K
|
225
$16.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-385- 3.08% |
$15.6K - $24.4K
|
12.1K
$900K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-400- 2.31% |
$16.2K - $25.3K
|
16.9K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-417- 1.08% |
$16.9K - $26.4K
|
38.3K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-431- 5.35% |
$17.5K - $27.3K
|
7.63K
$567K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-450- 9.63% |
$18.3K - $28.5K
|
4.22K
$314K
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-450- 6.61% |
$18.3K - $28.5K
|
6.36K
$473K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-451- 1.29% |
$18.3K - $28.5K
|
34.4K
$2.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-465- 5.29% |
$18.9K - $29.4K
|
8.33K
$619K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-469- 26.42% |
$19.1K - $29.7K
|
1.31K
$97.1K
|