Latest Institutional Transactions on Itau Unibanco Holding S.A. (ITUB)
This table provides information on the latest institutional transactions involving Itau Unibanco Holding S.A. (ITUB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
15.5KNew |
$75.4K - $97.2K
|
15.5K
$97.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-65K- 12.87% |
$317K - $408K
|
440K
$2.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.3KNew |
$93.8K - $121K
|
19.3K
$122K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
24.3K+ 10.0% |
$119K - $153K
|
268K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
30K+ 10.0% |
$146K - $188K
|
330K
$2.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-398- 33.28% |
$1.94K - $2.5K
|
798
$5.04K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
164K+ 15.58% |
$798K - $1.03M
|
1.22M
$7.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
137+ 5.58% |
$667 - $860
|
2.59K
$16.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
51.4K+ 10.55% |
$251K - $323K
|
539K
$3.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
6.38K+ 21.43% |
$31K - $40K
|
36.1K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-11.6K- 20.65% |
$56.3K - $72.6K
|
44.4K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.5K+ 10.0% |
$26.8K - $34.5K
|
60.5K
$382K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
2.8K+ 26.57% |
$13.6K - $17.6K
|
13.3K
$84K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29+ 10.18% |
$141 - $182
|
314
$1.98K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
26.3K+ 10.16% |
$128K - $165K
|
285K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.8K+ 54.99% |
$42.8K - $55.2K
|
24.8K
$156K
|
|
|
Apr 28, 2025
Q1 2025
|
Inca Investments LLC
Miami, FL |
BUY
|
- |
113K+ 10.0% |
$552K - $712K
|
1.25M
$7.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
295+ 9.94% |
$1.44K - $1.85K
|
3.26K
$20.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.07K+ 10.0% |
$5.19K - $6.69K
|
11.7K
$73.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.35M+ 9.86% |
$6.57M - $8.48M
|
15M
$94.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
107K+ 10.37% |
$519K - $669K
|
1.13M
$7.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.74K+ 28.98% |
$28K - $36.1K
|
25.6K
$161K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
12.6K+ 10.0% |
$61.4K - $79.1K
|
139K
$875K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
6.85K+ 15.32% |
$33.4K - $43K
|
51.6K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.51K+ 15.25% |
$22K - $28.3K
|
34.1K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.4K+ 57.63% |
$114K - $147K
|
64K
$404K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2.31M+ 5.82% |
$11.2M - $14.5M
|
42M
$265M
|
|
|
Apr 23, 2025
Q1 2025
|
Haven Global Partners, LLC
Atlanta, GA |
BUY
|
- |
20K+ 3.02% |
$97.4K - $126K
|
682K
$4.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
114K+ 16.0% |
$553K - $714K
|
824K
$5.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
7.23K+ 52.83% |
$35.2K - $45.4K
|
20.9K
$132K
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
18.2K+ 15.71% |
$88.4K - $114K
|
134K
$843K
|
|
|
Apr 22, 2025
Q1 2025
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
3.24MNew |
$15.8M - $20.4M
|
3.24M
$20.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.38K+ 9.73% |
$6.73K - $8.67K
|
15.6K
$98.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-61- 5.89% |
$297 - $383
|
974
$6.15K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
54+ 15.93% |
$263 - $339
|
393
$2.48K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
21K+ 38.33% |
$102K - $132K
|
75.8K
$478K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthews International Capital Management LLC
|
BUY
|
- |
886K+ 690.73% |
$4.31M - $5.56M
|
1.01M
$6.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.95K+ 29.01% |
$38.7K - $49.9K
|
35.3K
$223K
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
11.3KNew |
$55K - $70.9K
|
11.3K
$71.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
12.3KNew |
$59.7K - $76.9K
|
12.3K
$77.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
10.8K+ 10.0% |
$52.7K - $67.9K
|
119K
$751K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26+ 15.57% |
$127 - $163
|
193
$1.22K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.68K+ 41.77% |
$27.7K - $35.7K
|
19.3K
$122K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
23.7K+ 34.79% |
$115K - $149K
|
91.7K
$579K
|
|
|
Apr 17, 2025
Q1 2025
|
Constellation Investimentos E Participacoes Ltda
|
SELL
|
- |
-2.14M- 84.23% |
$10.4M - $13.4M
|
401K
$2.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
23.6KNew |
$115K - $149K
|
23.6K
$149K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
337+ 2.69% |
$1.64K - $2.12K
|
12.9K
$81.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2K+ 10.0% |
$9.74K - $12.6K
|
22K
$139K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
46.9K+ 29.82% |
$229K - $295K
|
204K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.05K+ 26.72% |
$14.9K - $19.2K
|
14.5K
$91.3K
|