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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-18.4K- 35.43% |
$119K - $133K
|
33.5K
$210K
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
603+ 5.21% |
$3.9K - $4.36K
|
12.2K
$76.3K
|
|
May 08, 2024
Q1 2024
|
Gemsstock Ltd.
London, X0 |
BUY
|
- |
978K+ 39.99% |
$6.32M - $7.07M
|
3.42M
$21.5M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
55.9KNew |
$361K - $404K
|
55.9K
$351K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-232- 1.73% |
$1.5K - $1.68K
|
13.2K
$82.8K
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
18New |
$116 - $130
|
18
$113
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-16- 16.49% |
$103 - $116
|
81
$508
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
122New |
$788 - $882
|
122
$765
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
23.9KNew |
$155K - $173K
|
23.9K
$150K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
486New |
$3.14K - $3.51K
|
486
$3.05K
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-273K- 9.09% |
$1.4M - $1.92M
|
2.73M
$17.1M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
147+ 0.87% |
$756 - $1.03K
|
17.1K
$107K
|
|
Feb 14, 2024
Q4 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
3.56MNew |
$18.3M - $25M
|
3.56M
$22.3M
|
|
Feb 14, 2024
Q4 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-1.02M- 57.58% |
$5.25M - $7.18M
|
752K
$4.71M
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
22.5KNew |
$116K - $158K
|
22.5K
$141K
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-211K- 48.67% |
$1.08M - $1.48M
|
222K
$1.39M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
67.4KNew |
$346K - $474K
|
67.4K
$423K
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-7.54K- 63.18% |
$38.7K - $53K
|
4.39K
$27.5K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
146New |
$750 - $1.03K
|
146
$915
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
7.63K+ 52.05% |
$39.2K - $53.7K
|
22.3K
$140K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
642New |
$3.3K - $4.52K
|
642
$4.03K
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
22.5KNew |
$116K - $158K
|
22.5K
$141K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
33+ 0.92% |
$170 - $232
|
3.62K
$22.7K
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-133K- 80.23% |
$683K - $935K
|
32.7K
$205K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
96.5K+ 27.81% |
$496K - $680K
|
444K
$2.78M
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-949- 10.6% |
$4.88K - $6.68K
|
8K
$50.2K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
275New |
$1.41K - $1.94K
|
275
$1.72K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
120New |
$617 - $845
|
120
$752
|
|
Feb 02, 2024
Q4 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
34.5K+ 23.57% |
$177K - $243K
|
181K
$1.13M
|
|
Feb 01, 2024
Q4 2023
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.26K- 9.92% |
$6.49K - $8.89K
|
11.5K
$71.9K
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
26.9KNew |
$138K - $189K
|
26.9K
$168K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
438New |
$2.25K - $3.08K
|
438
$2.75K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-200- 50.25% |
$1.03K - $1.41K
|
198
$1.24K
|
|
Q3 2023 | |||||||
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-10.8KClosed |
$56.4K - $65.4K
|
0
$0
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
57.3KNew |
$299K - $347K
|
57.3K
$359K
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
75.5KNew |
$394K - $457K
|
75.5K
$473K
|
|
Nov 14, 2023
Q3 2023
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-3M- 22.79% |
$15.7M - $18.1M
|
10.2M
$63.7M
|
|
Nov 14, 2023
Q3 2023
|
Slate Path Capital LP
New York, NY |
BUY
|
- |
301K+ 9.57% |
$1.57M - $1.82M
|
3.45M
$21.6M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-84Closed |
$438 - $508
|
0
$0
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.01K- 16.0% |
$10.5K - $12.1K
|
10.5K
$66K
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-253K- 82.45% |
$1.32M - $1.53M
|
54K
$338K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
490+ 4.21% |
$2.56K - $2.96K
|
12.1K
$76.1K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.04K+ 1.1% |
$5.45K - $6.32K
|
95.8K
$601K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-110- 10.06% |
$574 - $666
|
983
$6.16K
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
28.7KNew |
$150K - $173K
|
28.7K
$180K
|
|
Q2 2023 | |||||||
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
6.71MNew |
$31.6M - $40.6M
|
6.71M
$42M
|
|
Aug 16, 2023
Q2 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-152K- 51.01% |
$714K - $918K
|
146K
$912K
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
73.2K+ 415.91% |
$345K - $444K
|
90.8K
$569K
|