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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
96.5K+ 27.81% |
$496K - $680K
|
444K
$3.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-949- 10.6% |
$4.88K - $6.68K
|
8K
$55.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
275New |
$1.41K - $1.94K
|
275
$1.92K
|
|
|
Feb 02, 2024
Q4 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
34.5K+ 23.57% |
$177K - $243K
|
181K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.26K- 9.92% |
$6.49K - $8.89K
|
11.5K
$80.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
26.9KNew |
$138K - $189K
|
26.9K
$188K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
438New |
$2.25K - $3.08K
|
438
$3.06K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-200- 50.25% |
$1.03K - $1.41K
|
198
$1.38K
|
|
| Q3 2023 | |||||||
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-10.8KClosed |
$56.4K - $65.4K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
75.5KNew |
$394K - $457K
|
75.5K
$528K
|
|
|
Nov 14, 2023
Q3 2023
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-3M- 22.79% |
$15.7M - $18.1M
|
10.2M
$71M
|
|
|
Nov 14, 2023
Q3 2023
|
Slate Path Capital LP
New York, NY |
BUY
|
- |
301K+ 9.57% |
$1.57M - $1.82M
|
3.45M
$24.1M
|
|
|
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
$73.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-253K- 82.45% |
$1.32M - $1.53M
|
54K
$377K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
490+ 4.21% |
$2.56K - $2.96K
|
12.1K
$84.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.04K+ 1.1% |
$5.45K - $6.32K
|
95.8K
$670K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-110- 10.06% |
$574 - $666
|
983
$6.87K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
28.7KNew |
$150K - $173K
|
28.7K
$200K
|
|
| 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
$46.9M
|
|
|
Aug 16, 2023
Q2 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-152K- 51.01% |
$714K - $918K
|
146K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
13.5KNew |
$63.7K - $82K
|
13.5K
$94.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
106+ 35.22% |
$499 - $642
|
407
$2.84K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-941K- 75.89% |
$4.43M - $5.7M
|
299K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
73.2K+ 415.91% |
$345K - $444K
|
90.8K
$635K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
42.2K+ 225.61% |
$199K - $256K
|
60.9K
$426K
|
|
|
Aug 10, 2023
Q2 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
1.18MNew |
$5.56M - $7.16M
|
1.18M
$8.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.46K+ 3.29% |
$6.88K - $8.85K
|
45.8K
$320K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-161- 0.92% |
$758 - $976
|
17.4K
$122K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
314New |
$1.48K - $1.9K
|
314
$2.19K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
98+ 0.75% |
$462 - $594
|
13.1K
$91.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.43K- 10.65% |
$6.72K - $8.64K
|
12K
$83.6K
|
|
|
Jul 20, 2023
Q2 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-42.2K- 66.16% |
$199K - $256K
|
21.6K
$151K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.23K- 12.45% |
$15.2K - $19.6K
|
22.7K
$159K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-340- 4.01% |
$1.6K - $2.06K
|
8.13K
$56.8K
|
|
| Q1 2023 | |||||||
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-14KClosed |
$60.6K - $72.1K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.9% |
$4.33 - $5.15
|
112
$783
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
27.3KNew |
$118K - $140K
|
27.3K
$191K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-12- 1.69% |
$52 - $61.8
|
698
$4.88K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
10.1KNew |
$43.7K - $52K
|
10.1K
$70.6K
|
|
|
May 12, 2023
Q1 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
120KNew |
$521K - $620K
|
120K
$841K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.84M+ 10203.91% |
$7.97M - $9.48M
|
1.86M
$13M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
70+ 5.64% |
$303 - $361
|
1.31K
$9.17K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
209KNew |
$905K - $1.08M
|
209K
$1.46M
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8.5K- 97.72% |
$36.8K - $43.8K
|
198
$1.38K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
696New |
$3.01K - $3.58K
|
696
$4.87K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-20- 4.75% |
$86.6 - $103
|
401
$2.8K
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
SELL
|
CALL |
-1.5K- 13.04% |
$6.5K - $7.73K
|
10K
$69.9K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
CALL |
-2.8K- 87.5% |
$12.1K - $14.4K
|
400
$2.8K
|
|