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 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
196KNew |
$847K - $1.01M
|
196K
$1.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-28.8K- 62.37% |
$125K - $149K
|
17.4K
$123K
|
|
| Q4 2022 | |||||||
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-9MClosed |
$39.1M - $54.2M
|
0
$0
|
|
|
Jan 23, 2024
Q4 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-38.5K- 28.06% |
$167K - $232K
|
98.7K
$696K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.34K+ 3.39% |
$10.1K - $14.1K
|
71.3K
$503K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-322- 0.02% |
$1.4K - $1.94K
|
1.56M
$11M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
8KNew |
$34.7K - $48.2K
|
8K
$56.4K
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
55.8KNew |
$242K - $336K
|
55.8K
$393K
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
12.2KNew |
$52.9K - $73.4K
|
12.2K
$86K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.21K+ 11.58% |
$13.9K - $19.3K
|
30.9K
$218K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-74.9K- 11.21% |
$325K - $451K
|
593K
$4.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.16K- 5.44% |
$9.37K - $13K
|
37.5K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
CALL |
-7.2K- 19.46% |
$31.2K - $43.3K
|
29.8K
$210K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8.82KNew |
$38.3K - $53.1K
|
8.82K
$62.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
131KNew |
$568K - $788K
|
131K
$923K
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
24.7KNew |
$107K - $149K
|
24.7K
$174K
|
|
|
Feb 13, 2023
Q4 2022
|
Emerging Variant Capital Management LP
New York, NY |
SELL
|
- |
-2.3M- 74.26% |
$9.99M - $13.9M
|
798K
$5.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
PUT |
500K+ 200.0% |
$2.17M - $3.01M
|
750K
$5.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
50KNew |
$217K - $301K
|
50K
$353K
|
|
|
Feb 08, 2023
Q4 2022
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
1.44MNew |
$6.26M - $8.68M
|
1.44M
$10.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
10.4KNew |
$45.1K - $62.5K
|
10.4K
$73.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.13K- 21.87% |
$13.6K - $18.8K
|
11.2K
$78.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.91MNew |
$12.6M - $17.5M
|
2.91M
$20.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.67K- 4.89% |
$7.24K - $10K
|
32.4K
$229K
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
47.3KNew |
$205K - $284K
|
47.3K
$333K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$47.1K - $65.3K
|
10.8K
$76.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-16.5K- 10.92% |
$71.6K - $99.3K
|
135K
$948K
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-49.8K- 13.53% |
$216K - $300K
|
318K
$2.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
6.35M+ 14.0% |
$27.5M - $38.2M
|
51.7M
$364M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-1.81K- 10.87% |
$7.86K - $10.9K
|
14.9K
$105K
|
|
| Q3 2022 | |||||||
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.3K+ 6.44% |
$13.2K - $18.5K
|
54.5K
$384K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7KClosed |
$28K - $39.2K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
51.3K+ 54.0% |
$205K - $287K
|
146K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
203KNew |
$810K - $1.13M
|
203K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-1.05M- 85.24% |
$4.21M - $5.89M
|
182K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.71K+ 11.65% |
$6.82K - $9.55K
|
16.4K
$115K
|
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.64K- 21.13% |
$18.6K - $26K
|
17.3K
$122K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.41KNew |
$5.64K - $7.89K
|
1.41K
$9.93K
|
|
|
Nov 04, 2022
Q3 2022
|
Ronit Capital LLP
|
BUY
|
- |
113K+ 34.62% |
$450K - $630K
|
438K
$3.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
391New |
$1.56K - $2.19K
|
391
$2.76K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
346New |
$1.38K - $1.94K
|
346
$2.44K
|
|
|
Oct 26, 2022
Q3 2022
|
Kiron Capital Gestao De Recursos Ltda.
|
SELL
|
- |
-25.7K- 12.27% |
$103K - $144K
|
184K
$1.3M
|
|
| Q2 2022 | |||||||
|
Aug 13, 2025
Q2 2022
|
Stone X Group Inc.
|
BUY
|
- |
10.5KNew |
$44.9K - $61.5K
|
10.5K
$74K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-495Closed |
$2.12K - $2.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6.66KClosed |
$28.5K - $39K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
SELL
|
- |
-2.04M- 88.07% |
$8.74M - $12M
|
277K
$1.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
SELL
|
- |
-50.8K- 1.64% |
$218K - $298K
|
3.06M
$21.6M
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-7KClosed |
$30K - $41K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Newfoundland Capital Management
Sao Paulo, D5 |
BUY
|
- |
168KNew |
$719K - $984K
|
168K
$1.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-35.8KClosed |
$153K - $210K
|
0
$0
|
|