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 |
---|---|---|---|---|---|---|---|
Aug 13, 2019
Q2 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-63.9KClosed |
$404K - $497K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-59.8KClosed |
$378K - $465K
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-11.4KClosed |
$71.9K - $88.5K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.25KClosed |
$14.2K - $17.5K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2KClosed |
$12.6K - $15.6K
|
0
$0
|
|
Aug 01, 2019
Q2 2019
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-511KClosed |
$3.23M - $3.97M
|
0
$0
|
|
Jul 26, 2019
Q2 2019
|
Bailard, Inc.
|
SELL
|
- |
-12KClosed |
$75.8K - $93.4K
|
0
$0
|
|
Jul 25, 2019
Q2 2019
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-41.9KClosed |
$265K - $326K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.18KClosed |
$20.1K - $24.7K
|
0
$0
|
|
Q1 2019 | |||||||
Aug 16, 2019
Q1 2019
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-94Closed |
$647 - $836
|
0
$0
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-232Closed |
$1.6K - $2.06K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-110KClosed |
$758K - $979K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-592Closed |
$4.07K - $5.26K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-12.9KClosed |
$88.8K - $115K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
132K+ 43.34% |
$906K - $1.17M
|
436K
$2.16M
|
|
May 15, 2019
Q1 2019
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
102K+ 18.53% |
$701K - $906K
|
652K
$3.23M
|
|
May 15, 2019
Q1 2019
|
Hsbc Holdings PLC
London, X0 |
SELL
|
PUT |
-288K- 70.87% |
$1.98M - $2.56M
|
118K
$585K
|
|
May 15, 2019
Q1 2019
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-149KClosed |
$1.02M - $1.32M
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-121Closed |
$832 - $1.08K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-46.4KClosed |
$319K - $412K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-321Closed |
$2.21K - $2.85K
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.55KClosed |
$17.5K - $22.6K
|
0
$0
|
|
Apr 30, 2019
Q1 2019
|
Adamcapital Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-84.3KClosed |
$580K - $750K
|
0
$0
|
|
Apr 24, 2019
Q1 2019
|
Clean Yield Group
|
SELL
|
- |
-192Closed |
$1.32K - $1.71K
|
0
$0
|
|
Apr 23, 2019
Q1 2019
|
Investors Research Corp
|
BUY
|
- |
8.91KNew |
$61.3K - $79.2K
|
8.91K
$44.1K
|
|
Apr 16, 2019
Q1 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.24KClosed |
$8.5K - $11K
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-147Closed |
$1.01K - $1.31K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Sandler Capital Management
New York, NY |
SELL
|
PUT |
-280KClosed |
$1.67M - $2.16M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
37.9K+ 378.5% |
$226K - $291K
|
47.9K
$237K
|
|
Feb 08, 2019
Q4 2018
|
Gam Holding Ag
|
SELL
|
- |
-129KClosed |
$771K - $994K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.68KClosed |
$10K - $13K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-261Closed |
$1.56K - $2.01K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-164Closed |
$979 - $1.26K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
300New |
$1.79K - $2.31K
|
300
$1.49K
|
|
Feb 01, 2019
Q4 2018
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.62KClosed |
$9.7K - $12.5K
|
0
$0
|
|
Q3 2018 | |||||||
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.24KClosed |
$12.2K - $15.6K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
11.8KNew |
$64.4K - $82.4K
|
11.8K
$58.5K
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
374New |
$2.04K - $2.61K
|
374
$1.85K
|
|
Nov 14, 2018
Q3 2018
|
Bell Rock Capital LLC
|
SELL
|
- |
-521Closed |
$2.84K - $3.63K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-426Closed |
$2.32K - $2.97K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-35.9KClosed |
$196K - $250K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-140KClosed |
$765K - $978K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-35KClosed |
$191K - $244K
|
0
$0
|
|
Nov 07, 2018
Q3 2018
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-642Closed |
$3.5K - $4.47K
|
0
$0
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-89Closed |
$485 - $620
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13Closed |
$70.9 - $90.6
|
0
$0
|
|
Oct 30, 2018
Q3 2018
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-23.3KClosed |
$127K - $162K
|
0
$0
|
|
Oct 25, 2018
Q3 2018
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-12.6KClosed |
$68.6K - $87.8K
|
0
$0
|
|
Oct 23, 2018
Q3 2018
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-11.3KClosed |
$61.3K - $78.4K
|
0
$0
|
|
Oct 15, 2018
Q3 2018
|
First Manhattan CO
New York, NY |
SELL
|
- |
-8.9KClosed |
$48.5K - $62K
|
0
$0
|