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 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-4.31K- 8.19% |
$21.4K - $28.3K
|
48.3K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
17.2KNew |
$85.4K - $113K
|
17.2K
$95.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.2K+ 2.74% |
$5.97K - $7.9K
|
45.1K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.93K+ 19.29% |
$29.4K - $38.9K
|
36.6K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-190K- 45.25% |
$941K - $1.25M
|
230K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.16K- 26.71% |
$20.6K - $27.3K
|
11.4K
$63.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-635- 23.78% |
$3.15K - $4.17K
|
2.04K
$11.3K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.42K- 9.45% |
$12K - $15.9K
|
23.2K
$129K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-60- 0.15% |
$298 - $394
|
40.6K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
89.7KNew |
$445K - $590K
|
89.7K
$499K
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
1.48M+ 657.87% |
$7.33M - $9.71M
|
1.7M
$9.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-48.5K- 6.4% |
$241K - $319K
|
710K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
222New |
$1.1K - $1.46K
|
222
$1.23K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
249New |
$1.24K - $1.64K
|
249
$1.38K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-833- 4.65% |
$4.13K - $5.47K
|
17.1K
$94.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-394K- 5.89% |
$1.95M - $2.59M
|
6.3M
$35M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.83K- 14.79% |
$9.06K - $12K
|
10.5K
$58.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-27K- 22.89% |
$134K - $178K
|
91K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
387KNew |
$1.92M - $2.54M
|
387K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.35K- 23.45% |
$41.4K - $54.9K
|
27.3K
$152K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.5K- 29.88% |
$17.4K - $23K
|
8.22K
$45.7K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
25.8KNew |
$128K - $169K
|
25.8K
$143K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-36.5K- 34.91% |
$181K - $240K
|
68.1K
$378K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2K+ 13.25% |
$9.92K - $13.1K
|
17.1K
$95.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-897- 4.75% |
$4.45K - $5.89K
|
18K
$100K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.93K+ 7.42% |
$9.55K - $12.6K
|
27.9K
$155K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-49.1K- 16.85% |
$243K - $322K
|
242K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
35.6K+ 0.07% |
$176K - $234K
|
50.6M
$281M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-578- 29.98% |
$2.87K - $3.8K
|
1.35K
$7.51K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
117New |
$580 - $769
|
117
$651
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-940- 13.07% |
$4.66K - $6.18K
|
6.25K
$34.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-44.7K- 0.84% |
$222K - $294K
|
5.25M
$29.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.12K- 22.81% |
$40.3K - $53.4K
|
27.5K
$153K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.23K- 7.11% |
$6.08K - $8.05K
|
16K
$88.9K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-465- 62.0% |
$2.31K - $3.06K
|
285
$1.58K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-746- 6.82% |
$3.7K - $4.9K
|
10.2K
$56.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8.54K- 13.4% |
$42.3K - $56.1K
|
55.2K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-276K- 2.89% |
$1.37M - $1.81M
|
9.28M
$51.6M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-207K- 6.8% |
$1.03M - $1.36M
|
2.84M
$15.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.45K- 3.05% |
$27K - $35.8K
|
173K
$963K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.1K- 12.32% |
$20.3K - $26.9K
|
29.2K
$162K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
801New |
$3.97K - $5.26K
|
801
$4.45K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-178- 6.03% |
$883 - $1.17K
|
2.77K
$15.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-25.5K- 48.21% |
$126K - $168K
|
27.4K
$152K
|
|
|
Jan 30, 2025
Q4 2024
|
Inca Investments LLC
Miami, FL |
SELL
|
- |
-634K- 35.87% |
$3.15M - $4.17M
|
1.13M
$6.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2- 0.1% |
$9.92 - $13.1
|
2K
$11.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.2KNew |
$5.93K - $7.86K
|
1.2K
$6.65K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.5K+ 38.29% |
$32.2K - $42.7K
|
23.5K
$131K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
232New |
$1.15K - $1.52K
|
232
$1.29K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
17+ 0.28% |
$84.3 - $112
|
6.09K
$33.8K
|