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 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
356+ 0.69% |
$1.87K - $2.42K
|
51.9K
$366K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1- 0.03% |
$5.24 - $6.81
|
3.96K
$27.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
24.3K+ 1582.33% |
$127K - $165K
|
25.8K
$182K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
600New |
$3.14K - $4.09K
|
600
$4.23K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-396- 2.97% |
$2.08K - $2.7K
|
12.9K
$91.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.43K- 7.14% |
$12.7K - $16.6K
|
31.6K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7- 0.01% |
$36.7 - $47.7
|
95.7K
$675K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.04K- 5.05% |
$10.7K - $13.9K
|
38.3K
$270K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
56.8KNew |
$298K - $387K
|
56.8K
$400K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
320New |
$1.68K - $2.18K
|
320
$2.26K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
56.7KNew |
$297K - $386K
|
56.7K
$400K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-83K- 53.26% |
$435K - $565K
|
72.8K
$513K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.7K- 1.05% |
$66.8K - $86.8K
|
1.2M
$8.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
155+ 17.88% |
$812 - $1.06K
|
1.02K
$7.21K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.44K+ 1638.64% |
$7.56K - $9.82K
|
1.53K
$10.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
65K+ 14.77% |
$341K - $443K
|
505K
$3.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-661- 0.65% |
$3.46K - $4.5K
|
101K
$713K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.4K+ 4.03% |
$28.3K - $36.8K
|
139K
$983K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
94.8KNew |
$497K - $646K
|
94.8K
$669K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
331+ 1.07% |
$1.73K - $2.25K
|
31.3K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
10M+ 51.89% |
$52.4M - $68.1M
|
29.3M
$206M
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-6.62K- 9.41% |
$34.7K - $45.1K
|
63.7K
$449K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.21K- 6.26% |
$6.32K - $8.21K
|
18.1K
$127K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
67.9KNew |
$356K - $462K
|
67.9K
$479K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.5K+ 0.55% |
$23.6K - $30.6K
|
828K
$5.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
9.25K+ 47.99% |
$48.5K - $63K
|
28.5K
$201K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
75.5KNew |
$396K - $514K
|
75.5K
$532K
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
2.74K+ 24.28% |
$14.4K - $18.7K
|
14K
$98.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.78K+ 4.57% |
$14.6K - $18.9K
|
63.6K
$448K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-290- 0.38% |
$1.52K - $1.97K
|
75.5K
$532K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
324KNew |
$1.7M - $2.21M
|
324K
$2.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.09K+ 15.32% |
$5.69K - $7.39K
|
8.17K
$57.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.04K+ 15.79% |
$21.1K - $27.5K
|
29.6K
$209K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-13.6K- 18.57% |
$71.1K - $92.4K
|
59.5K
$419K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
5.44K+ 9.32% |
$28.5K - $37K
|
63.7K
$449K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
306K+ 16.48% |
$1.6M - $2.08M
|
2.16M
$15.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.5K+ 41.02% |
$76K - $98.8K
|
49.8K
$351K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
SELL
|
- |
-6.43K- 2.79% |
$33.7K - $43.8K
|
224K
$1.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
5.57K+ 26.67% |
$29.2K - $38K
|
26.5K
$187K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
6.28K+ 6.41% |
$32.9K - $42.8K
|
104K
$735K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-15.6K- 5.78% |
$82K - $107K
|
255K
$1.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
48.9KNew |
$256K - $333K
|
48.9K
$345K
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-10.7K- 5.65% |
$56.1K - $72.9K
|
179K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
121K+ 7.5% |
$634K - $823K
|
1.73M
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
9.56K+ 27.58% |
$50.1K - $65.1K
|
44.2K
$312K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.4KNew |
$65.1K - $84.7K
|
12.4K
$87.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-854K- 75.3% |
$4.48M - $5.82M
|
280K
$1.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.17K- 4.55% |
$21.9K - $28.4K
|
87.6K
$617K
|
|
|
Jul 21, 2025
Q2 2025
|
Matthews International Capital Management LLC
|
BUY
|
- |
113K+ 11.16% |
$593K - $770K
|
1.13M
$7.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Northcape Capital Pty LTD
|
BUY
|
- |
1.03M+ 10.59% |
$5.42M - $7.04M
|
10.8M
$76.1M
|