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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.93K+ 20.51% |
$18.9K - $21.1K
|
17.2K
$91.4K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.83K+ 785.04% |
$24.7K - $27.7K
|
4.32K
$23K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.06KNew |
$6.82K - $7.63K
|
1.06K
$5.62K
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-18.4K- 35.43% |
$119K - $133K
|
33.5K
$178K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
205KNew |
$1.33M - $1.48M
|
205K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
77.7KNew |
$502K - $562K
|
77.7K
$414K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
15.3K+ 37.01% |
$98.8K - $111K
|
56.6K
$301K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.4K+ 2.61% |
$9.01K - $10.1K
|
54.8K
$292K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
603+ 5.21% |
$3.9K - $4.36K
|
12.2K
$64.8K
|
|
|
May 08, 2024
Q1 2024
|
Gemsstock Ltd.
London, X0 |
BUY
|
- |
978K+ 39.99% |
$6.32M - $7.07M
|
3.42M
$18.2M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
55.9KNew |
$361K - $404K
|
55.9K
$298K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-232- 1.73% |
$1.5K - $1.68K
|
13.2K
$70.3K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.22K- 3.82% |
$7.88K - $8.82K
|
30.7K
$163K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
18New |
$116 - $130
|
18
$95.8
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-17.3K- 50.11% |
$112K - $125K
|
17.2K
$91.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
11.1K+ 11.43% |
$71.7K - $80.3K
|
108K
$576K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-16- 16.49% |
$103 - $116
|
81
$431
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
122New |
$788 - $882
|
122
$649
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
23.9KNew |
$155K - $173K
|
23.9K
$127K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
486New |
$3.14K - $3.51K
|
486
$2.59K
|
|
| Q4 2023 | |||||||
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
147+ 0.87% |
$756 - $1.03K
|
17.1K
$90.9K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.23KNew |
$6.32K - $8.65K
|
1.23K
$6.54K
|
|
|
Feb 15, 2024
Q4 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
60.9K+ 11.4% |
$313K - $429K
|
596K
$3.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
558K+ 19.33% |
$2.87M - $3.93M
|
3.44M
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
3.56MNew |
$18.3M - $25M
|
3.56M
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-1.02M- 57.58% |
$5.25M - $7.18M
|
752K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Breakout Capital Partners, LP
New York, NY |
BUY
|
- |
2.89MNew |
$14.9M - $20.3M
|
2.89M
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
22.5KNew |
$116K - $158K
|
22.5K
$120K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-211K- 48.67% |
$1.08M - $1.48M
|
222K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-7.54K- 63.18% |
$38.7K - $53K
|
4.39K
$23.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$5.14 - $7.04
|
1
$5.32
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
67.4KNew |
$346K - $474K
|
67.4K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
146New |
$750 - $1.03K
|
146
$777
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
7.63K+ 52.05% |
$39.2K - $53.7K
|
22.3K
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-133K- 80.23% |
$683K - $935K
|
32.7K
$174K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
642New |
$3.3K - $4.52K
|
642
$3.42K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
33+ 0.92% |
$170 - $232
|
3.62K
$19.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
22.5KNew |
$116K - $158K
|
22.5K
$120K
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
86.6K+ 36.2% |
$445K - $610K
|
326K
$1.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
96.5K+ 27.81% |
$496K - $680K
|
444K
$2.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-949- 10.6% |
$4.88K - $6.68K
|
8K
$42.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
84+ 8.83% |
$432 - $591
|
1.04K
$5.51K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
275New |
$1.41K - $1.94K
|
275
$1.46K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
120New |
$617 - $845
|
120
$638
|
|
|
Feb 02, 2024
Q4 2023
|
Seafarer Capital Partners, LLC
|
BUY
|
- |
300K+ 3.04% |
$1.54M - $2.11M
|
10.2M
$54.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
34.5K+ 23.57% |
$177K - $243K
|
181K
$962K
|
|
|
Feb 01, 2024
Q4 2023
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.26K- 9.92% |
$6.49K - $8.89K
|
11.5K
$61K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
26.9KNew |
$138K - $189K
|
26.9K
$143K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
438New |
$2.25K - $3.08K
|
438
$2.33K
|
|