Purchases and Sales Made in Q1 2023 in Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q1 2023. The information is specifically focused on institutions that hold shares of Itau Unibanco Holding S.A..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
4.73K+ 0.54% |
$20.5K - $24.4K
|
882K
$5.42M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.64K+ 0.89% |
$20.1K - $23.9K
|
526K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.43K+ 3603.25% |
$19.2K - $22.8K
|
4.56K
$28K
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
4.03K+ 26.34% |
$17.4K - $20.7K
|
19.3K
$119K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.6K+ 16.36% |
$15.6K - $18.5K
|
25.6K
$157K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.49K+ 9.83% |
$10.8K - $12.8K
|
27.8K
$171K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.14K+ 32.22% |
$9.25K - $11K
|
8.77K
$53.8K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.09K+ 4.96% |
$9.07K - $10.8K
|
44.3K
$272K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2K+ 3.84% |
$8.67K - $10.3K
|
54.2K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2K+ 2.49% |
$8.66K - $10.3K
|
82.3K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 3.14% |
$7.82K - $9.31K
|
59.4K
$365K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
1.7K+ 15.75% |
$7.36K - $8.75K
|
12.5K
$76.6K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.42K+ 3.61% |
$6.14K - $7.3K
|
40.7K
$250K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
1.4K+ 2.58% |
$6.06K - $7.2K
|
55.7K
$342K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.38K+ 3.59% |
$5.98K - $7.12K
|
39.9K
$245K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 602.91% |
$5.38K - $6.4K
|
1.45K
$8.89K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.24K+ 12.71% |
$5.38K - $6.4K
|
11K
$67.6K
|
|
|
May 12, 2023
Q1 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
1.17K+ 0.69% |
$5.07K - $6.03K
|
171K
$1.05M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.06KNew |
$4.59K - $5.46K
|
1.06K
$6.51K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
787+ 6.24% |
$3.41K - $4.05K
|
13.4K
$82.2K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
696New |
$3.01K - $3.58K
|
696
$4.27K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
694+ 23.45% |
$3.01K - $3.57K
|
3.65K
$22.4K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
678+ 4.6% |
$2.94K - $3.49K
|
15.4K
$94.6K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
591+ 4.3% |
$2.56K - $3.04K
|
14.3K
$88K
|
|
|
May 12, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
458+ 0.72% |
$1.98K - $2.36K
|
64.1K
$394K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
407+ 102.52% |
$1.76K - $2.1K
|
804
$4.94K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
317+ 47.53% |
$1.37K - $1.63K
|
984
$6.04K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
299New |
$1.29K - $1.54K
|
299
$1.84K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
226+ 1.75% |
$979 - $1.16K
|
13.2K
$80.9K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
125+ 0.91% |
$541 - $644
|
13.9K
$85.5K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
125+ 0.36% |
$541 - $644
|
35.2K
$216K
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
84+ 0.01% |
$364 - $433
|
891K
$5.47M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
70+ 5.64% |
$303 - $361
|
1.31K
$8.06K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.9% |
$4.33 - $5.15
|
112
$688
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-12- 1.69% |
$52 - $61.8
|
698
$4.29K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-20- 4.75% |
$86.6 - $103
|
401
$2.46K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-43- 0.43% |
$186 - $221
|
10K
$61.6K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-46- 0.01% |
$199 - $237
|
389K
$2.39M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-61- 2.03% |
$264 - $314
|
2.95K
$18.1K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-75- 0.03% |
$325 - $386
|
266K
$1.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-117- 0.89% |
$507 - $603
|
13K
$79.8K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-163- 1.45% |
$706 - $839
|
11.1K
$68.1K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-496- 44.85% |
$2.15K - $2.55K
|
610
$3.75K
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-526- 1.99% |
$2.28K - $2.71K
|
25.9K
$159K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-532- 8.66% |
$2.3K - $2.74K
|
5.61K
$34.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-534- 11.72% |
$2.31K - $2.75K
|
4.02K
$24.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-718- 42.33% |
$3.11K - $3.7K
|
978
$6K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-776- 72.25% |
$3.36K - $4K
|
298
$1.83K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1K- 2.09% |
$4.33K - $5.15K
|
46.7K
$287K
|