Purchases and Sales Made in Q2 2022 in Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.26K+ 83.6% |
$9.69K - $13.3K
|
4.97K
$28.1K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.2KNew |
$9.4K - $12.9K
|
2.2K
$12.4K
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.79K+ 8.84% |
$7.67K - $10.5K
|
22.1K
$125K
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.78K+ 9.56% |
$7.64K - $10.5K
|
20.4K
$116K
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.46K+ 2.58% |
$6.24K - $8.54K
|
58K
$328K
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.2K+ 3.18% |
$5.15K - $7.06K
|
39.1K
$221K
|
|
Jul 13, 2022
Q2 2022
|
Matthews International Capital Management LLC
|
BUY
|
- |
1.2K+ 2.44% |
$5.14K - $7.03K
|
50.4K
$285K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.19K+ 1.91% |
$5.09K - $6.97K
|
63.4K
$359K
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.16K+ 0.22% |
$4.96K - $6.8K
|
517K
$2.93M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.12KNew |
$4.81K - $6.59K
|
1.12K
$6.36K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.04K+ 271.65% |
$4.43K - $6.07K
|
1.42K
$8.01K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
840New |
$3.6K - $4.92K
|
840
$4.75K
|
|
Aug 15, 2022
Q2 2022
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
763+ 0.44% |
$3.27K - $4.47K
|
173K
$977K
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
659+ 4.54% |
$2.82K - $3.86K
|
15.2K
$85.9K
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
592+ 1.72% |
$2.53K - $3.47K
|
35.1K
$198K
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
BUY
|
- |
539+ 4.88% |
$2.31K - $3.16K
|
11.6K
$65.5K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
530+ 57.92% |
$2.27K - $3.11K
|
1.45K
$8.18K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
401New |
$1.72K - $2.35K
|
401
$2.27K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
256New |
$1.1K - $1.5K
|
256
$1.45K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
238New |
$1.02K - $1.39K
|
238
$1.35K
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
220+ 103.77% |
$942 - $1.29K
|
432
$2.45K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
172+ 5.47% |
$736 - $1.01K
|
3.32K
$18.8K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
74+ 0.21% |
$317 - $434
|
35.1K
$199K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
62New |
$265 - $363
|
62
$351
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
51New |
$218 - $299
|
51
$289
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
45+ 18.37% |
$193 - $264
|
290
$1.64K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
26+ 0.89% |
$111 - $152
|
2.96K
$16.8K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19+ 0.16% |
$81.3 - $111
|
12.2K
$69.1K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-38Closed |
$163 - $223
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-44- 33.33% |
$188 - $258
|
88
$498
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-72- 0.49% |
$308 - $422
|
14.7K
$82.9K
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-94- 0.67% |
$402 - $551
|
13.9K
$78.6K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-168Closed |
$719 - $984
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-220- 1.29% |
$942 - $1.29K
|
16.8K
$95.3K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-275- 5.53% |
$1.18K - $1.61K
|
4.7K
$26.6K
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-278Closed |
$1.19K - $1.63K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-297- 0.2% |
$1.27K - $1.74K
|
152K
$858K
|
|
Aug 09, 2022
Q2 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-356- 0.04% |
$1.52K - $2.09K
|
898K
$5.08M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-455Closed |
$1.95K - $2.67K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-495Closed |
$2.12K - $2.9K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-499- 99.4% |
$2.14K - $2.92K
|
3
$17
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-516- 35.59% |
$2.21K - $3.02K
|
934
$5.29K
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-545- 0.73% |
$2.33K - $3.19K
|
74.5K
$422K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-764- 67.31% |
$3.27K - $4.48K
|
371
$2.1K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-789- 5.11% |
$3.38K - $4.62K
|
14.6K
$82.9K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-806- 11.41% |
$3.45K - $4.72K
|
6.26K
$35.4K
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-923- 2.94% |
$3.95K - $5.41K
|
30.5K
$172K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-974Closed |
$4.17K - $5.71K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.12KClosed |
$4.81K - $6.59K
|
0
$0
|