Purchases and Sales Made in Q2 2023 in Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.59KNew |
$7.49K - $9.64K
|
1.59K
$9K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.5K+ 7.74% |
$7.05K - $9.07K
|
20.8K
$118K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.47KNew |
$6.92K - $8.91K
|
1.47K
$8.32K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.46K+ 3.29% |
$6.88K - $8.85K
|
45.8K
$259K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.43K+ 13.98% |
$6.73K - $8.66K
|
11.7K
$65.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.27K+ 8.35% |
$6K - $7.71K
|
16.5K
$93.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.25K+ 0.47% |
$5.9K - $7.59K
|
267K
$1.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.16K+ 28.88% |
$5.47K - $7.04K
|
5.19K
$29.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
1.16K+ 1.15% |
$5.45K - $7.01K
|
102K
$577K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
949+ 2.51% |
$4.47K - $5.75K
|
38.8K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
919+ 0.28% |
$4.33K - $5.57K
|
326K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
902+ 7.8% |
$4.25K - $5.47K
|
12.5K
$70.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
742+ 2.86% |
$3.49K - $4.5K
|
26.7K
$151K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
619+ 6.17% |
$2.92K - $3.75K
|
10.6K
$60.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
588+ 60.12% |
$2.77K - $3.56K
|
1.57K
$8.86K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
576+ 0.26% |
$2.71K - $3.49K
|
221K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
500+ 0.45% |
$2.36K - $3.03K
|
111K
$625K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
419+ 28.94% |
$1.97K - $2.54K
|
1.87K
$10.6K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
408+ 3.17% |
$1.92K - $2.47K
|
13.3K
$75.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
403+ 2.89% |
$1.9K - $2.44K
|
14.3K
$81.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
323+ 13.41% |
$1.52K - $1.96K
|
2.73K
$15.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
314New |
$1.48K - $1.9K
|
314
$1.78K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
198New |
$933 - $1.2K
|
198
$1.12K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
127+ 4.05% |
$598 - $770
|
3.26K
$18.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
106+ 35.22% |
$499 - $642
|
407
$2.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
99+ 16.23% |
$466 - $600
|
709
$4.01K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
98+ 0.75% |
$462 - $594
|
13.1K
$74.1K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
83New |
$391 - $503
|
83
$470
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16+ 19.75% |
$75.4 - $97
|
97
$549
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 20.0% |
$4.71 - $6.06
|
6
$34
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1- 2.7% |
$4.71 - $6.06
|
36
$204
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3- 0.02% |
$14.1 - $18.2
|
15.4K
$87.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-70- 1.92% |
$330 - $424
|
3.58K
$20.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-78- 0.54% |
$367 - $473
|
14.3K
$80.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-86- 0.11% |
$405 - $521
|
79.9K
$452K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-161- 0.92% |
$758 - $976
|
17.4K
$98.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-168- 1.55% |
$791 - $1.02K
|
10.7K
$60.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-172- 1.55% |
$810 - $1.04K
|
10.9K
$61.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-340- 4.01% |
$1.6K - $2.06K
|
8.13K
$46K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-355- 0.09% |
$1.67K - $2.15K
|
389K
$2.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-376- 81.74% |
$1.77K - $2.28K
|
84
$475
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-563- 0.06% |
$2.65K - $3.41K
|
890K
$5.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-660- 1.88% |
$3.11K - $4K
|
34.5K
$195K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-740- 5.93% |
$3.49K - $4.48K
|
11.7K
$66.5K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-764- 3.3% |
$3.6K - $4.63K
|
22.4K
$127K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-803- 6.1% |
$3.78K - $4.87K
|
12.4K
$70K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.06K- 3.93% |
$4.97K - $6.39K
|
25.8K
$146K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.18K- 8.62% |
$5.57K - $7.16K
|
12.5K
$71K
|