Purchases and Sales Made in Q2 2024 in Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q2 2024. 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 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.41K+ 19.28% |
$37.2K - $43.2K
|
39.7K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
6.4K+ 4.54% |
$37.1K - $43.1K
|
147K
$824K
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
5.48K+ 4.1% |
$31.8K - $36.9K
|
139K
$777K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.73K+ 32.32% |
$27.5K - $31.9K
|
19.4K
$108K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.39K+ 70.74% |
$25.5K - $29.6K
|
10.6K
$59.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
4.24K+ 6.09% |
$24.6K - $28.6K
|
74K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.14K+ 5.6% |
$18.2K - $21.2K
|
59.3K
$331K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.06K+ 29.9% |
$17.8K - $20.6K
|
13.3K
$74.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.99K+ 3.22% |
$17.3K - $20.1K
|
95.6K
$534K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.87K+ 23.36% |
$16.6K - $19.3K
|
15.1K
$84.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.83K+ 0.37% |
$16.4K - $19.1K
|
764K
$4.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.55K+ 10.67% |
$14.8K - $17.2K
|
26.4K
$148K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.75K+ 1.96% |
$10.2K - $11.8K
|
91.4K
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
1.75K+ 0.8% |
$10.1K - $11.8K
|
219K
$1.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.69K+ 1.79% |
$9.78K - $11.4K
|
95.9K
$536K
|
|
|
Aug 07, 2024
Q2 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
1.66K+ 0.92% |
$9.65K - $11.2K
|
183K
$1.02M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.59K+ 13.87% |
$9.21K - $10.7K
|
13K
$72.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.59K+ 18.18% |
$9.19K - $10.7K
|
10.3K
$57.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.55KNew |
$9.01K - $10.5K
|
1.55K
$8.69K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
942+ 21.53% |
$5.46K - $6.35K
|
5.32K
$29.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
942+ 1.99% |
$5.46K - $6.35K
|
48.2K
$270K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
754+ 7.32% |
$4.37K - $5.08K
|
11.1K
$61.8K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
752+ 3.76% |
$4.36K - $5.07K
|
20.8K
$116K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
721+ 2.86% |
$4.18K - $4.86K
|
26K
$145K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
697New |
$4.04K - $4.7K
|
697
$3.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
448+ 1.59% |
$2.6K - $3.02K
|
28.7K
$160K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
385+ 7.21% |
$2.23K - $2.59K
|
5.72K
$32K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
378+ 2.75% |
$2.19K - $2.55K
|
14.1K
$79.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
324New |
$1.88K - $2.18K
|
324
$1.81K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
324+ 5.67% |
$1.88K - $2.18K
|
6.04K
$33.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
321+ 3.0% |
$1.86K - $2.16K
|
11K
$61.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
260+ 5.44% |
$1.51K - $1.75K
|
5.04K
$28.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
200New |
$1.16K - $1.35K
|
200
$1.12K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
199+ 2.52% |
$1.15K - $1.34K
|
8.1K
$45.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
173New |
$1K - $1.17K
|
173
$967
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
155+ 10.7% |
$899 - $1.04K
|
1.6K
$8.96K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
133New |
$771 - $896
|
133
$743
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
127+ 1.06% |
$737 - $856
|
12.2K
$67.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
110New |
$638 - $741
|
110
$615
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
108+ 0.11% |
$626 - $728
|
97.5K
$545K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
89+ 3.69% |
$516 - $600
|
2.5K
$14K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
77New |
$447 - $519
|
77
$430
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
57+ 1.77% |
$331 - $384
|
3.27K
$18.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 1.57% |
$52.2 - $60.7
|
584
$3.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48- 5.78% |
$278 - $324
|
782
$4.37K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-56- 15.26% |
$325 - $377
|
311
$1.74K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-61- 20.2% |
$354 - $411
|
241
$1.35K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-89- 0.79% |
$516 - $600
|
11.2K
$62.5K
|