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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-97- 23.89% |
$563 - $654
|
309
$1.57K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-102- 0.2% |
$592 - $687
|
52.2K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-130- 0.8% |
$754 - $876
|
16K
$81.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-162- 0.76% |
$940 - $1.09K
|
21.2K
$107K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-165- 5.27% |
$957 - $1.11K
|
2.97K
$15K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-287- 0.12% |
$1.66K - $1.93K
|
238K
$1.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-322- 0.26% |
$1.87K - $2.17K
|
125K
$635K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-325- 0.32% |
$1.89K - $2.19K
|
101K
$510K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-327- 1.12% |
$1.9K - $2.2K
|
28.8K
$146K
|
|
|
Jul 30, 2024
Q2 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-355- 0.2% |
$2.06K - $2.39K
|
174K
$881K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-362- 2.63% |
$2.1K - $2.44K
|
13.4K
$67.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-422- 2.71% |
$2.45K - $2.84K
|
15.2K
$76.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-499- 1.2% |
$2.89K - $3.36K
|
40.9K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-523- 15.47% |
$3.03K - $3.53K
|
2.86K
$14.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-531- 1.27% |
$3.08K - $3.58K
|
41.3K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-618- 68.21% |
$3.58K - $4.17K
|
288
$1.46K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-624- 2.85% |
$3.62K - $4.21K
|
21.3K
$108K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-651- 1.07% |
$3.78K - $4.39K
|
60.1K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-697- 3.34% |
$4.04K - $4.7K
|
20.1K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-704- 3.36% |
$4.08K - $4.74K
|
20.2K
$103K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-713- 1.9% |
$4.14K - $4.81K
|
36.8K
$187K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-723- 5.89% |
$4.19K - $4.87K
|
11.6K
$58.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-753- 35.67% |
$4.37K - $5.08K
|
1.36K
$6.89K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-893- 0.51% |
$5.18K - $6.02K
|
173K
$879K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-917- 0.31% |
$5.32K - $6.18K
|
299K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.11K- 3.12% |
$6.46K - $7.5K
|
34.5K
$175K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.26K- 9.87% |
$7.28K - $8.47K
|
11.5K
$58.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.66K- 4.41% |
$9.62K - $11.2K
|
36K
$182K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.01K- 61.68% |
$11.7K - $13.6K
|
1.25K
$6.34K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.26K- 6.2% |
$13.1K - $15.2K
|
34.2K
$173K
|
|
|
Aug 14, 2024
Q2 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.37K- 0.22% |
$13.7K - $16K
|
1.09M
$5.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.58K- 3.26% |
$14.9K - $17.4K
|
76.5K
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.59K- 7.19% |
$15K - $17.5K
|
33.4K
$169K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.81K- 0.33% |
$16.3K - $19K
|
837K
$4.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.86K- 0.33% |
$16.6K - $19.3K
|
875K
$4.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.95K- 15.75% |
$17.1K - $19.8K
|
15.7K
$79.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3K- 4.57% |
$17.4K - $20.2K
|
62.6K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.69K- 21.26% |
$21.4K - $24.9K
|
13.7K
$69.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.81K- 8.22% |
$22.1K - $25.7K
|
42.5K
$216K
|
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-4K- 5.67% |
$23.2K - $27K
|
66.5K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.53K- 24.25% |
$26.3K - $30.5K
|
14.2K
$71.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.94K- 2.68% |
$28.7K - $33.3K
|
179K
$909K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-5.77K- 8.67% |
$33.4K - $38.9K
|
60.7K
$308K
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-5.97K- 0.89% |
$34.6K - $40.2K
|
665K
$3.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.4K- 4.96% |
$37.1K - $43.1K
|
123K
$622K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.05KClosed |
$40.9K - $47.5K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.85K- 1.61% |
$45.5K - $52.9K
|
481K
$2.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-8.08K- 7.46% |
$46.9K - $54.5K
|
100K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.51K- 26.09% |
$49.4K - $57.4K
|
24.1K
$122K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-9.12K- 6.87% |
$52.9K - $61.5K
|
124K
$627K
|