Purchases and Sales Made in Q2 2025 in Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q2 2025. 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 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
10K+ 27.68% |
$52.4K - $68.1K
|
46.1K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.7K+ 106.14% |
$50.8K - $66K
|
18.8K
$133K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.68KNew |
$50.7K - $65.9K
|
9.68K
$68.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
9.56K+ 27.58% |
$50.1K - $65.1K
|
44.2K
$312K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
9.25K+ 47.99% |
$48.5K - $63K
|
28.5K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.18K+ 7.24% |
$48.1K - $62.5K
|
136K
$958K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
9K+ 10.0% |
$47.2K - $61.3K
|
99K
$698K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
8.49K+ 73.07% |
$44.5K - $57.8K
|
20.1K
$142K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
7.23K+ 55.07% |
$37.9K - $49.3K
|
20.4K
$144K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.09K+ 8.41% |
$37.1K - $48.2K
|
91.3K
$644K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.43K+ 33.43% |
$33.7K - $43.8K
|
25.7K
$181K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
6.28K+ 6.41% |
$32.9K - $42.8K
|
104K
$735K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
5.57K+ 26.67% |
$29.2K - $38K
|
26.5K
$187K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.54K+ 23.41% |
$29K - $37.7K
|
29.2K
$206K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
5.44K+ 9.32% |
$28.5K - $37K
|
63.7K
$449K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.4K+ 4.03% |
$28.3K - $36.8K
|
139K
$983K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.36K+ 332.4% |
$28.1K - $36.5K
|
6.97K
$49.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.17K+ 114.82% |
$27.1K - $35.2K
|
9.67K
$68.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.5K+ 0.55% |
$23.6K - $30.6K
|
828K
$5.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.2K+ 3590.6% |
$22K - $28.6K
|
4.32K
$30.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.04K+ 15.79% |
$21.1K - $27.5K
|
29.6K
$209K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.51K+ 10.58% |
$18.4K - $23.9K
|
36.7K
$259K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.78K+ 4.57% |
$14.6K - $18.9K
|
63.6K
$448K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.76KNew |
$14.5K - $18.8K
|
2.76K
$19.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
2.74K+ 24.28% |
$14.4K - $18.7K
|
14K
$98.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.54KNew |
$13.3K - $17.3K
|
2.54K
$17.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.46K+ 31.72% |
$12.9K - $16.7K
|
10.2K
$71.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.41K+ 13.02% |
$12.6K - $16.4K
|
20.9K
$147K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.64K+ 3.26% |
$8.59K - $11.2K
|
51.9K
$366K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.53KNew |
$8.02K - $10.4K
|
1.53K
$10.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.44K+ 1638.64% |
$7.56K - $9.82K
|
1.53K
$10.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
1.37K+ 16.67% |
$7.19K - $9.35K
|
9.61K
$67.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.3K+ 1.45% |
$6.79K - $8.82K
|
90.6K
$638K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.22KNew |
$6.38K - $8.29K
|
1.22K
$8.59K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.09K+ 15.32% |
$5.69K - $7.39K
|
8.17K
$57.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.01K+ 6.21% |
$5.29K - $6.88K
|
17.3K
$122K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1KNew |
$5.24K - $6.81K
|
1K
$7.05K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
953+ 1.49% |
$4.99K - $6.49K
|
65K
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
904+ 1.31% |
$4.74K - $6.16K
|
69.8K
$492K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
742+ 37.17% |
$3.89K - $5.05K
|
2.74K
$19.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
709+ 4.41% |
$3.72K - $4.83K
|
16.8K
$118K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
600New |
$3.14K - $4.09K
|
600
$4.23K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
476+ 17.17% |
$2.49K - $3.24K
|
3.25K
$22.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
472+ 0.13% |
$2.47K - $3.21K
|
372K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
424New |
$2.22K - $2.89K
|
424
$2.99K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
356+ 0.69% |
$1.87K - $2.42K
|
51.9K
$366K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
332+ 2.3% |
$1.74K - $2.26K
|
14.8K
$104K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
331+ 1.07% |
$1.73K - $2.25K
|
31.3K
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
330New |
$1.73K - $2.25K
|
330
$2.33K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
321+ 57.42% |
$1.68K - $2.19K
|
880
$6.2K
|