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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
269+ 139.38% |
$1.41K - $1.83K
|
462
$3.26K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
191+ 1.08% |
$1K - $1.3K
|
17.8K
$126K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
190+ 0.77% |
$996 - $1.29K
|
25K
$176K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
156New |
$817 - $1.06K
|
156
$1.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
155+ 17.88% |
$812 - $1.06K
|
1.02K
$7.21K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
118+ 0.69% |
$618 - $804
|
17.3K
$122K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
110+ 0.82% |
$576 - $749
|
13.5K
$95.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
85+ 0.68% |
$445 - $579
|
12.6K
$88.7K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
30New |
$157 - $204
|
30
$212
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.25% |
$5.24 - $6.81
|
394
$2.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.27% |
$5.24 - $6.81
|
365
$2.57K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$5.24 - $6.81
|
2.59K
$18.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1- 0.32% |
$5.24 - $6.81
|
313
$2.21K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-1- -0.0% |
$5.24 - $6.81
|
2.78M
$19.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
SELL
|
- |
-1- 0.26% |
$5.24 - $6.81
|
379
$2.67K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1- 0.03% |
$5.24 - $6.81
|
3.96K
$27.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7- 0.01% |
$36.7 - $47.7
|
95.7K
$675K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 0.89% |
$41.9 - $54.5
|
891
$6.28K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 3.99% |
$57.6 - $74.9
|
265
$1.87K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18- 0.82% |
$94.3 - $123
|
2.18K
$15.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-52- 0.33% |
$272 - $354
|
15.5K
$109K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-58- 0.42% |
$304 - $395
|
13.8K
$97.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-91- 0.02% |
$477 - $620
|
539K
$3.8M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-96- 0.35% |
$503 - $654
|
27K
$191K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-154- 1.2% |
$807 - $1.05K
|
12.7K
$89.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-290- 0.38% |
$1.52K - $1.97K
|
75.5K
$532K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-292- 1.37% |
$1.53K - $1.99K
|
21.1K
$148K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-314- 2.19% |
$1.65K - $2.14K
|
14K
$99K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-336- 6.01% |
$1.76K - $2.29K
|
5.26K
$37.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-340- 0.89% |
$1.78K - $2.32K
|
37.8K
$266K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-396- 2.97% |
$2.08K - $2.7K
|
12.9K
$91.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-430- 3.84% |
$2.25K - $2.93K
|
10.8K
$76K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-465- 3.71% |
$2.44K - $3.17K
|
12.1K
$85.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-573- 96.3% |
$3K - $3.9K
|
22
$155
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-661- 0.65% |
$3.46K - $4.5K
|
101K
$713K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-884- 1.29% |
$4.63K - $6.02K
|
67.9K
$479K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-945- 0.46% |
$4.95K - $6.44K
|
203K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.16K- 11.02% |
$6.08K - $7.9K
|
9.36K
$66K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.21K- 6.26% |
$6.32K - $8.21K
|
18.1K
$127K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.27K- 9.94% |
$6.65K - $8.64K
|
11.5K
$81.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.42K- 9.56% |
$7.44K - $9.67K
|
13.4K
$94.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.04K- 5.05% |
$10.7K - $13.9K
|
38.3K
$270K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.06K- 2.77% |
$10.8K - $14K
|
72.3K
$510K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.43K- 7.14% |
$12.7K - $16.6K
|
31.6K
$223K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.7K- 1.77% |
$14.2K - $18.4K
|
150K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.8K- 12.33% |
$14.7K - $19.1K
|
19.9K
$140K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.31K- 12.98% |
$17.3K - $22.5K
|
22.2K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.45K- 16.98% |
$18.1K - $23.5K
|
16.9K
$119K
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-4.01K- 3.46% |
$21K - $27.3K
|
112K
$789K
|