Purchases and Sales Made in Q3 2021 in Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
186+ 1.65% |
$774 - $924
|
11.5K
$57.3K
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
158+ 0.33% |
$657 - $785
|
48.5K
$243K
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
124New |
$516 - $616
|
124
$620
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
109+ 0.29% |
$453 - $542
|
38.1K
$191K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
57+ 0.25% |
$237 - $283
|
22.5K
$113K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
10New |
$41.6 - $49.7
|
10
$50
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.06% |
$8.32 - $9.94
|
3.18K
$15.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 0.55% |
$25 - $29.8
|
1.08K
$5.39K
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
SELL
|
- |
-71- 0.4% |
$295 - $353
|
17.6K
$88.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-199- 11.59% |
$828 - $989
|
1.52K
$7.59K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-201- 0.32% |
$836 - $999
|
62.3K
$311K
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-407- 2.97% |
$1.69K - $2.02K
|
13.3K
$66.4K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
SELL
|
- |
-413Closed |
$1.72K - $2.05K
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-559- 53.91% |
$2.33K - $2.78K
|
478
$2.39K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-782Closed |
$3.25K - $3.89K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-816Closed |
$3.39K - $4.06K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-1.07K- 0.41% |
$4.46K - $5.32K
|
261K
$1.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-1.12K- 13.95% |
$4.66K - $5.57K
|
6.91K
$34.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.25K- 0.17% |
$5.2K - $6.22K
|
731K
$3.65M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.31K- 3.34% |
$5.46K - $6.53K
|
38K
$190K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.52K- 29.42% |
$6.3K - $7.53K
|
3.64K
$18.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.61K- 6.12% |
$6.71K - $8.02K
|
24.7K
$124K
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.98K- 13.02% |
$8.22K - $9.82K
|
13.2K
$66K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.05KClosed |
$8.54K - $10.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.39K- 0.39% |
$9.96K - $11.9K
|
610K
$3.05M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.72K- 12.71% |
$11.3K - $13.5K
|
18.7K
$93.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Quilter PLC
|
SELL
|
- |
-3.04K- 9.69% |
$12.6K - $15.1K
|
28.3K
$142K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.69K- 1.23% |
$15.3K - $18.3K
|
297K
$1.48M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-3.88K- 11.98% |
$16.1K - $19.3K
|
28.5K
$143K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.89K- 8.45% |
$16.2K - $19.3K
|
42.1K
$211K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-3.93K- 0.74% |
$16.4K - $19.5K
|
525K
$2.63M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.18K- 1.91% |
$17.4K - $20.8K
|
215K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-6.22K- 6.54% |
$25.9K - $30.9K
|
88.9K
$445K
|
|
|
Nov 12, 2021
Q3 2021
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-6.93K- 6.75% |
$28.8K - $34.4K
|
95.8K
$479K
|
|
|
Nov 12, 2021
Q3 2021
|
Steginsky Capital LLC
|
SELL
|
- |
-9.74K- 0.48% |
$40.5K - $48.4K
|
2.02M
$10.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-9.81K- 48.96% |
$40.8K - $48.8K
|
10.2K
$51.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-10.2K- 12.44% |
$42.3K - $50.6K
|
71.6K
$358K
|
|
|
Nov 10, 2022
Q3 2021
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-10.6K- 15.55% |
$44.2K - $52.8K
|
57.7K
$289K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-11.2K- 97.39% |
$46.6K - $55.7K
|
300
$1.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-11.5KClosed |
$47.9K - $57.2K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-12K- 1.34% |
$49.9K - $59.6K
|
884K
$4.42M
|
|
|
Nov 09, 2021
Q3 2021
|
Candriam S.C.A.
|
SELL
|
- |
-12K- 7.81% |
$49.9K - $59.6K
|
142K
$708K
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-15.1K- 1.85% |
$62.6K - $74.8K
|
800K
$4M
|
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-16.3KClosed |
$67.9K - $81.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-17.9KClosed |
$74.6K - $89.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.4K- 6.84% |
$80.8K - $96.5K
|
265K
$1.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-20.4KClosed |
$84.8K - $101K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-21KClosed |
$87.4K - $104K
|
0
$0
|