Purchases and Sales Made in Q3 2022 in Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q3 2022. 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 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
459+ 2.27% |
$1.84K - $2.57K
|
20.6K
$102K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
436New |
$1.74K - $2.44K
|
436
$2.16K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
429+ 45.93% |
$1.72K - $2.4K
|
1.36K
$6.75K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
391New |
$1.56K - $2.19K
|
391
$1.94K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
382+ 9.87% |
$1.53K - $2.14K
|
4.25K
$21.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
376+ 87.04% |
$1.5K - $2.11K
|
808
$4K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
346New |
$1.38K - $1.94K
|
346
$1.71K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
253+ 30.12% |
$1.01K - $1.42K
|
1.09K
$5.41K
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
185+ 0.34% |
$740 - $1.04K
|
54.5K
$270K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
142New |
$568 - $795
|
142
$703
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
119New |
$476 - $666
|
119
$589
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
114+ 3.85% |
$456 - $638
|
3.08K
$15.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
110+ 0.9% |
$440 - $616
|
12.3K
$61K
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
80+ 0.23% |
$320 - $448
|
35.2K
$174K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
62+ 0.13% |
$248 - $347
|
46.7K
$231K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
60+ 14.96% |
$240 - $336
|
461
$2.28K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23+ 0.14% |
$92 - $129
|
16.1K
$79.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12+ 13.64% |
$48 - $67.2
|
100
$495
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5+ 0.04% |
$20 - $28
|
11.6K
$57.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-16- 1.42% |
$64 - $89.6
|
1.11K
$5.48K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-33- 0.25% |
$132 - $185
|
13.2K
$65.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-68- 0.52% |
$272 - $381
|
12.9K
$63.9K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-75- 0.11% |
$300 - $420
|
69K
$342K
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-138- 1.19% |
$552 - $773
|
11.4K
$56.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-207- 1.37% |
$828 - $1.16K
|
14.9K
$73.9K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-209- 1.68% |
$836 - $1.17K
|
12.3K
$60.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-375- 0.95% |
$1.5K - $2.1K
|
39.1K
$193K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-425- 2.88% |
$1.7K - $2.38K
|
14.3K
$71K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-465- 3.04% |
$1.86K - $2.6K
|
14.8K
$73.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-497- 2.44% |
$1.99K - $2.78K
|
19.9K
$98.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-542- 0.36% |
$2.17K - $3.04K
|
151K
$747K
|
|
|
Nov 04, 2022
Q3 2022
|
River Road Asset Management, LLC
|
SELL
|
- |
-927- 1.96% |
$3.71K - $5.19K
|
46.4K
$229K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.06K- 2.6% |
$4.23K - $5.92K
|
39.7K
$197K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.28K- 8.7% |
$5.1K - $7.14K
|
13.4K
$66.2K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.07K- 61.09% |
$8.28K - $11.6K
|
1.32K
$6.53K
|
|
|
Nov 14, 2022
Q3 2022
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-2.13K- 1.23% |
$8.5K - $11.9K
|
171K
$844K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.17K- 3.02% |
$8.67K - $12.1K
|
69.7K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.5K- 1.18% |
$10K - $14K
|
209K
$1.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.51K- 22.79% |
$10K - $14.1K
|
8.51K
$42.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-2.63K- 0.18% |
$10.5K - $14.7K
|
1.45M
$7.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-2.74K- 14.11% |
$11K - $15.3K
|
16.7K
$82.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.75K- 0.32% |
$11K - $15.4K
|
867K
$4.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.79K- 1.55% |
$11.2K - $15.6K
|
177K
$877K
|
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.83K- 10.78% |
$11.3K - $15.9K
|
23.4K
$116K
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3K- 28.3% |
$12K - $16.8K
|
7.6K
$37.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.2K- 18.99% |
$12.8K - $17.9K
|
13.6K
$67.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-3.29K- 21.7% |
$13.2K - $18.4K
|
11.9K
$58.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.72K- 11.16% |
$14.9K - $20.8K
|
29.6K
$147K
|
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-4.15K- 1.12% |
$16.6K - $23.2K
|
368K
$1.82M
|