Purchases and Sales Made in Q3 2024 in Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q3 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 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.13M+ 9.01% |
$6.46M - $7.74M
|
13.6M
$83.7M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
331K+ 8.38% |
$1.9M - $2.28M
|
4.29M
$26.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Matthews International Capital Management LLC
|
BUY
|
- |
235KNew |
$1.35M - $1.61M
|
235K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
121K+ 305.38% |
$694K - $832K
|
161K
$987K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
93.9K+ 29.45% |
$538K - $645K
|
413K
$2.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
BUY
|
- |
70.6K+ 10.39% |
$404K - $485K
|
750K
$4.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
17.2KNew |
$98.7K - $118K
|
17.2K
$106K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
17KNew |
$97.3K - $117K
|
17K
$104K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.7K+ 33.14% |
$67.1K - $80.5K
|
47.1K
$289K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
11.1K+ 84.97% |
$63.5K - $76.1K
|
24.1K
$148K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.7K+ 176.94% |
$61.2K - $73.4K
|
16.7K
$103K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$58.7K - $70.4K
|
10.3K
$62.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.07K+ 7.25% |
$40.5K - $48.6K
|
105K
$642K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.02K+ 2.11% |
$34.5K - $41.3K
|
291K
$1.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.75K+ 33.54% |
$21.5K - $25.8K
|
14.9K
$91.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.5K+ 4.55% |
$14.3K - $17.2K
|
57.5K
$353K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2.47K+ 68.55% |
$14.1K - $17K
|
6.07K
$37.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.41K+ 9.32% |
$8.09K - $9.69K
|
16.5K
$102K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.35K+ 12.16% |
$7.76K - $9.3K
|
12.5K
$76.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
446+ 3.33% |
$2.56K - $3.06K
|
13.8K
$85K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
406New |
$2.33K - $2.79K
|
406
$2.49K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
395+ 24.64% |
$2.26K - $2.71K
|
2K
$12.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
384+ 0.94% |
$2.2K - $2.64K
|
41.3K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
296+ 9866.67% |
$1.7K - $2.03K
|
299
$1.84K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
290New |
$1.66K - $1.99K
|
290
$1.78K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
270+ 5.35% |
$1.55K - $1.85K
|
5.31K
$32.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
249New |
$1.43K - $1.71K
|
249
$1.53K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
190+ 1.34% |
$1.09K - $1.31K
|
14.4K
$88.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
185New |
$1.06K - $1.27K
|
185
$1.14K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
103+ 100.0% |
$590 - $708
|
206
$1.26K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
95+ 0.82% |
$544 - $653
|
11.6K
$71.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
83+ 1.56% |
$476 - $570
|
5.4K
$33.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
49+ 0.17% |
$281 - $337
|
28.9K
$177K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 1.53% |
$68.8 - $82.4
|
794
$4.88K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-121- 1.09% |
$693 - $831
|
10.9K
$67.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-183- 1.29% |
$1.05K - $1.26K
|
14K
$85.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-189- 32.36% |
$1.08K - $1.3K
|
395
$2.43K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-219- 0.24% |
$1.25K - $1.5K
|
91.2K
$560K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-323- 11.83% |
$1.85K - $2.22K
|
2.41K
$14.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-626- 1.52% |
$3.59K - $4.3K
|
40.7K
$250K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-910- 11.23% |
$5.21K - $6.25K
|
7.19K
$44.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.71K- 2.21% |
$9.8K - $11.7K
|
75.8K
$465K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.92K- 15.76% |
$11K - $13.2K
|
10.2K
$62.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.99K- 2.6% |
$11.4K - $13.7K
|
74.5K
$457K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.37K- 1.89% |
$13.6K - $16.3K
|
123K
$754K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.58K- 12.18% |
$14.8K - $17.7K
|
18.6K
$114K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-5.14K- 5.36% |
$29.4K - $35.3K
|
90.8K
$557K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.41K- 33.38% |
$53.9K - $64.7K
|
18.8K
$115K
|
|
|
Oct 09, 2024
Q3 2024
|
Constellation Investimentos E Participacoes Ltda
|
SELL
|
- |
-13.1K- 1.0% |
$75.1K - $90K
|
1.29M
$7.93M
|