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 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
185New |
$1.06K - $1.27K
|
185
$938
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
172+ 6.89% |
$986 - $1.18K
|
2.67K
$13.5K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
148+ 24.58% |
$848 - $1.02K
|
750
$3.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
103+ 100.0% |
$590 - $708
|
206
$1.04K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
96+ 0.23% |
$550 - $660
|
41.5K
$210K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
95+ 0.82% |
$544 - $653
|
11.6K
$59.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
83+ 1.56% |
$476 - $570
|
5.4K
$27.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
49+ 0.17% |
$281 - $337
|
28.9K
$146K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 1.53% |
$68.8 - $82.4
|
794
$4.03K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-1- -0.0% |
$5.73 - $6.87
|
259K
$1.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-5- 0.03% |
$28.7 - $34.4
|
18.9K
$95.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-6- 0.04% |
$34.4 - $41.2
|
16K
$81.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-121- 1.09% |
$693 - $831
|
10.9K
$55.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-159- 1.27% |
$911 - $1.09K
|
12.3K
$62.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-183- 1.29% |
$1.05K - $1.26K
|
14K
$70.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-189- 32.36% |
$1.08K - $1.3K
|
395
$2K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-219- 0.24% |
$1.25K - $1.5K
|
91.2K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-251- 0.42% |
$1.44K - $1.72K
|
59.9K
$303K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-305- 2.96% |
$1.75K - $2.1K
|
10K
$50.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-323- 11.83% |
$1.85K - $2.22K
|
2.41K
$12.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-396- 0.23% |
$2.27K - $2.72K
|
173K
$879K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-626- 1.52% |
$3.59K - $4.3K
|
40.7K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-646- 0.37% |
$3.7K - $4.44K
|
173K
$876K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-846- 2.48% |
$4.85K - $5.81K
|
33.3K
$169K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-910- 11.23% |
$5.21K - $6.25K
|
7.19K
$36.5K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.21K- 3.28% |
$6.93K - $8.31K
|
35.6K
$181K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.28K- 0.88% |
$7.33K - $8.79K
|
144K
$730K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.71K- 2.21% |
$9.8K - $11.7K
|
75.8K
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.77K- 6.14% |
$10.1K - $12.1K
|
27K
$137K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.92K- 15.76% |
$11K - $13.2K
|
10.2K
$51.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.99K- 2.6% |
$11.4K - $13.7K
|
74.5K
$378K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.37K- 1.89% |
$13.6K - $16.3K
|
123K
$623K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.56K- 7.66% |
$14.7K - $17.6K
|
30.9K
$157K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.58K- 12.18% |
$14.8K - $17.7K
|
18.6K
$94.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.67K- 7.53% |
$15.3K - $18.3K
|
32.8K
$166K
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-2.7K- 0.68% |
$15.5K - $18.5K
|
393K
$1.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.73K- 24.05% |
$21.4K - $25.6K
|
11.8K
$59.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.35K- 9.01% |
$24.9K - $29.9K
|
43.9K
$222K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.54K- 3.71% |
$26K - $31.2K
|
118K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.7K- 7.39% |
$26.9K - $32.3K
|
58.8K
$298K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-5.09K- 0.67% |
$29.2K - $35K
|
759K
$3.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-5.14K- 5.36% |
$29.4K - $35.3K
|
90.8K
$460K
|
|
|
Nov 08, 2024
Q3 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-5.16K- 2.82% |
$29.6K - $35.5K
|
178K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.25K- 12.34% |
$30.1K - $36.1K
|
37.3K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.72K- 11.11% |
$38.5K - $46.2K
|
53.8K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-8.13K- 13.39% |
$46.6K - $55.8K
|
52.6K
$267K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.41K- 33.38% |
$53.9K - $64.7K
|
18.8K
$95.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-10.3K- 2.6% |
$58.7K - $70.4K
|
384K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-10.8K- 26.54% |
$61.6K - $73.9K
|
29.8K
$151K
|