Purchases and Sales Made in Q4 2021 in Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.1KNew |
$3.96K - $5K
|
1.1K
$5.43K
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
412New |
$1.49K - $1.88K
|
412
$2.04K
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
349+ 0.92% |
$1.26K - $1.59K
|
38.1K
$189K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
245New |
$884 - $1.12K
|
245
$1.21K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
192New |
$693 - $876
|
192
$950
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
133+ 15.81% |
$480 - $606
|
974
$4.82K
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
130+ 39.39% |
$469 - $593
|
460
$2.28K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
36New |
$130 - $164
|
36
$178
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
15+ 0.04% |
$54.2 - $68.4
|
38K
$188K
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-10Closed |
$36.1 - $45.6
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-64Closed |
$231 - $292
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-84- 0.73% |
$303 - $383
|
11.4K
$56.3K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-90Closed |
$325 - $410
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-94- 50.0% |
$339 - $429
|
94
$465
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-124Closed |
$448 - $565
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-133Closed |
$480 - $606
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-161- 4.43% |
$581 - $734
|
3.47K
$17.2K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-271Closed |
$978 - $1.24K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-380- 25.03% |
$1.37K - $1.73K
|
1.14K
$5.63K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-455- 1.85% |
$1.64K - $2.07K
|
24.1K
$119K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-559- 53.91% |
$2.02K - $2.55K
|
478
$2.37K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-655Closed |
$2.36K - $2.99K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-969- 89.97% |
$3.5K - $4.42K
|
108
$535
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.01KClosed |
$3.63K - $4.59K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.04KClosed |
$3.75K - $4.74K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-1.08K- 1.07% |
$3.88K - $4.9K
|
99.4K
$492K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 68.68% |
$3.97K - $5.02K
|
502
$2.48K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.22KClosed |
$4.39K - $5.55K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.25K- 0.11% |
$4.52K - $5.71K
|
1.09M
$5.39M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.3K- 4.64% |
$4.7K - $5.93K
|
26.7K
$132K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1.42K- 71.54% |
$5.12K - $6.47K
|
564
$2.79K
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.91KClosed |
$6.88K - $8.69K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.05K- 3.29% |
$7.4K - $9.34K
|
60.2K
$298K
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-2.28K- 7.07% |
$8.22K - $10.4K
|
29.9K
$148K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.37K- 24.08% |
$8.56K - $10.8K
|
7.48K
$37K
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-2.63KClosed |
$9.49K - $12K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.18KClosed |
$11.5K - $14.5K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.63KClosed |
$13.1K - $16.6K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-3.76K- 8.71% |
$13.6K - $17.1K
|
39.4K
$195K
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-4KClosed |
$14.4K - $18.2K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4.04K- 20.34% |
$14.6K - $18.4K
|
15.8K
$78.3K
|
|
Feb 10, 2022
Q4 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-4.33KClosed |
$15.6K - $19.7K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-5K- 4.27% |
$18.1K - $22.8K
|
112K
$554K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.08K- 12.05% |
$18.3K - $23.1K
|
37K
$183K
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-5.54K- 76.9% |
$20K - $25.3K
|
1.66K
$8.24K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.58K- 31.72% |
$20.1K - $25.4K
|
12K
$59.5K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-5.87KClosed |
$21.2K - $26.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6.68K- 17.51% |
$24.1K - $30.4K
|
31.4K
$156K
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7.08K- 40.21% |
$25.6K - $32.3K
|
10.5K
$52.1K
|