Purchases and Sales Made in Q4 2022 in Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
10.1KNew |
$43.7K - $60.6K
|
10.1K
$57K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10K+ 19.23% |
$43.4K - $60.2K
|
62K
$351K
|
|
|
Jan 25, 2023
Q4 2022
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
8.89K+ 71.08% |
$38.6K - $53.5K
|
21.4K
$121K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8.82KNew |
$38.3K - $53.1K
|
8.82K
$49.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8.47KNew |
$36.8K - $51K
|
8.47K
$48K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
8KNew |
$34.7K - $48.2K
|
8K
$45.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.07K+ 15.94% |
$30.7K - $42.6K
|
51.4K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.14K+ 40.8% |
$26.6K - $37K
|
21.2K
$120K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.11K+ 53.85% |
$26.5K - $36.8K
|
17.4K
$98.8K
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
5.93K+ 41.78% |
$25.7K - $35.7K
|
20.1K
$114K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.29K+ 38.83% |
$23K - $31.9K
|
18.9K
$107K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.01K+ 2.54% |
$21.7K - $30.1K
|
202K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.61K+ 1.76% |
$15.6K - $21.7K
|
209K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.21K+ 11.58% |
$13.9K - $19.3K
|
30.9K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.11K+ 19.32% |
$13.5K - $18.7K
|
19.2K
$109K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.11K+ 25.52% |
$13.5K - $18.7K
|
15.3K
$86.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.5K+ 16.74% |
$10.9K - $15K
|
17.4K
$98.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.41KNew |
$10.5K - $14.5K
|
2.41K
$13.6K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.34K+ 3.39% |
$10.1K - $14.1K
|
71.3K
$404K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.9K+ 40.0% |
$8.22K - $11.4K
|
6.63K
$37.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.7KNew |
$7.36K - $10.2K
|
1.7K
$9.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.55K+ 110.08% |
$6.73K - $9.34K
|
2.96K
$16.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.42K+ 16.95% |
$6.15K - $8.52K
|
9.77K
$55.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.37K+ 10.24% |
$5.95K - $8.25K
|
14.7K
$83.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
1K+ 2.14% |
$4.34K - $6.02K
|
47.7K
$270K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
970+ 2.76% |
$4.21K - $5.84K
|
36.2K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
710New |
$3.08K - $4.27K
|
710
$4.02K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
549+ 4.43% |
$2.38K - $3.3K
|
12.9K
$73.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
525+ 1.05% |
$2.28K - $3.16K
|
50.4K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
397New |
$1.72K - $2.39K
|
397
$2.25K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
353+ 0.36% |
$1.53K - $2.13K
|
98.8K
$559K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
305+ 7.17% |
$1.32K - $1.84K
|
4.56K
$25.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
301New |
$1.31K - $1.81K
|
301
$1.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
298+ 36.88% |
$1.29K - $1.79K
|
1.11K
$6.26K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
211+ 1.64% |
$916 - $1.27K
|
13.1K
$74.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
206New |
$894 - $1.24K
|
206
$1.17K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
186+ 0.23% |
$807 - $1.12K
|
80.6K
$456K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
148New |
$642 - $891
|
148
$838
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
143+ 2.38% |
$621 - $861
|
6.14K
$34.8K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
123New |
$534 - $740
|
123
$696
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
111New |
$482 - $668
|
111
$628
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
81New |
$352 - $488
|
81
$458
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11- 0.02% |
$47.7 - $66.2
|
66.1K
$374K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-34- 3.07% |
$148 - $205
|
1.07K
$6.08K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-40- 8.68% |
$174 - $241
|
421
$2.38K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-66- 2.14% |
$286 - $397
|
3.01K
$17K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-95- 95.0% |
$412 - $572
|
5
$28.3
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-108- 0.73% |
$469 - $650
|
14.7K
$83.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-175- 1.51% |
$760 - $1.05K
|
11.4K
$64.6K
|