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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-185- 0.34% |
$803 - $1.11K
|
54.3K
$311K
|
|
Feb 14, 2023
Q4 2022
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-266- 0.16% |
$1.15K - $1.6K
|
170K
$976K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-322- 0.02% |
$1.4K - $1.94K
|
1.56M
$8.95M
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-373- 2.46% |
$1.62K - $2.25K
|
14.8K
$84.7K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-412- 30.23% |
$1.79K - $2.48K
|
951
$5.45K
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-450- 3.24% |
$1.95K - $2.71K
|
13.4K
$77K
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-516- 3.81% |
$2.24K - $3.11K
|
13K
$74.7K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-652- 49.43% |
$2.83K - $3.93K
|
667
$3.82K
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-658- 5.75% |
$2.86K - $3.96K
|
10.8K
$61.8K
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-877- 3.34% |
$3.81K - $5.28K
|
25.3K
$145K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.06K- 8.61% |
$4.6K - $6.38K
|
11.3K
$64.5K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.31K- 9.94% |
$5.69K - $7.89K
|
11.9K
$68K
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.64K- 10.47% |
$7.1K - $9.85K
|
14K
$80.2K
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.67K- 4.89% |
$7.24K - $10K
|
32.4K
$186K
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-1.81K- 10.87% |
$7.86K - $10.9K
|
14.9K
$85.1K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.11K- 6.92% |
$9.15K - $12.7K
|
28.4K
$162K
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-2.16K- 0.04% |
$9.35K - $13K
|
5.14M
$29.5M
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.16K- 5.44% |
$9.37K - $13K
|
37.5K
$215K
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
SELL
|
- |
-2.33K- 19.51% |
$10.1K - $14K
|
9.6K
$55K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.62K- 10.65% |
$11.4K - $15.8K
|
22K
$126K
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.7K- 1.29% |
$11.7K - $16.3K
|
206K
$1.18M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.03K- 93.31% |
$13.1K - $18.2K
|
217
$1.24K
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3.06K- 14.84% |
$13.3K - $18.4K
|
17.6K
$101K
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.13K- 21.87% |
$13.6K - $18.8K
|
11.2K
$64K
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.34K- 20.58% |
$14.5K - $20.1K
|
12.9K
$73.7K
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4K- 52.63% |
$17.4K - $24.1K
|
3.6K
$20.6K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.03K- 9.16% |
$17.5K - $24.3K
|
40K
$229K
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
SELL
|
- |
-4.3K- 20.8% |
$18.7K - $25.9K
|
16.4K
$93.8K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.56K- 4.94% |
$19.8K - $27.5K
|
87.8K
$503K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.5K- 0.72% |
$23.8K - $33.1K
|
759K
$4.35M
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-7.27K- 85.4% |
$31.5K - $43.7K
|
1.24K
$7.12K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.11K- 5.14% |
$39.6K - $54.9K
|
168K
$964K
|
|
Feb 01, 2023
Q4 2022
|
River Road Asset Management, LLC
|
SELL
|
- |
-12.3K- 26.59% |
$53.5K - $74.2K
|
34K
$195K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-14K- 16.4% |
$60.7K - $84.2K
|
71.3K
$409K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-14.2K- 9.28% |
$61.6K - $85.5K
|
139K
$795K
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-14.2K- 44.1% |
$61.8K - $85.7K
|
18K
$103K
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-14.3K- 1.65% |
$62.1K - $86.2K
|
853K
$4.89M
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
SELL
|
- |
-15.3K- 12.31% |
$66.5K - $92.2K
|
109K
$625K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.7K- 21.46% |
$68.3K - $94.7K
|
57.6K
$330K
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-15.8K- 43.55% |
$68.8K - $95.4K
|
20.5K
$118K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-16.5K- 10.92% |
$71.6K - $99.3K
|
135K
$771K
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-21.3K- 2.34% |
$92.5K - $128K
|
891K
$5.1M
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-23.6K- 4.34% |
$103K - $142K
|
521K
$2.99M
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-26K- 32.19% |
$113K - $157K
|
54.8K
$314K
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-28.6K- 23.2% |
$124K - $172K
|
94.6K
$542K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.4K- 44.21% |
$132K - $183K
|
38.4K
$220K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-31.3K- 21.2% |
$136K - $189K
|
117K
$668K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-33.4K- 38.99% |
$145K - $201K
|
52.2K
$299K
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-35.6K- 80.36% |
$155K - $214K
|
8.7K
$49.9K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-37K- 41.35% |
$161K - $223K
|
52.5K
$301K
|