Purchases and Sales Made in Q4 2024 in Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
521+ 4.64% |
$2.58K - $3.42K
|
11.8K
$71K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
430+ 17.86% |
$2.13K - $2.83K
|
2.84K
$17.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
424+ 14.84% |
$2.1K - $2.79K
|
3.28K
$19.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
416New |
$2.06K - $2.73K
|
416
$2.51K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
337+ 15.93% |
$1.67K - $2.21K
|
2.45K
$14.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
249New |
$1.24K - $1.64K
|
249
$1.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
232New |
$1.15K - $1.52K
|
232
$1.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
222New |
$1.1K - $1.46K
|
222
$1.34K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
197+ 12.3% |
$977 - $1.29K
|
1.8K
$10.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
117New |
$580 - $769
|
117
$707
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
17+ 0.28% |
$84.3 - $112
|
6.09K
$36.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2- 0.1% |
$9.92 - $13.1
|
2K
$12.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-60- 0.15% |
$298 - $394
|
40.6K
$245K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-96- 1.81% |
$476 - $631
|
5.22K
$31.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-103- 50.0% |
$511 - $677
|
103
$622
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-125- 1.07% |
$620 - $821
|
11.5K
$69.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-178- 6.03% |
$883 - $1.17K
|
2.77K
$16.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-194- 49.11% |
$962 - $1.27K
|
201
$1.21K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-239- 58.87% |
$1.19K - $1.57K
|
167
$1.01K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-464- 1.14% |
$2.3K - $3.05K
|
40.2K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-465- 62.0% |
$2.31K - $3.06K
|
285
$1.72K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-578- 29.98% |
$2.87K - $3.8K
|
1.35K
$8.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-635- 23.78% |
$3.15K - $4.17K
|
2.04K
$12.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-746- 6.82% |
$3.7K - $4.9K
|
10.2K
$61.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-747- 6.34% |
$3.71K - $4.91K
|
11K
$66.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-833- 4.65% |
$4.13K - $5.47K
|
17.1K
$103K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-837- 15.5% |
$4.15K - $5.5K
|
4.56K
$27.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-892- 0.51% |
$4.42K - $5.86K
|
172K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-897- 4.75% |
$4.45K - $5.89K
|
18K
$109K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-940- 13.07% |
$4.66K - $6.18K
|
6.25K
$37.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.06K- 1.16% |
$5.24K - $6.94K
|
90.1K
$544K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.07K- 7.66% |
$5.31K - $7.03K
|
12.9K
$77.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.23K- 7.11% |
$6.08K - $8.05K
|
16K
$96.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.32K- 9.56% |
$6.56K - $8.69K
|
12.5K
$75.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.83K- 14.79% |
$9.06K - $12K
|
10.5K
$63.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.07K- 3.56% |
$10.2K - $13.6K
|
56K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.3K- 0.14% |
$11.4K - $15.1K
|
1.62M
$9.81M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.42K- 9.45% |
$12K - $15.9K
|
23.2K
$140K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.5K- 4.35% |
$12.4K - $16.4K
|
55K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-2.87K- 17.34% |
$14.2K - $18.8K
|
13.7K
$82.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.5K- 29.88% |
$17.4K - $23K
|
8.22K
$49.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.1K- 12.32% |
$20.3K - $26.9K
|
29.2K
$176K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.16K- 26.71% |
$20.6K - $27.3K
|
11.4K
$69K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-4.31K- 8.19% |
$21.4K - $28.3K
|
48.3K
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.51K- 1.52% |
$22.4K - $29.6K
|
292K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.45K- 3.05% |
$27K - $35.8K
|
173K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.83K- 87.68% |
$33.9K - $44.8K
|
959
$5.79K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.87K- 5.03% |
$34.1K - $45.1K
|
130K
$783K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.01K- 28.23% |
$34.8K - $46K
|
17.8K
$108K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.72K- 20.7% |
$38.3K - $50.7K
|
29.6K
$179K
|