Purchases and Sales Made in Q1 2024 in Mitsubishi Ufj Financial Group Inc (MUFG)
This table provides information about the institutional ownership of Mitsubishi Ufj Financial Group Inc (MUFG) during Q1 2024. The information is specifically focused on institutions that hold shares of MITSUBISHI UFJ FINANCIAL GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
198+ 0.57% |
$1.69K - $2.18K
|
34.7K
$427K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
186New |
$1.59K - $2.05K
|
186
$2.29K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
182+ 44.28% |
$1.55K - $2K
|
593
$7.29K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
168+ 0.6% |
$1.43K - $1.85K
|
28.4K
$349K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
166New |
$1.42K - $1.83K
|
166
$2.04K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
103New |
$879 - $1.13K
|
103
$1.27K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
100+ 0.6% |
$853 - $1.1K
|
16.8K
$206K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
98+ 66.67% |
$836 - $1.08K
|
245
$3.01K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
67New |
$572 - $737
|
67
$824
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
54New |
$461 - $594
|
54
$664
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
49+ 0.31% |
$418 - $539
|
15.9K
$196K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.28% |
$367 - $473
|
3.39K
$41.7K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
21+ 0.19% |
$179 - $231
|
11.3K
$139K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 1.83% |
$34.1 - $44
|
222
$2.73K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 0.0% |
$8.53 - $11
|
46.1K
$567K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-4- 0.02% |
$34.1 - $44
|
24.8K
$306K
|
|
|
May 07, 2024
Q1 2024
|
Windward Capital Management CO
|
SELL
|
- |
-6- 0.02% |
$51.2 - $66
|
25.5K
$314K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9- 1.54% |
$76.8 - $99
|
575
$7.07K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-11- 3.04% |
$93.8 - $121
|
351
$4.32K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-65- 0.16% |
$554 - $715
|
39.9K
$491K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-106- 0.83% |
$904 - $1.17K
|
12.7K
$156K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-140- 3.12% |
$1.19K - $1.54K
|
4.34K
$53.4K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-158- 0.54% |
$1.35K - $1.74K
|
29.3K
$360K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-170- 19.84% |
$1.45K - $1.87K
|
687
$8.45K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-209- 14.72% |
$1.78K - $2.3K
|
1.21K
$14.9K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-234- 11.9% |
$2K - $2.57K
|
1.73K
$21.3K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-264- 0.43% |
$2.25K - $2.9K
|
61.7K
$758K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-267- 2.16% |
$2.28K - $2.94K
|
12.1K
$149K
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-330- 0.74% |
$2.81K - $3.63K
|
44.3K
$545K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-350- 3.88% |
$2.99K - $3.85K
|
8.67K
$107K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-436- 1.02% |
$3.72K - $4.8K
|
42.3K
$520K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-481- 1.05% |
$4.1K - $5.29K
|
45.5K
$560K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-572- 1.6% |
$4.88K - $6.29K
|
35.1K
$431K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-589- 3.95% |
$5.02K - $6.48K
|
14.3K
$176K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-590- 1.83% |
$5.03K - $6.49K
|
31.7K
$390K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-627- 4.4% |
$5.35K - $6.9K
|
13.6K
$168K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-643- 1.24% |
$5.48K - $7.07K
|
51.1K
$628K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-786- 2.95% |
$6.7K - $8.65K
|
25.9K
$318K
|
|
|
Apr 23, 2024
Q1 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-800- 1.43% |
$6.82K - $8.8K
|
55.2K
$679K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-805- 2.68% |
$6.87K - $8.86K
|
29.2K
$360K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-830- 0.21% |
$7.08K - $9.13K
|
397K
$4.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-940- 2.77% |
$8.02K - $10.3K
|
33K
$406K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-969- 8.73% |
$8.27K - $10.7K
|
10.1K
$125K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.11K- 1.15% |
$9.48K - $12.2K
|
95.7K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.3K- 1.83% |
$11.1K - $14.3K
|
69.7K
$857K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.34K- 0.55% |
$11.4K - $14.7K
|
244K
$3M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.37K- 5.01% |
$11.7K - $15K
|
25.9K
$319K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.38K- 8.76% |
$11.7K - $15.1K
|
14.3K
$176K
|