Purchases and Sales Made in Q1 2025 in Mitsubishi Ufj Financial Group Inc (MUFG)
This table provides information about the institutional ownership of Mitsubishi Ufj Financial Group Inc (MUFG) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
12.4K+ 45.72% |
$145K - $186K
|
39.6K
$535K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
12K+ 39.85% |
$140K - $179K
|
42K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
11.6K+ 46.87% |
$136K - $174K
|
36.5K
$493K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
11.5KNew |
$134K - $172K
|
11.5K
$155K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$133K - $171K
|
11.4K
$155K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.4KNew |
$132K - $170K
|
11.4K
$153K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11.2K+ 73.34% |
$130K - $167K
|
26.4K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11.1KNew |
$129K - $166K
|
11.1K
$150K
|
|
|
May 15, 2025
Q1 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
11KNew |
$128K - $165K
|
11K
$149K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.8KNew |
$126K - $161K
|
10.8K
$145K
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10.7KNew |
$124K - $160K
|
10.7K
$144K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10.5KNew |
$123K - $158K
|
10.5K
$142K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$122K - $157K
|
10.5K
$142K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.4K+ 33.47% |
$122K - $156K
|
41.6K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
10.1KNew |
$117K - $151K
|
10.1K
$136K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.1KNew |
$117K - $151K
|
10.1K
$136K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10K+ 17.47% |
$117K - $150K
|
67.2K
$908K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.45K+ 100.0% |
$110K - $142K
|
18.9K
$255K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.66K+ 12.35% |
$101K - $130K
|
78.8K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
7.22K+ 67.7% |
$84.1K - $108K
|
17.9K
$241K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.76K+ 16.08% |
$78.8K - $101K
|
48.8K
$659K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.76K+ 27.58% |
$78.8K - $101K
|
31.3K
$422K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.75K+ 18.13% |
$78.6K - $101K
|
44K
$594K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.66K+ 2.51% |
$77.7K - $99.8K
|
272K
$3.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.49K+ 5.93% |
$75.6K - $97.1K
|
116K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
6.45KNew |
$75.2K - $96.6K
|
6.45K
$87.2K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
6.44K+ 31.66% |
$75.1K - $96.4K
|
26.8K
$362K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.43K+ 0.86% |
$75K - $96.3K
|
755K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.03K+ 37.89% |
$70.3K - $90.4K
|
22K
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.57K+ 6.5% |
$64.9K - $83.4K
|
91.1K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.56K+ 97.77% |
$64.8K - $83.3K
|
11.2K
$152K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.54K+ 9.04% |
$64.6K - $83K
|
66.9K
$903K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
5.3K+ 2.2% |
$61.8K - $79.4K
|
246K
$3.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.11K+ 5.76% |
$59.6K - $76.6K
|
93.9K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.98K+ 13.41% |
$58.1K - $74.6K
|
42.1K
$569K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.95K+ 6.9% |
$57.7K - $74.1K
|
76.6K
$1.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.88K+ 41.92% |
$56.9K - $73.1K
|
16.5K
$223K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
4.82K+ 11.77% |
$56.2K - $72.2K
|
45.8K
$618K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.7K+ 28.26% |
$54.8K - $70.4K
|
21.3K
$288K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.66K+ 5.58% |
$54.4K - $69.9K
|
88.2K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.49K+ 323.5% |
$52.3K - $67.2K
|
5.87K
$79.4K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.07K+ 797.06% |
$47.4K - $60.9K
|
4.58K
$61.8K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.92K+ 32.68% |
$45.7K - $58.7K
|
15.9K
$215K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.73K+ 17.8% |
$43.5K - $55.9K
|
24.7K
$334K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.32K+ 31.25% |
$38.7K - $49.8K
|
14K
$188K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.28K+ 13.92% |
$38.3K - $49.2K
|
26.9K
$363K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.21K+ 4.66% |
$37.4K - $48K
|
72K
$972K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
3.13K+ 15.76% |
$36.5K - $46.8K
|
23K
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3KNew |
$35K - $44.9K
|
3K
$40.5K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.98K+ 8.24% |
$34.8K - $44.7K
|
39.2K
$529K
|