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
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
609+ 89.56% |
$7.1K - $9.12K
|
1.29K
$17.4K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
598+ 5.91% |
$6.97K - $8.96K
|
10.7K
$145K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
518+ 3.97% |
$6.04K - $7.76K
|
13.6K
$183K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
474+ 0.97% |
$5.53K - $7.1K
|
49.1K
$664K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
458+ 0.93% |
$5.34K - $6.86K
|
49.7K
$671K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
457+ 3.07% |
$5.33K - $6.85K
|
15.3K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
385New |
$4.49K - $5.77K
|
385
$5.2K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
377+ 0.18% |
$4.4K - $5.65K
|
212K
$2.87M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
373+ 1.29% |
$4.35K - $5.59K
|
29.3K
$396K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
370+ 0.57% |
$4.31K - $5.54K
|
65.2K
$881K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
329+ 2.76% |
$3.84K - $4.93K
|
12.3K
$166K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
306+ 1.26% |
$3.57K - $4.58K
|
24.7K
$333K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
272+ 34.56% |
$3.17K - $4.07K
|
1.06K
$14.3K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
258+ 4.21% |
$3.01K - $3.86K
|
6.39K
$86.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
257+ 0.67% |
$3K - $3.85K
|
38.5K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
243+ 0.8% |
$2.83K - $3.64K
|
30.7K
$415K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
224+ 0.94% |
$2.61K - $3.36K
|
24K
$325K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
221New |
$2.58K - $3.31K
|
221
$2.99K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
210+ 1.4% |
$2.45K - $3.15K
|
15.2K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
204New |
$2.38K - $3.06K
|
204
$2.76K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
190+ 1.48% |
$2.22K - $2.85K
|
13K
$176K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
181+ 0.19% |
$2.11K - $2.71K
|
96.3K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
179New |
$2.09K - $2.68K
|
179
$2.42K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
176+ 4.47% |
$2.05K - $2.64K
|
4.11K
$55.5K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
145New |
$1.69K - $2.17K
|
145
$1.96K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
144+ 0.19% |
$1.68K - $2.16K
|
75.2K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
136+ 0.65% |
$1.59K - $2.04K
|
20.9K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
133+ 0.21% |
$1.55K - $1.99K
|
64.6K
$873K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
130New |
$1.52K - $1.95K
|
130
$1.76K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124+ 0.91% |
$1.45K - $1.86K
|
13.8K
$186K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
123+ 0.24% |
$1.43K - $1.84K
|
52K
$702K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
104+ 3.62% |
$1.21K - $1.56K
|
2.97K
$40.2K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
100+ 10.0% |
$1.17K - $1.5K
|
1.1K
$14.9K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
97+ 0.66% |
$1.13K - $1.45K
|
14.8K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
93New |
$1.08K - $1.39K
|
93
$1.26K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
89+ 0.26% |
$1.04K - $1.33K
|
34.4K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
73+ 98.65% |
$851 - $1.09K
|
147
$1.99K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
72+ 42.11% |
$840 - $1.08K
|
243
$3.28K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
66+ 6.31% |
$770 - $989
|
1.11K
$15K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
57+ 0.26% |
$665 - $854
|
22.3K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54New |
$630 - $809
|
54
$730
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45+ 2250.0% |
$525 - $674
|
47
$635
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
42+ 0.18% |
$490 - $629
|
23.1K
$312K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
41+ 3.6% |
$478 - $614
|
1.18K
$15.9K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
27+ 2.84% |
$315 - $404
|
978
$13.2K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
15+ 0.11% |
$175 - $225
|
13.1K
$178K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6New |
$70 - $89.9
|
6
$81.1
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3- 0.31% |
$35 - $44.9
|
977
$13.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-33- 0.04% |
$385 - $494
|
84.7K
$1.14M
|