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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.03K- 2.38% |
$23.6K - $30.4K
|
83.2K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.11K- 8.91% |
$24.5K - $31.5K
|
21.5K
$291K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-2.28K- 7.92% |
$26.5K - $34.1K
|
26.5K
$358K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-2.35K- 7.76% |
$27.4K - $35.2K
|
27.9K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-2.49K- 11.16% |
$29.1K - $37.3K
|
19.9K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-2.6K- 16.49% |
$30.3K - $38.9K
|
13.2K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-2.64K- 99.96% |
$30.8K - $39.6K
|
1
$13.5
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2.7K- 5.67% |
$31.5K - $40.4K
|
44.9K
$607K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.75K- 17.36% |
$32.1K - $41.2K
|
13.1K
$177K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.91K- 11.28% |
$33.9K - $43.5K
|
22.9K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3K- 17.14% |
$35K - $44.9K
|
14.5K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-3.25K- 16.87% |
$37.8K - $48.6K
|
16K
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-3.25K- 17.79% |
$37.9K - $48.7K
|
15K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.5K- 44.47% |
$40.8K - $52.4K
|
4.37K
$59K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.91K- 2.95% |
$45.5K - $58.5K
|
129K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.69K- 30.09% |
$54.7K - $70.2K
|
10.9K
$147K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.89K- 20.08% |
$68.6K - $88.2K
|
23.4K
$316K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.89K- 1.44% |
$68.7K - $88.3K
|
405K
$5.47M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.36K- 10.84% |
$74.1K - $95.2K
|
52.3K
$706K
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-6.49K- 4.32% |
$75.7K - $97.2K
|
144K
$1.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.55K- 6.83% |
$76.4K - $98.1K
|
89.4K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-6.7K- 44.19% |
$78.1K - $100K
|
8.46K
$114K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.24K- 29.1% |
$84.4K - $108K
|
17.6K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-7.7K- 2.12% |
$89.8K - $115K
|
355K
$4.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.01K- 24.91% |
$93.4K - $120K
|
24.1K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.44K- 1.08% |
$98.4K - $126K
|
776K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-9.16K- 1.57% |
$107K - $137K
|
576K
$7.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.45K- 50.0% |
$110K - $142K
|
9.45K
$128K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-10.7K- 23.76% |
$125K - $160K
|
34.4K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-10.7K- 2.13% |
$125K - $160K
|
493K
$6.66M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 34.07% |
$126K - $162K
|
20.9K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-11.8K- 6.77% |
$137K - $176K
|
162K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-12K- 33.85% |
$140K - $180K
|
23.5K
$317K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-12.4K- 28.04% |
$145K - $186K
|
31.9K
$431K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-12.6K- 5.49% |
$147K - $189K
|
217K
$2.93M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.6K- 22.07% |
$171K - $219K
|
51.7K
$699K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.9K- 4.41% |
$174K - $224K
|
324K
$4.38M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.4K- 2.54% |
$191K - $245K
|
627K
$8.47M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-18.2K- 87.18% |
$212K - $273K
|
2.68K
$36.2K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-18.4K- 91.1% |
$214K - $275K
|
1.8K
$24.3K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.5K- 59.92% |
$216K - $277K
|
12.4K
$167K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-20.2K- 3.5% |
$236K - $303K
|
557K
$7.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-22.1K- 6.1% |
$258K - $331K
|
340K
$4.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-22.6K- 10.28% |
$264K - $339K
|
197K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-24.6K- 12.48% |
$287K - $368K
|
172K
$2.33M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-24.8K- 23.63% |
$289K - $371K
|
80.1K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-29.6K- 47.11% |
$345K - $444K
|
33.2K
$449K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-29.7K- 29.4% |
$347K - $445K
|
71.4K
$964K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-31.6K- 0.78% |
$368K - $473K
|
4.04M
$54.6M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-33.1K- 63.96% |
$386K - $496K
|
18.6K
$252K
|