Purchases and Sales Made in Q2 2024 in Mitsubishi Ufj Financial Group Inc (MUFG)
This table provides information about the institutional ownership of Mitsubishi Ufj Financial Group Inc (MUFG) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2K+ 11.3% |
$19.3K - $21.6K
|
19.7K
$232K
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.94K+ 2.79% |
$18.8K - $21.1K
|
71.6K
$846K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.84K+ 0.76% |
$17.8K - $19.9K
|
242K
$2.87M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.84K+ 0.46% |
$17.8K - $19.9K
|
398K
$4.71M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.81K+ 0.7% |
$17.5K - $19.6K
|
262K
$3.09M
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.66K+ 9.32% |
$16K - $18K
|
19.4K
$230K
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.63K+ 75.71% |
$15.8K - $17.7K
|
3.78K
$44.7K
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.41K+ 4.84% |
$13.7K - $15.3K
|
30.7K
$362K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.27K+ 4.04% |
$12.3K - $13.8K
|
32.8K
$388K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.25K+ 10.37% |
$12.1K - $13.6K
|
13.3K
$158K
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.1K+ 3.66% |
$10.6K - $11.9K
|
31.1K
$368K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.09KNew |
$10.6K - $11.8K
|
1.09K
$12.9K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1K+ 1.0% |
$9.7K - $10.9K
|
101K
$1.2M
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1KNew |
$9.68K - $10.8K
|
1K
$11.8K
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
980+ 2.66% |
$9.49K - $10.6K
|
37.8K
$447K
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
938+ 5.06% |
$9.08K - $10.2K
|
19.5K
$230K
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
918+ 5.39% |
$8.89K - $9.95K
|
18K
$212K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
844+ 1.85% |
$8.17K - $9.15K
|
46.3K
$548K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
804+ 13.7% |
$7.78K - $8.72K
|
6.67K
$78.9K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
707+ 6427.27% |
$6.84K - $7.66K
|
718
$8.49K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
687+ 12.77% |
$6.65K - $7.45K
|
6.07K
$71.7K
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
680+ 1.21% |
$6.58K - $7.37K
|
56.8K
$671K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
649+ 12.31% |
$6.28K - $7.04K
|
5.92K
$70K
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
646+ 5.46% |
$6.25K - $7K
|
12.5K
$147K
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
633+ 5.18% |
$6.13K - $6.86K
|
12.8K
$152K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
589+ 4.11% |
$5.7K - $6.38K
|
14.9K
$176K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
533+ 5.07% |
$5.16K - $5.78K
|
11K
$131K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
526+ 1.39% |
$5.09K - $5.7K
|
38.4K
$454K
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
511+ 0.77% |
$4.95K - $5.54K
|
66.8K
$790K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
508New |
$4.92K - $5.51K
|
508
$6K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
503New |
$4.87K - $5.45K
|
503
$5.95K
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
500+ 0.7% |
$4.84K - $5.42K
|
72.1K
$852K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
495New |
$4.79K - $5.37K
|
495
$5.85K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
482+ 53.14% |
$4.67K - $5.22K
|
1.39K
$16.4K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
481+ 1.86% |
$4.66K - $5.21K
|
26.4K
$311K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
451+ 2.83% |
$4.37K - $4.89K
|
16.4K
$193K
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
320+ 2.35% |
$3.1K - $3.47K
|
14K
$165K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
313+ 17.64% |
$3.03K - $3.39K
|
2.09K
$24.7K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
305+ 0.85% |
$2.95K - $3.31K
|
36K
$425K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
304New |
$2.94K - $3.3K
|
304
$3.59K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
239+ 171.94% |
$2.31K - $2.59K
|
378
$4.47K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
223+ 60.6% |
$2.16K - $2.42K
|
591
$6.99K
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
216+ 0.65% |
$2.09K - $2.34K
|
33.2K
$393K
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
183+ 1.73% |
$1.77K - $1.98K
|
10.8K
$127K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
165+ 0.67% |
$1.6K - $1.79K
|
24.6K
$291K
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
157+ 0.07% |
$1.52K - $1.7K
|
226K
$2.68M
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
154New |
$1.49K - $1.67K
|
154
$1.82K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
136New |
$1.32K - $1.47K
|
136
$1.61K
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
123+ 74.1% |
$1.19K - $1.33K
|
289
$3.42K
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
105+ 0.24% |
$1.02K - $1.14K
|
44.4K
$525K
|