Purchases and Sales Made in Q2 2025 in Mitsubishi Ufj Financial Group Inc (MUFG)
This table provides information about the institutional ownership of Mitsubishi Ufj Financial Group Inc (MUFG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.53K+ 6.3% |
$48.9K - $64.1K
|
76.5K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.5K+ 1.27% |
$48.6K - $63.6K
|
360K
$5.51M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.41K+ 2464.25% |
$47.6K - $62.4K
|
4.59K
$70.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.21K+ 3.77% |
$45.4K - $59.5K
|
116K
$1.77M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
4.07K+ 4.42% |
$43.9K - $57.5K
|
96.2K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.93KNew |
$42.4K - $55.5K
|
3.93K
$60.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.74K+ 8.38% |
$40.3K - $52.9K
|
48.3K
$741K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
3.69K+ 18.13% |
$39.8K - $52.2K
|
24K
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.67K+ 34.43% |
$39.6K - $51.9K
|
14.3K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.61K+ 2.47% |
$38.9K - $51K
|
150K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.37K+ 22.01% |
$36.3K - $47.6K
|
18.7K
$286K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.36K+ 2.37% |
$36.3K - $47.5K
|
145K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
3.25K+ 1.5% |
$35.1K - $46K
|
220K
$3.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.21K+ 30.09% |
$34.6K - $45.4K
|
13.9K
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
3.04K+ 18.4% |
$32.8K - $43K
|
19.6K
$300K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3K+ 100.0% |
$32.4K - $42.4K
|
6K
$91.9K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.98K+ 12.84% |
$32.2K - $42.2K
|
26.2K
$401K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
2.96K+ 0.84% |
$32K - $41.9K
|
355K
$5.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
2.81K+ 7.96% |
$30.3K - $39.7K
|
38.1K
$584K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.71K+ 6.16% |
$29.2K - $38.3K
|
46.7K
$715K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.61KNew |
$28.2K - $36.9K
|
2.61K
$40K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.61K+ 1.91% |
$28.1K - $36.9K
|
139K
$2.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.6K+ 11.61% |
$28K - $36.7K
|
24.9K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.55K+ 1.29% |
$27.5K - $36.1K
|
201K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.46K+ 33.71% |
$26.5K - $34.7K
|
9.74K
$149K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.39KNew |
$25.8K - $33.8K
|
2.39K
$36.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.34K+ 15.44% |
$25.3K - $33.1K
|
17.5K
$268K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2.31K+ 162.55% |
$24.9K - $32.6K
|
3.72K
$57K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.29K+ 0.3% |
$24.7K - $32.4K
|
778K
$11.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.27K+ 4.61% |
$24.5K - $32K
|
51.4K
$788K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.23KNew |
$24K - $31.5K
|
2.23K
$34.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.12K+ 1.07% |
$22.9K - $30K
|
201K
$3.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.01K+ 49.43% |
$21.7K - $28.4K
|
6.07K
$92.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.88K+ 17.28% |
$20.3K - $26.6K
|
12.8K
$196K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.83K+ 12.86% |
$19.8K - $25.9K
|
16.1K
$246K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.83K+ 13.28% |
$19.8K - $25.9K
|
15.6K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.5K+ 2.88% |
$16.2K - $21.2K
|
53.5K
$819K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.42K+ 1.7% |
$15.3K - $20.1K
|
84.6K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.34K+ 9.96% |
$14.5K - $19K
|
14.8K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.22K+ 14.4% |
$13.1K - $17.2K
|
9.68K
$148K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.15K+ 2.36% |
$12.4K - $16.3K
|
50K
$765K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.14KNew |
$12.2K - $16K
|
1.14K
$17.4K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.11K+ 6.19% |
$11.9K - $15.7K
|
19K
$291K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.06K+ 4.62% |
$11.4K - $14.9K
|
23.9K
$367K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
935+ 1.1% |
$10.1K - $13.2K
|
85.6K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
930+ 6.86% |
$10K - $13.2K
|
14.5K
$222K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
925New |
$9.98K - $13.1K
|
925
$14.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
921+ 4.28% |
$9.94K - $13K
|
22.5K
$344K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
883+ 7.2% |
$9.53K - $12.5K
|
13.1K
$201K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
871+ 18.18% |
$9.4K - $12.3K
|
5.66K
$86.7K
|