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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
110+ 0.84% |
$1.19K - $1.56K
|
13.3K
$203K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
100+ 9.09% |
$1.08K - $1.41K
|
1.2K
$18.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
97+ 88.99% |
$1.05K - $1.37K
|
206
$3.16K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
82New |
$885 - $1.16K
|
82
$1.26K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
77+ 1.27% |
$831 - $1.09K
|
6.15K
$94.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
56New |
$604 - $792
|
56
$858
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
54+ 0.01% |
$583 - $764
|
401K
$6.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
44+ 3.41% |
$475 - $622
|
1.33K
$20.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
39+ 3.32% |
$421 - $551
|
1.21K
$18.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
27New |
$291 - $382
|
27
$414
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 20.0% |
$281 - $368
|
156
$2.39K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 1.35% |
$119 - $156
|
824
$12.6K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10New |
$108 - $141
|
10
$153
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.13% |
$10.8 - $14.1
|
745
$11.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-53- 0.41% |
$572 - $749
|
12.9K
$198K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-59- 0.41% |
$637 - $834
|
14.4K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-71- 7.27% |
$766 - $1K
|
906
$13.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-82- 0.29% |
$885 - $1.16K
|
28.3K
$433K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-91- 0.43% |
$982 - $1.29K
|
20.8K
$319K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-98- 21.35% |
$1.06K - $1.39K
|
361
$5.53K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-118- 0.3% |
$1.27K - $1.67K
|
39.6K
$606K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-128- 0.64% |
$1.38K - $1.81K
|
19.7K
$302K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-129- 1.22% |
$1.39K - $1.82K
|
10.4K
$160K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-137- 0.52% |
$1.48K - $1.94K
|
26.3K
$404K
|
|
|
Aug 12, 2025
Q2 2025
|
Windward Capital Management CO
|
SELL
|
- |
-149- 0.78% |
$1.61K - $2.11K
|
18.9K
$290K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-149- 0.8% |
$1.61K - $2.11K
|
18.4K
$282K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-158- 85.41% |
$1.7K - $2.23K
|
27
$414
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-167- 0.39% |
$1.8K - $2.36K
|
43.1K
$661K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-187- 14.92% |
$2.02K - $2.64K
|
1.07K
$16.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-203- 1.51% |
$2.19K - $2.87K
|
13.2K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-209- 0.04% |
$2.26K - $2.96K
|
574K
$8.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-215- 6.03% |
$2.32K - $3.04K
|
3.35K
$51.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-235- 0.08% |
$2.54K - $3.32K
|
298K
$4.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-236- 1.11% |
$2.55K - $3.34K
|
21K
$322K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-242- 2.06% |
$2.61K - $3.42K
|
11.5K
$177K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-248- 1.42% |
$2.68K - $3.51K
|
17.2K
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-255- 6.21% |
$2.75K - $3.61K
|
3.85K
$59K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-272- 25.68% |
$2.93K - $3.85K
|
787
$12.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-278- 1.7% |
$3K - $3.93K
|
16.1K
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-286- 0.58% |
$3.09K - $4.04K
|
49.4K
$757K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-310- 5.55% |
$3.34K - $4.38K
|
5.28K
$80.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-371- 0.05% |
$4K - $5.25K
|
805K
$12.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-373- 1.27% |
$4.02K - $5.27K
|
28.9K
$443K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-380- 14.43% |
$4.1K - $5.37K
|
2.25K
$34.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-381- 1.24% |
$4.11K - $5.39K
|
30.4K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-383- 2.69% |
$4.13K - $5.42K
|
13.9K
$212K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-412- 0.9% |
$4.45K - $5.83K
|
45.6K
$699K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-417- 2.79% |
$4.5K - $5.9K
|
14.5K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-420- 0.37% |
$4.53K - $5.94K
|
114K
$1.75M
|