Purchases and Sales Made in Q3 2024 in Mitsubishi Ufj Financial Group Inc (MUFG)
This table provides information about the institutional ownership of Mitsubishi Ufj Financial Group Inc (MUFG) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.23K+ 24.64% |
$11.4K - $14.3K
|
6.21K
$73.4K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.22KNew |
$11.3K - $14.2K
|
1.22K
$14.5K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.21KNew |
$11.2K - $14K
|
1.21K
$14.2K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.04K+ 2.24% |
$9.61K - $12K
|
47.4K
$560K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
968+ 8.98% |
$8.97K - $11.2K
|
11.7K
$139K
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
949+ 4.88% |
$8.8K - $11K
|
20.4K
$241K
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
946+ 5.67% |
$8.77K - $11K
|
17.6K
$208K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
938+ 1.94% |
$8.7K - $10.9K
|
49.2K
$582K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
923+ 0.71% |
$8.56K - $10.7K
|
131K
$1.55M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
916+ 13.72% |
$8.49K - $10.6K
|
7.59K
$89.7K
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
890+ 0.32% |
$8.25K - $10.3K
|
279K
$3.29M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
888+ 4.22% |
$8.23K - $10.3K
|
21.9K
$259K
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
843+ 1.39% |
$7.81K - $9.8K
|
61.4K
$726K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
812New |
$7.53K - $9.44K
|
812
$9.6K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
770+ 12.69% |
$7.14K - $8.95K
|
6.84K
$80.8K
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
731+ 7.27% |
$6.78K - $8.49K
|
10.8K
$127K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
693+ 10.92% |
$6.42K - $8.05K
|
7.04K
$83.2K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
668+ 123.93% |
$6.19K - $7.76K
|
1.21K
$14.3K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
631+ 0.55% |
$5.85K - $7.33K
|
116K
$1.37M
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
620+ 3.23% |
$5.75K - $7.2K
|
19.8K
$234K
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
594New |
$5.51K - $6.9K
|
594
$7.02K
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
581+ 4.66% |
$5.39K - $6.75K
|
13.1K
$154K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
575+ 9.12% |
$5.33K - $6.68K
|
6.88K
$81.3K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
565+ 5.05% |
$5.24K - $6.57K
|
11.7K
$139K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
554+ 91.72% |
$5.14K - $6.44K
|
1.16K
$13.7K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
484New |
$4.49K - $5.62K
|
484
$5.72K
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
472+ 0.23% |
$4.38K - $5.48K
|
203K
$2.4M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
470New |
$4.36K - $5.46K
|
470
$5.56K
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
456+ 1.21% |
$4.23K - $5.3K
|
38.2K
$452K
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
403+ 2.05% |
$3.74K - $4.68K
|
20.1K
$237K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
384New |
$3.56K - $4.46K
|
384
$4.54K
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
357+ 2.56% |
$3.31K - $4.15K
|
14.3K
$169K
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
351+ 1.18% |
$3.25K - $4.08K
|
30.1K
$356K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
345New |
$3.2K - $4.01K
|
345
$4.08K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
339New |
$3.14K - $3.94K
|
339
$4.01K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
331+ 1.68% |
$3.07K - $3.85K
|
20K
$236K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
313+ 2.02% |
$2.9K - $3.64K
|
15.8K
$186K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
305+ 0.83% |
$2.83K - $3.54K
|
37.2K
$440K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
291+ 0.12% |
$2.7K - $3.38K
|
235K
$2.78M
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
287+ 1.6% |
$2.66K - $3.33K
|
18.3K
$216K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
257+ 5.58% |
$2.38K - $2.99K
|
4.87K
$57.5K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
239New |
$2.22K - $2.78K
|
239
$2.82K
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
238+ 0.84% |
$2.21K - $2.77K
|
28.5K
$337K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
233+ 1.72% |
$2.16K - $2.71K
|
13.8K
$163K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
210New |
$1.95K - $2.44K
|
210
$2.48K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
186New |
$1.72K - $2.16K
|
186
$2.2K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
179+ 3.63% |
$1.66K - $2.08K
|
5.12K
$60.5K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
176+ 35.56% |
$1.63K - $2.05K
|
671
$7.93K
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
168+ 58.13% |
$1.56K - $1.95K
|
457
$5.4K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
148New |
$1.37K - $1.72K
|
148
$1.75K
|