Purchases and Sales Made in Q4 2024 in Mitsubishi Ufj Financial Group Inc (MUFG)
This table provides information about the institutional ownership of Mitsubishi Ufj Financial Group Inc (MUFG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
928KNew |
$9.24M - $11.4M
|
928K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
242K+ 4.23% |
$2.4M - $2.96M
|
5.95M
$75.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
70.2KNew |
$698K - $858K
|
70.2K
$894K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
38.1K+ 46.12% |
$379K - $466K
|
121K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
36KNew |
$359K - $441K
|
36K
$459K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27K+ 21.5% |
$269K - $331K
|
153K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
24KNew |
$239K - $294K
|
24K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
22.5K+ 25.04% |
$224K - $275K
|
112K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
20.9KNew |
$208K - $255K
|
20.9K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
16.6KNew |
$165K - $203K
|
16.6K
$211K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
14.9KNew |
$148K - $182K
|
14.9K
$189K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.4K+ 21.28% |
$133K - $164K
|
76.3K
$973K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13KNew |
$130K - $160K
|
13K
$166K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
12.1KNew |
$120K - $148K
|
12.1K
$154K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
11.7KNew |
$116K - $143K
|
11.7K
$149K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
10.1KNew |
$101K - $124K
|
10.1K
$129K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
10.1KNew |
$100K - $123K
|
10.1K
$128K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.45KNew |
$94.1K - $116K
|
9.45K
$120K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9.06K+ 15.17% |
$90.1K - $111K
|
68.8K
$876K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.85K+ 9.5% |
$88.1K - $108K
|
102K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
8.48K+ 26.11% |
$84.3K - $104K
|
40.9K
$521K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.16K+ 0.94% |
$81.1K - $99.7K
|
874K
$11.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.99K+ 28.26% |
$79.5K - $97.7K
|
36.3K
$462K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
7.82K+ 10.06% |
$77.8K - $95.6K
|
85.6K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.63K+ 10.05% |
$75.9K - $93.3K
|
83.5K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
7.17K+ 5.53% |
$71.3K - $87.6K
|
137K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
6.24K+ 18.8% |
$62.1K - $76.4K
|
39.5K
$503K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
6.04KNew |
$60.1K - $73.9K
|
6.04K
$76.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
5.57K+ 39.03% |
$55.4K - $68.1K
|
19.8K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
4.88K+ 48.28% |
$48.5K - $59.6K
|
15K
$191K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.76K+ 23.74% |
$47.4K - $58.3K
|
24.8K
$316K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.65K+ 17.53% |
$46.3K - $56.9K
|
31.2K
$397K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.24K+ 4.04% |
$42.2K - $51.9K
|
109K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.24K+ 16.55% |
$42.2K - $51.8K
|
29.9K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
4.06K+ 14.22% |
$40.4K - $49.6K
|
32.6K
$415K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.87K+ 31.82% |
$38.5K - $47.4K
|
16K
$204K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.82K+ 55.82% |
$38K - $46.7K
|
10.7K
$136K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
2.88K+ 6.91% |
$28.6K - $35.2K
|
44.5K
$567K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.32K+ 17.02% |
$23K - $28.3K
|
15.9K
$203K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.23K+ 16.07% |
$22.2K - $27.3K
|
16.1K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.02K+ 15.29% |
$20.1K - $24.7K
|
15.2K
$194K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.58KNew |
$15.8K - $19.4K
|
1.58K
$20.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.54K+ 1.42% |
$15.3K - $18.8K
|
109K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.51K+ 14.0% |
$15K - $18.5K
|
12.3K
$157K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.5K+ 8.2% |
$14.9K - $18.3K
|
19.7K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.48K+ 1.7% |
$14.8K - $18.1K
|
88.8K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.39KNew |
$13.8K - $17K
|
1.39K
$17.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.37K+ 0.9% |
$13.6K - $16.7K
|
153K
$1.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.19K+ 7.69% |
$11.9K - $14.6K
|
16.7K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
980+ 4900.0% |
$9.75K - $12K
|
1K
$12.7K
|