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 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
282New |
$2.81K - $3.45K
|
282
$3.57K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
270+ 1.68% |
$2.69K - $3.3K
|
16.3K
$207K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
216+ 0.23% |
$2.15K - $2.64K
|
93K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
190+ 2.76% |
$1.89K - $2.32K
|
7.07K
$89.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
182+ 1.55% |
$1.81K - $2.23K
|
11.9K
$151K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
182+ 0.08% |
$1.81K - $2.23K
|
234K
$2.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
171New |
$1.7K - $2.09K
|
171
$2.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
158New |
$1.57K - $1.93K
|
158
$2K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
152+ 104.83% |
$1.51K - $1.86K
|
297
$3.76K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
145New |
$1.44K - $1.77K
|
145
$1.84K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
136New |
$1.35K - $1.66K
|
136
$1.72K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
112New |
$1.11K - $1.37K
|
112
$1.42K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
86+ 14.48% |
$856 - $1.05K
|
680
$8.62K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
80+ 2.3% |
$796 - $978
|
3.56K
$45.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
65+ 4.88% |
$647 - $795
|
1.4K
$17.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
32+ 0.14% |
$318 - $391
|
22.3K
$283K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
28+ 1.07% |
$279 - $342
|
2.65K
$33.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
28+ 0.07% |
$279 - $342
|
38.3K
$485K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
6+ 0.01% |
$59.7 - $73.4
|
44.5K
$564K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$49.8 - $61.2
|
5
$63.4
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 1.26% |
$29.8 - $36.7
|
242
$3.07K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.44% |
$19.9 - $24.5
|
459
$5.82K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-5- 0.04% |
$49.8 - $61.2
|
12K
$152K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-21- 0.09% |
$209 - $257
|
23K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-34- 0.11% |
$338 - $416
|
30.1K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-42- 22.22% |
$418 - $514
|
147
$1.86K
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-50- 0.1% |
$497 - $612
|
47.6K
$603K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-54- 0.26% |
$537 - $660
|
20.3K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-105- 0.57% |
$1.04K - $1.28K
|
18.3K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-125- 0.63% |
$1.24K - $1.53K
|
19.9K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-133- 1.24% |
$1.32K - $1.63K
|
10.6K
$135K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-150- 0.57% |
$1.49K - $1.83K
|
26K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-250- 0.56% |
$2.49K - $3.06K
|
44.2K
$560K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-271- 5.03% |
$2.7K - $3.31K
|
5.12K
$64.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-382- 45.8% |
$3.8K - $4.67K
|
452
$5.73K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-383- 47.17% |
$3.81K - $4.68K
|
429
$5.44K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-415- 26.59% |
$4.13K - $5.08K
|
1.15K
$14.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-449- 0.38% |
$4.47K - $5.49K
|
118K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-528- 4.34% |
$5.25K - $6.46K
|
11.6K
$147K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-564- 3.49% |
$5.61K - $6.9K
|
15.6K
$197K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-590- 2.98% |
$5.87K - $7.22K
|
19.2K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-649- 2.08% |
$6.46K - $7.94K
|
30.6K
$388K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-700- 1.07% |
$6.96K - $8.56K
|
64.8K
$821K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-787- 2.96% |
$7.83K - $9.63K
|
25.8K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-800- 2.38% |
$7.96K - $9.78K
|
32.8K
$416K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-802- 0.11% |
$7.98K - $9.81K
|
732K
$9.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-833- 0.1% |
$8.29K - $10.2K
|
871K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-927- 2.27% |
$9.22K - $11.3K
|
40K
$507K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-980- 98.0% |
$9.75K - $12K
|
20
$253
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.06K- 20.63% |
$10.5K - $12.9K
|
4.06K
$51.4K
|