Latest Institutional Transactions on Takeda Pharmaceutical CO LTD (TAK)
This table provides information on the latest institutional transactions involving Takeda Pharmaceutical CO LTD (TAK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-142- 14.4% |
$1.95K - $2.2K
|
844
$12.3K
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.74K+ 3.53% |
$106K - $120K
|
227K
$3.32M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
9.18K+ 10.61% |
$126K - $142K
|
95.7K
$1.4M
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
1.6K+ 13.62% |
$22K - $24.8K
|
13.4K
$196K
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-270- 0.26% |
$3.7K - $4.17K
|
103K
$1.51M
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
13.3K+ 120.76% |
$182K - $205K
|
24.3K
$355K
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
15New |
$206 - $232
|
15
$219
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
521+ 126.15% |
$7.14K - $8.05K
|
934
$13.7K
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6+ 0.65% |
$82.3 - $92.8
|
926
$13.5K
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.89K+ 10.39% |
$25.9K - $29.2K
|
20.1K
$294K
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
139KNew |
$1.91M - $2.15M
|
139K
$2.04M
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.2KNew |
$140K - $158K
|
10.2K
$150K
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.53K+ 8063.16% |
$21K - $23.7K
|
1.55K
$22.7K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.15K+ 3.87% |
$29.4K - $33.2K
|
57.6K
$843K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.3K- 1.27% |
$155K - $175K
|
880K
$12.9M
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-40- 27.59% |
$548 - $618
|
105
$1.54K
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.38K+ 6.1% |
$32.6K - $36.7K
|
41.3K
$605K
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-20.7K- 11.15% |
$284K - $320K
|
165K
$2.41M
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
920+ 7.76% |
$12.6K - $14.2K
|
12.8K
$187K
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
47.9K+ 21.83% |
$657K - $741K
|
267K
$3.91M
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-22.4K- 19.58% |
$307K - $346K
|
91.9K
$1.34M
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
32.8K+ 10.04% |
$450K - $507K
|
359K
$5.26M
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
11KNew |
$150K - $169K
|
11K
$160K
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
235New |
$3.22K - $3.63K
|
235
$3.44K
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13KNew |
$178K - $200K
|
13K
$189K
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
41New |
$562 - $634
|
41
$600
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
11.4KNew |
$156K - $176K
|
11.4K
$166K
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.08K- 8.37% |
$28.4K - $32.1K
|
22.7K
$332K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-161- 95.83% |
$2.21K - $2.49K
|
7
$102
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
35.7K+ 327.67% |
$489K - $552K
|
46.6K
$681K
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.11K+ 39.69% |
$15.2K - $17.2K
|
3.91K
$57.2K
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.88K+ 26.45% |
$39.5K - $44.5K
|
13.8K
$201K
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
16KNew |
$219K - $247K
|
16K
$234K
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
499+ 2.15% |
$6.84K - $7.71K
|
23.7K
$347K
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
46K+ 29.39% |
$630K - $711K
|
202K
$2.96M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-596- 8.03% |
$8.17K - $9.21K
|
6.82K
$99.8K
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
715+ 3.35% |
$9.8K - $11.1K
|
22.1K
$323K
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
450New |
$6.17K - $6.96K
|
450
$6.58K
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.53K+ 8.45% |
$34.6K - $39K
|
32.4K
$474K
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.41K+ 29.14% |
$46.8K - $52.7K
|
15.1K
$221K
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-2.15K- 6.2% |
$29.5K - $33.3K
|
32.5K
$476K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-317- 2.98% |
$4.35K - $4.9K
|
10.3K
$151K
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
47.8KNew |
$655K - $738K
|
47.8K
$699K
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
213New |
$2.92K - $3.29K
|
213
$3.12K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.56K- 62.08% |
$21.3K - $24.1K
|
951
$13.9K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.38K+ 45.07% |
$60.1K - $67.8K
|
14.1K
$206K
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-1.94K- 9.79% |
$26.6K - $30K
|
17.9K
$262K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
125+ 15.47% |
$1.71K - $1.93K
|
933
$13.6K
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
376New |
$5.15K - $5.81K
|
376
$5.5K
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
12.6KNew |
$172K - $194K
|
12.6K
$184K
|