Latest Institutional Transactions on Uber Technologies, Inc (UBER)
This table provides information on the latest institutional transactions involving Uber Technologies, Inc (UBER) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
320+ 0.25% |
$20.2K - $26.1K
|
128K
$12.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
6.28K+ 2.4% |
$397K - $512K
|
268K
$25.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.66K+ 39.57% |
$168K - $217K
|
9.38K
$906K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 5.48% |
$253 - $326
|
77
$7.44K
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
34.5K+ 4.56% |
$2.18M - $2.81M
|
791K
$76.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
3.14K+ 3.8% |
$198K - $256K
|
85.8K
$8.29M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.19K+ 62.06% |
$264K - $341K
|
10.9K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
465New |
$29.4K - $37.9K
|
465
$44.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.14K+ 15.81% |
$72.2K - $93.1K
|
8.37K
$809K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
3.07KNew |
$194K - $250K
|
3.07K
$296K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
8New |
$505 - $652
|
8
$773
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
48New |
$3.03K - $3.91K
|
48
$4.64K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.6K+ 51.36% |
$227K - $293K
|
10.6K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
7.09KNew |
$448K - $577K
|
7.09K
$685K
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
360+ 0.53% |
$22.7K - $29.3K
|
68K
$6.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
899+ 14.96% |
$56.8K - $73.3K
|
6.91K
$668K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.76KNew |
$174K - $225K
|
2.76K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
353+ 7.56% |
$22.3K - $28.8K
|
5.03K
$486K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.64K- 1.82% |
$293K - $378K
|
251K
$24.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
47.7K+ 21.28% |
$3.01M - $3.89M
|
272K
$26.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
619+ 4.9% |
$39.1K - $50.4K
|
13.3K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
300+ 2.63% |
$19K - $24.4K
|
11.7K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
27.7KNew |
$1.75M - $2.26M
|
27.7K
$2.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
37+ 9.89% |
$2.34K - $3.02K
|
411
$39.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.94KNew |
$186K - $239K
|
2.94K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
566+ 5.46% |
$35.8K - $46.1K
|
10.9K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
396+ 15.88% |
$25K - $32.3K
|
2.89K
$279K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
30+ 18.63% |
$1.9K - $2.44K
|
191
$18.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
7.77K+ 115.53% |
$491K - $633K
|
14.5K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
63+ 108.62% |
$3.98K - $5.13K
|
121
$11.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
964+ 6.3% |
$60.9K - $78.6K
|
16.3K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.34K+ 199.25% |
$84.3K - $109K
|
2.01K
$194K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
108New |
$6.82K - $8.8K
|
108
$10.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
47.4K+ 52.25% |
$3M - $3.86M
|
138K
$13.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.62KNew |
$229K - $295K
|
3.62K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.24K+ 56.42% |
$268K - $345K
|
11.7K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.92K- 1.41% |
$248K - $320K
|
274K
$26.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.66K- 36.12% |
$168K - $216K
|
4.7K
$454K
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
22.1KNew |
$1.39M - $1.8M
|
22.1K
$2.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
19.6K+ 11.28% |
$1.23M - $1.59M
|
193K
$18.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
118+ 12.37% |
$7.45K - $9.62K
|
1.07K
$104K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-273K- 43.59% |
$17.2M - $22.3M
|
353K
$34.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
2.26K+ 37.23% |
$143K - $184K
|
8.34K
$806K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
105KNew |
$6.65M - $8.58M
|
105K
$10.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
4.4K+ 12.08% |
$278K - $359K
|
40.9K
$3.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
208KNew |
$13.1M - $16.9M
|
208K
$20.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
899+ 8.87% |
$56.8K - $73.3K
|
11K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-190- 14.47% |
$12K - $15.5K
|
1.12K
$109K
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-8.43K- 1.98% |
$532K - $687K
|
418K
$40.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-15.4K- 8.49% |
$975K - $1.26M
|
166K
$16.1M
|