Purchases and Sales Made in Q2 2024 in Uber Technologies, Inc (UBER)
This table provides information about the institutional ownership of Uber Technologies, Inc (UBER) during Q2 2024. The information is specifically focused on institutions that hold shares of Uber Technologies, Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
51+ 46.36% |
$3.24K - $3.94K
|
161
$9.78K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
51+ 0.62% |
$3.24K - $3.94K
|
8.25K
$501K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
50+ 1.01% |
$3.18K - $3.86K
|
5.01K
$304K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
49+ 34.03% |
$3.11K - $3.78K
|
193
$11.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
47+ 2.39% |
$2.99K - $3.63K
|
2.01K
$122K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
44+ 0.37% |
$2.79K - $3.4K
|
11.8K
$717K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
41+ 0.62% |
$2.6K - $3.16K
|
6.64K
$403K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
40+ 1.38% |
$2.54K - $3.09K
|
2.94K
$179K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
40+ 1.32% |
$2.54K - $3.09K
|
3.07K
$186K
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
40+ 0.75% |
$2.54K - $3.09K
|
5.38K
$326K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
39+ 66.1% |
$2.48K - $3.01K
|
98
$5.95K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
39New |
$2.48K - $3.01K
|
39
$2.37K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
34+ 23.61% |
$2.16K - $2.62K
|
178
$10.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
32+ 1.31% |
$2.03K - $2.47K
|
2.48K
$150K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30+ 3.46% |
$1.91K - $2.31K
|
898
$54.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
28+ 4.32% |
$1.78K - $2.16K
|
676
$41.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27+ 4.96% |
$1.72K - $2.08K
|
571
$34.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27+ 3.13% |
$1.72K - $2.08K
|
891
$54.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
25+ 0.32% |
$1.59K - $1.93K
|
7.75K
$470K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
24+ 2.15% |
$1.52K - $1.85K
|
1.14K
$69.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
23New |
$1.46K - $1.77K
|
23
$1.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
21+ 9.33% |
$1.33K - $1.62K
|
246
$14.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 10.99% |
$1.27K - $1.54K
|
202
$12.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
14+ 0.39% |
$889 - $1.08K
|
3.62K
$220K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
14New |
$889 - $1.08K
|
14
$850
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
14+ 0.34% |
$889 - $1.08K
|
4.09K
$249K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
12+ 0.05% |
$762 - $926
|
24.3K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
12+ 1.79% |
$762 - $926
|
682
$41.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11+ 3.36% |
$699 - $849
|
338
$20.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 1.47% |
$699 - $849
|
761
$46.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
10New |
$635 - $772
|
10
$607
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
10+ 0.02% |
$635 - $772
|
65.9K
$4M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9+ 21.43% |
$572 - $694
|
51
$3.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
8+ 47.06% |
$508 - $617
|
25
$1.52K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
7+ 0.2% |
$445 - $540
|
3.45K
$209K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
5New |
$318 - $386
|
5
$304
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
5+ 0.06% |
$318 - $386
|
8.41K
$511K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5+ 0.11% |
$318 - $386
|
4.56K
$277K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
5+ 0.11% |
$318 - $386
|
4.52K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 31.25% |
$318 - $386
|
21
$1.28K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
5New |
$318 - $386
|
5
$304
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
3+ 0.05% |
$191 - $231
|
6.26K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.04% |
$127 - $154
|
4.98K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1- 0.05% |
$63.5 - $77.2
|
1.84K
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2- 0.03% |
$127 - $154
|
5.9K
$358K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 0.24% |
$191 - $231
|
1.26K
$76.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3- 5.45% |
$191 - $231
|
52
$3.16K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-3- 0.03% |
$191 - $231
|
9.36K
$569K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-4- 0.06% |
$254 - $309
|
6.3K
$383K
|