Purchases and Sales Made in Q4 2023 in Uber Technologies, Inc (UBER)
This table provides information about the institutional ownership of Uber Technologies, Inc (UBER) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-465- 5.29% |
$18.9K - $29.4K
|
8.33K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-469- 26.42% |
$19.1K - $29.7K
|
1.31K
$79.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-510- 6.55% |
$20.7K - $32.3K
|
7.28K
$442K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-511- 2.08% |
$20.8K - $32.3K
|
24.1K
$1.46M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-522- 6.89% |
$21.2K - $33K
|
7.05K
$428K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-524- 10.61% |
$21.3K - $33.2K
|
4.42K
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-527- 43.09% |
$21.4K - $33.3K
|
696
$42.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-529- 1.78% |
$21.5K - $33.5K
|
29.2K
$1.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-530- 10.34% |
$21.5K - $33.5K
|
4.6K
$279K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-540- 6.64% |
$21.9K - $34.2K
|
7.59K
$461K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-566- 4.33% |
$23K - $35.8K
|
12.5K
$759K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-588- 0.41% |
$23.9K - $37.2K
|
143K
$8.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-601- 1.47% |
$24.4K - $38K
|
40.3K
$2.45M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-611- 0.99% |
$24.8K - $38.7K
|
60.9K
$3.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-617- 12.98% |
$25.1K - $39K
|
4.14K
$251K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-639- 13.64% |
$26K - $40.4K
|
4.05K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-662- 11.82% |
$26.9K - $41.9K
|
4.94K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-676- 2.15% |
$27.5K - $42.8K
|
30.7K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-700- 7.29% |
$28.4K - $44.3K
|
8.9K
$540K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-709- 6.33% |
$28.8K - $44.9K
|
10.5K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-719- 7.94% |
$29.2K - $45.5K
|
8.34K
$507K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-721- 8.25% |
$29.3K - $45.6K
|
8.02K
$487K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-756- 15.09% |
$30.7K - $47.8K
|
4.25K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-765- 11.66% |
$31.1K - $48.4K
|
5.8K
$352K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-819- 53.49% |
$33.3K - $51.8K
|
712
$43.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-824- 8.7% |
$33.5K - $52.1K
|
8.65K
$525K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-883- 15.58% |
$35.9K - $55.9K
|
4.78K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-886- 19.88% |
$36K - $56.1K
|
3.57K
$217K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-891- 5.37% |
$36.2K - $56.4K
|
15.7K
$954K
|
|
|
Feb 14, 2024
Q4 2023
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-900- 12.95% |
$36.6K - $57K
|
6.05K
$367K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-915- 13.14% |
$37.2K - $57.9K
|
6.05K
$367K
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-920- 6.84% |
$37.4K - $58.2K
|
12.5K
$762K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-930- 65.72% |
$37.8K - $58.9K
|
485
$29.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-942- 47.41% |
$38.3K - $59.6K
|
1.05K
$63.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-944- 13.38% |
$38.3K - $59.7K
|
6.11K
$371K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-950- 3.37% |
$38.6K - $60.1K
|
27.3K
$1.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-952- 1.63% |
$38.7K - $60.2K
|
57.3K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-990- 5.29% |
$40.2K - $62.6K
|
17.7K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1K- 22.2% |
$40.6K - $63.3K
|
3.51K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.01K- 7.45% |
$41.2K - $64.2K
|
12.6K
$765K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.06K- 14.83% |
$42.9K - $66.8K
|
6.06K
$368K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 1.92% |
$43.1K - $67.1K
|
54K
$3.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.07K- 6.65% |
$43.5K - $67.8K
|
15K
$913K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-1.08K- 4.22% |
$44K - $68.5K
|
24.6K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.08K- 5.6% |
$44K - $68.6K
|
18.3K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
SELL
|
- |
-1.1K- 18.97% |
$44.7K - $69.6K
|
4.7K
$285K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-1.1K- 7.66% |
$44.7K - $69.6K
|
13.3K
$805K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.1K- 4.75% |
$44.8K - $69.7K
|
22.1K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.11K- 7.76% |
$45K - $70.2K
|
13.2K
$801K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.11K- 83.35% |
$45.1K - $70.3K
|
222
$13.5K
|