Purchases and Sales Made in Q4 2024 in Uber Technologies, Inc (UBER)
This table provides information about the institutional ownership of Uber Technologies, Inc (UBER) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
423+ 14.28% |
$25.4K - $36.5K
|
3.39K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
422+ 8.18% |
$25.3K - $36.4K
|
5.58K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
420+ 4.63% |
$25.2K - $36.3K
|
9.49K
$707K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
420+ 11.07% |
$25.2K - $36.3K
|
4.21K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
409+ 1.42% |
$24.5K - $35.3K
|
29.2K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
405+ 25.34% |
$24.3K - $35K
|
2K
$149K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
403New |
$24.2K - $34.8K
|
403
$30K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
403+ 0.32% |
$24.2K - $34.8K
|
125K
$9.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
400+ 3.81% |
$24K - $34.5K
|
10.9K
$810K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
400+ 88.11% |
$24K - $34.5K
|
854
$63.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
400+ 8.7% |
$24K - $34.5K
|
5K
$372K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
385+ 0.24% |
$23.1K - $33.2K
|
164K
$12.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
383+ 11.68% |
$23K - $33.1K
|
3.66K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
375+ 7.67% |
$22.5K - $32.4K
|
5.27K
$392K
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
375+ 0.24% |
$22.5K - $32.4K
|
154K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
374New |
$22.4K - $32.3K
|
374
$27.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
373+ 5.08% |
$22.4K - $32.2K
|
7.71K
$574K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
368+ 5.29% |
$22.1K - $31.8K
|
7.33K
$545K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
366+ 0.67% |
$21.9K - $31.6K
|
54.7K
$4.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
360+ 10.63% |
$21.6K - $31.1K
|
3.75K
$279K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
354+ 39.42% |
$21.2K - $30.6K
|
1.25K
$93.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
350New |
$21K - $30.2K
|
350
$26.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
346New |
$20.7K - $29.9K
|
346
$25.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
342+ 8.74% |
$20.5K - $29.5K
|
4.25K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
342+ 7.34% |
$20.5K - $29.5K
|
5K
$372K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
335+ 2.74% |
$20.1K - $28.9K
|
12.6K
$935K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
325+ 2.01% |
$19.5K - $28.1K
|
16.5K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
325+ 0.48% |
$19.5K - $28.1K
|
67.4K
$5.02M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
315+ 0.17% |
$18.9K - $27.2K
|
184K
$13.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
308+ 0.98% |
$18.5K - $26.6K
|
31.9K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
306+ 11.6% |
$18.3K - $26.4K
|
2.94K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
304+ 4.63% |
$18.2K - $26.2K
|
6.87K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
BUY
|
- |
300+ 0.73% |
$18K - $25.9K
|
41.6K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
300+ 5.82% |
$18K - $25.9K
|
5.46K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
300+ 60.0% |
$18K - $25.9K
|
800
$59.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
299+ 16.81% |
$17.9K - $25.8K
|
2.08K
$155K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
296+ 435.29% |
$17.7K - $25.6K
|
364
$27.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
293+ 6.3% |
$17.6K - $25.3K
|
4.94K
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
285+ 8.5% |
$17.1K - $24.6K
|
3.64K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
277+ 2.67% |
$16.6K - $23.9K
|
10.7K
$794K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
274+ 1.84% |
$16.4K - $23.7K
|
15.1K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
273+ 0.41% |
$16.4K - $23.6K
|
66.9K
$4.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
268New |
$16.1K - $23.1K
|
268
$19.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
266+ 3.58% |
$15.9K - $23K
|
7.7K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
261+ 7.88% |
$15.6K - $22.5K
|
3.57K
$266K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
250+ 2.12% |
$15K - $21.6K
|
12K
$895K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
244+ 3.77% |
$14.6K - $21.1K
|
6.72K
$500K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
241+ 6.55% |
$14.4K - $20.8K
|
3.92K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
237+ 3.39% |
$14.2K - $20.5K
|
7.23K
$538K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
225+ 1.07% |
$13.5K - $19.4K
|
21.2K
$1.58M
|