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 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
679+ 23.81% |
$40.7K - $58.6K
|
3.53K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
663+ 18.66% |
$39.7K - $57.2K
|
4.22K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
661+ 22.99% |
$39.6K - $57.1K
|
3.54K
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
653+ 12.19% |
$39.1K - $56.4K
|
6.01K
$448K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
651+ 38.66% |
$39K - $56.2K
|
2.34K
$174K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
643+ 11.03% |
$38.5K - $55.5K
|
6.47K
$483K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
643+ 3.23% |
$38.5K - $55.5K
|
20.6K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
628+ 12.93% |
$37.6K - $54.2K
|
5.49K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
613+ 1.51% |
$36.7K - $52.9K
|
41.3K
$3.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
560+ 16.59% |
$33.6K - $48.4K
|
3.94K
$294K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
557+ 3.69% |
$33.4K - $48.1K
|
15.7K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
550New |
$33K - $47.5K
|
550
$41K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
536+ 17.14% |
$32.1K - $46.3K
|
3.66K
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
533+ 3.73% |
$31.9K - $46K
|
14.8K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
530+ 6.29% |
$31.8K - $45.8K
|
8.96K
$668K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
527New |
$31.6K - $45.5K
|
527
$39.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
527+ 13.13% |
$31.6K - $45.5K
|
4.54K
$339K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
525+ 7.58% |
$31.5K - $45.3K
|
7.45K
$556K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
517+ 15.33% |
$31K - $44.6K
|
3.89K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
513+ 10.59% |
$30.7K - $44.3K
|
5.36K
$400K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
502+ 5.86% |
$30.1K - $43.3K
|
9.07K
$676K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
500+ 0.51% |
$30K - $43.2K
|
97.9K
$7.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
BUY
|
- |
500+ 1.48% |
$30K - $43.2K
|
34.3K
$2.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
464+ 11.02% |
$27.8K - $40.1K
|
4.68K
$349K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
432+ 9.2% |
$25.9K - $37.3K
|
5.13K
$383K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
432+ 12.87% |
$25.9K - $37.3K
|
3.79K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
426+ 23.63% |
$25.5K - $36.8K
|
2.23K
$166K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
425+ 7.53% |
$25.5K - $36.7K
|
6.07K
$453K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
423+ 14.28% |
$25.4K - $36.5K
|
3.39K
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
422+ 8.18% |
$25.3K - $36.4K
|
5.58K
$416K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
420+ 11.07% |
$25.2K - $36.3K
|
4.21K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
420+ 4.63% |
$25.2K - $36.3K
|
9.49K
$708K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
409+ 1.42% |
$24.5K - $35.3K
|
29.2K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
405+ 25.34% |
$24.3K - $35K
|
2K
$149K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
403+ 0.32% |
$24.2K - $34.8K
|
125K
$9.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
403New |
$24.2K - $34.8K
|
403
$30.1K
|
|
|
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
$393K
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
375+ 0.24% |
$22.5K - $32.4K
|
154K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
374New |
$22.4K - $32.3K
|
374
$27.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
373+ 5.08% |
$22.4K - $32.2K
|
7.71K
$575K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
366+ 0.67% |
$21.9K - $31.6K
|
54.7K
$4.08M
|
|
|
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
$93.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
342+ 8.74% |
$20.5K - $29.5K
|
4.25K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
325+ 2.01% |
$19.5K - $28.1K
|
16.5K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
308+ 0.98% |
$18.5K - $26.6K
|
31.9K
$2.38M
|
|
|
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
$27.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
285+ 8.5% |
$17.1K - $24.6K
|
3.64K
$271K
|