Latest Institutional Transactions on Ultrapar Holdings Inc (UGP)
This table provides information on the latest institutional transactions involving Ultrapar Holdings Inc (UGP) 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-527K- 77.14% |
$2.01M - $2.34M
|
156K
$495K
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.46K+ 10.13% |
$9.36K - $10.9K
|
26.7K
$84.6K
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
800+ 4.32% |
$3.05K - $3.55K
|
19.3K
$61.2K
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-6.37K- 4.57% |
$24.3K - $28.3K
|
133K
$421K
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
10.9K+ 79.9% |
$41.7K - $48.6K
|
24.7K
$78.1K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
145K+ 45.96% |
$553K - $644K
|
461K
$1.46M
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
218K+ 15.03% |
$830K - $968K
|
1.67M
$5.29M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
395+ 2.17% |
$1.5K - $1.75K
|
18.6K
$58.9K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-48K- 54.87% |
$183K - $213K
|
39.5K
$125K
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-838K- 22.26% |
$3.19M - $3.72M
|
2.93M
$9.28M
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.42K+ 0.72% |
$5.41K - $6.3K
|
199K
$632K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22KNew |
$83.7K - $97.5K
|
22K
$69.6K
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
56K+ 50.47% |
$213K - $249K
|
167K
$529K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.31K+ 21.08% |
$20.2K - $23.6K
|
30.5K
$96.7K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105K+ 194.66% |
$401K - $467K
|
159K
$504K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
283+ 7.52% |
$1.08K - $1.26K
|
4.04K
$12.8K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
56.1K+ 71.77% |
$214K - $249K
|
134K
$426K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-383- 35.3% |
$1.46K - $1.7K
|
702
$2.23K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-498- 2.39% |
$1.9K - $2.21K
|
20.3K
$64.4K
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
73.5K+ 24.24% |
$280K - $327K
|
377K
$1.2M
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
140New |
$533 - $622
|
140
$444
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-162K- 49.35% |
$616K - $718K
|
166K
$526K
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-192K- 62.02% |
$732K - $853K
|
118K
$373K
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
10.1K+ 33.48% |
$38.6K - $44.9K
|
40.3K
$128K
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.09K- 7.27% |
$4.17K - $4.86K
|
14K
$44.2K
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
6.21K+ 19.44% |
$23.6K - $27.6K
|
38.1K
$121K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-13.1K- 46.31% |
$49.8K - $58.1K
|
15.2K
$48.1K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
557+ 19.59% |
$2.12K - $2.47K
|
3.4K
$10.8K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-6.06K- 28.87% |
$23.1K - $26.9K
|
14.9K
$47.3K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
10.2K+ 90.21% |
$38.7K - $45.1K
|
21.4K
$67.9K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45+ 2.05% |
$171 - $200
|
2.24K
$7.11K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-59.7K- 23.24% |
$227K - $265K
|
197K
$625K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.66K- 22.53% |
$36.8K - $42.9K
|
33.2K
$105K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.48K+ 67.88% |
$24.7K - $28.8K
|
16K
$50.8K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12KNew |
$45.6K - $53.1K
|
12K
$37.9K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.87KNew |
$7.11K - $8.29K
|
1.87K
$5.92K
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9.79K+ 33.72% |
$37.3K - $43.5K
|
38.8K
$123K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17.3K+ 109.21% |
$65.9K - $76.8K
|
33.1K
$105K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
30.1K+ 85.5% |
$115K - $134K
|
65.3K
$207K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.85K- 71.94% |
$22.3K - $26K
|
2.28K
$7.24K
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
190K+ 12.64% |
$725K - $845K
|
1.7M
$5.38M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
21.9KNew |
$83.6K - $97.5K
|
21.9K
$69.6K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.4K+ 45.21% |
$66.4K - $77.4K
|
56K
$177K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
99.3K+ 54.0% |
$378K - $441K
|
283K
$898K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.73K+ 107.86% |
$14.2K - $16.6K
|
7.2K
$22.8K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-93.4K- 76.92% |
$356K - $415K
|
28K
$88.9K
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
17K+ 63.91% |
$64.6K - $75.3K
|
43.5K
$138K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.18K+ 209.9% |
$8.32K - $9.69K
|
3.22K
$10.2K
|
|
Q2 2024 | |||||||
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-161Closed |
$630 - $926
|
0
$0
|