Purchases and Sales Made in Q1 2024 in Ultrapar Holdings Inc (UGP)
This table provides information about the institutional ownership of Ultrapar Holdings Inc (UGP) during Q1 2024. The information is specifically focused on institutions that hold shares of ULTRAPAR HOLDINGS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.98K+ 47.15% |
$43.1K - $50.5K
|
24.9K
$70.8K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.64K+ 7.06% |
$41.2K - $48.3K
|
116K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.47K+ 9.95% |
$34.9K - $40.9K
|
71.4K
$203K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.05K+ 52.76% |
$32.7K - $38.3K
|
17.5K
$49.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.28K+ 22.91% |
$28.5K - $33.4K
|
28.3K
$80.5K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5K+ 3.27% |
$27K - $31.7K
|
158K
$448K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.23K+ 0.33% |
$12K - $14.1K
|
684K
$1.94M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.11K+ 54.47% |
$11.4K - $13.3K
|
5.97K
$17K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.77K+ 288.4% |
$9.53K - $11.2K
|
2.38K
$6.75K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.72K+ 1007.02% |
$9.3K - $10.9K
|
1.89K
$5.38K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 1236.15% |
$8.68K - $10.2K
|
1.74K
$4.93K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.3K+ 337.56% |
$7.04K - $8.25K
|
1.69K
$4.8K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.28K+ 11.05% |
$6.9K - $8.08K
|
12.8K
$36.4K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
745+ 7.9% |
$4.02K - $4.72K
|
10.2K
$28.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
593+ 17.57% |
$3.2K - $3.75K
|
3.97K
$11.3K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
584+ 98.32% |
$3.15K - $3.7K
|
1.18K
$3.35K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
539+ 61.39% |
$2.91K - $3.41K
|
1.42K
$4.02K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
497+ 2.25% |
$2.68K - $3.15K
|
22.6K
$64.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
485+ 37.89% |
$2.62K - $3.07K
|
1.77K
$5.01K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
433New |
$2.34K - $2.74K
|
433
$1.23K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
405+ 59.12% |
$2.19K - $2.56K
|
1.09K
$3.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
305New |
$1.65K - $1.93K
|
305
$866
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
233+ 7.1% |
$1.26K - $1.47K
|
3.52K
$9.99K
|
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
161New |
$869 - $1.02K
|
161
$457
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
150+ 3.0% |
$810 - $950
|
5.15K
$14.6K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
131+ 5.54% |
$707 - $829
|
2.5K
$7.09K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
48+ 0.2% |
$259 - $304
|
23.6K
$67K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
20+ 90.91% |
$108 - $127
|
42
$119
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7+ 233.33% |
$37.8 - $44.3
|
10
$28.4
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-49- 11.32% |
$265 - $310
|
384
$1.09K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-118- 92.19% |
$637 - $747
|
10
$28.4
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-173- 37.77% |
$934 - $1.1K
|
285
$809
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-180- 1.03% |
$972 - $1.14K
|
17.4K
$49.3K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-233- 0.68% |
$1.26K - $1.47K
|
33.9K
$96.2K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-283- 1.09% |
$1.53K - $1.79K
|
25.7K
$73K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-500- 4.34% |
$2.7K - $3.17K
|
11K
$31.3K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-953- 1.26% |
$5.15K - $6.03K
|
74.5K
$212K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.22K- 4.36% |
$6.57K - $7.7K
|
26.7K
$75.8K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.24K- 5.0% |
$6.7K - $7.85K
|
23.5K
$66.9K
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.98K- 7.45% |
$10.7K - $12.5K
|
24.6K
$69.8K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.3K- 1.0% |
$12.4K - $14.6K
|
227K
$646K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.42K- 11.72% |
$13.1K - $15.3K
|
18.3K
$51.9K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.97K- 9.34% |
$16K - $18.8K
|
28.8K
$81.9K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.42K- 59.08% |
$18.5K - $21.7K
|
2.37K
$6.74K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.46K- 1.0% |
$24.1K - $28.2K
|
443K
$1.26M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.77K- 14.58% |
$25.8K - $30.2K
|
27.9K
$79.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-5.21K- 18.21% |
$28.1K - $33K
|
23.4K
$66.4K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-7.61K- 29.15% |
$41.1K - $48.2K
|
18.5K
$52.5K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-8.04K- 7.0% |
$43.4K - $50.9K
|
107K
$303K
|