Patriot Financial Group Insurance Agency, LLC Itau Unibanco Holding S.A. Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$4.28 - $5.86 $2,268 - $3,105	530 Added 57.92%	1,445 $6,000
Q1 2022 May 11, 2022	BUY	$3.74 - $5.8 $3,422 - $5,307	915 New	915 $5,000
Q4 2021 Jan 10, 2022	SELL	$3.61 - $4.56 $2,364 - $2,986	-655 Closed	0 $0
Q3 2021 Nov 24, 2021	BUY	$4.16 - $4.97 $2,724 - $3,255	655 New	655 $3,000
Q4 2020 Jan 15, 2021	SELL	$3.26 - $5.19 $3,729 - $5,937	-1,144 Closed	0 $0
Q2 2020 Jul 10, 2020	BUY	$3.02 - $4.82 $211 - $337	70 Added 6.52%	1,144 $5,000
Q1 2020 Apr 15, 2020	BUY	$3.31 - $7.73 $3,554 - $8,302	1,074 New	1,074 $5,000

Others Institutions Holding ITUB

# of Institutions

365

Shares Held

844M

Call Options Held

5.8M

Put Options Held

8.02M

Schroder Investment Management Group London, X0

83.1M
Shares

$502 Million
0.59% of portfolio
Pendal Group LTD

51.7M
Shares

$312 Million
1.99% of portfolio
Jpmorgan Chase & CO New York, NY

50.8M
Shares

$307 Million
0.03% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

50.6M
Shares

$306 Million
0.1% of portfolio
Arrowstreet Capital, Limited Partnership Boston, MA

43.9M
Shares

$265 Million
0.24% of portfolio

View Full List

About Itau Unibanco Holding S.A.

Ticker ITUB
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 9,800,869,888
Market Cap $59.2B
Description
Itaú Unibanco Holding S.A. offers a range of financial products and services to individuals and corporate customers in Brazil and internationally. The company operates through three segments: Retail Banking, Wholesale Banking, and Activities with the Market and Corporation. It offers various deposit products, as well as loans and credit cards; i...

More about ITUB

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