Latest Institutional Transactions on Uber Technologies, Inc (UBER)
This table provides information on the latest institutional transactions involving Uber Technologies, Inc (UBER) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-311- 1.17% |
$18.6K - $26.9K
|
26.2K
$2.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.64K- 53.71% |
$158K - $228K
|
2.27K
$179K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
787+ 8.79% |
$47.2K - $67.9K
|
9.74K
$769K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
3.31KNew |
$198K - $285K
|
3.31K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
110+ 1.03% |
$6.59K - $9.5K
|
10.8K
$850K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-46- 16.43% |
$2.76K - $3.97K
|
234
$18.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.51K+ 24.27% |
$90.6K - $131K
|
7.74K
$611K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
299+ 16.81% |
$17.9K - $25.8K
|
2.08K
$164K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
200+ 3.58% |
$12K - $17.3K
|
5.78K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
78+ 2.2% |
$4.67K - $6.73K
|
3.62K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-344- 2.94% |
$20.6K - $29.7K
|
11.3K
$895K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-162- 0.65% |
$9.71K - $14K
|
24.7K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
27.7K+ 7.82% |
$1.66M - $2.39M
|
381K
$30.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
87.6K+ 86.99% |
$5.25M - $7.57M
|
188K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
42+ 140.0% |
$2.52K - $3.63K
|
72
$5.68K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-17- 2.25% |
$1.02K - $1.47K
|
737
$58.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-500- 33.33% |
$30K - $43.2K
|
1K
$78.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.9K+ 62.4% |
$654K - $942K
|
28.4K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-24.4K- 22.37% |
$1.46M - $2.11M
|
84.8K
$6.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-600- 6.59% |
$36K - $51.8K
|
8.5K
$671K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-147- 1.72% |
$8.81K - $12.7K
|
8.41K
$663K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-201- 0.35% |
$12K - $17.4K
|
57.4K
$4.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.2K+ 10.53% |
$71.9K - $104K
|
12.6K
$994K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
2.64K+ 2.54% |
$158K - $228K
|
107K
$8.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.15K+ 94.84% |
$129K - $186K
|
4.42K
$348K
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
30.5K+ 80.69% |
$1.83M - $2.63M
|
68.3K
$5.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.09K+ 45.64% |
$125K - $180K
|
6.66K
$526K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-48- 0.84% |
$2.88K - $4.14K
|
5.65K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-41- 0.42% |
$2.46K - $3.54K
|
9.62K
$759K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-611- 10.45% |
$36.6K - $52.8K
|
5.24K
$413K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-458- 0.99% |
$27.4K - $39.5K
|
45.8K
$3.61M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-409- 7.16% |
$24.5K - $35.3K
|
5.31K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-415- 2.94% |
$24.9K - $35.8K
|
13.7K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
155+ 3.09% |
$9.29K - $13.4K
|
5.17K
$408K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
21.9K+ 484.81% |
$1.31M - $1.89M
|
26.4K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-13- 0.14% |
$779 - $1.12K
|
9.15K
$722K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-25- 0.38% |
$1.5K - $2.16K
|
6.63K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
765+ 6.03% |
$45.8K - $66.1K
|
13.5K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
527+ 13.13% |
$31.6K - $45.5K
|
4.54K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
61.4KNew |
$3.68M - $5.3M
|
61.4K
$4.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5.46K- 25.23% |
$327K - $471K
|
16.2K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6+ 1.3% |
$360 - $518
|
467
$36.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
423+ 14.28% |
$25.4K - $36.5K
|
3.39K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
34.5K+ 9.75% |
$2.07M - $2.98M
|
389K
$30.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
88.8K+ 2061.78% |
$5.32M - $7.67M
|
93.2K
$7.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.82K+ 3.69% |
$109K - $157K
|
51.1K
$4.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
628+ 12.93% |
$37.6K - $54.2K
|
5.49K
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.66K- 22.84% |
$99.7K - $144K
|
5.62K
$444K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.49K- 70.32% |
$149K - $215K
|
1.05K
$82.8K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-1K- 99.3% |
$59.9K - $86.3K
|
7
$552
|