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 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-6.14K- 33.01% |
$368K - $530K
|
12.5K
$983K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.43K+ 14.43% |
$265K - $382K
|
35.1K
$2.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.7KNew |
$699K - $1.01M
|
11.7K
$920K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.06K+ 19.69% |
$123K - $178K
|
12.5K
$986K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-12- 0.09% |
$719 - $1.04K
|
12.9K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
851+ 13.45% |
$51K - $73.5K
|
7.18K
$566K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.28K+ 32.47% |
$316K - $455K
|
21.5K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-538- 7.12% |
$32.2K - $46.5K
|
7.02K
$554K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
241+ 6.55% |
$14.4K - $20.8K
|
3.92K
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-815- 18.55% |
$48.8K - $70.4K
|
3.58K
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
53.5K+ 1462.86% |
$3.21M - $4.62M
|
57.1K
$4.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.95K+ 53.0% |
$117K - $169K
|
5.64K
$445K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.41K+ 19.53% |
$84.6K - $122K
|
8.63K
$681K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.47KNew |
$508K - $731K
|
8.47K
$668K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
143+ 1.51% |
$8.57K - $12.3K
|
9.64K
$761K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
527New |
$31.6K - $45.5K
|
527
$41.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
19.3K+ 33.95% |
$1.15M - $1.66M
|
76K
$6M
|
|
|
Jan 15, 2025
Q4 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
31.9K+ 33.64% |
$1.91M - $2.75M
|
127K
$10M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
686+ 2.19% |
$41.1K - $59.2K
|
32K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
375+ 7.67% |
$22.5K - $32.4K
|
5.27K
$416K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
15.9K+ 24.85% |
$951K - $1.37M
|
79.7K
$6.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.33K- 17.4% |
$140K - $201K
|
11.1K
$874K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3.75KNew |
$224K - $323K
|
3.75K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
5KNew |
$300K - $432K
|
5K
$394K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-386- 1.06% |
$23.1K - $33.3K
|
36K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-6- 1.61% |
$360 - $518
|
367
$29K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.54K+ 47.23% |
$152K - $219K
|
7.92K
$625K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-117K- 99.82% |
$7.01M - $10.1M
|
213
$16.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
955+ 14.31% |
$57.2K - $82.5K
|
7.63K
$602K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-427- 86.44% |
$25.6K - $36.9K
|
67
$5.29K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.63K+ 10.52% |
$218K - $314K
|
38.1K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-5- 0.07% |
$300 - $432
|
6.68K
$527K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.27K- 2.89% |
$75.9K - $109K
|
42.6K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
8.02K+ 31.04% |
$481K - $692K
|
33.9K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9.44KNew |
$566K - $815K
|
9.44K
$745K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.07K- 23.18% |
$184K - $265K
|
10.2K
$803K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
729+ 3.18% |
$43.7K - $62.9K
|
23.7K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-20- 0.25% |
$1.2K - $1.73K
|
8.01K
$632K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.04K+ 57.33% |
$122K - $176K
|
5.6K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
688+ 16.6% |
$41.2K - $59.4K
|
4.83K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-494- 1.05% |
$29.6K - $42.7K
|
46.5K
$3.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.6K+ 35.77% |
$636K - $917K
|
40.3K
$3.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
5.75M+ 670.65% |
$345M - $497M
|
6.61M
$522M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.7K+ 15.54% |
$881K - $1.27M
|
109K
$8.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.61KNew |
$216K - $312K
|
3.61K
$285K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-100- 2.24% |
$5.99K - $8.63K
|
4.37K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-27.9K- 45.94% |
$1.67M - $2.41M
|
32.8K
$2.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-355K- 74.71% |
$21.3M - $30.7M
|
120K
$9.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.68K+ 1730.32% |
$161K - $232K
|
2.84K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2New |
$120 - $173
|
2
$158
|