Institutional Ownership United Breweries CO Inc (CCU)
This table provides information about the institutional ownership of United Breweries CO Inc (CCU). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $295 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,004
shares
|
$12,188
0.0% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
977
shares
|
$11,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
947
shares
|
$11,496
0.0% of portfolio
|
Q3 2024
Reduced 58.77%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
711
shares
|
$8,631
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
503
shares
|
$6,106
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
202
shares
|
$2,452
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
185
shares
|
$2,245
0.0% of portfolio
|
Q3 2024
Reduced 70.91%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
149
shares
|
$1,808
0.0% of portfolio
|
Q4 2024
Reduced 66.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
106
shares
|
$1,286
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
50
shares
|
$607
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
45
shares
|
$546
0.0% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
33
shares
|
$400
0.0% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
27
shares
|
$327
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
20
shares
|
$242
0.0% of portfolio
|
Q1 2024
Added 66250.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$60
0.0% of portfolio
|
Q4 2021
Reduced 92.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|