Latest Institutional Transactions on Itau Unibanco Holding S.A. (ITUB)
This table provides information on the latest institutional transactions involving Itau Unibanco Holding S.A. (ITUB) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-47.9K- 3.81% |
$274K - $329K
|
1.21M
$6.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
125K+ 54.82% |
$717K - $860K
|
353K
$2.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-196K- 50.86% |
$1.12M - $1.35M
|
190K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.28K- 0.88% |
$7.33K - $8.79K
|
144K
$830K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-154K- 66.67% |
$885K - $1.06M
|
77.2K
$445K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
649K+ 35.08% |
$3.72M - $4.46M
|
2.5M
$14.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-305- 2.96% |
$1.75K - $2.1K
|
10K
$57.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.7K+ 1.76% |
$118K - $142K
|
1.19M
$6.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
56KNew |
$321K - $385K
|
56K
$323K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.73K- 24.05% |
$21.4K - $25.6K
|
11.8K
$67.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-401K- 8.15% |
$2.3M - $2.75M
|
4.52M
$26M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-33.6K- 89.74% |
$192K - $231K
|
3.84K
$22.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-86.2K- 64.0% |
$494K - $593K
|
48.5K
$279K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
10.5KNew |
$60.1K - $72.1K
|
10.5K
$60.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
534K+ 8.66% |
$3.06M - $3.67M
|
6.69M
$38.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
657New |
$3.76K - $4.51K
|
657
$3.78K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.67K- 7.53% |
$15.3K - $18.3K
|
32.8K
$189K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.49K+ 1.5% |
$25.7K - $30.8K
|
303K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.13K+ 10.69% |
$6.49K - $7.78K
|
11.7K
$67.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.54K- 3.71% |
$26K - $31.2K
|
118K
$680K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-159- 1.27% |
$911 - $1.09K
|
12.3K
$71.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.66K+ 12.96% |
$26.7K - $32K
|
40.6K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
198KNew |
$1.13M - $1.36M
|
198K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.99K- 2.6% |
$11.4K - $13.7K
|
74.5K
$429K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.07K+ 7.25% |
$40.5K - $48.6K
|
105K
$602K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.41K+ 9.32% |
$8.09K - $9.69K
|
16.5K
$95.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.02K+ 2.11% |
$34.5K - $41.3K
|
291K
$1.68M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
331K+ 8.38% |
$1.9M - $2.28M
|
4.29M
$24.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-189- 32.36% |
$1.08K - $1.3K
|
395
$2.28K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-5.14K- 5.36% |
$29.4K - $35.3K
|
90.8K
$523K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
290New |
$1.66K - $1.99K
|
290
$1.67K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-200K- 28.37% |
$1.15M - $1.37M
|
505K
$2.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
121K+ 305.38% |
$694K - $832K
|
161K
$926K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
249New |
$1.43K - $1.71K
|
249
$1.43K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
190+ 1.34% |
$1.09K - $1.31K
|
14.4K
$82.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-13.3K- 13.28% |
$76.3K - $91.4K
|
86.9K
$501K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-626- 1.52% |
$3.59K - $4.3K
|
40.7K
$234K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
296+ 9866.67% |
$1.7K - $2.03K
|
299
$1.72K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
93.9K+ 29.45% |
$538K - $645K
|
413K
$2.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.71K- 2.21% |
$9.8K - $11.7K
|
75.8K
$437K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.92K- 15.76% |
$11K - $13.2K
|
10.2K
$59K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 1.53% |
$68.8 - $82.4
|
794
$4.57K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
17.2KNew |
$98.7K - $118K
|
17.2K
$99.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.75K+ 33.54% |
$21.5K - $25.8K
|
14.9K
$86.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$58.7K - $70.4K
|
10.3K
$59K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
185New |
$1.06K - $1.27K
|
185
$1.07K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.35K+ 12.16% |
$7.76K - $9.3K
|
12.5K
$71.9K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.41K- 33.38% |
$53.9K - $64.7K
|
18.8K
$108K
|
|
| Q2 2024 | |||||||
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
3.07MNew |
$17.8M - $20.7M
|
3.07M
$17.7M
|
|