Purchases and Sales Made in Q3 2023 in Itau Unibanco Holding S.A. (ITUB)

ITUB Quotes by TradingView

This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q3 2023. The information is specifically focused on institutions that hold shares of Itau Unibanco Holding S.A..

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
803
New
$4.19K - $4.86K
803 $4.85K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
781
+ 7.34%
$4.08K - $4.73K
11.4K $69K
Oct 16, 2023 Q3 2023
First Affirmative Financial Network

BUY
 -
776
+ 6.61%
$4.05K - $4.69K
12.5K $75.6K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
633
+ 12.21%
$3.3K - $3.83K
5.82K $35.1K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
570
+ 5.22%
$2.98K - $3.45K
11.5K $69.4K
Oct 27, 2023 Q3 2023
Dubuque Bank & Trust CO

BUY
 -
490
+ 4.21%
$2.56K - $2.96K
12.1K $73.3K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
488
New
$2.55K - $2.95K
488 $2.95K
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
413
+ 1.07%
$2.16K - $2.5K
38.9K $235K
Nov 13, 2023 Q3 2023
Bnp Paribas Asset Management Holding S.A.

BUY
 -
400
+ 0.05%
$2.09K - $2.42K
856K $5.17M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
366
New
$1.91K - $2.21K
366 $2.21K
Oct 27, 2023 Q3 2023
Veriti Management LLC

BUY
 -
298
+ 0.33%
$1.56K - $1.8K
90.1K $544K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
200
+ 101.01%
$1.04K - $1.21K
398 $2.4K
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
164
New
$856 - $992
164 $991
Nov 14, 2023 Q3 2023
Stephens Inc

BUY
 -
161
+ 0.7%
$840 - $974
23.3K $141K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
91
+ 4.87%
$475 - $551
1.96K $11.8K
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
90
+ 1500.0%
$470 - $545
96 $580
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
2
+ 0.01%
$10.4 - $12.1
38.8K $234K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 14, 2023 Q3 2023
Insigneo Advisory Services, LLC

Miami, FL
SELL
 -
-43
- 0.07%
$224 - $260
65.2K $394K
Nov 13, 2023 Q3 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-84
Closed
$438 - $508
0 $0
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

SELL
 -
-110
- 10.06%
$574 - $666
983 $5.94K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

SELL
 -
-129
- 13.11%
$673 - $780
855 $5.16K
Nov 07, 2023 Q3 2023
Metis Global Partners, LLC

SELL
 -
-184
- 0.69%
$960 - $1.11K
26.5K $160K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-199
- 1.61%
$1.04K - $1.2K
12.2K $73.6K
Oct 31, 2023 Q3 2023
Allworth Financial LP

SELL
 -
-212
- 70.9%
$1.11K - $1.28K
87 $525
Nov 14, 2023 Q3 2023
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-314
- 2.04%
$1.64K - $1.9K
15.1K $91.2K
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-426
- 4.86%
$2.22K - $2.58K
8.34K $50.4K
Nov 13, 2023 Q3 2023
Legacy Financial Advisors, Inc.

SELL
 -
-547
- 3.41%
$2.86K - $3.31K
15.5K $93.6K
Nov 17, 2023 Q3 2023
Diversified Trust CO

SELL
 -
-614
- 0.6%
$3.21K - $3.71K
101K $613K
Oct 30, 2023 Q3 2023
Grove Bank & Trust

SELL
 -
-698
- 4.9%
$3.64K - $4.22K
13.6K $81.9K
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
SELL
 -
-838
- 1.6%
$4.37K - $5.07K
51.6K $312K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-887
- 5.37%
$4.63K - $5.37K
15.6K $94.5K
Oct 25, 2023 Q3 2023
Calamos Wealth Management LLC

SELL
 -
-1.08K
- 8.72%
$5.63K - $6.52K
11.3K $68.2K
Nov 08, 2023 Q3 2023
Banco Santander, S.A.

SELL
 -
-1.19K
- 2.62%
$6.19K - $7.18K
44.1K $266K
Oct 04, 2023 Q3 2023
Fulton Bank, N.A.

SELL
 -
-1.23K
- 9.23%
$6.39K - $7.41K
12.1K $72.8K
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-1.59K
- 0.43%
$8.3K - $9.62K
365K $2.21M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

SELL
 -
-1.86K
- 3.97%
$9.69K - $11.2K
44.9K $271K
Nov 06, 2023 Q3 2023
Wambolt & Associates, LLC

SELL
 -
-2.01K
- 16.0%
$10.5K - $12.1K
10.5K $63.6K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-2.28K
- 13.11%
$11.9K - $13.8K
15.1K $91K
Oct 26, 2023 Q3 2023
Altfest L J & CO Inc

SELL
 -
-2.41K
- 17.81%
$12.6K - $14.6K
11.1K $67.3K
Nov 13, 2023 Q3 2023
Russell Investments Group, Ltd.

SELL
 -
-2.46K
- 0.05%
$12.8K - $14.9K
5.35M $32.3M
Nov 09, 2023 Q3 2023
Mitsubishi Ufj Trust & Banking Corp

Tokyo, M0
SELL
 -
-2.62K
- 1.86%
$13.7K - $15.8K
138K $833K
Nov 15, 2023 Q3 2023
Hamilton Capital, LLC

Columbus, OH
SELL
 -
-2.64K
- 12.69%
$13.8K - $16K
18.2K $110K
Oct 30, 2023 Q3 2023
Yousif Capital Management, LLC

SELL
 -
-2.77K
- 3.42%
$14.5K - $16.8K
78.2K $472K
Nov 17, 2023 Q3 2023
Old National Bancorp

SELL
 -
-3.01K
- 9.92%
$15.7K - $18.2K
27.3K $165K
Nov 06, 2023 Q3 2023
Euro Pacific Asset Management, LLC

Dorado, PR
SELL
 -
-3.15K
- 1.77%
$16.4K - $19K
174K $1.05M
Nov 07, 2023 Q3 2023
Boston Partners

Boston, MA
SELL
 -
-3.15K
- 6.7%
$16.4K - $19.1K
43.8K $265K
Nov 13, 2023 Q3 2023
Rock Creek Group, LP

SELL
 -
-3.27K
- 6.86%
$17.1K - $19.8K
44.4K $268K

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