Purchases and Sales Made in Q4 2023 in Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
10.7KNew |
$54.9K - $75.2K
|
10.7K
$62.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.2KNew |
$52.7K - $72.2K
|
10.2K
$60.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
10.2KNew |
$52.6K - $72K
|
10.2K
$60.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
10K+ 70.92% |
$51.4K - $70.4K
|
24.1K
$142K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
10K+ 3.52% |
$51.4K - $70.4K
|
294K
$1.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8.65K+ 16.18% |
$44.5K - $60.9K
|
62.1K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.37K+ 3.69% |
$43K - $59K
|
235K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.36K+ 21.38% |
$42.9K - $58.8K
|
47.4K
$279K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.2K+ 22.38% |
$42.1K - $57.7K
|
44.8K
$264K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.82K+ 20.1% |
$40.2K - $55K
|
46.7K
$275K
|
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
7.69KNew |
$39.5K - $54.1K
|
7.69K
$45.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
7.63K+ 52.05% |
$39.2K - $53.7K
|
22.3K
$131K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.62K+ 66.74% |
$39.2K - $53.6K
|
19K
$112K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
7.59K+ 8.43% |
$39K - $53.4K
|
97.7K
$574K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
7.5K+ 16.9% |
$38.6K - $52.8K
|
51.9K
$305K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
7.4K+ 20555.56% |
$38K - $52.1K
|
7.44K
$43.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
7.39K+ 16.45% |
$38K - $52K
|
52.3K
$307K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.93K+ 13.43% |
$35.6K - $48.8K
|
58.5K
$344K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.52K+ 20.12% |
$33.5K - $45.9K
|
38.9K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.43K+ 12.76% |
$33.1K - $45.3K
|
56.9K
$334K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
6.25K+ 4.66% |
$32.1K - $44K
|
140K
$825K
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.22K+ 22.54% |
$32K - $43.8K
|
33.8K
$199K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
5.4K+ 25.42% |
$27.8K - $38K
|
26.7K
$157K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5.23KNew |
$26.9K - $36.8K
|
5.23K
$30.8K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.96K+ 3.4% |
$25.5K - $34.9K
|
151K
$886K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
4.58K+ 0.35% |
$23.6K - $32.3K
|
1.32M
$7.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.16K+ 1.05% |
$21.4K - $29.3K
|
399K
$2.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.32KNew |
$17.1K - $23.4K
|
3.32K
$19.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.09K+ 10.79% |
$15.9K - $21.7K
|
31.7K
$186K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.84K+ 53.95% |
$14.6K - $20K
|
8.1K
$47.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.62KNew |
$13.5K - $18.4K
|
2.62K
$15.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.33K+ 23.16% |
$12K - $16.4K
|
12.4K
$72.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.15K+ 13.88% |
$11.1K - $15.2K
|
17.7K
$104K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 11.3% |
$8.75K - $12K
|
16.8K
$98.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.58K+ 4.08% |
$8.14K - $11.2K
|
40.4K
$237K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.42KNew |
$7.32K - $10K
|
1.42K
$8.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.37K+ 5.89% |
$7.06K - $9.67K
|
24.7K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.26KNew |
$6.49K - $8.88K
|
1.26K
$7.42K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.23KNew |
$6.32K - $8.65K
|
1.23K
$7.23K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.15K+ 2.72% |
$5.93K - $8.12K
|
43.5K
$256K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.14K+ 19.59% |
$5.86K - $8.03K
|
6.96K
$40.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.03KNew |
$5.27K - $7.22K
|
1.03K
$6.03K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
997+ 19.42% |
$5.12K - $7.02K
|
6.13K
$36K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
815+ 4.22% |
$4.19K - $5.74K
|
20.1K
$118K
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
788+ 0.57% |
$4.05K - $5.55K
|
139K
$816K
|
|
|
Jan 31, 2024
Q4 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
766+ 0.44% |
$3.94K - $5.39K
|
175K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
749+ 5.12% |
$3.85K - $5.27K
|
15.4K
$90.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
642New |
$3.3K - $4.52K
|
642
$3.77K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
582+ 354.88% |
$2.99K - $4.1K
|
746
$4.39K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
495+ 1.35% |
$2.54K - $3.48K
|
37.3K
$219K
|