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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
461+ 529.89% |
$2.37K - $3.25K
|
548
$3.22K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
438New |
$2.25K - $3.08K
|
438
$2.58K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
341+ 17.42% |
$1.75K - $2.4K
|
2.3K
$13.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
312+ 2.05% |
$1.6K - $2.2K
|
15.5K
$91.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
294+ 1.63% |
$1.51K - $2.07K
|
18.3K
$108K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
285+ 2.53% |
$1.46K - $2.01K
|
11.6K
$68K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
275New |
$1.41K - $1.94K
|
275
$1.62K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
242+ 11.18% |
$1.24K - $1.7K
|
2.41K
$14.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
242+ 0.89% |
$1.24K - $1.7K
|
27.5K
$162K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
241New |
$1.24K - $1.7K
|
241
$1.42K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
223+ 1.85% |
$1.15K - $1.57K
|
12.3K
$72.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
156New |
$802 - $1.1K
|
156
$917
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
147+ 0.87% |
$756 - $1.03K
|
17.1K
$100K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
146New |
$750 - $1.03K
|
146
$858
|
|
|
Feb 14, 2024
Q4 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
135+ 0.01% |
$694 - $950
|
1.09M
$6.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
120New |
$617 - $845
|
120
$706
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
84+ 8.83% |
$432 - $591
|
1.04K
$6.09K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
83+ 0.09% |
$427 - $584
|
92.6K
$544K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
33+ 0.92% |
$170 - $232
|
3.62K
$21.3K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
27+ 0.22% |
$139 - $190
|
12.5K
$73.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$5.14 - $7.04
|
1
$5.88
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.27% |
$5.14 - $7.04
|
367
$2.16K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-63- 0.46% |
$324 - $444
|
13.5K
$79.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-157- 13.03% |
$807 - $1.11K
|
1.05K
$6.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-181- 1.2% |
$930 - $1.27K
|
14.9K
$87.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-185- 23.04% |
$951 - $1.3K
|
618
$3.63K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-200- 50.25% |
$1.03K - $1.41K
|
198
$1.16K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-253- 29.59% |
$1.3K - $1.78K
|
602
$3.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-275- 2.39% |
$1.41K - $1.94K
|
11.2K
$66K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-295- 1.89% |
$1.52K - $2.08K
|
15.3K
$90.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-385- 0.38% |
$1.98K - $2.71K
|
101K
$594K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-404- 3.19% |
$2.08K - $2.84K
|
12.2K
$72K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-665- 4.46% |
$3.42K - $4.68K
|
14.3K
$83.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-809- 6.97% |
$4.16K - $5.7K
|
10.8K
$63.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-810- 0.15% |
$4.16K - $5.7K
|
537K
$3.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-872- 0.2% |
$4.48K - $6.14K
|
426K
$2.5M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-881- 67.15% |
$4.53K - $6.2K
|
431
$2.53K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-949- 10.6% |
$4.88K - $6.68K
|
8K
$47K
|
|
|
Feb 01, 2024
Q4 2023
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.26K- 9.92% |
$6.49K - $8.89K
|
11.5K
$67.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.4K- 11.47% |
$7.19K - $9.84K
|
10.8K
$63.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.72K- 16.9% |
$8.82K - $12.1K
|
8.43K
$49.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-2.16K- 11.91% |
$11.1K - $15.2K
|
16K
$94.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-2.22K- 1.64% |
$11.4K - $15.7K
|
133K
$783K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-4.24K- 11.71% |
$21.8K - $29.8K
|
31.9K
$188K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-4.58K- 3.67% |
$23.5K - $32.2K
|
120K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.67K- 5.3% |
$24K - $32.9K
|
83.5K
$491K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.87K- 0.98% |
$25K - $34.3K
|
490K
$2.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-5.5K- 4.74% |
$28.2K - $38.7K
|
111K
$650K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-5.8K- 2.95% |
$29.8K - $40.8K
|
191K
$1.12M
|