Purchases and Sales Made in Q4 2025 in Itau Unibanco Holding S.A. (ITUB)
This table provides information about the institutional ownership of Itau Unibanco Holding S.A. (ITUB) during Q4 2025. 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 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
946K+ 62.36% |
$6.39M - $7.4M
|
2.46M
$18.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Seafarer Capital Partners, LLC
|
BUY
|
- |
318K+ 3.0% |
$2.15M - $2.49M
|
10.9M
$83.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
37KNew |
$250K - $289K
|
37K
$282K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
15.9KNew |
$107K - $124K
|
15.9K
$121K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
15.1K+ 12.29% |
$102K - $119K
|
138K
$1.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.1K+ 6.75% |
$95.4K - $110K
|
223K
$1.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.4K+ 94.54% |
$76.8K - $89K
|
23.4K
$179K
|
|
|
Jan 15, 2026
Q4 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
10.5K+ 5.88% |
$71.2K - $82.5K
|
190K
$1.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
9.85KNew |
$66.6K - $77.1K
|
9.85K
$75.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
9.75K+ 37.11% |
$65.9K - $76.3K
|
36K
$275K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
4.48K+ 8.05% |
$30.3K - $35.1K
|
60.2K
$460K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.95K+ 41.63% |
$26.7K - $30.9K
|
13.4K
$103K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.9K+ 3.31% |
$26.4K - $30.5K
|
122K
$930K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.66K+ 9.32% |
$18K - $20.8K
|
31.2K
$238K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.21K+ 1.18% |
$8.15K - $9.44K
|
103K
$790K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
673+ 2.58% |
$4.55K - $5.27K
|
26.8K
$205K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
660+ 3.0% |
$4.46K - $5.17K
|
22.7K
$173K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
379New |
$2.56K - $2.97K
|
379
$2.9K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
291+ 2.97% |
$1.97K - $2.28K
|
10.1K
$77.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
29+ 2.98% |
$196 - $227
|
1K
$7.66K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13+ 2.47% |
$87.9 - $102
|
539
$4.12K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 3.42% |
$27 - $31.3
|
121
$924
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1+ 2.04% |
$6.76 - $7.83
|
50
$382
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-88- 0.85% |
$595 - $689
|
10.3K
$78.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.45K- 2.67% |
$9.82K - $11.4K
|
52.9K
$404K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-5.16K- 9.1% |
$34.9K - $40.4K
|
51.6K
$394K
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-78.7K- 29.64% |
$532K - $616K
|
187K
$1.43M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-80K- 69.33% |
$541K - $627K
|
35.4K
$270K
|
|