Purchases and Sales Made in Q1 2024 in Mitsubishi Ufj Financial Group Inc (MUFG)
This table provides information about the institutional ownership of Mitsubishi Ufj Financial Group Inc (MUFG) during Q1 2024. The information is specifically focused on institutions that hold shares of MITSUBISHI UFJ FINANCIAL GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.17KNew |
$18.5K - $23.9K
|
2.17K
$26.7K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.15KNew |
$18.4K - $23.7K
|
2.15K
$26.5K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.12K+ 2.35% |
$18.1K - $23.4K
|
92.6K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.11K+ 10.08% |
$18K - $23.2K
|
23.1K
$284K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.05K+ 5.87% |
$17.5K - $22.5K
|
36.9K
$454K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.92K+ 15.38% |
$16.4K - $21.1K
|
14.4K
$177K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.87K+ 11.81% |
$15.9K - $20.5K
|
17.7K
$217K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.82K+ 0.88% |
$15.5K - $20K
|
208K
$2.55M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.63K+ 43.55% |
$13.9K - $18K
|
5.38K
$66.2K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.61K+ 0.96% |
$13.7K - $17.7K
|
170K
$2.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.59K+ 4.52% |
$13.6K - $17.5K
|
36.8K
$453K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.48K+ 29.1% |
$12.6K - $16.3K
|
6.57K
$80.8K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.29K+ 40.23% |
$11K - $14.2K
|
4.49K
$55.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
1.18K+ 0.29% |
$10K - $12.9K
|
404K
$4.97M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 4.36% |
$9.76K - $12.6K
|
27.4K
$337K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.1K+ 6.8% |
$9.42K - $12.1K
|
17.3K
$213K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.08KNew |
$9.23K - $11.9K
|
1.08K
$13.3K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1KNew |
$8.53K - $11K
|
1K
$12.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
924New |
$7.88K - $10.2K
|
924
$11.4K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
916+ 477.08% |
$7.81K - $10.1K
|
1.11K
$13.6K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
849+ 7.85% |
$7.24K - $9.34K
|
11.7K
$143K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
800New |
$6.82K - $8.8K
|
800
$9.84K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
787New |
$6.71K - $8.66K
|
787
$9.68K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
771+ 0.52% |
$6.58K - $8.48K
|
148K
$1.82M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
756+ 3.84% |
$6.45K - $8.32K
|
20.4K
$251K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
716+ 1.77% |
$6.11K - $7.88K
|
41.1K
$506K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
714+ 4.23% |
$6.09K - $7.85K
|
17.6K
$217K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
704+ 95.39% |
$6.01K - $7.74K
|
1.44K
$17.7K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
659New |
$5.62K - $7.25K
|
659
$8.11K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
627+ 2.98% |
$5.35K - $6.9K
|
21.6K
$266K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
590+ 151.28% |
$5.03K - $6.49K
|
980
$12.1K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
582+ 0.99% |
$4.96K - $6.4K
|
59.4K
$731K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
561New |
$4.79K - $6.17K
|
561
$6.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
490+ 3.73% |
$4.18K - $5.39K
|
13.6K
$168K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
465+ 25.83% |
$3.97K - $5.12K
|
2.27K
$27.9K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
457New |
$3.9K - $5.03K
|
457
$5.62K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
446+ 24.76% |
$3.8K - $4.91K
|
2.25K
$27.6K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
401+ 0.84% |
$3.42K - $4.41K
|
48.2K
$592K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
401New |
$3.42K - $4.41K
|
401
$4.93K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
390New |
$3.33K - $4.29K
|
390
$4.8K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
388+ 2.23% |
$3.31K - $4.27K
|
17.8K
$219K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
372+ 10.51% |
$3.17K - $4.09K
|
3.91K
$48.1K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
369+ 1.51% |
$3.15K - $4.06K
|
24.8K
$304K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
332New |
$2.83K - $3.65K
|
332
$4.08K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
301New |
$2.57K - $3.31K
|
301
$3.7K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
296+ 2.22% |
$2.52K - $3.26K
|
13.6K
$168K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
284+ 45.59% |
$2.42K - $3.12K
|
907
$11.2K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
281+ 322.99% |
$2.4K - $3.09K
|
368
$4.53K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
278+ 2.72% |
$2.37K - $3.06K
|
10.5K
$129K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
249+ 0.56% |
$2.12K - $2.74K
|
44.6K
$548K
|