Purchases and Sales Made in Q3 2023 in Mitsubishi Ufj Financial Group Inc (MUFG)
This table provides information about the institutional ownership of Mitsubishi Ufj Financial Group Inc (MUFG) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
280+ 5.12% |
$2.06K - $2.51K
|
5.75K
$70.8K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
245+ 0.55% |
$1.8K - $2.2K
|
44.7K
$550K
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
223New |
$1.64K - $2K
|
223
$2.74K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
209+ 37.86% |
$1.54K - $1.88K
|
761
$9.36K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
189+ 0.38% |
$1.39K - $1.7K
|
50.3K
$618K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
185+ 2642.86% |
$1.36K - $1.66K
|
192
$2.36K
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
180+ 1.36% |
$1.32K - $1.62K
|
13.4K
$165K
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
158+ 0.65% |
$1.16K - $1.42K
|
24.4K
$300K
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
150+ 0.17% |
$1.1K - $1.35K
|
88K
$1.08M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
126+ 0.46% |
$927 - $1.13K
|
27.6K
$340K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
122+ 0.11% |
$898 - $1.1K
|
109K
$1.34M
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
119+ 0.98% |
$876 - $1.07K
|
12.2K
$150K
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
118+ 1.11% |
$868 - $1.06K
|
10.7K
$132K
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
100+ 0.14% |
$736 - $898
|
71.2K
$875K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
97+ 0.73% |
$714 - $871
|
13.5K
$165K
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
76+ 4.04% |
$559 - $682
|
1.96K
$24.1K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
51+ 0.39% |
$375 - $458
|
13K
$160K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-7- 0.04% |
$51.5 - $62.9
|
16.3K
$200K
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-18- 0.03% |
$132 - $162
|
57.7K
$710K
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-36- 0.19% |
$265 - $323
|
18.6K
$229K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-46- 6.97% |
$339 - $413
|
614
$7.55K
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-64- 0.01% |
$471 - $575
|
908K
$11.2M
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-85- 0.35% |
$626 - $763
|
24.5K
$301K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-93- 18.86% |
$684 - $835
|
400
$4.92K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-135- 0.24% |
$994 - $1.21K
|
57.2K
$704K
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-135- 0.24% |
$994 - $1.21K
|
57.2K
$704K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-162- 0.35% |
$1.19K - $1.45K
|
46.7K
$575K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-174- 16.32% |
$1.28K - $1.56K
|
892
$11K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-175- 20.91% |
$1.29K - $1.57K
|
662
$8.14K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-193- 10.97% |
$1.42K - $1.73K
|
1.57K
$19.3K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-209Closed |
$1.54K - $1.88K
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-273- 16.13% |
$2.01K - $2.45K
|
1.42K
$17.5K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-275- 2.12% |
$2.02K - $2.47K
|
12.7K
$156K
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-315- 1.23% |
$2.32K - $2.83K
|
25.2K
$310K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-331- 59.0% |
$2.44K - $2.97K
|
230
$2.83K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-370- 4.2% |
$2.72K - $3.32K
|
8.43K
$104K
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-396- 0.95% |
$2.91K - $3.56K
|
41.4K
$509K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-425- 33.15% |
$3.13K - $3.82K
|
857
$10.5K
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-437- 3.26% |
$3.22K - $3.92K
|
13K
$159K
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-460- 3.46% |
$3.39K - $4.13K
|
12.8K
$158K
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-470- 5.38% |
$3.46K - $4.22K
|
8.27K
$102K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-471- 5.44% |
$3.47K - $4.23K
|
8.19K
$101K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-490- 19.72% |
$3.61K - $4.4K
|
2K
$24.5K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-491- 44.08% |
$3.61K - $4.41K
|
623
$7.66K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-492- 1.9% |
$3.62K - $4.42K
|
25.4K
$312K
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-608- 4.58% |
$4.47K - $5.46K
|
12.7K
$156K
|