Purchases and Sales Made in Q3 2024 in Mitsubishi Ufj Financial Group Inc (MUFG)
This table provides information about the institutional ownership of Mitsubishi Ufj Financial Group Inc (MUFG) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
176+ 35.56% |
$1.63K - $2.05K
|
671
$8.25K
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
168+ 58.13% |
$1.56K - $1.95K
|
457
$5.62K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
148New |
$1.37K - $1.72K
|
148
$1.82K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
145New |
$1.34K - $1.68K
|
145
$1.78K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
125New |
$1.16K - $1.45K
|
125
$1.54K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
120+ 0.93% |
$1.11K - $1.39K
|
13K
$160K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
104+ 0.76% |
$964 - $1.21K
|
13.7K
$169K
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
93+ 0.93% |
$862 - $1.08K
|
10.1K
$124K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
91+ 2.68% |
$844 - $1.06K
|
3.48K
$42.8K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
49+ 15.31% |
$454 - $569
|
369
$4.54K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
47New |
$436 - $546
|
47
$578
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
35+ 22.73% |
$324 - $407
|
189
$2.32K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
23+ 0.89% |
$213 - $267
|
2.62K
$32.2K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 2.95% |
$121 - $151
|
454
$5.58K
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
5+ 0.01% |
$46.3 - $58.1
|
44.5K
$547K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.76% |
$27.8 - $34.9
|
400
$4.92K
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$9.27 - $11.6
|
10.4K
$128K
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-33- 21.29% |
$306 - $383
|
122
$1.5K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-48- 0.28% |
$445 - $558
|
17.3K
$213K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-49- 4.59% |
$454 - $569
|
1.02K
$12.5K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-56- 4.03% |
$519 - $651
|
1.33K
$16.4K
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-61- 2.15% |
$565 - $709
|
2.78K
$34.2K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-92- 0.7% |
$853 - $1.07K
|
13.1K
$162K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-100- 0.38% |
$927 - $1.16K
|
26.1K
$322K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-108- 38.99% |
$1K - $1.25K
|
169
$2.08K
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-137- 0.52% |
$1.27K - $1.59K
|
26.2K
$322K
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-202- 0.18% |
$1.87K - $2.35K
|
110K
$1.35M
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-206- 2.18% |
$1.91K - $2.39K
|
9.24K
$114K
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-234- 1.11% |
$2.17K - $2.72K
|
20.8K
$256K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-246- 41.62% |
$2.28K - $2.86K
|
345
$4.24K
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-252- 0.61% |
$2.34K - $2.93K
|
40.9K
$503K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-269- 1.98% |
$2.49K - $3.13K
|
13.3K
$164K
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
SELL
|
- |
-271- 1.22% |
$2.51K - $3.15K
|
21.9K
$269K
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-303- 1.85% |
$2.81K - $3.52K
|
16.1K
$198K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-369- 1.49% |
$3.42K - $4.29K
|
24.3K
$299K
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-400- 0.4% |
$3.71K - $4.65K
|
98.7K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-406- 0.83% |
$3.76K - $4.72K
|
48.3K
$594K
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-433- 0.6% |
$4.01K - $5.03K
|
71.2K
$876K
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-434- 34.23% |
$4.02K - $5.04K
|
834
$10.3K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-437- 2.74% |
$4.05K - $5.08K
|
15.5K
$191K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-469- 2.09% |
$4.35K - $5.45K
|
22K
$271K
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-470- 0.61% |
$4.36K - $5.46K
|
76.1K
$936K
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-479- 0.72% |
$4.44K - $5.57K
|
66.3K
$816K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-524- 4.57% |
$4.86K - $6.09K
|
11K
$135K
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-532- 1.53% |
$4.93K - $6.18K
|
34.2K
$421K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-544- 12.11% |
$5.04K - $6.32K
|
3.95K
$48.6K
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-674- 38.06% |
$6.25K - $7.83K
|
1.1K
$13.5K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-698- 33.45% |
$6.47K - $8.11K
|
1.39K
$17.1K
|