Purchases and Sales Made in Q4 2023 in Mitsubishi Ufj Financial Group Inc (MUFG)
This table provides information about the institutional ownership of Mitsubishi Ufj Financial Group Inc (MUFG) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
400+ 0.56% |
$3.17K - $3.53K
|
71.6K
$911K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
390+ 13.18% |
$3.09K - $3.44K
|
3.35K
$42.6K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
386+ 1.12% |
$3.06K - $3.4K
|
34.9K
$444K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
386+ 1.33% |
$3.06K - $3.4K
|
29.4K
$375K
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
372New |
$2.95K - $3.28K
|
372
$4.74K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
368New |
$2.92K - $3.25K
|
368
$4.68K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
339+ 193.71% |
$2.69K - $2.99K
|
514
$6.54K
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
316+ 1.13% |
$2.51K - $2.79K
|
28.2K
$359K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
314+ 93.45% |
$2.49K - $2.77K
|
650
$8.27K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
306+ 50.66% |
$2.43K - $2.7K
|
910
$11.6K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
302New |
$2.39K - $2.66K
|
302
$3.84K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
190+ 0.43% |
$1.51K - $1.68K
|
44.4K
$566K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
170New |
$1.35K - $1.5K
|
170
$2.16K
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
162+ 72.65% |
$1.28K - $1.43K
|
385
$4.9K
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
150New |
$1.19K - $1.32K
|
150
$1.91K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
147New |
$1.17K - $1.3K
|
147
$1.87K
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
142+ 1.09% |
$1.13K - $1.25K
|
13.1K
$167K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
139New |
$1.1K - $1.23K
|
139
$1.77K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
109New |
$864 - $961
|
109
$1.39K
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
106+ 0.83% |
$841 - $935
|
12.8K
$163K
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
94+ 0.34% |
$745 - $829
|
27.7K
$353K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
87New |
$690 - $767
|
87
$1.11K
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
62+ 0.49% |
$492 - $547
|
12.7K
$162K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
59+ 0.21% |
$468 - $520
|
27.5K
$350K
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
8+ 0.41% |
$63.4 - $70.6
|
1.97K
$25K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 1.28% |
$39.7 - $44.1
|
397
$5.05K
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 2.5% |
$79.3 - $88.2
|
390
$4.96K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-23- 0.51% |
$182 - $203
|
4.48K
$57.1K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-34- 0.44% |
$270 - $300
|
7.76K
$98.8K
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-70- 0.52% |
$555 - $617
|
13.3K
$170K
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-77- 0.3% |
$611 - $679
|
25.5K
$325K
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-77- 0.3% |
$611 - $679
|
25.5K
$325K
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-109- 0.27% |
$864 - $961
|
40.4K
$514K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-143- 23.29% |
$1.13K - $1.26K
|
471
$6K
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-183- 1.7% |
$1.45K - $1.61K
|
10.6K
$135K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-215- 0.41% |
$1.7K - $1.9K
|
51.7K
$658K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-350- 45.99% |
$2.78K - $3.09K
|
411
$5.23K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-404- 0.87% |
$3.2K - $3.56K
|
46K
$585K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-436- 0.66% |
$3.46K - $3.85K
|
65.8K
$838K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-448- 19.92% |
$3.55K - $3.95K
|
1.8K
$22.9K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-477- 0.5% |
$3.78K - $4.21K
|
95.1K
$1.21M
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-500- 1.11% |
$3.97K - $4.41K
|
44.7K
$569K
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-511- 1.56% |
$4.05K - $4.51K
|
32.3K
$411K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-635- 4.89% |
$5.04K - $5.6K
|
12.3K
$157K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-640- 2.02% |
$5.08K - $5.64K
|
31.1K
$396K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-746- 67.33% |
$5.92K - $6.58K
|
362
$4.61K
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-760- 5.86% |
$6.03K - $6.7K
|
12.2K
$155K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-844- 3.85% |
$6.69K - $7.44K
|
21.1K
$269K
|