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 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.05K- 3.38% |
$8.34K - $9.28K
|
30K
$382K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.19K- 0.8% |
$9.44K - $10.5K
|
147K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.3K- 4.22% |
$10.3K - $11.5K
|
29.6K
$377K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.34K- 10.79% |
$10.6K - $11.8K
|
11.1K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.48K- 0.65% |
$11.7K - $13K
|
225K
$2.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.55K- 1.2% |
$12.3K - $13.6K
|
128K
$1.63M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.66K- 0.02% |
$13.2K - $14.7K
|
6.73M
$85.7M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.69K- 1.82% |
$13.4K - $14.9K
|
91.1K
$1.16M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.76K- 78.63% |
$13.9K - $15.5K
|
478
$6.08K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.13K- 4.58% |
$16.9K - $18.8K
|
44.4K
$565K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-2.17K- 1.83% |
$17.2K - $19.2K
|
116K
$1.48M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.18K- 15.8% |
$17.3K - $19.3K
|
11.6K
$148K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2.19K- 17.43% |
$17.4K - $19.3K
|
10.4K
$132K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.38K- 10.79% |
$18.9K - $21K
|
19.7K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.49K- 4.06% |
$19.7K - $21.9K
|
58.8K
$749K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.59K- 3.52% |
$20.5K - $22.8K
|
71K
$904K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.61K- 0.29% |
$20.7K - $23K
|
906K
$11.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.62K- 7.73% |
$20.8K - $23.1K
|
31.3K
$398K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.62K- 9.09% |
$20.8K - $23.1K
|
26.2K
$334K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.77K- 43.86% |
$21.9K - $24.4K
|
3.54K
$45.1K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
SELL
|
- |
-3.01K- 2.63% |
$23.9K - $26.6K
|
112K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.21K- 16.84% |
$25.5K - $28.3K
|
15.9K
$202K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-3.35K- 3.92% |
$26.6K - $29.5K
|
82.2K
$1.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.6K- 20.13% |
$28.5K - $31.7K
|
14.3K
$182K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.79K- 3.49% |
$30.1K - $33.5K
|
105K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.88K- 1.58% |
$30.8K - $34.2K
|
242K
$3.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.92K- 10.89% |
$31K - $34.5K
|
32K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.02K- 14.62% |
$31.9K - $35.5K
|
23.5K
$299K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-4.35K- 17.66% |
$34.5K - $38.4K
|
20.3K
$258K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-4.39K- 10.95% |
$34.8K - $38.7K
|
35.6K
$454K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.63K- 48.05% |
$36.7K - $40.8K
|
5.01K
$63.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.35K- 1.33% |
$42.4K - $47.2K
|
397K
$5.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.41K- 6.48% |
$42.9K - $47.7K
|
78.2K
$995K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.89K- 16.98% |
$46.7K - $51.9K
|
28.8K
$366K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.68K- 2.58% |
$52.9K - $58.9K
|
252K
$3.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-7.31K- 20.19% |
$58K - $64.5K
|
28.9K
$368K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7.85K- 93.08% |
$62.3K - $69.2K
|
584
$7.43K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-7.88K- 20.39% |
$62.5K - $69.5K
|
30.8K
$392K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-8.72K- 8.11% |
$69.1K - $76.9K
|
98.9K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-10.2K- 97.97% |
$80.5K - $89.5K
|
210
$2.67K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11K- 3.62% |
$87K - $96.7K
|
292K
$3.71M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-11.2K- 5.06% |
$88.5K - $98.4K
|
209K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-11.5K- 2.0% |
$91.5K - $102K
|
564K
$7.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-12.7K- 98.56% |
$101K - $112K
|
185
$2.36K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13.6K- 14.55% |
$108K - $120K
|
80K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.9K- 11.13% |
$110K - $122K
|
111K
$1.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-14.2K- 9.28% |
$113K - $125K
|
139K
$1.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.1K- 0.6% |
$120K - $133K
|
2.51M
$31.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-16.3K- 10.44% |
$129K - $143K
|
139K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-27.1K- 28.41% |
$215K - $239K
|
68.2K
$868K
|