Purchases and Sales Made in Q4 2024 in Mitsubishi Ufj Financial Group Inc (MUFG)
This table provides information about the institutional ownership of Mitsubishi Ufj Financial Group Inc (MUFG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
571New |
$5.68K - $6.98K
|
571
$7.27K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
532+ 40.92% |
$5.29K - $6.51K
|
1.83K
$23.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
524+ 1.88% |
$5.21K - $6.41K
|
28.4K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
509+ 1.94% |
$5.06K - $6.23K
|
26.7K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
473+ 3.2% |
$4.71K - $5.78K
|
15.3K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
472+ 0.71% |
$4.7K - $5.77K
|
66.8K
$850K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
438+ 1.56% |
$4.36K - $5.36K
|
28.5K
$363K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
436+ 0.61% |
$4.34K - $5.33K
|
71.6K
$912K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
430+ 1.44% |
$4.28K - $5.26K
|
30.3K
$385K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
426+ 2.98% |
$4.24K - $5.21K
|
14.7K
$188K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
421+ 2.05% |
$4.19K - $5.15K
|
21K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
401+ 0.83% |
$3.99K - $4.9K
|
48.9K
$622K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
396+ 7.48% |
$3.94K - $4.84K
|
5.69K
$72.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
375+ 1.71% |
$3.73K - $4.59K
|
22.3K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
358+ 0.02% |
$3.56K - $4.38K
|
1.96M
$24.9M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
356New |
$3.54K - $4.35K
|
356
$4.53K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
309+ 46.05% |
$3.07K - $3.78K
|
980
$12.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
297New |
$2.96K - $3.63K
|
297
$3.78K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
295New |
$2.94K - $3.61K
|
295
$3.76K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
288+ 2.16% |
$2.87K - $3.52K
|
13.6K
$173K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
282New |
$2.81K - $3.45K
|
282
$3.59K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
270+ 1.68% |
$2.69K - $3.3K
|
16.3K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
263New |
$2.62K - $3.22K
|
263
$3.35K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
225New |
$2.24K - $2.75K
|
225
$2.86K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
216+ 0.23% |
$2.15K - $2.64K
|
93K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
207New |
$2.06K - $2.53K
|
207
$2.64K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
190+ 2.76% |
$1.89K - $2.32K
|
7.07K
$90K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
182+ 1.55% |
$1.81K - $2.23K
|
11.9K
$152K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
182+ 0.08% |
$1.81K - $2.23K
|
234K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
173+ 0.74% |
$1.72K - $2.12K
|
23.6K
$301K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
171New |
$1.7K - $2.09K
|
171
$2.18K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
158New |
$1.57K - $1.93K
|
158
$2.01K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
152+ 104.83% |
$1.51K - $1.86K
|
297
$3.78K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
145New |
$1.44K - $1.77K
|
145
$1.85K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
136New |
$1.35K - $1.66K
|
136
$1.73K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
127+ 0.37% |
$1.26K - $1.55K
|
34.3K
$437K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
112New |
$1.11K - $1.37K
|
112
$1.43K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
99+ 0.22% |
$985 - $1.21K
|
44.3K
$564K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
86+ 14.48% |
$856 - $1.05K
|
680
$8.66K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
80+ 2.3% |
$796 - $978
|
3.56K
$45.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
72+ 0.55% |
$716 - $881
|
13.1K
$167K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
68+ 0.97% |
$677 - $832
|
7.11K
$90.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
65+ 4.88% |
$647 - $795
|
1.4K
$17.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
48+ 7.29% |
$478 - $587
|
706
$8.99K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 8.59% |
$388 - $477
|
493
$6.28K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
32+ 0.14% |
$318 - $391
|
22.3K
$284K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
28+ 1.07% |
$279 - $342
|
2.65K
$33.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
28+ 0.07% |
$279 - $342
|
38.3K
$487K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
6+ 0.01% |
$59.7 - $73.4
|
44.5K
$566K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$49.8 - $61.2
|
5
$63.7
|