Purchases and Sales Made in Q4 2025 in Mitsubishi Ufj Financial Group Inc (MUFG)
This table provides information about the institutional ownership of Mitsubishi Ufj Financial Group Inc (MUFG) during Q4 2025. 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 26, 2026
Q4 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
133K+ 37.57% |
$1.94M - $2.1M
|
486K
$7.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
52.8KNew |
$771K - $833K
|
52.8K
$814K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
41.7K+ 29.43% |
$610K - $659K
|
183K
$2.83M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.4K+ 58.37% |
$591K - $639K
|
110K
$1.69M
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
34.5KNew |
$504K - $545K
|
34.5K
$532K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
30.5K+ 871.0% |
$446K - $482K
|
34K
$525K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
25.2K+ 34.48% |
$369K - $398K
|
98.4K
$1.52M
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
23.8K+ 28.6% |
$348K - $376K
|
107K
$1.65M
|
|
|
Jan 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
21.4K+ 3.74% |
$312K - $337K
|
593K
$9.15M
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
20.7K+ 13.23% |
$302K - $327K
|
177K
$2.73M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.8K+ 24.91% |
$289K - $312K
|
99.2K
$1.53M
|
|
|
Jan 23, 2026
Q4 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
13.2KNew |
$192K - $208K
|
13.2K
$203K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.1K+ 25.42% |
$191K - $206K
|
64.4K
$993K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
12.3K+ 40.26% |
$180K - $195K
|
43K
$663K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12KNew |
$175K - $189K
|
12K
$185K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.2KNew |
$164K - $177K
|
11.2K
$173K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
10.9K+ 22.16% |
$160K - $173K
|
60.3K
$929K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
10.7KNew |
$156K - $169K
|
10.7K
$165K
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10.7KNew |
$156K - $168K
|
10.7K
$164K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.5KNew |
$154K - $166K
|
10.5K
$162K
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
10.3KNew |
$151K - $163K
|
10.3K
$159K
|
|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
BUY
|
- |
10.3KNew |
$150K - $162K
|
10.3K
$158K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.64K+ 36.99% |
$141K - $152K
|
35.7K
$551K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
7.65K+ 3.0% |
$112K - $121K
|
262K
$4.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
7.56K+ 17.48% |
$110K - $119K
|
50.8K
$783K
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.5K+ 64.2% |
$110K - $118K
|
19.2K
$296K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6.67K+ 12.91% |
$97.6K - $105K
|
58.4K
$900K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.36K+ 5.55% |
$93K - $100K
|
121K
$1.87M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.27K+ 9.77% |
$77K - $83.2K
|
59.2K
$913K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.96K+ 5.59% |
$72.5K - $78.3K
|
93.6K
$1.44M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.46K+ 8.56% |
$65.2K - $70.5K
|
56.6K
$873K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
4.09K+ 31.29% |
$59.8K - $64.6K
|
17.2K
$265K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
3.95K+ 7.4% |
$57.7K - $62.3K
|
57.3K
$883K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.32K+ 1.17% |
$48.6K - $52.5K
|
288K
$4.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.84K+ 8.18% |
$41.5K - $44.8K
|
37.5K
$579K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
2.8K+ 2.76% |
$40.9K - $44.1K
|
104K
$1.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.58K+ 5.6% |
$37.7K - $40.7K
|
48.6K
$749K
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.38K+ 9.9% |
$34.8K - $37.6K
|
26.4K
$408K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.37K+ 23.12% |
$34.6K - $37.4K
|
12.6K
$194K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.18K+ 716.45% |
$31.8K - $34.4K
|
2.48K
$38.3K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.08K+ 13.75% |
$30.5K - $32.9K
|
17.2K
$266K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.93K+ 16.11% |
$28.2K - $30.5K
|
13.9K
$215K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.8K+ 5.11% |
$26.3K - $28.4K
|
37K
$571K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.61K+ 2.6% |
$23.5K - $25.4K
|
63.5K
$978K
|
|
|
Jan 14, 2026
Q4 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.55K+ 3.92% |
$22.6K - $24.4K
|
41K
$632K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.48K+ 9.23% |
$21.6K - $23.3K
|
17.5K
$270K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.39K+ 4.81% |
$20.4K - $22K
|
30.3K
$468K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.18KNew |
$17.3K - $18.6K
|
1.18K
$18.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.08K+ 5.73% |
$15.8K - $17K
|
19.9K
$306K
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.06K+ 3.04% |
$15.4K - $16.7K
|
35.8K
$553K
|
|