Latest Institutional Transactions on Takeda Pharmaceutical CO LTD (TAK)
This table provides information on the latest institutional transactions involving Takeda Pharmaceutical CO LTD (TAK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.71K- 5.7% |
$50.5K - $57.6K
|
61.4K
$878K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-136K- 25.4% |
$1.84M - $2.11M
|
398K
$5.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.15K- 9.82% |
$15.7K - $17.9K
|
10.6K
$151K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.75K- 3.64% |
$23.8K - $27.2K
|
46.3K
$661K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-96.5K- 53.1% |
$1.31M - $1.5M
|
85.2K
$1.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
3.7K+ 18.42% |
$50.3K - $57.5K
|
23.8K
$340K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
275New |
$3.74K - $4.27K
|
275
$3.93K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10.2KNew |
$138K - $158K
|
10.2K
$145K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.35K+ 17.09% |
$32K - $36.5K
|
16.1K
$230K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-27.2K- 13.45% |
$370K - $422K
|
175K
$2.5M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.91K+ 16.94% |
$25.9K - $29.6K
|
13.2K
$188K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
107+ 0.85% |
$1.46K - $1.66K
|
12.7K
$182K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.2KNew |
$138K - $158K
|
10.2K
$145K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 0.73% |
$40.8 - $46.6
|
414
$5.92K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-471- 34.97% |
$6.41K - $7.31K
|
876
$12.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.61K+ 3.89% |
$21.9K - $25K
|
42.9K
$614K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.41K+ 22.55% |
$46.3K - $52.9K
|
18.5K
$265K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.2KNew |
$153K - $175K
|
11.2K
$161K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
35New |
$476 - $543
|
35
$500
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
800New |
$10.9K - $12.4K
|
800
$11.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.63K+ 20.6% |
$35.8K - $40.8K
|
15.4K
$220K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.56K+ 13.7% |
$34.8K - $39.7K
|
21.2K
$303K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
48.2KNew |
$656K - $748K
|
48.2K
$689K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
259New |
$3.52K - $4.02K
|
259
$3.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.26K- 32.2% |
$17.1K - $19.5K
|
2.65K
$37.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
7.5KNew |
$102K - $116K
|
7.5K
$107K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
46KNew |
$625K - $714K
|
46K
$657K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
37New |
$503 - $574
|
37
$529
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
35.4K+ 149.13% |
$482K - $550K
|
59.2K
$845K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
21.7K+ 54.88% |
$295K - $337K
|
61.2K
$875K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-152K- 35.02% |
$2.06M - $2.35M
|
281K
$4.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
104KNew |
$1.41M - $1.61M
|
104K
$1.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
3.83K+ 3.83% |
$52K - $59.4K
|
104K
$1.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-18.8K- 7.67% |
$256K - $292K
|
226K
$3.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
85New |
$1.16K - $1.32K
|
85
$1.21K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10.4K+ 11.31% |
$141K - $161K
|
102K
$1.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.75K+ 23.42% |
$51K - $58.2K
|
19.8K
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1New |
$13.6 - $15.5
|
1
$14.3
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.83K+ 21.91% |
$38.4K - $43.9K
|
15.7K
$225K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
SELL
|
- |
-8.98K- 3.26% |
$122K - $139K
|
266K
$3.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.46K+ 19.75% |
$33.4K - $38.2K
|
14.9K
$213K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
10KNew |
$136K - $155K
|
10K
$143K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.06K+ 5.39% |
$14.4K - $16.5K
|
20.7K
$296K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.9K- 86.1% |
$25.9K - $29.5K
|
307
$4.39K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.37K- 2.74% |
$59.5K - $67.9K
|
155K
$2.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-2.2K- 12.31% |
$29.9K - $34.2K
|
15.7K
$224K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.15K+ 1.45% |
$15.7K - $17.9K
|
80.8K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
119New |
$1.62K - $1.85K
|
119
$1.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-41.2K- 81.57% |
$560K - $639K
|
9.3K
$133K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
8.82K+ 38.77% |
$120K - $137K
|
31.5K
$451K
|
|