Stock Transactions

MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS

Total Bought
2,429,444
96 transactions
Total Sold
1,861,605
59 transactions
Net
+567,839
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)Type
Capital Wealth Planning, LLC1,098,9011,698,895+599,9940.110.16+0.05buy
XY Capital Ltd50,755411,425+360,6700.827.65+6.83buy
Clearbridge Investments, LLC6,730,2036,953,108+222,9050.090.10+0.02buy
Chevy Chase Trust Holdings, LLC6,016,8876,189,329+172,4420.260.30+0.04buy
Henry James International Management Inc.112,886240,106+127,2200.561.47+0.91buy
Curi Capital, LLC311,104401,363+90,2590.090.12+0.04buy
NATIONS FINANCIAL GROUP INC, /IA/ /ADV52,760135,740+82,9800.040.12+0.07buy
Dorsey Wright & Associates160,112223,030+62,9180.550.47-0.08buy
ABC ARBITRAGE SA25,44285,154+59,7120.040.19+0.15buy
GUARDIAN CAPITAL LP33,62591,129+57,5040.020.04+0.03buy
THORNBURG INVESTMENT MANAGEMENT INC1,027,6421,077,231+49,5890.210.19-0.02buy
Permanens Capital L.P.533,233575,644+42,4111.101.26+0.16buy
Moran Wealth Management, LLC486,468528,104+41,6360.240.27+0.04buy
GeoWealth Management, LLC31,30366,728+35,4250.020.04+0.02buy
Aaron Wealth Advisors LLC107,170139,534+32,3640.090.14+0.04buy
GC Wealth Management RIA, LLC49,19081,088+31,8980.030.06+0.03buy
BAROMETER CAPITAL MANAGEMENT INC.59,70088,700+29,0000.250.52+0.26buy
Burns Matteson Capital Management, LLC26,44048,977+22,5370.170.32+0.16buy
EXENCIAL WEALTH ADVISORS, LLC207,874229,938+22,0640.100.12+0.02buy
Entropy Technologies, LP39,07960,019+20,9400.030.05+0.01buy
Legacy Wealth Asset Management, LLC123,321138,902+15,5810.480.57+0.09buy
PINNACLE ASSOCIATES LTD28,94544,166+15,2210.010.01+0.00buy
Gibbs Wealth Management10,30722,939+12,6320.040.05+0.01buy
AlTi Global, Inc.11,48822,871+11,3830.000.01+0.00buy
Sivia Capital Partners, LLC52,79663,928+11,1320.170.21+0.04buy
Madison Asset Management, LLC149,570159,836+10,2660.030.03+0.01buy
Florida Trust Wealth Management Co19,18029,180+10,0000.010.01+0.01buy
Pekin Hardy Strauss, Inc.300,124309,549+9,4250.440.55+0.11buy
Naviter Wealth, LLC227,118235,830+8,7120.470.50+0.03buy
TODD ASSET MANAGEMENT LLC4,053,1974,061,644+8,4471.251.35+0.10buy
Kathmere Capital Management, LLC37,54445,363+7,8190.040.05+0.01buy
ALTA CAPITAL MANAGEMENT LLC/12,06719,608+7,5410.010.03+0.01buy
CONFLUENCE INVESTMENT MANAGEMENT LLC103,912111,432+7,5200.020.03+0.00buy
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management16,77023,727+6,9570.000.01+0.00buy
FLPUTNAM INVESTMENT MANAGEMENT CO55,35961,941+6,5820.010.02+0.00buy
LOUISBOURG INVESTMENTS INC.45,63252,032+6,4000.140.17+0.02buy
Abel Hall, LLC61,53567,630+6,0950.230.24+0.02buy
Venturi Wealth Management, LLC45,27551,181+5,9060.030.04+0.01buy
Trust Point Inc.42,99248,381+5,3890.050.07+0.02buy
WESTFIELD CAPITAL MANAGEMENT CO LP510,711516,054+5,3430.030.04+0.00buy
Fiera Capital Corp37,34242,394+5,0520.000.00+0.00buy
INTRUST BANK NA110,884115,681+4,7970.150.16+0.01buy
Resonant Capital Advisors, LLC26,03130,412+4,3810.020.03+0.00buy
Walkner Condon Financial Advisors LLC17,49821,678+4,1800.040.05+0.01buy
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO80,40084,570+4,1700.040.05+0.01buy
Portside Wealth Group, LLC60,27664,230+3,9540.130.15+0.02buy
JACKSON THORNTON WEALTH MANAGEMENT, LLC14,74918,251+3,5020.020.03+0.01buy
HANCOCK WHITNEY CORP81,09384,373+3,2800.020.03+0.00buy
Te Ahumairangi Investment Management Ltd22,45425,674+3,2200.060.07+0.01buy
SAGESPRING WEALTH PARTNERS, LLC46,99350,128+3,1350.010.02+0.00buy
Aprio Wealth Management, LLC40,93143,941+3,0100.040.04+0.00buy
JOURNEY STRATEGIC WEALTH LLC15,64918,217+2,5680.010.01+0.00buy
EVOKE WEALTH, LLC12,89215,321+2,4290.000.00+0.00buy
Bleakley Financial Group, LLC24,97427,290+2,3160.010.01+0.00buy
Linden Thomas Advisory Services, LLC48,56150,841+2,2800.080.08+0.01buy
WRAPMANAGER INC12,04814,161+2,1130.060.08+0.02buy
BINGHAM PRIVATE WEALTH, LLC13,15215,180+2,0280.180.20+0.02buy
Hardy Reed LLC22,95324,964+2,0110.030.03+0.00buy
PERSONAL CFO SOLUTIONS, LLC51,74953,619+1,8700.130.13-0.00buy
Dynamic Advisor Solutions LLC13,65515,456+1,8010.010.01+0.00buy
SILVER OAK SECURITIES, INCORPORATED64,41966,203+1,7840.070.08+0.01buy
DMC Group, LLC50,80352,473+1,6700.540.60+0.06buy
MOODY NATIONAL BANK TRUST DIVISION17,15818,781+1,6230.030.03+0.00buy
SYM FINANCIAL Corp21,32922,788+1,4590.030.04+0.00buy
Ascent Group, LLC10,59612,022+1,4260.010.01+0.00buy
Frank, Rimerman Advisors LLC11,77613,172+1,3960.010.01+0.00buy
BAKER TILLY WEALTH MANAGEMENT, LLC13,91415,238+1,3240.050.06+0.01buy
NORDEN GROUP LLC37,02438,236+1,2120.060.06+0.00buy
FIDELIS CAPITAL PARTNERS, LLC10,55411,710+1,1560.010.01+0.00buy
EAGLE GLOBAL ADVISORS LLC353,324354,314+9900.210.22+0.01buy
BTC Capital Management, Inc.125,518126,368+8500.140.15+0.01buy
Gallacher Capital Management LLC38,88939,661+7720.240.26+0.02buy
Bridgewater Advisors Inc.35,84136,573+7320.040.04-0.00buy
SYON CAPITAL LLC31,06931,770+7010.020.03+0.00buy
Eagle Bay Advisors LLC10,65711,334+6770.120.17+0.05buy
RIVERSEDGE ADVISORS, LLC19,87620,522+6460.050.06+0.01buy
1832 Asset Management L.P.965,767966,378+6110.020.02+0.00buy
Cordatus Wealth Management LLC41,55442,115+5610.150.17+0.02buy
Dorsey & Whitney Trust CO LLC45,21245,767+5550.040.04+0.00buy
ORG Wealth Partners, LLC5031,004+5010.000.00+0.00buy
Traveka Wealth, LLC37,40637,848+4420.240.25+0.00buy
CARY STREET PARTNERS INVESTMENT ADVISORY LLC10,27010,676+4060.040.05+0.00buy
OLD NATIONAL BANCORP /IN/18,10418,509+4050.000.01+0.00buy
TD Capital Management LLC8851,212+3270.000.00+0.00buy
Leo Wealth, LLC10,50910,822+3130.010.01+0.00buy
Foster Group, Inc.17,28417,588+3040.010.01+0.00buy
May Hill Capital, LLC22,07722,380+3030.090.10+0.00buy
Optas, LLC38,91739,188+2710.100.10+0.00buy
Main Street Research LLC30,20530,448+2430.030.03+0.00buy
Choate Investment Advisors19,43919,666+2270.010.01+0.00buy
Wallace Advisory Group, LLC10,54110,727+1860.180.19+0.02buy
InTrack Investment Management Inc40,98941,169+1800.360.40+0.03buy
HBK Sorce Advisory LLC12,03012,126+960.010.00-0.00buy
ST GERMAIN D J CO INC146235+890.000.00+0.00buy
CERTUITY, LLC13,97614,044+680.010.02+0.00buy
Addison Advisors LLC5,5005,522+220.020.02+0.00buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC122113-90.000.00+0.00sell
Retirement Wealth Solutions LLC775763-120.010.01+0.00sell
SAGE RHINO CAPITAL LLC38,02137,991-300.110.12+0.01sell
INSIGNEO ADVISORY SERVICES, LLC10,18610,155-310.010.01+0.00sell
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