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B. Riley Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

B. Riley Wealth Advisors’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,120
Closed -$128K – 1530
2024
Q1 		$128K Buy
+15,120
New +$146K ﹤0.01% 1332
2023
Q4 		– Sell
-15,120
Closed -$128K – 1467
2023
Q3 		$128K Buy
15,120
+4,986
+49% +$39.8K ﹤0.01% 1332
2023
Q2 		$74.7K Sell
10,134
-2,493
-20% -$16.6K ﹤0.01% 1460
2023
Q1 		$80.7K Buy
12,627
+1,736
+16% +$12.1K ﹤0.01% 1405
2022
Q4 		$72.6K Buy
+10,891
New +$56.4K ﹤0.01% 1391
2016
Q1 		– Sell
-20,978
Closed -$132K – 591
2015
Q4 		$132K Buy
20,978
+1,489
+8% +$9.62K 0.03% 513
2015
Q3 		$119K Buy
19,489
+1,624
+9% +$11K 0.03% 502
2015
Q2 		$129K Sell
17,865
-3,105
-15% -$22.1K 0.03% 488
2015
Q1 		$301K Sell
20,970
-14,740
-41% -$87.5K 0.07% 355
2014
Q4 		$1.06M Buy
35,710
+10,380
+41% +$57.8K 0.02% 728
2014
Q3 		$142K Buy
25,330
+1,500
+6% +$8.76K 0.04% 547
2014
Q2 		$147K Buy
+23,830
New +$135K 0.03% 570
2014
Q1 		– Sell
-8,600
Closed -$57K – 775
2013
Q4 		$57K Sell
8,600
-2,510
-23% -$16.1K 0.02% 649
2013
Q3 		$71K Buy
11,110
+4,465
+67% +$28.4K 0.02% 604
2013
Q2 		$41K Buy
+6,645
New +$42.6K 0.01% 675

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $7.93B AUM 57.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

B. Riley Wealth Advisors's MUFG Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2024, closing a stake of 15,120 shares — an estimated $128K sold.

B. Riley Wealth Advisors first reported a position in MUFG in Q2 2013 and held it in 15 quarters. The position peaked at $1.06M in Q4 2014. 406 funds tracked by Wall St. Rank hold MUFG as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Mitsubishi UFJ Financial position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 15,120 Mitsubishi UFJ Financial shares in Q2 2024, an estimated $128K.
  • B. Riley Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Mitsubishi UFJ Financial position peaked at $1.06M in Q4 2014.
  • 406 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.