UTI INSTITUTE COMMON

Ownership history in MACQUARIE GROUP LTD  ·  17 quarters on record

This page tracks every 13F SEC filing in which MACQUARIE GROUP LTD reported a position in INSTITUTE COMMON (UTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2025 Q2)
Avg. % of fund
0.01%
First filed
2011 Q1
Last filed
2025 Q3
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,265,713 +5,575 +0.4% 0.05% $41.2M $32.55
2025 Q2 REDUCED 1,260,138 -122,047 -8.8% 0.05% $42.7M $33.89
2025 Q1 REDUCED 1,382,185 -7,532 -0.5% 0.05% $35.5M $25.68
2024 Q4 ADDED 1,389,717 +129,021 +10.2% 0.04% $35.7M $25.71
2024 Q3 ADDED 1,260,696 +185,743 +17.3% 0.02% $20.5M $16.26
2024 Q2 ADDED 1,074,953 +1,062,953 +8857.9% 0.02% $16.9M $15.73
2020 Q1 ADDED 12,000 +869 +7.8% 0.00% $71K $5.95
2018 Q1 REDUCED 11,131 -44,577 -80.0% 0.00% $33K $2.94
2017 Q4 REDUCED 55,708 -27,492 -33.0% 0.00% $134K $2.40
2017 Q3 ADDED 83,200 +27,400 +49.1% 0.00% $289K $3.47
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UTI price (monthly, adj. close)
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