Ubs Ag BDCZ
Institutional shares held
139,613
0
calls
0
puts
Total value of holdings
$2.69M
$0
calls
$0
puts
# of Institutions
13
We take great care to ensure that the data presented and summarized in this overview for UBS AG is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding BDCZ
View all-
Eudaimonia Partners, LLC Winchester, TN46.6KShares$897,9620.22% of portfolio
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Eudaimonia Advisors LLC Winchester, TN34.7KShares$668,7260.36% of portfolio
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Kingswood Wealth Advisors, LLC San Diego, CA23.9KShares$460,0320.03% of portfolio
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Creative One Wealth, LLC Overland Park, KS23.3KShares$448,9910.02% of portfolio
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Lindbrook Capital, LLC4KShares$77,0800.01% of portfolio
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Concourse Financial Group Securities, Inc. Birmingham, AL2.23KShares$43,0100.0% of portfolio
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Ubs Group Ag1.88KShares$36,2080.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.3KShares$25,0510.0% of portfolio
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Bank Of America Corp Charlotte, NC950Shares$18,3060.0% of portfolio
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Morgan Stanley New York, NY537Shares$10,3470.0% of portfolio