Institutional Ownership Ubs Ag (BDCZ)
This table provides information about the institutional ownership of Ubs Ag (BDCZ). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 150,924 shares, which have been reported (via 13F filing form) to have a value of $2.73 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
46,599
shares
|
$848,101
0.22% of portfolio
|
Q1 2024
Added 6.04%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
34,703
shares
|
$631,594
0.36% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
29,286
shares
|
$533,005
0.02% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
27,646
shares
|
$503,157
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,137
shares
|
$93,493
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
4,000
shares
|
$72,800
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,037
shares
|
$18,873
0.0% of portfolio
|
Q1 2025
Added 93.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
950
shares
|
$17,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
900
shares
|
$16,380
0.0% of portfolio
|
Q4 2024
Added 44.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
426
shares
|
$7,753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
240
shares
|
$4,368
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|