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 151,986 shares, which have been reported (via 13F filing form) to have a value of $2.76 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
|
$846,703
0.22% of portfolio
|
Q1 2024
Added 6.04%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
35,720
shares
|
$649,032
0.02% of portfolio
|
Q2 2025
Added 29.2%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
34,703
shares
|
$630,553
0.36% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
21,971
shares
|
$399,213
0.01% of portfolio
|
Q2 2025
Reduced 24.98%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
5,040
shares
|
$91,576
0.0% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
4,000
shares
|
$72,680
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,300
shares
|
$23,621
0.0% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
950
shares
|
$17,261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
839
shares
|
$15,244
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
537
shares
|
$9,757
0.0% of portfolio
|
Q2 2025
Reduced 48.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
426
shares
|
$7,740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
240
shares
|
$4,360
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|