Institutional Ownership Ubs Ag (BDCZ)
This table provides information about the institutional ownership of Ubs Ag (BDCZ). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 129,881 shares, which have been reported (via 13F filing form) to have a value of $2.51 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
|
$899,360
0.22% of portfolio
|
Q1 2024
Added 6.04%
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
34,703
shares
|
$669,767
0.36% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
21,547
shares
|
$415,857
0.02% of portfolio
|
Q1 2024
Added 5.58%
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2024 Q1 2024 |
15,917
shares
|
$307,198
0.03% of portfolio
|
Q1 2024
Reduced 24.91%
|
|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
4,000
shares
|
$77,200
0.01% of portfolio
|
Q4 2021
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
3,172
shares
|
$61,219
0.0% of portfolio
|
Q4 2023
Reduced 50.3%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
2,560
shares
|
$49,408
0.0% of portfolio
|
Q1 2024
Reduced 14.35%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
537
shares
|
$10,364
0.0% of portfolio
|
Q4 2023
Reduced 14.76%
|
|
Core First Bank & Trust
Topeka, KS |
May 15, 2024 Q1 2024 |
476
shares
|
$9,186
0.01% of portfolio
|
Q4 2020
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
240
shares
|
$4,632
0.0% of portfolio
|
Q1 2023
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
130
shares
|
$2,509
0.0% of portfolio
|
Q1 2024
Added 2.36%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
Closed
|