Purchases and Sales Made in Q1 2025 in Ubs Ag (BDCZ)
This table provides information about the institutional ownership of Ubs Ag (BDCZ) during Q1 2025. The information is specifically focused on institutions that hold shares of UBS AG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
27.6KNew |
$516K - $565K
|
27.6K
$503K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.14KNew |
$95.9K - $105K
|
5.14K
$93.5K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.94K+ 11.15% |
$54.8K - $60K
|
29.3K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
500+ 93.11% |
$9.33K - $10.2K
|
1.04K
$18.9K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
426New |
$7.95K - $8.7K
|
426
$7.75K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-400- 30.77% |
$7.46K - $8.17K
|
900
$16.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.23KClosed |
$41.6K - $45.6K
|
0
$0
|