Purchases and Sales Made in Q2 2022 in Ubs Ag (BDCZ)
This table provides information about the institutional ownership of Ubs Ag (BDCZ) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
61.3K+ 110.71% |
$1.01M - $1.26M
|
117K
$1.91M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.5K+ 107.57% |
$355K - $443K
|
41.5K
$679K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
18.4KNew |
$304K - $380K
|
18.4K
$302K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
16.7KNew |
$276K - $345K
|
16.7K
$274K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
15.2KNew |
$250K - $312K
|
15.2K
$248K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10.8K+ 82.93% |
$178K - $223K
|
23.8K
$390K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.31K+ 13.21% |
$21.7K - $27.1K
|
11.3K
$184K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
674New |
$11.1K - $13.9K
|
674
$11K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
600+ 9.53% |
$9.89K - $12.4K
|
6.9K
$113K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
83+ 0.6% |
$1.37K - $1.71K
|
13.9K
$228K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-405- 0.81% |
$6.67K - $8.34K
|
49.4K
$808K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.38K- 9.31% |
$39.1K - $48.9K
|
23.1K
$378K
|
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-7.44K- 9.59% |
$123K - $153K
|
70.1K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.2K- 13.09% |
$217K - $271K
|
87.5K
$1.43M
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-15.3K- 42.24% |
$252K - $314K
|
20.9K
$341K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-21K- 18.24% |
$346K - $432K
|
94K
$1.54M
|