Purchases and Sales Made in Q2 2023 in Ubs Ag (BDCZ)
This table provides information about the institutional ownership of Ubs Ag (BDCZ) during Q2 2023. 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 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
43.3KNew |
$688K - $765K
|
43.3K
$708K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7K+ 25.14% |
$170K - $189K
|
53.2K
$869K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.63K+ 35.19% |
$89.5K - $99.5K
|
21.6K
$354K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.43K+ 13.1% |
$38.5K - $42.8K
|
20.9K
$342K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
370+ 3.85% |
$5.88K - $6.53K
|
9.97K
$163K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-91- 4.11% |
$1.45K - $1.61K
|
2.12K
$34.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-814- 3.07% |
$12.9K - $14.4K
|
25.7K
$420K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.37K- 11.97% |
$21.7K - $24.1K
|
10.1K
$164K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.05K- 16.0% |
$48.4K - $53.8K
|
16K
$262K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.26K- 15.48% |
$67.7K - $75.3K
|
23.3K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.2K- 99.49% |
$194K - $216K
|
63
$1.03K
|