Purchases and Sales Made in Q2 2025 in Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
88.5K+ 4.04% |
$2.08M - $2.49M
|
2.28M
$54.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.6KNew |
$555K - $664K
|
23.6K
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.3KNew |
$453K - $542K
|
19.3K
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4K+ 134.0% |
$315K - $377K
|
23.4K
$562K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
10.7K+ 1.88% |
$250K - $299K
|
578K
$13.9M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$248K - $297K
|
10.6K
$254K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.88K+ 30.67% |
$91K - $109K
|
16.5K
$396K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.54K+ 29.0% |
$59.5K - $71.3K
|
11.3K
$271K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.73K+ 3.11% |
$40.6K - $48.6K
|
57.3K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.7KNew |
$39.9K - $47.8K
|
1.7K
$40.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.59KNew |
$37.4K - $44.8K
|
1.59K
$38.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
351+ 575.41% |
$8.24K - $9.86K
|
412
$9.88K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.22K- 20.29% |
$28.7K - $34.3K
|
4.8K
$115K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.3K- 4.32% |
$30.5K - $36.5K
|
28.8K
$691K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.72K- 2.42% |
$87.4K - $105K
|
150K
$3.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.39K- 24.5% |
$103K - $123K
|
13.5K
$325K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.5K- 76.53% |
$176K - $211K
|
2.3K
$55.2K
|