Institutional Ownership Ubs Ag (PFFL)
This table provides information about the institutional ownership of Ubs Ag (PFFL). We have compiled data on the 4 institutions that hold shares in the stock, with a total of 10,143 shares, which have been reported (via 13F filing form) to have a value of $82,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
10,000
shares
|
$81,600
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
142
shares
|
$1,158
0.0% of portfolio
|
Q1 2025
Added 7000.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$8
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|