A detailed history of Schechter Investment Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 41,661 shares of UBS stock, worth $1.29 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
41,661
Previous 40,493 2.88%
Holding current value
$1.29 Million
Previous $1.24 Million 1.05%
% of portfolio
0.13%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$26.19 - $31.88 $30,589 - $37,235
1,168 Added 2.88%
41,661 $1.23 Million
Q1 2024

May 06, 2024

BUY
$27.05 - $31.93 $138,523 - $163,513
5,121 Added 14.48%
40,493 $1.24 Million
Q4 2023

Jan 17, 2024

SELL
$23.36 - $31.19 $235,725 - $314,738
-10,091 Reduced 22.2%
35,372 $1.09 Million
Q3 2023

Nov 06, 2023

SELL
$19.39 - $26.71 $244,178 - $336,359
-12,593 Reduced 21.69%
45,463 $1.12 Million
Q2 2023

Jul 26, 2023

BUY
$18.91 - $21.91 $108,335 - $125,522
5,729 Added 10.95%
58,056 $1.18 Million
Q1 2023

Apr 28, 2023

SELL
$18.2 - $22.16 $229,047 - $278,883
-12,585 Reduced 19.39%
52,327 $1.12 Million
Q4 2022

Feb 13, 2023

SELL
$13.98 - $18.8 $9,855 - $13,254
-705 Reduced 1.07%
64,912 $1.21 Million
Q3 2022

Nov 04, 2022

SELL
$14.51 - $17.21 $11,303 - $13,406
-779 Reduced 1.17%
65,617 $952,000
Q2 2022

Nov 03, 2022

BUY
$15.58 - $19.96 $1.03 Million - $1.33 Million
66,396 New
66,396 $1.08 Million
Q1 2022

Nov 18, 2022

BUY
$15.12 - $21.3 $64,743 - $91,206
4,282 Added 6.53%
69,899 $1.37 Million
Q4 2021

Dec 27, 2022

BUY
$15.93 - $18.59 $405,466 - $473,171
25,453 Added 38.79%
91,070 $1.63 Million

Others Institutions Holding UBS

About UBS Group AG


  • Ticker UBS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,182,350,080
  • Market Cap $98.3B
  • Description
  • UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions...
More about UBS
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