A detailed history of Clearstead Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Clearstead Advisors, LLC holds 18,423 shares of UBS stock, worth $557,848. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,423
Previous 18,423 -0.0%
Holding current value
$557,848
Previous $544,000 4.6%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 09, 2024

BUY
$26.19 - $31.88 $72,048 - $87,701
2,751 Added 17.55%
18,423 $544,000
Q2 2023

Aug 07, 2023

BUY
$18.91 - $21.91 $1,909 - $2,212
101 Added 0.65%
15,672 $317,000
Q1 2023

May 09, 2023

SELL
$18.2 - $22.16 $24,479 - $29,805
-1,345 Reduced 7.95%
15,571 $332,000
Q3 2021

Nov 12, 2021

BUY
$14.54 - $17.12 $19,556 - $23,026
1,345 Added 8.64%
16,916 $270,000
Q4 2020

Feb 11, 2021

BUY
$11.22 - $14.76 $6,406 - $8,427
571 Added 3.81%
15,571 $220,000
Q3 2020

Nov 12, 2020

SELL
$10.51 - $12.52 $52,550 - $62,600
-5,000 Reduced 25.0%
15,000 $167,000
Q1 2020

May 14, 2020

SELL
$7.65 - $13.4 $21,909 - $38,377
-2,864 Reduced 12.53%
20,000 $185,000
Q4 2019

Feb 11, 2020

BUY
$10.58 - $12.58 $30,301 - $36,029
2,864 Added 14.32%
22,864 $288,000
Q1 2018

May 14, 2018

SELL
$17.24 - $20.89 $172,399 - $208,900
-10,000 Reduced 33.33%
20,000 $353,000
Q3 2017

Nov 09, 2017

BUY
$16.16 - $17.58 $484,800 - $527,400
30,000
30,000 $515,000

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 $96.4B
  • 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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