Ifp Advisors, Inc Ubs Group Ag Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Ubs Group Ag stock. As of the latest transaction made, Ifp Advisors, Inc holds 6,588 shares of UBS stock, worth $196,190. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,588

Previous 6,483 1.62%

Holding current value

$196,190

Previous $199,000 2.51%

% of portfolio

0.01%

Previous 0.01%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$26.19 - $31.88 $2,749 - $3,347	105 Added 1.62%	6,588 $194,000
Q1 2024 Jul 30, 2024	SELL	$27.05 - $31.93 $17,771 - $20,978	-657 Reduced 9.2%	6,483 $199,000
Q4 2023 Jan 09, 2024	BUY	$23.36 - $31.19 $52,116 - $69,584	2,231 Added 45.45%	7,140 $220,000
Q3 2023 Oct 12, 2023	SELL	$19.39 - $26.71 $29,705 - $40,919	-1,532 Reduced 23.79%	4,909 $121,000
Q2 2023 Aug 04, 2023	BUY	$18.91 - $21.91 $4,670 - $5,411	247 Added 3.99%	6,441 $130,000
Q1 2023 Apr 18, 2023	SELL	$18.2 - $22.16 $48,557 - $59,122	-2,668 Reduced 30.11%	6,194 $132,000
Q4 2022 Feb 07, 2023	BUY	$13.98 - $18.8 $1,789 - $2,406	128 Added 1.47%	8,862 $145,000
Q3 2022 Nov 08, 2022	SELL	$14.51 - $17.21 $5,615 - $6,660	-387 Reduced 4.24%	8,734 $154,000
Q2 2022 Sep 06, 2022	BUY	$15.58 - $19.96 $142,105 - $182,055	9,121 New	9,121 $159,000
Q2 2022 Aug 12, 2022	SELL	$15.58 - $19.96 $142,105 - $182,055	-9,121 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$15.12 - $21.3 $60,222 - $84,837	3,983 Added 77.52%	9,121 $178,000
Q1 2022 Aug 08, 2022	BUY	$15.12 - $21.3 $7,650 - $10,777	506 Added 10.92%	5,138 $100,000
Q4 2021 Jan 12, 2022	BUY	$15.93 - $18.59 $2,389 - $2,788	150 Added 3.35%	4,632 $83,000
Q3 2021 Oct 06, 2021	BUY	$14.54 - $17.12 $2,646 - $3,115	182 Added 4.23%	4,482 $75,000
Q2 2021 Jul 13, 2021	SELL	$14.96 - $16.52 $553 - $611	-37 Reduced 0.85%	4,300 $67,000
Q1 2021 Apr 30, 2021	BUY	$14.29 - $16.1 $643 - $724	45 Added 1.05%	4,337 $69,000
Q4 2020 Jan 25, 2021	BUY	$11.22 - $14.76 $1,481 - $1,948	132 Added 3.17%	4,292 $63,000
Q3 2020 Oct 29, 2020	SELL	$10.51 - $12.52 $588 - $701	-56 Reduced 1.33%	4,160 $45,000
Q2 2020 Aug 05, 2020	BUY	$8.84 - $11.95 $20,199 - $27,305	2,285 Added 118.33%	4,216 $49,000
Q1 2020 May 12, 2020	BUY	$7.65 - $13.4 $10,916 - $19,121	1,427 Added 283.13%	1,931 $19,000
Q4 2019 Jan 17, 2020	SELL	$10.58 - $12.58 $2,898 - $3,446	-274 Reduced 35.22%	504 $6,000
Q3 2019 Nov 07, 2019	SELL	$10.16 - $12.29 $14,701 - $17,783	-1,447 Reduced 65.03%	778 $9,000
Q1 2019 May 15, 2019	SELL	$11.85 - $13.61 $20,784 - $23,871	-1,754 Reduced 44.08%	2,225 $28,000
Q4 2018 Jan 23, 2019	SELL	$11.81 - $15.57 $52,991 - $69,862	-4,487 Reduced 53.0%	3,979 $49,000
Q3 2018 Oct 25, 2018	BUY	$14.98 - $16.65 $15,099 - $16,783	1,008 Added 13.52%	8,466 $0
Q2 2018 Aug 07, 2018	SELL	$15.15 - $17.65 $50,691 - $59,056	-3,346 Reduced 30.97%	7,458 $0
Q1 2018 Jun 03, 2019	BUY	$17.24 - $20.89 $28,359 - $34,364	1,645 Added 17.96%	10,804 $199,000
Q1 2018 May 09, 2018	SELL	$17.24 - $20.89 $28,359 - $34,364	-1,645 Reduced 15.23%	9,159 $0
Q4 2017 Jan 24, 2018	SELL	$16.9 - $18.4 $5,458 - $5,943	-323 Reduced 2.9%	10,804 $0
Q3 2017 Oct 30, 2017	BUY	$16.16 - $17.58 $8,322 - $9,053	515 Added 4.85%	11,127 $191,000
Q2 2017 Jun 03, 2019	SELL	N/A	-36 Reduced 0.34%	10,612 $180,000
Q1 2017 Jun 03, 2019	SELL	N/A	-50 Reduced 0.47%	10,648 $170,000
Q4 2016 Jun 03, 2019	BUY	N/A	2,204 Added 25.95%	10,698 $168,000
Q2 2016 Jun 03, 2019	BUY	N/A	6,269 Added 281.75%	8,494 $110,000
Q1 2016 Jun 03, 2019	BUY	N/A	2,225	2,225 $28,000

Others Institutions Holding UBS

# of Institutions

620

Shares Held

1.28B

Call Options Held

19.4M

Put Options Held

24.6M

View Full List

About UBS Group AG

Ticker UBS
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,182,350,080
Market Cap $94.8B
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...

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