A detailed history of Keel Point, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Keel Point, LLC holds 8,838 shares of UBS stock, worth $280,518. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,838
Previous 8,798 0.45%
Holding current value
$280,518
Previous $259,000 5.41%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$27.97 - $31.42 $1,118 - $1,256
40 Added 0.45%
8,838 $273,000
Q2 2024

Aug 14, 2024

SELL
$26.19 - $31.88 $14,404 - $17,534
-550 Reduced 5.88%
8,798 $259,000
Q1 2024

Apr 16, 2024

SELL
$27.05 - $31.93 $1,109 - $1,309
-41 Reduced 0.44%
9,348 $287,000
Q4 2023

Jan 30, 2024

BUY
$23.36 - $31.19 $10,395 - $13,879
445 Added 4.98%
9,389 $290,000
Q3 2023

Oct 26, 2023

BUY
$19.39 - $26.71 $173,424 - $238,894
8,944 New
8,944 $220,000

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 $101B
  • 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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