A detailed history of Moran Wealth Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Moran Wealth Management, LLC holds 500,407 shares of UBS stock, worth $15.8 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
500,407
Previous 500,759 0.07%
Holding current value
$15.8 Million
Previous $14.8 Million 4.56%
% of portfolio
0.49%
Previous 0.5%

Shares

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

Nov 08, 2024

SELL
$27.97 - $31.42 $9,845 - $11,059
-352 Reduced 0.07%
500,407 $15.5 Million
Q2 2024

Aug 13, 2024

BUY
$26.19 - $31.88 $114,633 - $139,538
4,377 Added 0.88%
500,759 $14.8 Million
Q1 2024

May 15, 2024

BUY
$27.05 - $31.93 $5.74 Million - $6.78 Million
212,223 Added 74.68%
496,382 $15.2 Million
Q4 2023

Feb 07, 2024

BUY
$23.36 - $31.19 $6.64 Million - $8.86 Million
284,159 New
284,159 $8.78 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 $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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