Steward Partners Investment Advisory, LLC Ubs Group Ag Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,344 shares of UBS stock, worth $108,144. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,344
Previous 4,003 16.46%
Holding current value
$108,144
Previous $122,000 19.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2024
SELL
$26.19 - $31.88 $17,259 - $21,008
-659 Reduced 16.46%
3,344 $98,000
Q1 2024

May 15, 2024
BUY
$27.05 - $31.93 $63,134 - $74,524
2,334 Added 139.84%
4,003 $122,000
Q4 2023

Feb 12, 2024
SELL
$23.36 - $31.19 $17,146 - $22,893
-734 Reduced 30.55%
1,669 $51,000
Q3 2023

Nov 13, 2023
BUY
$19.39 - $26.71 $13,805 - $19,017
712 Added 42.11%
2,403 $59,000
Q2 2023

Aug 14, 2023
BUY
$18.91 - $21.91 $14,258 - $16,520
754 Added 80.47%
1,691 $34,000
Q1 2023

May 15, 2023
SELL
$18.2 - $22.16 $7,589 - $9,240
-417 Reduced 30.8%
937 $19,000
Q4 2022

Feb 15, 2023
BUY
$13.98 - $18.8 $3,341 - $4,493
239 Added 21.43%
1,354 $25,000
Q3 2022

Nov 10, 2022
BUY
$14.51 - $17.21 $3,975 - $4,715
274 Added 32.58%
1,115 $16,000
Q4 2021

Feb 08, 2022
SELL
$15.93 - $18.59 $2,262 - $2,639
-142 Reduced 14.45%
841 $15,000
Q3 2021

Nov 12, 2021
BUY
$14.54 - $17.12 $537 - $633
37 Added 3.91%
983 $16,000
Q2 2021

Aug 13, 2021
SELL
$14.96 - $16.52 $5,909 - $6,525
-395 Reduced 29.46%
946 $14,000
Q1 2021

May 14, 2021
BUY
$14.29 - $16.1 $15,104 - $17,017
1,057 Added 372.18%
1,341 $20,000
Q4 2020

Feb 11, 2021
SELL
$11.22 - $14.76 $27,174 - $35,748
-2,422 Reduced 89.5%
284 $4,000
Q3 2020

Oct 30, 2020
BUY
$10.51 - $12.52 $24,351 - $29,008
2,317 Added 595.63%
2,706 $30,000
Q2 2020

Aug 06, 2020
SELL
$8.84 - $11.95 $19,076 - $25,788
-2,158 Reduced 84.73%
389 $4,000
Q1 2020

Apr 29, 2020
BUY
$7.65 - $13.4 $14,190 - $24,857
1,855 Added 268.06%
2,547 $23,000
Q4 2019

Jan 17, 2020
SELL
$10.58 - $12.58 $9,119 - $10,843
-862 Reduced 55.47%
692 $8,000
Q3 2019

Oct 30, 2019
SELL
$10.16 - $12.29 $3,159 - $3,822
-311 Reduced 16.68%
1,554 $17,000
Q2 2019

Jul 25, 2019
BUY
$11.43 - $13.53 $21,316 - $25,233
1,865 New
1,865 $22,000
Q4 2018

Jan 15, 2019
SELL
$11.81 - $15.57 $5,905 - $7,785
-500 Closed
0 $0
Q3 2018

Oct 23, 2018
SELL
$14.98 - $16.65 $5,617 - $6,243
-375 Reduced 42.86%
500 $8,000
Q2 2018

Jul 20, 2018
BUY
$15.15 - $17.65 $8,877 - $10,342
586 Added 202.77%
875 $14,000
Q1 2018

Apr 20, 2018
BUY
$17.24 - $20.89 $4,982 - $6,037
289 New
289 $5,000

Others Institutions Holding UBS

# of Institutions
621
Shares Held
1.49B
Call Options Held
33M
Put Options Held
19.8M
View Full List

About UBS Group AG

UBS Quotes by TradingView
  • Ticker UBS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,182,350,080
  • Market Cap $103B
  • 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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email