Latest Institutional Transactions on Ubs Ag (BDCZ)
This table provides information on the latest institutional transactions involving Ubs Ag (BDCZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
950New |
$17K - $19.2K
|
950
$17.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.43K+ 314.79% |
$25.6K - $28.7K
|
1.88K
$35.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-86- 0.37% |
$1.54K - $1.73K
|
23.3K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$17.9 - $20.2
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
23.9KNew |
$428K - $481K
|
23.9K
$450K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-940- 29.63% |
$16.9K - $19K
|
2.23K
$42K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.26K- 49.22% |
$0 - $25.4K
|
1.3K
$24.5K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.28K- 24.91% |
$97.5K - $103K
|
15.9K
$300K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.66K+ 6.04% |
$49.1K - $51.9K
|
46.6K
$877K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.3K- 6.21% |
$42.4K - $44.9K
|
34.7K
$653K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-93- 14.76% |
$1.58K - $1.78K
|
537
$10.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.27KNew |
$38.6K - $43.4K
|
2.27K
$42.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.59K+ 5700.0% |
$63.1K - $66.6K
|
3.65K
$68.8K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
43.3KNew |
$688K - $765K
|
43.3K
$816K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7K+ 25.14% |
$170K - $189K
|
53.2K
$1M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
11.5KNew |
$185K - $207K
|
11.5K
$216K
|
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
11.3KNew |
$182K - $203K
|
11.3K
$213K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
240New |
$3.86K - $4.31K
|
240
$4.52K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.14K- 30.84% |
$110K - $127K
|
16K
$301K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.61K+ 6.01% |
$40.4K - $46.5K
|
46.1K
$867K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.3KNew |
$809K - $931K
|
52.3K
$984K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-16- 0.1% |
$248 - $285
|
16.7K
$314K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-4.69K- 6.68% |
$72.5K - $89.3K
|
65.5K
$1.23M
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-15.3K- 42.24% |
$252K - $314K
|
20.9K
$393K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-111KClosed |
$2.13M - $2.25M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
4KNew |
$76.7K - $81K
|
4K
$75.3K
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-16.8KClosed |
$307K - $339K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-15KClosed |
$275K - $304K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-33.1KClosed |
$531K - $625K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11.2KClosed |
$180K - $211K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
476New |
$6.3K - $7.86K
|
476
$8.96K
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.2KClosed |
$420K - $668K
|
0
$0
|
|