Latest Institutional Purchases of Ubs Ag (BDCZ)
This list provides information on the latest institutional transactions involving Ubs Ag (BDCZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
23.9KNew |
$428K - $481K
|
23.9K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.43K+ 314.79% |
$25.6K - $28.7K
|
1.88K
$36.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
950New |
$17K - $19.2K
|
950
$18.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.66K+ 6.04% |
$49.1K - $51.9K
|
46.6K
$903K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.27KNew |
$38.6K - $43.4K
|
2.27K
$44K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.59K+ 5700.0% |
$63.1K - $66.6K
|
3.65K
$70.8K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
43.3KNew |
$688K - $765K
|
43.3K
$839K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7K+ 25.14% |
$170K - $189K
|
53.2K
$1.03M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
11.5KNew |
$185K - $207K
|
11.5K
$223K
|
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
11.3KNew |
$182K - $203K
|
11.3K
$219K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
240New |
$3.86K - $4.31K
|
240
$4.65K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.3KNew |
$809K - $931K
|
52.3K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.61K+ 6.01% |
$40.4K - $46.5K
|
46.1K
$892K
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
4KNew |
$76.7K - $81K
|
4K
$77.5K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
476New |
$6.3K - $7.86K
|
476
$9.22K
|
|