Institutional Ownership Ubs Ag (BDCZ)
This table provides information about the institutional ownership of Ubs Ag (BDCZ). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 116,908 shares, which have been reported (via 13F filing form) to have a value of $2.21 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
46,599
shares
|
$896,564
0.22% of portfolio
|
Q1 2024
Added 6.04%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
34,703
shares
|
$667,685
0.36% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
26,347
shares
|
$506,916
0.02% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
4,000
shares
|
$76,960
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,232
shares
|
$42,943
0.0% of portfolio
|
Q3 2024
Reduced 29.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,300
shares
|
$25,011
0.0% of portfolio
|
Q2 2024
Reduced 49.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
950
shares
|
$18,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
537
shares
|
$10,331
0.0% of portfolio
|
Q4 2023
Reduced 14.76%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
240
shares
|
$4,617
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|