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 114,391 shares, which have been reported (via 13F filing form) to have a value of $2.17 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
|
$883,983
0.22% of portfolio
|
Q1 2024
Added 6.04%
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
34,703
shares
|
$658,315
0.36% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
23,386
shares
|
$443,632
0.02% of portfolio
|
Q2 2024
Added 8.53%
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
4,000
shares
|
$75,880
0.01% of portfolio
|
Q4 2021
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
3,172
shares
|
$60,172
0.0% of portfolio
|
Q4 2023
Reduced 50.3%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,300
shares
|
$24,661
0.0% of portfolio
|
Q2 2024
Reduced 49.22%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
537
shares
|
$10,186
0.0% of portfolio
|
Q4 2023
Reduced 14.76%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
453
shares
|
$8,593
0.0% of portfolio
|
Q2 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
240
shares
|
$4,552
0.0% of portfolio
|
Q1 2023
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$18
0.0% of portfolio
|
Q2 2024
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|