Institutional Ownership Ubs Ag (BDCZ)
This table provides information about the institutional ownership of Ubs Ag (BDCZ). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 139,613 shares, which have been reported (via 13F filing form) to have a value of $2.63 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
|
$877,459
0.22% of portfolio
|
Q1 2024
Added 6.04%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
34,703
shares
|
$653,457
0.36% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
23,873
shares
|
$449,528
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
23,300
shares
|
$438,738
0.02% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
4,000
shares
|
$75,320
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,232
shares
|
$42,028
0.0% of portfolio
|
Q3 2024
Reduced 29.63%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,879
shares
|
$35,381
0.0% of portfolio
|
Q3 2024
Added 314.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,300
shares
|
$24,478
0.0% of portfolio
|
Q2 2024
Reduced 49.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
950
shares
|
$17,888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
537
shares
|
$10,111
0.0% of portfolio
|
Q4 2023
Reduced 14.76%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
240
shares
|
$4,519
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|