Purchases and Sales Made in Q1 2023 in Ubs Ag (BDCZ)
This table provides information about the institutional ownership of Ubs Ag (BDCZ) during Q1 2023. The information is specifically focused on institutions that hold shares of UBS AG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
13.5K+ 96.36% |
$217K - $243K
|
27.5K
$534K
|
|
|
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
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.78K+ 24.74% |
$60.7K - $67.9K
|
19.1K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.27K+ 36.34% |
$52.6K - $58.8K
|
12.3K
$238K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.99K+ 19.28% |
$48.1K - $53.7K
|
18.5K
$359K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.17K+ 2.83% |
$18.8K - $21K
|
42.5K
$823K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
240New |
$3.86K - $4.31K
|
240
$4.65K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.27K- 25.39% |
$52.5K - $58.7K
|
9.6K
$186K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.9K- 22.95% |
$127K - $142K
|
26.5K
$514K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.3K- 57.24% |
$246K - $275K
|
11.4K
$221K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.1K- 87.73% |
$275K - $307K
|
2.39K
$46.3K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-122K- 98.21% |
$1.96M - $2.19M
|
2.21K
$42.9K
|