Purchases and Sales Made in Q2 2025 in Ubs Ag (BDCZ)
This table provides information about the institutional ownership of Ubs Ag (BDCZ) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
8.07K+ 29.2% |
$133K - $157K
|
35.7K
$649K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
839New |
$13.8K - $16.3K
|
839
$15.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
400+ 44.44% |
$6.57K - $7.76K
|
1.3K
$23.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-97- 1.89% |
$1.59K - $1.88K
|
5.04K
$91.6K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-400- 30.77% |
$6.57K - $7.76K
|
900
$16.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-500- 48.22% |
$8.22K - $9.7K
|
537
$9.76K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.32K- 24.98% |
$120K - $142K
|
22K
$399K
|