Purchases and Sales Made in Q4 2022 in Ubs Ag (BDCZ)
This table provides information about the institutional ownership of Ubs Ag (BDCZ) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.3KNew |
$809K - $931K
|
52.3K
$984K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.18K+ 92.48% |
$95.7K - $110K
|
12.9K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.87K+ 7.45% |
$44.4K - $51.1K
|
41.3K
$778K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.61K+ 6.01% |
$40.4K - $46.5K
|
46.1K
$867K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.61K+ 2.15% |
$40.4K - $46.5K
|
124K
$2.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.75KNew |
$27.1K - $31.2K
|
1.75K
$32.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.56K+ 11.39% |
$24.2K - $27.8K
|
15.3K
$288K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
500+ 3.7% |
$7.74K - $8.91K
|
14K
$264K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
349+ 2.3% |
$5.4K - $6.22K
|
15.5K
$292K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-16- 0.1% |
$248 - $285
|
16.7K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-89- 0.45% |
$1.38K - $1.59K
|
19.5K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.73K- 23.27% |
$42.3K - $48.6K
|
9K
$170K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.14K- 30.84% |
$110K - $127K
|
16K
$301K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.5K- 40.9% |
$286K - $329K
|
26.7K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-54.1K- 61.09% |
$837K - $963K
|
34.4K
$648K
|