Latest Institutional Transactions on Ubs Ag (MLPB)
This table provides information on the latest institutional transactions involving Ubs Ag (MLPB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.7K- 64.0% |
$797K - $868K
|
19.5K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.43K- 3.98% |
$32.8K - $35.8K
|
34.5K
$899K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-200- 1.3% |
$4.6K - $5K
|
15.2K
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
56K+ 1.69% |
$1.29M - $1.4M
|
3.37M
$87.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.1K- 1.48% |
$761K - $829K
|
2.2M
$57.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84New |
$1.93K - $2.1K
|
84
$2.19K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.78K- 31.72% |
$179K - $195K
|
16.7K
$437K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.72K- 3.54% |
$154K - $168K
|
183K
$4.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.75K+ 10.05% |
$40.2K - $43.7K
|
19.1K
$499K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-10- 0.01% |
$230 - $250
|
108K
$2.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-400- 1.14% |
$9.19K - $10K
|
34.8K
$908K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-285- 1.63% |
$6.55K - $7.13K
|
17.2K
$449K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
23.2K+ 4.08% |
$534K - $581K
|
593K
$15.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-161- 0.72% |
$3.7K - $4.03K
|
22.3K
$582K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
794New |
$18K - $19.5K
|
794
$20.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.73K+ 18.89% |
$39.1K - $42.5K
|
10.9K
$284K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.4KNew |
$99.5K - $108K
|
4.4K
$115K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-255- 4.06% |
$5.77K - $6.28K
|
6.02K
$157K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.33K+ 4.24% |
$52.6K - $57.2K
|
57.2K
$1.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-38.1K- 50.64% |
$863K - $938K
|
37.2K
$969K
|
|
| Q1 2024 | |||||||
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-3.48K- 1.47% |
$73.4K - $83.9K
|
234K
$6.1M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
280+ 0.97% |
$5.91K - $6.76K
|
29.1K
$759K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.87K- 67.65% |
$60.5K - $69.2K
|
1.37K
$35.7K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
9.04KNew |
$191K - $218K
|
9.04K
$236K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
585New |
$12.3K - $14.1K
|
585
$15.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-960- 66.67% |
$20.3K - $23.2K
|
480
$12.5K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.41K- 26.08% |
$90.1K - $98.2K
|
12.5K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.21K+ 14.07% |
$24.7K - $26.9K
|
9.8K
$256K
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-250- 0.96% |
$5.11K - $5.57K
|
25.8K
$674K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.48KNew |
$188K - $203K
|
9.48K
$247K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 99.9% |
$18.3K - $19.9K
|
1
$26.1
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.6KNew |
$479K - $534K
|
26.6K
$695K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
47.1KNew |
$847K - $943K
|
47.1K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16.4K+ 51.76% |
$295K - $329K
|
48.1K
$1.25M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$210K - $234K
|
11.9K
$310K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
668+ 17.17% |
$11.8K - $13.1K
|
4.56K
$119K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.8KNew |
$28.4K - $35.7K
|
1.8K
$47K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
326New |
$5.15K - $6.47K
|
326
$8.51K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.86KClosed |
$29.3K - $36.8K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3K- 7.66% |
$47.4K - $59.6K
|
36.2K
$944K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$186K - $214K
|
11.8K
$307K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1KClosed |
$15.8K - $18.2K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
3.8KNew |
$60.2K - $69.2K
|
3.8K
$99.2K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
24.5KNew |
$352K - $419K
|
24.5K
$639K
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-54.2KClosed |
$778K - $926K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Sather Financial Group Inc
|
SELL
|
- |
-25KClosed |
$359K - $427K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.85KClosed |
$26.9K - $31.7K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-34.9KClosed |
$509K - $599K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.3KClosed |
$160K - $203K
|
0
$0
|
|