Institutional Ownership Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $173 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,203,463
shares
|
$82.4 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,278,260
shares
|
$58.6 Million
0.01% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
577,672
shares
|
$14.9 Million
3.83% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
150,350
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
107,171
shares
|
$2.76 Million
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
57,255
shares
|
$1.47 Million
0.16% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
30,035
shares
|
$772,199
0.0% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
28,798
shares
|
$740,396
0.05% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
25,840
shares
|
$664,346
0.3% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
24,508
shares
|
$630,100
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,640
shares
|
$607,784
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
23,426
shares
|
$602,282
0.0% of portfolio
|
Q2 2025
Added 134.0%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
20,780
shares
|
$534,253
0.02% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
19,301
shares
|
$496,228
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
18,078
shares
|
$464,785
0.0% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
16,512
shares
|
$424,523
0.01% of portfolio
|
Q2 2025
Added 30.67%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
15,808
shares
|
$406,423
0.0% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
15,200
shares
|
$390,792
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
13,540
shares
|
$348,113
0.0% of portfolio
|
Q2 2025
Reduced 24.5%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
11,284
shares
|
$290,111
0.0% of portfolio
|
Q2 2025
Added 29.0%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
10,702
shares
|
$275,148
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
10,576
shares
|
$271,908
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
9,475
shares
|
$243,602
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
8,847
shares
|
$227,456
0.28% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,800
shares
|
$123,408
0.0% of portfolio
|
Q2 2025
Reduced 20.29%
|