Institutional Ownership Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 6.78 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,367,360
shares
|
$83.4 Million
0.15% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,204,028
shares
|
$54.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
592,617
shares
|
$14.7 Million
3.87% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
183,444
shares
|
$4.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
108,110
shares
|
$2.68 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
57,190
shares
|
$1.42 Million
0.17% of portfolio
|
Q2 2024
Added 4.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
34,805
shares
|
$862,119
0.03% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
34,470
shares
|
$853,821
0.0% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
25,840
shares
|
$640,056
0.25% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
24,508
shares
|
$607,063
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
22,307
shares
|
$552,544
0.02% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,515
shares
|
$483,386
0.0% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
19,135
shares
|
$473,973
0.0% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
17,218
shares
|
$426,489
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
16,733
shares
|
$414,476
0.0% of portfolio
|
Q3 2024
Reduced 31.72%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,200
shares
|
$376,504
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,800
shares
|
$242,746
0.0% of portfolio
|
Q4 2023
Added 14.07%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
9,475
shares
|
$234,695
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
9,042
shares
|
$223,970
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
6,022
shares
|
$149,164
0.0% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,800
shares
|
$44,586
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,370
shares
|
$33,934
0.0% of portfolio
|
Q1 2024
Reduced 67.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
84
shares
|
$2,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q2 2023
Reduced 99.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|