Institutional Ownership Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB). We have compiled data on the 33 institutions that hold shares in the stock, with a total of 6.61 Million shares, which have been reported (via 13F filing form) to have a value of $165 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
|
$79.8 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,189,760
shares
|
$54.6 Million
0.01% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
567,020
shares
|
$14.1 Million
4.23% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
154,072
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
107,171
shares
|
$2.67 Million
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
57,527
shares
|
$1.43 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
39,194
shares
|
$976,714
0.0% of portfolio
|
Q1 2025
Added 25.75%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
30,098
shares
|
$750,042
0.09% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
30,035
shares
|
$748,472
0.0% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
25,840
shares
|
$643,932
0.3% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
24,508
shares
|
$610,739
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
20,780
shares
|
$517,837
0.02% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
18,078
shares
|
$450,503
0.0% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
17,934
shares
|
$446,915
0.0% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
15,808
shares
|
$393,935
0.0% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
15,200
shares
|
$378,784
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
12,636
shares
|
$314,889
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
10,702
shares
|
$266,693
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
10,011
shares
|
$249,474
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,800
shares
|
$244,216
0.0% of portfolio
|
Q4 2023
Added 14.07%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
9,475
shares
|
$236,117
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
8,847
shares
|
$220,467
0.31% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,747
shares
|
$217,975
0.0% of portfolio
|
Q1 2025
Added 244.78%
|
|
|
Divergent Planning, LLC
|
Apr 09, 2025 Q1 2025 |
7,300
shares
|
$181,916
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
6,022
shares
|
$150,068
0.0% of portfolio
|
Q2 2024
Reduced 4.06%
|