Purchases and Sales Made in Q1 2025 in Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.4K+ 1.41% |
$771K - $852K
|
2.19M
$57.2M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.6KNew |
$321K - $354K
|
12.6K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10KNew |
$254K - $281K
|
10K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.03K+ 25.75% |
$204K - $225K
|
39.2K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
7.3KNew |
$185K - $205K
|
7.3K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.21K+ 244.78% |
$158K - $174K
|
8.75K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.25K+ 16.48% |
$108K - $119K
|
30K
$784K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.8K+ 10.24% |
$71K - $78.4K
|
30.1K
$786K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
600New |
$15.2K - $16.8K
|
600
$15.7K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
61New |
$1.55K - $1.71K
|
61
$1.59K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
9+ 0.01% |
$229 - $252
|
107K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-772- 4.13% |
$19.6K - $21.6K
|
17.9K
$468K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-925- 5.53% |
$23.5K - $25.9K
|
15.8K
$413K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2K- 3.48% |
$50.8K - $56.1K
|
55.5K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 86.36% |
$96.5K - $107K
|
600
$15.7K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.25K- 5.08% |
$209K - $231K
|
154K
$4.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-35.7K- 5.92% |
$906K - $1M
|
567K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-121K- 3.63% |
$3.06M - $3.38M
|
3.2M
$83.6M
|