Purchases and Sales Made in Q2 2024 in Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
68.4K+ 2.11% |
$1.55M - $1.68M
|
3.31M
$85.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.5K+ 326.47% |
$940K - $1.02M
|
54.2K
$1.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
5.92K+ 1.05% |
$134K - $146K
|
569K
$14.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.4KNew |
$99.5K - $108K
|
4.4K
$113K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.33K+ 4.24% |
$52.6K - $57.2K
|
57.2K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.73K+ 18.89% |
$39.1K - $42.5K
|
10.9K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.03K+ 2.96% |
$23.4K - $25.4K
|
35.9K
$926K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
794New |
$18K - $19.5K
|
794
$20.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
10+ 0.01% |
$226 - $246
|
108K
$2.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-84- 0.04% |
$1.9K - $2.07K
|
190K
$4.9M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-255- 4.06% |
$5.77K - $6.28K
|
6.02K
$155K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.02K- 10.36% |
$45.8K - $49.8K
|
17.5K
$451K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-5.23K- 18.87% |
$118K - $129K
|
22.5K
$579K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.66K- 13.84% |
$128K - $139K
|
35.2K
$908K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-38.1K- 50.64% |
$863K - $938K
|
37.2K
$958K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-74.5K- 3.22% |
$1.69M - $1.83M
|
2.24M
$57.7M
|