Purchases and Sales Made in Q4 2022 in Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
143K+ 4.76% |
$2.52M - $2.81M
|
3.14M
$81M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
102K+ 10.4% |
$1.8M - $2.01M
|
1.08M
$28M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
74.7K+ 16.76% |
$1.32M - $1.47M
|
520K
$13.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.5KNew |
$433K - $482K
|
24.5K
$632K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$210K - $234K
|
11.9K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.45K+ 32.75% |
$149K - $166K
|
34.2K
$883K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.25K+ 266.35% |
$110K - $123K
|
8.59K
$222K
|
|
|
Feb 17, 2023
Q4 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1K+ 3.91% |
$17.7K - $19.7K
|
26.6K
$686K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
668+ 17.17% |
$11.8K - $13.1K
|
4.56K
$118K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
255New |
$4.51K - $5.02K
|
255
$6.58K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-110- 0.38% |
$1.94K - $2.16K
|
28.6K
$738K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-806- 2.87% |
$14.2K - $15.9K
|
27.3K
$704K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.45K- 5.29% |
$25.6K - $28.5K
|
26K
$669K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.81K- 5.4% |
$32K - $35.6K
|
31.7K
$817K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.86K- 1.54% |
$50.5K - $56.2K
|
183K
$4.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
SELL
|
- |
-28.7K- 10.2% |
$507K - $565K
|
252K
$6.51M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-30.1K- 28.95% |
$532K - $593K
|
73.9K
$1.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-35.7K- 16.73% |
$631K - $703K
|
178K
$4.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-50.8K- 1.59% |
$898K - $1M
|
3.14M
$81M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-150K- 5.37% |
$2.65M - $2.95M
|
2.64M
$68.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-173K- 80.05% |
$3.06M - $3.4M
|
43.1K
$1.11M
|