Purchases and Sales Made in Q4 2024 in Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1KNew |
$263K - $302K
|
11.1K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.7KNew |
$253K - $290K
|
10.7K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
10.1K+ 1.7% |
$238K - $274K
|
603K
$16.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.35KNew |
$55.5K - $63.8K
|
2.35K
$64K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
860+ 4.99% |
$20.3K - $23.3K
|
18.1K
$492K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-195- 2.16% |
$4.6K - $5.29K
|
8.85K
$241K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.53K- 6.85% |
$36K - $41.4K
|
20.8K
$566K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.1K- 11.52% |
$499K - $573K
|
162K
$4.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.4K- 87.36% |
$718K - $825K
|
4.4K
$120K
|