Purchases and Sales Made in Q1 2022 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q1 2022. The information is specifically focused on institutions that hold shares of UBS Group AG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.17KNew |
$17.7K - $24.9K
|
1.17K
$44.7K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.16K+ 7.68% |
$17.5K - $24.7K
|
16.3K
$621K
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.03K+ 4.06% |
$15.5K - $21.9K
|
26.3K
$1.01M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.01K+ 2.08% |
$15.3K - $21.6K
|
49.7K
$1.9M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
721+ 5.47% |
$10.9K - $15.4K
|
13.9K
$531K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
690New |
$10.4K - $14.7K
|
690
$26.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
678+ 455.03% |
$10.3K - $14.4K
|
827
$31.6K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
534New |
$8.07K - $11.4K
|
534
$20.4K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
527+ 349.01% |
$7.97K - $11.2K
|
678
$25.9K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
506+ 10.92% |
$7.65K - $10.8K
|
5.14K
$196K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
500+ 106.38% |
$7.56K - $10.7K
|
970
$37.1K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
500+ 4.49% |
$7.56K - $10.7K
|
11.6K
$445K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
358New |
$5.41K - $7.63K
|
358
$13.7K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
350+ 4.2% |
$5.29K - $7.46K
|
8.69K
$332K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
339+ 1.36% |
$5.13K - $7.22K
|
25.2K
$963K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
337New |
$5.1K - $7.18K
|
337
$12.9K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
326New |
$4.93K - $6.94K
|
326
$12.5K
|
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
325+ 2.55% |
$4.91K - $6.92K
|
13.1K
$500K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
282New |
$4.26K - $6.01K
|
282
$10.8K
|
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
225+ 0.93% |
$3.4K - $4.79K
|
24.3K
$928K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
216+ 3.63% |
$3.27K - $4.6K
|
6.16K
$235K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
212+ 89.45% |
$3.21K - $4.52K
|
449
$17.2K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
212+ 89.45% |
$3.21K - $4.52K
|
449
$17.2K
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
207+ 1.59% |
$3.13K - $4.41K
|
13.2K
$504K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
146+ 2.32% |
$2.21K - $3.11K
|
6.45K
$246K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
145+ 47.39% |
$2.19K - $3.09K
|
451
$17.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
140+ 0.87% |
$2.12K - $2.98K
|
16.2K
$620K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
103New |
$1.56K - $2.19K
|
103
$3.94K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
89+ 0.64% |
$1.35K - $1.9K
|
13.9K
$532K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
88+ 11.28% |
$1.33K - $1.87K
|
868
$33.2K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$756 - $1.07K
|
50
$1.91K
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
42New |
$635 - $895
|
42
$1.6K
|
|
|
Apr 18, 2022
Q1 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
34+ 18.89% |
$514 - $724
|
214
$8.18K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8+ 0.62% |
$121 - $170
|
1.29K
$49.4K
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
3+ 0.03% |
$45.4 - $63.9
|
11.7K
$446K
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- -0.0% |
$15.1 - $21.3
|
53.5K
$2.05M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-11- 0.45% |
$166 - $234
|
2.42K
$92.3K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-24- 0.16% |
$363 - $511
|
14.6K
$556K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-24Closed |
$363 - $511
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-26- 0.66% |
$393 - $554
|
3.92K
$150K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-30- 2.78% |
$454 - $639
|
1.05K
$40K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-35Closed |
$529 - $746
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-50- 0.04% |
$756 - $1.07K
|
135K
$5.14M
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-57- 24.57% |
$862 - $1.21K
|
175
$6.69K
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-62Closed |
$937 - $1.32K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-73- 0.46% |
$1.1K - $1.55K
|
15.8K
$603K
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-79- 0.16% |
$1.19K - $1.68K
|
49.2K
$1.88M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-85Closed |
$1.29K - $1.81K
|
0
$0
|