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 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-94Closed |
$1.42K - $2K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-101- 17.21% |
$1.53K - $2.15K
|
486
$18K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-103- 0.71% |
$1.56K - $2.19K
|
14.3K
$529K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-115Closed |
$1.74K - $2.45K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-115Closed |
$1.74K - $2.45K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-147- 10.71% |
$2.22K - $3.13K
|
1.23K
$45.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-172- 1.48% |
$2.6K - $3.66K
|
11.5K
$425K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-173- 0.39% |
$2.62K - $3.68K
|
44.8K
$1.66M
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-185- 20.9% |
$2.8K - $3.94K
|
700
$25.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-197- 1.1% |
$2.98K - $4.2K
|
17.7K
$656K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-287Closed |
$4.34K - $6.11K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-331Closed |
$5K - $7.05K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-417Closed |
$6.31K - $8.88K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-424Closed |
$6.41K - $9.03K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-452- 1.86% |
$6.83K - $9.63K
|
23.9K
$883K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-469- 3.18% |
$7.09K - $9.99K
|
14.3K
$528K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-470- 33.55% |
$7.11K - $10K
|
931
$34.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-495- 1.96% |
$7.48K - $10.5K
|
24.7K
$915K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-614- 2.49% |
$9.28K - $13.1K
|
24.1K
$890K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-662- 1.55% |
$10K - $14.1K
|
42K
$1.55M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-741- 23.6% |
$11.2K - $15.8K
|
2.4K
$88.8K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-847- 6.59% |
$12.8K - $18K
|
12K
$444K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-877- 63.46% |
$13.3K - $18.7K
|
505
$18.7K
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-1K- 2.24% |
$15.1K - $21.3K
|
43.7K
$1.62M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.03K- 26.97% |
$15.5K - $21.8K
|
2.78K
$103K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.06K- 4.15% |
$16K - $22.5K
|
24.4K
$903K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.1K- 29.24% |
$16.6K - $23.4K
|
2.66K
$98.2K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.11K- 61.2% |
$16.8K - $23.7K
|
705
$26.1K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.16K- 6.01% |
$17.6K - $24.8K
|
18.2K
$673K
|
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.32K- 6.25% |
$20K - $28.1K
|
19.8K
$732K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-1.4K- 1.98% |
$21.2K - $29.8K
|
69.3K
$2.56M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.41K- 2.15% |
$21.4K - $30.1K
|
64.2K
$2.38M
|
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-1.55K- 0.38% |
$23.4K - $33K
|
407K
$15M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.68K- 12.83% |
$25.4K - $35.7K
|
11.4K
$422K
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.7KClosed |
$25.7K - $36.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.82K- 2.65% |
$27.5K - $38.7K
|
66.7K
$2.47M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.89K- 11.53% |
$28.6K - $40.2K
|
14.5K
$536K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 17.92% |
$29.6K - $41.7K
|
8.98K
$332K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.99KClosed |
$30.1K - $42.3K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-2.21K- 8.55% |
$33.4K - $47K
|
23.6K
$874K
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.62K- 3.92% |
$39.6K - $55.7K
|
64.1K
$2.37M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.8K- 21.63% |
$42.4K - $59.7K
|
10.2K
$376K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.82K- 11.58% |
$42.7K - $60.1K
|
21.5K
$797K
|
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2.84K- 4.55% |
$43K - $60.5K
|
59.6K
$2.21M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.97K- 2.67% |
$44.8K - $63.2K
|
108K
$4M
|
|
|
May 13, 2022
Q1 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-3.24K- 0.19% |
$49K - $69.1K
|
1.74M
$64.5M
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.56K- 1.64% |
$53.8K - $75.7K
|
213K
$7.89M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.6K- 8.86% |
$54.4K - $76.6K
|
37K
$1.37M
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3.69K- 1.11% |
$55.8K - $78.6K
|
329K
$12.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-3.82K- 1.62% |
$57.8K - $81.4K
|
232K
$8.57M
|