Purchases and Sales Made in Q1 2023 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q1 2023. 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 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
28.7KNew |
$522K - $636K
|
28.7K
$976K
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
28.4KNew |
$516K - $628K
|
28.4K
$965K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
27.4K+ 154.97% |
$499K - $608K
|
45.1K
$1.54M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
26.8KNew |
$488K - $595K
|
26.8K
$913K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
25.9KNew |
$471K - $574K
|
25.9K
$881K
|
|
|
Dec 13, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
25KNew |
$455K - $554K
|
25K
$851K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
24KNew |
$437K - $532K
|
24K
$817K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.5K+ 108.73% |
$428K - $521K
|
45.1K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
BUY
|
- |
22.9KNew |
$417K - $507K
|
22.9K
$780K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.5K+ 18.5% |
$392K - $477K
|
138K
$4.7M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
20K+ 63.61% |
$365K - $444K
|
51.5K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
19.6K+ 1.02% |
$357K - $435K
|
1.93M
$65.8M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19.6K+ 141.27% |
$357K - $434K
|
33.5K
$1.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
19.5K+ 260.49% |
$355K - $432K
|
27K
$919K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.3KNew |
$351K - $427K
|
19.3K
$656K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
18.5K+ 72.32% |
$337K - $410K
|
44.1K
$1.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Henry James International Management Inc.
|
BUY
|
- |
17.4K+ 3.75% |
$317K - $386K
|
482K
$16.4M
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
17.2K+ 12.74% |
$314K - $382K
|
153K
$5.19M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
17K+ 6.31% |
$310K - $378K
|
287K
$9.78M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.3KNew |
$297K - $362K
|
16.3K
$555K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16K+ 18.75% |
$292K - $355K
|
102K
$3.46M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
16KNew |
$291K - $355K
|
16K
$545K
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
15.5K+ 17.69% |
$282K - $344K
|
103K
$3.51M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
15KNew |
$273K - $332K
|
15K
$511K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.9KNew |
$272K - $331K
|
14.9K
$508K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
14.3KNew |
$261K - $318K
|
14.3K
$488K
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.3KNew |
$260K - $317K
|
14.3K
$486K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5KNew |
$245K - $298K
|
13.5K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.4K+ 0.58% |
$243K - $296K
|
2.32M
$79M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
13KNew |
$237K - $289K
|
13K
$444K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
12.4K+ 22.96% |
$225K - $274K
|
66.3K
$2.26M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
12.4KNew |
$225K - $274K
|
12.4K
$421K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$224K - $273K
|
12.3K
$420K
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
12.3K+ 1.63% |
$223K - $271K
|
764K
$26M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$222K - $271K
|
12.2K
$416K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.7K+ 33.52% |
$213K - $260K
|
46.6K
$1.59M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
11.7KNew |
$213K - $259K
|
11.7K
$398K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
11.4KNew |
$208K - $253K
|
11.4K
$389K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
11.4KNew |
$208K - $253K
|
11.4K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
11K+ 2.39% |
$200K - $243K
|
470K
$16M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
10.9KNew |
$198K - $242K
|
10.9K
$371K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$197K - $240K
|
10.8K
$369K
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
10.3KNew |
$187K - $228K
|
10.3K
$350K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
10.2K+ 25.26% |
$186K - $227K
|
50.8K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
10.2K+ 86.25% |
$185K - $225K
|
22K
$747K
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.99K+ 24.61% |
$182K - $221K
|
50.6K
$1.72M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
9.7KNew |
$176K - $215K
|
9.7K
$330K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
9.58KNew |
$174K - $212K
|
9.58K
$326K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.57KNew |
$174K - $212K
|
9.57K
$326K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
9.55KNew |
$174K - $212K
|
9.55K
$325K
|