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 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.42K+ 9.41% |
$171K - $209K
|
110K
$3.59M
|
|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
9.3K+ 55.1% |
$169K - $206K
|
26.2K
$857K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.21K+ 2.48% |
$168K - $204K
|
381K
$12.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
8.1K+ 31.89% |
$147K - $179K
|
33.5K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.08K+ 9.18% |
$147K - $179K
|
96.2K
$3.15M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.38K+ 40.52% |
$134K - $163K
|
25.6K
$837K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.18K+ 63.74% |
$131K - $159K
|
18.4K
$604K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.86K+ 35.14% |
$125K - $152K
|
26.4K
$864K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.81K+ 21.23% |
$124K - $151K
|
38.9K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.18K+ 7.53% |
$113K - $137K
|
88.3K
$2.89M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.94K+ 37.82% |
$108K - $132K
|
21.6K
$709K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.45K+ 20.96% |
$99.2K - $121K
|
31.5K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.08K+ 23.98% |
$92.4K - $112K
|
26.2K
$859K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.41K+ 16.2% |
$80.2K - $97.7K
|
31.6K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
4.39K+ 5.9% |
$79.8K - $97.2K
|
78.7K
$2.58M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4K+ 305.34% |
$72.8K - $88.6K
|
5.31K
$174K
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.82K+ 86.82% |
$69.5K - $84.7K
|
8.22K
$269K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.75K+ 7.19% |
$68.2K - $83K
|
55.9K
$1.83M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.71K+ 4.08% |
$67.5K - $82.2K
|
94.7K
$3.1M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.28K+ 22.59% |
$59.7K - $72.6K
|
17.8K
$583K
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.15K+ 29.16% |
$57.3K - $69.8K
|
14K
$457K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.81K+ 19.13% |
$51.1K - $62.2K
|
17.5K
$572K
|
|
|
May 12, 2023
Q1 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
2.5KNew |
$45.5K - $55.4K
|
2.5K
$81.9K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.5K+ 7.88% |
$45.4K - $55.3K
|
34.2K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.34K+ 11.85% |
$42.6K - $51.8K
|
22.1K
$723K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.14K+ 11.42% |
$39K - $47.5K
|
20.9K
$684K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.09K+ 2.41% |
$38K - $46.3K
|
88.9K
$2.91M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.04K+ 2.42% |
$37.1K - $45.2K
|
86.3K
$2.82M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.02K+ 8.93% |
$36.8K - $44.8K
|
24.7K
$807K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.93KNew |
$35K - $42.7K
|
1.93K
$63K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.91K+ 6.8% |
$34.8K - $42.3K
|
30K
$983K
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
1.89K+ 2.58% |
$34.5K - $42K
|
75.2K
$2.46M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.5K+ 5.94% |
$27.2K - $33.2K
|
26.7K
$874K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.42K+ 6.35% |
$25.8K - $31.4K
|
23.7K
$776K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.22K+ 120.28% |
$22.2K - $27.1K
|
2.24K
$73.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.19K+ 192.58% |
$21.7K - $26.5K
|
1.81K
$59.4K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.17K+ 3.75% |
$21.2K - $25.8K
|
32.2K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.05K+ 1.43% |
$19.1K - $23.2K
|
74.1K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.04KNew |
$19K - $23.1K
|
1.04K
$34.1K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
934New |
$17K - $20.7K
|
934
$30.6K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
811New |
$14.8K - $18K
|
811
$26.6K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
806+ 5.95% |
$14.7K - $17.9K
|
14.3K
$470K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
800+ 506.33% |
$14.6K - $17.7K
|
958
$31.4K
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
584+ 0.2% |
$10.6K - $12.9K
|
291K
$9.54M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
549+ 4.15% |
$9.99K - $12.2K
|
13.8K
$452K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
521+ 2.03% |
$9.48K - $11.5K
|
26.2K
$856K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
496+ 12.52% |
$9.03K - $11K
|
4.46K
$146K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
487+ 1.49% |
$8.86K - $10.8K
|
33.1K
$1.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
464+ 7.14% |
$8.44K - $10.3K
|
6.96K
$228K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
445+ 38.13% |
$8.1K - $9.86K
|
1.61K
$52.8K
|