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 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
389+ 3.08% |
$7.08K - $8.62K
|
13K
$426K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
385+ 289.47% |
$7.01K - $8.53K
|
518
$17K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
378+ 2.99% |
$6.88K - $8.38K
|
13K
$426K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
308+ 2.93% |
$5.61K - $6.83K
|
10.8K
$354K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
285+ 62.64% |
$5.19K - $6.32K
|
740
$24.2K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
240+ 0.41% |
$4.37K - $5.32K
|
59.2K
$1.94M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
233+ 2.16% |
$4.24K - $5.16K
|
11K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
229+ 10.41% |
$4.17K - $5.07K
|
2.43K
$79.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
214+ 23.67% |
$3.89K - $4.74K
|
1.12K
$36.6K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
193New |
$3.51K - $4.28K
|
193
$6.32K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
164+ 0.74% |
$2.98K - $3.63K
|
22.3K
$729K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
142+ 47.49% |
$2.58K - $3.15K
|
441
$14.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
119New |
$2.17K - $2.64K
|
119
$3.9K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
100+ 59.17% |
$1.82K - $2.22K
|
269
$8.81K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
93+ 42.86% |
$1.69K - $2.06K
|
310
$10.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
91+ 6.67% |
$1.66K - $2.02K
|
1.46K
$47.6K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
91+ 0.22% |
$1.66K - $2.02K
|
40.7K
$1.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
89+ 0.16% |
$1.62K - $1.97K
|
55.2K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
85+ 16.83% |
$1.55K - $1.88K
|
590
$19.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
69New |
$1.26K - $1.53K
|
69
$2.26K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
65New |
$1.18K - $1.44K
|
65
$2.13K
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
62+ 0.53% |
$1.13K - $1.37K
|
11.8K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
46New |
$837 - $1.02K
|
46
$1.51K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
45+ 0.09% |
$819 - $997
|
48.3K
$1.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 5.55% |
$637 - $776
|
666
$21.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
30+ 0.18% |
$546 - $665
|
16.4K
$538K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
25New |
$455 - $554
|
25
$819
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 10.53% |
$36.4 - $44.3
|
21
$688
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8- 0.96% |
$146 - $177
|
828
$27.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-10- 0.02% |
$182 - $222
|
53.5K
$1.75M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-17- 10.97% |
$309 - $377
|
138
$4.52K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-89- 33.21% |
$1.62K - $1.97K
|
179
$5.86K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-93- 0.41% |
$1.69K - $2.06K
|
22.4K
$734K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-109- 6.69% |
$1.98K - $2.42K
|
1.52K
$49.8K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-114- 19.76% |
$2.07K - $2.53K
|
463
$15.2K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-135- 90.6% |
$2.46K - $2.99K
|
14
$458
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-144- 1.32% |
$2.62K - $3.19K
|
10.8K
$354K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-148- 0.53% |
$2.69K - $3.28K
|
27.9K
$912K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-154- 39.19% |
$2.8K - $3.41K
|
239
$7.82K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-157- 0.31% |
$2.86K - $3.48K
|
50.8K
$1.66M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-212- 18.79% |
$3.86K - $4.7K
|
916
$30K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-240- 2.21% |
$4.37K - $5.32K
|
10.6K
$348K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-272- 21.48% |
$4.95K - $6.03K
|
994
$32.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-275- 2.7% |
$5.01K - $6.09K
|
9.92K
$325K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-291- 1.61% |
$5.3K - $6.45K
|
17.8K
$582K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-368- 2.27% |
$6.7K - $8.15K
|
15.9K
$520K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-373- 6.01% |
$6.79K - $8.27K
|
5.83K
$191K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-417- 30.8% |
$7.59K - $9.24K
|
937
$30.7K
|