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 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-482- 0.9% |
$8.77K - $10.7K
|
52.9K
$1.73M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-523- 3.99% |
$9.52K - $11.6K
|
12.6K
$412K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-541- 3.59% |
$9.85K - $12K
|
14.5K
$475K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-631- 6.09% |
$11.5K - $14K
|
9.73K
$319K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-662- 6.14% |
$12K - $14.7K
|
10.1K
$331K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-740- 4.14% |
$13.5K - $16.4K
|
17.1K
$561K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-750- 51.69% |
$13.7K - $16.6K
|
701
$23K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-775- 1.66% |
$14.1K - $17.2K
|
46K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-806- 4.58% |
$14.7K - $17.9K
|
16.8K
$550K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-829- 0.69% |
$15.1K - $18.4K
|
120K
$3.92M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-881- 94.02% |
$16K - $19.5K
|
56
$1.83K
|
|
|
May 12, 2023
Q1 2023
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-907- 1.26% |
$16.5K - $20.1K
|
71K
$2.32M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-977- 7.95% |
$17.8K - $21.7K
|
11.3K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.1K- 19.83% |
$20.1K - $24.4K
|
4.46K
$146K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.17K- 19.75% |
$21.3K - $25.9K
|
4.76K
$156K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.18K- 3.1% |
$21.5K - $26.2K
|
37K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.18K- 41.47% |
$21.5K - $26.2K
|
1.67K
$54.7K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.21K- 1.82% |
$21.9K - $26.7K
|
64.9K
$2.13M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.34K- 1.87% |
$24.4K - $29.7K
|
70.2K
$2.3M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.35K- 7.95% |
$24.5K - $29.8K
|
15.6K
$510K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.39K- 3.38% |
$25.2K - $30.7K
|
39.7K
$1.3M
|
|
|
May 08, 2023
Q1 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-1.56K- 4.69% |
$28.4K - $34.6K
|
31.7K
$1.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.64K- 15.83% |
$29.8K - $36.3K
|
8.71K
$285K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.69K- 5.8% |
$30.7K - $37.3K
|
27.4K
$896K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.81K- 86.99% |
$32.9K - $40K
|
270
$8.84K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.81K- 9.51% |
$33K - $40.1K
|
17.2K
$565K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.85K- 2.88% |
$33.6K - $40.9K
|
62.3K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.9K- 1.53% |
$34.6K - $42.1K
|
122K
$4M
|
|
|
Apr 24, 2023
Q1 2023
|
Nat West Group PLC
|
SELL
|
- |
-1.97K- 3.5% |
$35.9K - $43.7K
|
54.3K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-2.04K- 3.05% |
$37.1K - $45.1K
|
64.8K
$2.12M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-2.04K- 0.13% |
$37.1K - $45.2K
|
1.59M
$52.1M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-2.19K- 2.06% |
$39.8K - $48.4K
|
104K
$3.39M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.45K- 12.76% |
$44.6K - $54.3K
|
16.8K
$548K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.54K- 11.17% |
$46.2K - $56.3K
|
20.2K
$661K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.54K- 17.83% |
$46.3K - $56.4K
|
11.7K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.55K- 11.19% |
$46.4K - $56.5K
|
20.2K
$663K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.58K- 16.48% |
$46.9K - $57.2K
|
13.1K
$428K
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-2.6K- 4.49% |
$47.3K - $57.6K
|
55.4K
$1.81M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.67K- 30.11% |
$48.6K - $59.1K
|
6.19K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.73K- 8.31% |
$49.7K - $60.5K
|
30.1K
$986K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2.95K- 5.67% |
$53.7K - $65.3K
|
49.1K
$1.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.03K- 19.47% |
$55.1K - $67.1K
|
12.5K
$410K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.2K- 1.43% |
$58.3K - $71K
|
220K
$7.2M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-3.29K- 97.05% |
$59.9K - $72.9K
|
100
$3.27K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-3.35K- 17.98% |
$61K - $74.3K
|
15.3K
$501K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.38K- 2.49% |
$61.6K - $74.9K
|
132K
$4.33M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.41K- 7.31% |
$62K - $75.5K
|
43.2K
$1.41M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.56K- 6.63% |
$64.7K - $78.8K
|
50.1K
$1.64M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.92K- 15.43% |
$71.3K - $86.9K
|
21.5K
$703K
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-4.29K- 8.88% |
$78K - $95K
|
44K
$1.44M
|