Purchases and Sales Made in Q1 2024 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q1 2024. 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 03, 2024
Q1 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
13.1KNew |
$353K - $417K
|
13.1K
$416K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.7KNew |
$317K - $375K
|
11.7K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.4K+ 19.01% |
$309K - $364K
|
71.5K
$2.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
11.3K+ 48.76% |
$304K - $359K
|
34.3K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
10.8K+ 18.57% |
$292K - $345K
|
69K
$2.2M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 8.44% |
$292K - $344K
|
139K
$4.41M
|
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
10.7KNew |
$290K - $342K
|
10.7K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.6K+ 157.41% |
$288K - $339K
|
17.4K
$553K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.1KNew |
$273K - $322K
|
10.1K
$321K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
10K+ 79.42% |
$271K - $319K
|
22.6K
$719K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9.78K+ 6.41% |
$265K - $312K
|
162K
$5.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
9.41KNew |
$254K - $300K
|
9.41K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.37K+ 13.41% |
$254K - $299K
|
79.3K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.16KNew |
$248K - $293K
|
9.16K
$292K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.01KNew |
$244K - $288K
|
9.01K
$287K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.84K+ 20.79% |
$239K - $282K
|
51.3K
$1.63M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
8.71KNew |
$236K - $278K
|
8.71K
$277K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
8.7KNew |
$235K - $278K
|
8.7K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.7K+ 6.48% |
$235K - $278K
|
143K
$4.55M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
8.59K+ 50.23% |
$232K - $274K
|
25.7K
$818K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.55KNew |
$231K - $273K
|
8.55K
$272K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.46K+ 34.51% |
$229K - $270K
|
33K
$1.05M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
7.87K+ 5.55% |
$213K - $251K
|
150K
$4.76M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
7.72KNew |
$209K - $246K
|
7.72K
$246K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.6KNew |
$206K - $243K
|
7.6K
$242K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.51K+ 33.51% |
$203K - $240K
|
29.9K
$952K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.26K+ 9.4% |
$196K - $232K
|
84.5K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
7.13KNew |
$193K - $228K
|
7.13K
$227K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.09K+ 23.17% |
$192K - $226K
|
37.7K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.92K+ 4.65% |
$187K - $221K
|
156K
$4.96M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.79K+ 15.75% |
$157K - $185K
|
42.5K
$1.35M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.76KNew |
$156K - $184K
|
5.76K
$183K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.7K+ 3.06% |
$154K - $182K
|
192K
$6.12M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.61K+ 2.02% |
$152K - $179K
|
284K
$9.03M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.12K+ 14.48% |
$139K - $164K
|
40.5K
$1.29M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.1K+ 35.47% |
$138K - $163K
|
19.5K
$620K
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
4.93K+ 4.75% |
$133K - $157K
|
109K
$3.46M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.86K+ 18.11% |
$131K - $155K
|
31.7K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.55K+ 52.72% |
$123K - $145K
|
13.2K
$419K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
4.49K+ 6.86% |
$121K - $143K
|
69.9K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4.32KNew |
$117K - $138K
|
4.32K
$138K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.23K+ 41.77% |
$114K - $135K
|
14.3K
$456K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.17K+ 4.18% |
$113K - $133K
|
104K
$3.3M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
3.93K+ 2.2% |
$106K - $126K
|
183K
$5.81M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.9K+ 16.83% |
$105K - $124K
|
27K
$861K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.84K+ 0.46% |
$104K - $123K
|
834K
$26.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.78K+ 14.39% |
$102K - $121K
|
30.1K
$957K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.59K+ 0.61% |
$97K - $115K
|
596K
$19M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.38K+ 51.84% |
$91.3K - $108K
|
9.89K
$315K
|
|
|
Apr 19, 2024
Q1 2024
|
Nat West Group PLC
|
BUY
|
- |
3.23K+ 4.31% |
$87.3K - $103K
|
78.2K
$2.49M
|