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 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.59K+ 0.61% |
$97K - $115K
|
596K
$22M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.38K+ 51.84% |
$91.3K - $108K
|
9.89K
$366K
|
|
|
Apr 19, 2024
Q1 2024
|
Nat West Group PLC
|
BUY
|
- |
3.23K+ 4.31% |
$87.3K - $103K
|
78.2K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.64K+ 8.07% |
$71.4K - $84.2K
|
35.3K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.51K+ 4.65% |
$67.8K - $80K
|
56.4K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.42K+ 6.36% |
$65.4K - $77.1K
|
40.4K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.39K+ 4.0% |
$64.6K - $76.2K
|
62K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.33K+ 139.84% |
$63.1K - $74.5K
|
4K
$148K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.33KNew |
$62.9K - $74.3K
|
2.33K
$86.1K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.3K+ 4.67% |
$62.2K - $73.4K
|
51.5K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 3.28% |
$59.6K - $70.4K
|
69.4K
$2.57M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.12K+ 22.08% |
$57.4K - $67.8K
|
11.7K
$434K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.04KNew |
$55.2K - $65.1K
|
2.04K
$75.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
1.97K+ 2.56% |
$53.3K - $62.9K
|
79K
$2.92M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.91K+ 19.16% |
$51.7K - $61K
|
11.9K
$440K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.82K+ 18.49% |
$49.3K - $58.2K
|
11.7K
$432K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.81K+ 68.49% |
$48.9K - $57.7K
|
4.44K
$164K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
1.71K+ 1536.94% |
$46.1K - $54.5K
|
1.82K
$67.2K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.66KNew |
$44.9K - $53K
|
1.66K
$61.5K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.65K+ 16.33% |
$44.7K - $52.7K
|
11.8K
$435K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.49K+ 5742.31% |
$40.4K - $47.7K
|
1.52K
$56.2K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.47K+ 18.79% |
$39.7K - $46.9K
|
9.28K
$343K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.36KNew |
$36.8K - $43.5K
|
1.36K
$50.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.35K+ 4.04% |
$36.4K - $43K
|
34.7K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 4.11% |
$36K - $42.5K
|
33.7K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.33K+ 2.39% |
$35.9K - $42.4K
|
56.9K
$2.11M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.26K+ 8.49% |
$34.1K - $40.3K
|
16.1K
$597K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.25K+ 5681.82% |
$33.8K - $39.9K
|
1.27K
$47.1K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.25K+ 8.17% |
$33.8K - $39.9K
|
16.6K
$612K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.19KNew |
$32.2K - $38K
|
1.19K
$44.1K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.18K+ 5.16% |
$32K - $37.8K
|
24.1K
$891K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 3.33% |
$30.9K - $36.5K
|
35.5K
$1.31M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.12K+ 18.87% |
$30.3K - $35.8K
|
7.06K
$261K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
1.09K+ 16.63% |
$29.5K - $34.8K
|
7.65K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 1824.14% |
$28.6K - $33.8K
|
1.12K
$41.3K
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.05K+ 1.57% |
$28.3K - $33.5K
|
67.8K
$2.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.03K+ 10.92% |
$27.9K - $33K
|
10.5K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1K+ 7.21% |
$27.1K - $32K
|
14.9K
$552K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
995+ 0.42% |
$26.9K - $31.8K
|
235K
$8.71M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
928+ 3.36% |
$25.1K - $29.6K
|
28.6K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
909+ 6.31% |
$24.6K - $29K
|
15.3K
$567K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
900+ 900.0% |
$24.3K - $28.7K
|
1K
$37K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
891+ 9.83% |
$24.1K - $28.4K
|
9.96K
$368K
|
|
|
Oct 07, 2024
Q1 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
879+ 1.59% |
$23.8K - $28.1K
|
56.1K
$2.08M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
871New |
$23.6K - $27.8K
|
871
$32.2K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
850+ 9.36% |
$23K - $27.1K
|
9.93K
$368K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
815+ 2.3% |
$22K - $26K
|
36.3K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
800+ 19.54% |
$21.6K - $25.5K
|
4.89K
$181K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
772+ 2.72% |
$20.9K - $24.6K
|
29.1K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
724+ 5.55% |
$19.6K - $23.1K
|
13.8K
$509K
|