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 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
676New |
$18.3K - $21.6K
|
676
$21.5K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
631+ 7.35% |
$17.1K - $20.1K
|
9.22K
$293K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
590+ 7.37% |
$16K - $18.8K
|
8.6K
$274K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
535+ 6.95% |
$14.5K - $17.1K
|
8.24K
$262K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
526+ 58.25% |
$14.2K - $16.8K
|
1.43K
$45.5K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
524New |
$14.2K - $16.7K
|
524
$16.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
522+ 2.69% |
$14.1K - $16.7K
|
19.9K
$635K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
475New |
$12.8K - $15.2K
|
475
$15.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
449+ 4.36% |
$12.1K - $14.3K
|
10.8K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
437New |
$11.8K - $14K
|
437
$13.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
432New |
$11.7K - $13.8K
|
432
$13.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
420+ 11.21% |
$11.4K - $13.4K
|
4.17K
$133K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
392New |
$10.6K - $12.5K
|
392
$12.5K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
382+ 0.59% |
$10.3K - $12.2K
|
65.1K
$2.07M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
381+ 3.5% |
$10.3K - $12.2K
|
11.3K
$359K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
342+ 2.8% |
$9.25K - $10.9K
|
12.6K
$400K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
338+ 3.37% |
$9.14K - $10.8K
|
10.4K
$330K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
336+ 31.58% |
$9.09K - $10.7K
|
1.4K
$44.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
335+ 5.0% |
$9.06K - $10.7K
|
7.03K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
329+ 506.15% |
$8.9K - $10.5K
|
394
$12.5K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
322+ 0.45% |
$8.71K - $10.3K
|
71.2K
$2.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
314New |
$8.49K - $10K
|
314
$9.99K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
297New |
$8.03K - $9.48K
|
297
$9.45K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
286+ 45.54% |
$7.74K - $9.13K
|
914
$29.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
286+ 4.06% |
$7.74K - $9.13K
|
7.32K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
266+ 1.19% |
$7.2K - $8.49K
|
22.7K
$722K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
264+ 8.35% |
$7.14K - $8.43K
|
3.42K
$109K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
231+ 3.17% |
$6.25K - $7.38K
|
7.53K
$240K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
228+ 2.44% |
$6.17K - $7.28K
|
9.58K
$305K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
222+ 1.64% |
$6.01K - $7.09K
|
13.8K
$438K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
211+ 8.94% |
$5.71K - $6.74K
|
2.57K
$81.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
204+ 1.68% |
$5.52K - $6.51K
|
12.4K
$394K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
200New |
$5.41K - $6.39K
|
200
$6.37K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
190+ 2.27% |
$5.14K - $6.07K
|
8.55K
$272K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
180+ 2.55% |
$4.87K - $5.75K
|
7.25K
$231K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
167+ 6.8% |
$4.52K - $5.33K
|
2.62K
$83.5K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
167New |
$4.52K - $5.33K
|
167
$5.32K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
131New |
$3.54K - $4.18K
|
131
$4.17K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
128+ 0.8% |
$3.46K - $4.09K
|
16.2K
$516K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
117+ 0.09% |
$3.16K - $3.74K
|
131K
$4.18M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
115+ 1.71% |
$3.11K - $3.67K
|
6.85K
$218K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
113+ 96.58% |
$3.06K - $3.61K
|
230
$7.32K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
109+ 1.05% |
$2.95K - $3.48K
|
10.5K
$333K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
102New |
$2.76K - $3.26K
|
102
$3.25K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
100+ 0.23% |
$2.71K - $3.19K
|
43.1K
$1.37M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
97New |
$2.62K - $3.1K
|
97
$3.09K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
93+ 25.07% |
$2.52K - $2.97K
|
464
$14.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
85+ 0.18% |
$2.3K - $2.71K
|
48K
$1.53M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
75New |
$2.03K - $2.39K
|
75
$2.39K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
75New |
$2.03K - $2.39K
|
75
$2.39K
|