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 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
74+ 0.51% |
$2K - $2.36K
|
14.7K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
73+ 1.69% |
$1.97K - $2.33K
|
4.4K
$140K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
53+ 1.97% |
$1.43K - $1.69K
|
2.74K
$87.3K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
50+ 0.53% |
$1.35K - $1.6K
|
9.48K
$302K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
47New |
$1.27K - $1.5K
|
47
$1.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
35+ 8.47% |
$947 - $1.12K
|
448
$14.3K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
34+ 7.36% |
$920 - $1.09K
|
496
$15.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
21New |
$568 - $671
|
21
$668
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
15+ 93.75% |
$406 - $479
|
31
$987
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15+ 500.0% |
$406 - $479
|
18
$573
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 23.91% |
$298 - $351
|
57
$1.81K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9+ 0.13% |
$243 - $287
|
7.19K
$229K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 1.16% |
$162 - $192
|
524
$16.7K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.03% |
$81.2 - $95.8
|
10.1K
$320K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1+ 0.01% |
$27.1 - $31.9
|
8.08K
$257K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.53% |
$27.1 - $31.9
|
187
$5.95K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 7.79% |
$162 - $192
|
71
$2.26K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8- 0.1% |
$216 - $255
|
7.99K
$254K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-14- 45.16% |
$379 - $447
|
17
$541
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-16- 0.16% |
$433 - $511
|
9.77K
$311K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-18- 0.2% |
$487 - $575
|
9.07K
$289K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-18- 0.4% |
$487 - $575
|
4.5K
$143K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-23- 1.4% |
$622 - $734
|
1.62K
$51.7K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-37- 0.18% |
$1K - $1.18K
|
20.3K
$647K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-41- 0.44% |
$1.11K - $1.31K
|
9.35K
$298K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-54- 2.06% |
$1.46K - $1.72K
|
2.57K
$81.8K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-57- 0.17% |
$1.54K - $1.82K
|
34.2K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-62- 0.55% |
$1.68K - $1.98K
|
11.2K
$358K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-73- 0.74% |
$1.97K - $2.33K
|
9.73K
$310K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-99- 13.2% |
$2.68K - $3.16K
|
651
$20.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-110- 2.63% |
$2.98K - $3.51K
|
4.07K
$129K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-116- 0.57% |
$3.14K - $3.7K
|
20.2K
$644K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-126- 99.21% |
$3.41K - $4.02K
|
1
$31.8
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-134- 1.17% |
$3.62K - $4.28K
|
11.3K
$361K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-146- 0.56% |
$3.95K - $4.66K
|
25.9K
$825K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-150- 1.87% |
$4.06K - $4.79K
|
7.88K
$251K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-153- 7.36% |
$4.14K - $4.89K
|
1.93K
$61.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-177- 0.28% |
$4.79K - $5.65K
|
63.6K
$2.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-188- 1.44% |
$5.09K - $6K
|
12.9K
$410K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-205- 0.61% |
$5.55K - $6.55K
|
33.6K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-205- 0.33% |
$5.55K - $6.55K
|
61.7K
$1.96M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-235- 2.03% |
$6.36K - $7.5K
|
11.4K
$361K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-260- 3.64% |
$7.03K - $8.3K
|
6.89K
$219K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-289- 0.53% |
$7.82K - $9.23K
|
53.8K
$1.71M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-291- 1.98% |
$7.87K - $9.29K
|
14.4K
$458K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-300- 2.92% |
$8.12K - $9.58K
|
9.97K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-318- 2.58% |
$8.6K - $10.2K
|
12K
$382K
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-320- 6.37% |
$8.66K - $10.2K
|
4.7K
$150K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-360- 17.39% |
$9.74K - $11.5K
|
1.71K
$54.4K
|