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 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-318- 2.58% |
$8.6K - $10.2K
|
12K
$444K
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-320- 6.37% |
$8.66K - $10.2K
|
4.7K
$174K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-360- 17.39% |
$9.74K - $11.5K
|
1.71K
$63.3K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-381- 24.69% |
$10.3K - $12.2K
|
1.16K
$43K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-418- 2.52% |
$11.3K - $13.3K
|
16.2K
$599K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-432- 4.96% |
$11.7K - $13.8K
|
8.29K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-444- 4.08% |
$12K - $14.2K
|
10.4K
$386K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-465- 1.78% |
$12.6K - $14.8K
|
25.7K
$949K
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-481- 3.81% |
$13K - $15.4K
|
12.1K
$449K
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-515- 1.05% |
$13.9K - $16.4K
|
48.7K
$1.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-577- 2.0% |
$15.6K - $18.4K
|
28.2K
$1.05M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-610- 4.1% |
$16.5K - $19.5K
|
14.3K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-623- 0.83% |
$16.9K - $19.9K
|
74.7K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-653- 7.18% |
$17.7K - $20.9K
|
8.45K
$313K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-657- 9.2% |
$17.8K - $21K
|
6.48K
$240K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-677- 4.43% |
$18.3K - $21.6K
|
14.6K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-719- 0.13% |
$19.4K - $23K
|
536K
$19.8M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-810- 0.75% |
$21.9K - $25.9K
|
107K
$3.94M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-849- 0.73% |
$23K - $27.1K
|
115K
$4.27M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-889- 4.88% |
$24K - $28.4K
|
17.3K
$642K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-890- 6.78% |
$24.1K - $28.4K
|
12.2K
$453K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-892- 69.47% |
$24.1K - $28.5K
|
392
$14.5K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-934- 90.33% |
$25.3K - $29.8K
|
100
$3.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-939- 2.74% |
$25.4K - $30K
|
33.4K
$1.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-953- 3.07% |
$25.8K - $30.4K
|
30K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 15.08% |
$30.2K - $35.6K
|
6.28K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.15K- 1.09% |
$31.1K - $36.7K
|
104K
$3.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.19K- 5.08% |
$32.3K - $38.1K
|
22.3K
$826K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.22K- 1.99% |
$33K - $39K
|
60.1K
$2.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-1.3K- 48.15% |
$35.2K - $41.5K
|
1.4K
$51.8K
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.31K- 0.68% |
$35.3K - $41.7K
|
192K
$7.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.33K- 4.38% |
$36.1K - $42.6K
|
29.1K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.38K- 12.67% |
$37.3K - $44K
|
9.51K
$352K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.4K- 11.92% |
$37.7K - $44.5K
|
10.3K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.43K- 3.98% |
$38.6K - $45.6K
|
34.5K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.45K- 1.63% |
$39.3K - $46.4K
|
87.6K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.48K- 7.68% |
$40K - $47.3K
|
17.8K
$658K
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-1.5K- 0.32% |
$40.4K - $47.7K
|
459K
$17M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.5K- 11.43% |
$40.6K - $47.9K
|
11.6K
$430K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.77K- 3.31% |
$47.8K - $56.4K
|
51.6K
$1.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.88K- 10.43% |
$50.8K - $60K
|
16.1K
$597K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.89K- 19.36% |
$51.1K - $60.3K
|
7.87K
$291K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.89K- 4.43% |
$51.2K - $60.4K
|
40.9K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 18.36% |
$51.3K - $60.6K
|
8.44K
$312K
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-2K- 0.76% |
$54.1K - $63.9K
|
261K
$9.65M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.2K- 13.37% |
$59.5K - $70.2K
|
14.3K
$527K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.23K- 7.62% |
$60.2K - $71K
|
27K
$998K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-2.36K- 24.38% |
$63.8K - $75.3K
|
7.32K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.57K- 91.06% |
$69.4K - $82K
|
252
$9.32K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.62K- 10.03% |
$70.7K - $83.5K
|
23.5K
$868K
|