Purchases and Sales Made in Q2 2022 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
7.8K+ 0.23% |
$121K - $156K
|
3.45M
$110M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
7K+ 59.95% |
$109K - $140K
|
18.7K
$594K
|
|
|
Aug 15, 2022
Q2 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
6.8KNew |
$106K - $136K
|
6.8K
$216K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.79K+ 3.88% |
$106K - $136K
|
182K
$5.79M
|
|
|
Aug 08, 2022
Q2 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
6.26K+ 8.45% |
$97.6K - $125K
|
80.4K
$2.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.98K+ 22.95% |
$93.2K - $119K
|
32K
$1.02M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
5.82K+ 9.07% |
$90.7K - $116K
|
70K
$2.23M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.83K+ 556.34% |
$75.2K - $96.4K
|
5.7K
$181K
|
|
|
Aug 12, 2022
Q2 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
4.66K+ 0.27% |
$72.6K - $93K
|
1.75M
$55.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.59K+ 32.05% |
$71.4K - $91.5K
|
18.9K
$601K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.98K+ 3.68% |
$61.9K - $79.4K
|
112K
$3.57M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.67K+ 10.15% |
$57.1K - $73.2K
|
39.8K
$1.27M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.41K+ 66.53% |
$53.1K - $68K
|
8.53K
$271K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.39K+ 2.13% |
$52.8K - $67.7K
|
163K
$5.18M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
3.35K+ 13.93% |
$52.2K - $66.9K
|
27.4K
$873K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.26K+ 19.75% |
$50.8K - $65K
|
19.8K
$629K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.91K+ 26.48% |
$45.3K - $58.1K
|
13.9K
$442K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.6K+ 21.63% |
$40.4K - $51.8K
|
14.6K
$464K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
2.58K+ 0.31% |
$40.3K - $51.6K
|
825K
$26.3M
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.48KNew |
$38.6K - $49.5K
|
2.48K
$78.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.37K+ 2.21% |
$36.9K - $47.2K
|
109K
$3.48M
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
2.21K+ 4.35% |
$34.5K - $44.2K
|
53.1K
$1.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
2.14K+ 3.33% |
$33.4K - $42.7K
|
66.4K
$2.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.87K+ 14.2% |
$29.2K - $37.4K
|
15.1K
$480K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.79K+ 9.06% |
$28K - $35.8K
|
21.6K
$687K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.77K+ 11.18% |
$27.6K - $35.3K
|
17.6K
$560K
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 14.71% |
$26.1K - $33.5K
|
13.1K
$416K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 14.71% |
$26.1K - $33.5K
|
13.1K
$416K
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.6K+ 6.81% |
$24.9K - $31.9K
|
25.1K
$799K
|
|
|
Aug 15, 2022
Q2 2022
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.55K+ 0.74% |
$24.1K - $30.9K
|
209K
$6.66M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.2K+ 4.84% |
$18.6K - $23.9K
|
25.9K
$825K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.12K+ 6.88% |
$17.5K - $22.4K
|
17.5K
$556K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.12KNew |
$17.4K - $22.3K
|
1.12K
$35.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 2.64% |
$17.2K - $22.1K
|
43.1K
$1.37M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.07K+ 3.25% |
$16.6K - $21.3K
|
33.8K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.03K+ 413.2% |
$16.1K - $20.6K
|
1.28K
$40.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
968+ 1.88% |
$15.1K - $19.3K
|
52.6K
$1.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
923+ 0.31% |
$14.4K - $18.4K
|
294K
$9.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
904New |
$14.1K - $18K
|
904
$28.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
866+ 0.84% |
$13.5K - $17.3K
|
104K
$3.33M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
839New |
$13.1K - $16.7K
|
839
$26.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
742+ 5.34% |
$11.6K - $14.8K
|
14.6K
$466K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
683New |
$10.6K - $13.6K
|
683
$21.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
645New |
$10K - $12.9K
|
645
$20.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
641+ 156.34% |
$9.99K - $12.8K
|
1.05K
$33.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
566+ 5.16% |
$8.82K - $11.3K
|
11.5K
$367K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
562+ 3.88% |
$8.76K - $11.2K
|
15.1K
$479K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
500New |
$7.79K - $9.98K
|
500
$15.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
441+ 0.61% |
$6.87K - $8.8K
|
73.1K
$2.33M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
433+ 3.22% |
$6.75K - $8.64K
|
13.9K
$442K
|