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 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
298+ 0.76% |
$4.64K - $5.95K
|
39.6K
$1.26M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
276+ 6.18% |
$4.3K - $5.51K
|
4.74K
$151K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
265+ 2.42% |
$4.13K - $5.29K
|
11.2K
$356K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
261New |
$4.07K - $5.21K
|
261
$8.31K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
249+ 1.16% |
$3.88K - $4.97K
|
21.8K
$694K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
245New |
$3.82K - $4.89K
|
245
$7.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
243+ 165.31% |
$3.79K - $4.85K
|
390
$12.4K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
231+ 34.07% |
$3.6K - $4.61K
|
909
$28.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
123+ 0.76% |
$1.92K - $2.46K
|
16.4K
$521K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
87New |
$1.36K - $1.74K
|
87
$2.77K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
72+ 1.12% |
$1.12K - $1.44K
|
6.52K
$208K
|
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
70+ 166.67% |
$1.09K - $1.4K
|
112
$3.56K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
56+ 0.76% |
$872 - $1.12K
|
7.45K
$237K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
55New |
$857 - $1.1K
|
55
$1.75K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
46New |
$717 - $918
|
46
$1.46K
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
44+ 0.34% |
$686 - $878
|
12.8K
$408K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
42+ 3.25% |
$654 - $838
|
1.34K
$42.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
21+ 0.66% |
$327 - $419
|
3.22K
$103K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.0% |
$15.6 - $20
|
53.5K
$1.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-8- 0.01% |
$125 - $160
|
54.2K
$1.73M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-13- 0.09% |
$203 - $259
|
14.3K
$454K
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-18Closed |
$280 - $359
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-43- 0.12% |
$670 - $858
|
37K
$1.18M
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-68- 0.56% |
$1.06K - $1.36K
|
12K
$381K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-103Closed |
$1.6K - $2.06K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-103Closed |
$1.6K - $2.06K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-122- 0.5% |
$1.9K - $2.44K
|
24.3K
$773K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-137- 14.12% |
$2.13K - $2.73K
|
833
$26.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-141- 2.14% |
$2.2K - $2.81K
|
6.44K
$205K
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-144- 0.56% |
$2.24K - $2.87K
|
25.7K
$818K
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-151- 1.04% |
$2.35K - $3.01K
|
14.4K
$459K
|
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-178- 26.41% |
$2.77K - $3.55K
|
496
$15.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-181- 0.36% |
$2.82K - $3.61K
|
49.6K
$1.58M
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-244- 1.55% |
$3.8K - $4.87K
|
15.5K
$495K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-269- 1.52% |
$4.19K - $5.37K
|
17.5K
$556K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-282Closed |
$4.39K - $5.63K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-293- 1.16% |
$4.56K - $5.85K
|
24.9K
$793K
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-310Closed |
$4.83K - $6.19K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-310- 63.79% |
$4.83K - $6.19K
|
176
$5.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-314- 0.04% |
$4.89K - $6.27K
|
716K
$22.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-325- 1.31% |
$5.06K - $6.49K
|
24.4K
$777K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-334- 0.48% |
$5.2K - $6.67K
|
69K
$2.19M
|
|
|
Jul 19, 2022
Q2 2022
|
Value Partners Investments Inc.
|
SELL
|
- |
-341- 0.1% |
$5.31K - $6.81K
|
327K
$10.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-344- 2.12% |
$5.36K - $6.87K
|
15.9K
$506K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-358Closed |
$5.58K - $7.15K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-362- 14.98% |
$5.64K - $7.23K
|
2.05K
$65.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-368- 1.66% |
$5.73K - $7.35K
|
21.8K
$695K
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-369- 3.21% |
$5.75K - $7.37K
|
11.1K
$354K
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-395- 0.72% |
$6.15K - $7.88K
|
54.2K
$1.72M
|