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 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-450- 1.36% |
$7.01K - $8.98K
|
32.6K
$1.04M
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-456- 31.32% |
$7.1K - $9.1K
|
1K
$31.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-488- 0.19% |
$7.6K - $9.74K
|
256K
$8.15M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-506- 12.9% |
$7.88K - $10.1K
|
3.42K
$109K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-546- 2.14% |
$8.51K - $10.9K
|
25K
$796K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-580- 21.85% |
$9.04K - $11.6K
|
2.08K
$66K
|
|
|
Aug 10, 2022
Q2 2022
|
Achmea Investment Management B.V.
|
SELL
|
- |
-614- 0.25% |
$9.57K - $12.3K
|
249K
$7.93M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-652- 27.18% |
$10.2K - $13K
|
1.75K
$55.6K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-652- 5.12% |
$10.2K - $13K
|
12.1K
$385K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-683- 82.59% |
$10.6K - $13.6K
|
144
$4.58K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-688- 29.12% |
$10.7K - $13.7K
|
1.68K
$53.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-690Closed |
$10.8K - $13.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-695- 1.65% |
$10.8K - $13.9K
|
41.3K
$1.32M
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-705Closed |
$11K - $14.1K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-713- 7.94% |
$11.1K - $14.2K
|
8.26K
$263K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-760- 41.58% |
$11.8K - $15.2K
|
1.07K
$34K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-848- 5.69% |
$13.2K - $16.9K
|
14.1K
$448K
|
|
|
Aug 03, 2022
Q2 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-954- 7.29% |
$14.9K - $19K
|
12.1K
$386K
|
|
|
Aug 15, 2022
Q2 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1K- 0.61% |
$15.6K - $20K
|
163K
$5.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.03K- 1.7% |
$16K - $20.5K
|
59.5K
$1.89M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.05KClosed |
$16.3K - $20.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.09K- 4.63% |
$17K - $21.8K
|
22.5K
$717K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.14K- 93.31% |
$17.8K - $22.8K
|
82
$2.61K
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-1.17KClosed |
$18.2K - $23.4K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.18K- 10.16% |
$18.4K - $23.6K
|
10.5K
$333K
|
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-1.21K- 4.98% |
$18.8K - $24.1K
|
23.1K
$735K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.39K- 2.18% |
$21.7K - $27.8K
|
62.5K
$1.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-1.42K- 1.95% |
$22.1K - $28.3K
|
71.5K
$2.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.43K- 5.99% |
$22.2K - $28.5K
|
22.4K
$714K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.49K- 37.65% |
$23.2K - $29.8K
|
2.47K
$78.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.54K- 46.79% |
$24.1K - $30.8K
|
1.76K
$55.9K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.7K- 49.48% |
$26.5K - $33.9K
|
1.74K
$55.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-1.73K- 14.05% |
$27K - $34.6K
|
10.6K
$337K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.76K- 10.36% |
$27.4K - $35.1K
|
15.2K
$484K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.87K- 10.26% |
$29.1K - $37.2K
|
16.3K
$520K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.2K- 25.94% |
$34.3K - $44K
|
6.29K
$200K
|
|
|
Jul 08, 2022
Q2 2022
|
Syquant Capital Sas
|
SELL
|
- |
-2.23K- 17.53% |
$34.8K - $44.5K
|
10.5K
$334K
|
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2.4KClosed |
$37.4K - $47.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.45K- 14.47% |
$38.1K - $48.9K
|
14.5K
$461K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.46K- 5.49% |
$38.3K - $49.1K
|
42.3K
$1.35M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.56K- 11.93% |
$39.8K - $51K
|
18.9K
$600K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.78KClosed |
$43.2K - $55.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.12K- 21.51% |
$48.6K - $62.3K
|
11.4K
$363K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-3.76K- 54.51% |
$58.6K - $75.1K
|
3.14K
$99.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-3.9KClosed |
$60.7K - $77.7K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
SELL
|
- |
-4.1K- 9.39% |
$63.9K - $81.8K
|
39.6K
$1.26M
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4.4KClosed |
$68.6K - $87.8K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.51K- 9.16% |
$70.2K - $90K
|
44.7K
$1.42M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.59K- 7.16% |
$71.4K - $91.5K
|
59.5K
$1.89M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-4.73K- 76.78% |
$73.7K - $94.4K
|
1.43K
$45.5K
|