Purchases and Sales Made in Q2 2024 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Nat West Group PLC
|
BUY
|
- |
13.6K+ 17.39% |
$356K - $433K
|
91.8K
$3.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.8K+ 24.86% |
$334K - $407K
|
64.1K
$2.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
12.7KNew |
$332K - $404K
|
12.7K
$484K
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
12.6KNew |
$329K - $400K
|
12.6K
$480K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
12.4K+ 9.18% |
$326K - $397K
|
148K
$5.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12.4KNew |
$325K - $396K
|
12.4K
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
11.9K+ 24.09% |
$311K - $379K
|
61.2K
$2.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.8KNew |
$308K - $375K
|
11.8K
$450K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.3K+ 48.62% |
$297K - $361K
|
34.6K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.9K+ 25.69% |
$286K - $348K
|
53.5K
$2.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
10.9KNew |
$285K - $347K
|
10.9K
$416K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.5KNew |
$275K - $335K
|
10.5K
$402K
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
BUY
|
- |
10.1K+ 102.17% |
$265K - $323K
|
20K
$765K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
9.92KNew |
$260K - $316K
|
9.92K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
9.8K+ 99.06% |
$257K - $312K
|
19.7K
$752K
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
9.44K+ 2.05% |
$247K - $301K
|
469K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
9.26KNew |
$242K - $295K
|
9.26K
$354K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.11K+ 66.18% |
$239K - $291K
|
22.9K
$874K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.04KNew |
$237K - $288K
|
9.04K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.89K+ 1.66% |
$233K - $283K
|
545K
$20.8M
|
|
|
Feb 07, 2025
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.89K+ 1.66% |
$233K - $283K
|
545K
$20.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8.83KNew |
$231K - $281K
|
8.83K
$337K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.47K+ 20.96% |
$222K - $270K
|
48.9K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
8.45KNew |
$221K - $270K
|
8.45K
$323K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
8.27KNew |
$217K - $264K
|
8.27K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.04K+ 35.46% |
$211K - $256K
|
30.7K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
7.76K+ 0.53% |
$203K - $247K
|
1.46M
$55.7M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.71K+ 17.1% |
$202K - $246K
|
52.8K
$2.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.7K+ 27.26% |
$202K - $245K
|
35.9K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.63K+ 0.91% |
$200K - $243K
|
841K
$32.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.51KNew |
$197K - $239K
|
7.51K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.44KNew |
$195K - $237K
|
7.44K
$284K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.32KNew |
$192K - $233K
|
7.32K
$280K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
7.3KNew |
$191K - $233K
|
7.3K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
7.24KNew |
$190K - $231K
|
7.24K
$277K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
7.18KNew |
$188K - $229K
|
7.18K
$274K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
6.8KNew |
$178K - $217K
|
6.8K
$260K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.44K+ 1.82% |
$169K - $205K
|
360K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
6.4KNew |
$168K - $204K
|
6.4K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.28K+ 4.03% |
$164K - $200K
|
162K
$6.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.21K+ 4.62% |
$163K - $198K
|
141K
$5.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
6.08K+ 11.81% |
$159K - $194K
|
57.6K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.85KNew |
$153K - $186K
|
5.85K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.68K+ 59.73% |
$149K - $181K
|
15.2K
$580K
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
BUY
|
- |
5.67K+ 73.48% |
$148K - $181K
|
13.4K
$511K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.39K+ 21.01% |
$141K - $172K
|
31.1K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.39K+ 80.23% |
$141K - $172K
|
12.1K
$463K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.15K+ 17.69% |
$135K - $164K
|
34.3K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.07K+ 12.45% |
$133K - $162K
|
45.8K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.38K+ 0.88% |
$115K - $140K
|
501K
$19.1M
|