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 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
107+ 14.12% |
$2.8K - $3.41K
|
865
$33.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
105+ 0.41% |
$2.75K - $3.35K
|
26K
$994K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
105+ 1.62% |
$2.75K - $3.35K
|
6.59K
$252K
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
103+ 0.15% |
$2.7K - $3.28K
|
67.9K
$2.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
99New |
$2.59K - $3.16K
|
99
$3.78K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
89New |
$2.33K - $2.84K
|
89
$3.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
80New |
$2.1K - $2.55K
|
80
$3.06K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
66+ 6600.0% |
$1.73K - $2.1K
|
67
$2.56K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
66New |
$1.73K - $2.1K
|
66
$2.52K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
66+ 0.14% |
$1.73K - $2.1K
|
48K
$1.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
60+ 6.0% |
$1.57K - $1.91K
|
1.06K
$40.5K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
54New |
$1.41K - $1.72K
|
54
$2.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
54+ 300.0% |
$1.41K - $1.72K
|
72
$2.75K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
44New |
$1.15K - $1.4K
|
44
$1.68K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
43+ 0.07% |
$1.13K - $1.37K
|
62.1K
$2.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
41New |
$1.07K - $1.31K
|
41
$1.57K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
40+ 0.18% |
$1.05K - $1.28K
|
22.4K
$854K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
36New |
$943 - $1.15K
|
36
$1.38K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26+ 0.04% |
$681 - $829
|
65.1K
$2.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 10.34% |
$471 - $574
|
192
$7.34K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
16+ 3.57% |
$419 - $510
|
464
$17.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
15+ 5.95% |
$393 - $478
|
267
$10.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 2.11% |
$393 - $478
|
725
$27.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14+ 0.15% |
$367 - $446
|
9.6K
$367K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
12+ 70.59% |
$314 - $383
|
29
$1.11K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11New |
$288 - $351
|
11
$420
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
10+ 0.1% |
$262 - $319
|
10.1K
$385K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8+ 0.07% |
$210 - $255
|
11.8K
$450K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.23% |
$157 - $191
|
2.62K
$100K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6+ 0.91% |
$157 - $191
|
664
$25.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 2.25% |
$131 - $159
|
227
$8.67K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4+ 0.05% |
$105 - $128
|
8.08K
$309K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3New |
$78.6 - $95.6
|
3
$115
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3+ 0.04% |
$78.6 - $95.6
|
7.99K
$305K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
3+ 0.02% |
$78.6 - $95.6
|
16.1K
$616K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 0.67% |
$52.4 - $63.8
|
299
$11.4K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2+ 0.02% |
$52.4 - $63.8
|
11.3K
$430K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$26.2 - $31.9
|
6.89K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26- 1.57% |
$681 - $829
|
1.64K
$62.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-35- 6.68% |
$917 - $1.12K
|
489
$18.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44- 0.29% |
$1.15K - $1.4K
|
15.3K
$584K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-48- 0.55% |
$1.26K - $1.53K
|
8.72K
$333K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-51- 71.83% |
$1.34K - $1.63K
|
20
$764
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-61- 0.21% |
$1.6K - $1.94K
|
29.1K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-66- 0.59% |
$1.73K - $2.1K
|
11.2K
$427K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-68- 0.33% |
$1.78K - $2.17K
|
20.3K
$774K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-100- 0.3% |
$2.62K - $3.19K
|
33.5K
$1.28M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-104- 75.36% |
$2.72K - $3.32K
|
34
$1.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-108- 7.56% |
$2.83K - $3.44K
|
1.32K
$50.5K
|