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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.34K- 15.87% |
$35.1K - $42.8K
|
7.11K
$272K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.35K- 3.88% |
$35.3K - $42.9K
|
33.3K
$1.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.35K- 5.14% |
$35.3K - $43K
|
24.9K
$951K
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.37K- 3.77% |
$35.8K - $43.5K
|
34.8K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.37K- 13.12% |
$35.9K - $43.7K
|
9.09K
$347K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.4K- 1.77% |
$36.6K - $44.6K
|
77.6K
$2.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.42K- 11.86% |
$37.3K - $45.4K
|
10.6K
$404K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 16.87% |
$37.3K - $45.4K
|
7.02K
$268K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.44K- 21.34% |
$37.8K - $46K
|
5.32K
$203K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.47K- 12.99% |
$38.4K - $46.7K
|
9.81K
$375K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.5K- 3.48% |
$39.3K - $47.8K
|
41.6K
$1.59M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.59K- 4.87% |
$41.7K - $50.8K
|
31.1K
$1.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.8K- 15.86% |
$47.1K - $57.4K
|
9.55K
$365K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.81K- 1.3% |
$47.3K - $57.6K
|
137K
$5.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.9K- 16.35% |
$49.8K - $60.6K
|
9.72K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.99K- 22.09% |
$52.1K - $63.4K
|
7.02K
$268K
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.17K- 1.69% |
$56.8K - $69.1K
|
126K
$4.82M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.22K- 7.38% |
$58.1K - $70.7K
|
27.8K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-2.34K- 6.81% |
$61.2K - $74.5K
|
32K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-2.54K- 7.43% |
$66.5K - $80.9K
|
31.6K
$1.21M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.55K- 17.35% |
$66.7K - $81.2K
|
12.1K
$463K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.6K- 27.36% |
$68K - $82.7K
|
6.89K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.02K- 3.46% |
$79.2K - $96.4K
|
84.5K
$3.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.06K- 17.35% |
$80.2K - $97.6K
|
14.6K
$557K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.13K- 0.61% |
$81.9K - $99.7K
|
509K
$19.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.18K- 4.89% |
$83.3K - $101K
|
61.8K
$2.36M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.26K- 3.88% |
$85.3K - $104K
|
80.8K
$3.09M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.34K- 5.03% |
$87.5K - $107K
|
63.1K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.48K- 19.58% |
$91.2K - $111K
|
14.3K
$546K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.5K- 8.68% |
$91.7K - $112K
|
36.8K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-3.56K- 5.16% |
$93.2K - $113K
|
65.4K
$2.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.67K- 0.55% |
$96.1K - $117K
|
663K
$25.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.7K- 13.23% |
$96.8K - $118K
|
24.2K
$926K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.83K- 12.06% |
$100K - $122K
|
27.9K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.99K- 22.18% |
$104K - $127K
|
14K
$535K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.41K- 32.42% |
$115K - $140K
|
9.18K
$351K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.42K- 25.4% |
$116K - $141K
|
13K
$495K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.48K- 7.45% |
$117K - $143K
|
55.7K
$2.13M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.71K- 0.86% |
$123K - $150K
|
545K
$20.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-5.17K- 8.76% |
$135K - $165K
|
53.8K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-5.4K- 11.42% |
$141K - $172K
|
41.9K
$1.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-6.03K- 3.22% |
$158K - $192K
|
181K
$6.93M
|
|
|
May 12, 2025
Q2 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-6.21K- 34.94% |
$163K - $198K
|
11.6K
$442K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-7.34K- 3.8% |
$192K - $234K
|
186K
$7.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.35K- 4.52% |
$192K - $234K
|
155K
$5.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-8.28K- 7.77% |
$217K - $264K
|
98.3K
$3.75M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-9.23K- 2.8% |
$242K - $294K
|
320K
$12.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-9.46K- 74.69% |
$248K - $302K
|
3.21K
$123K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-9.5K- 1.7% |
$249K - $303K
|
549K
$21M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9.6K- 0.69% |
$252K - $306K
|
1.39M
$53.1M
|