Purchases and Sales Made in Q3 2023 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.87K+ 15.51% |
$191K - $264K
|
73.5K
$2.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.77KNew |
$189K - $261K
|
9.77K
$348K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
9.75KNew |
$189K - $261K
|
9.75K
$347K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.68KNew |
$188K - $259K
|
9.68K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.65KNew |
$187K - $258K
|
9.65K
$344K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
9.44KNew |
$183K - $252K
|
9.44K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.38KNew |
$182K - $250K
|
9.38K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.11KNew |
$177K - $243K
|
9.11K
$324K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.94KNew |
$173K - $239K
|
8.94K
$318K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.94KNew |
$173K - $239K
|
8.94K
$318K
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
8.91K+ 0.57% |
$173K - $238K
|
1.58M
$56.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
8.9KNew |
$173K - $238K
|
8.9K
$317K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
8.87KNew |
$172K - $237K
|
8.87K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.79KNew |
$170K - $235K
|
8.79K
$313K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
8.77KNew |
$170K - $234K
|
8.77K
$312K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8.72KNew |
$169K - $233K
|
8.72K
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.39KNew |
$163K - $224K
|
8.39K
$299K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
8.33KNew |
$162K - $223K
|
8.33K
$297K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.24KNew |
$160K - $220K
|
8.24K
$293K
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.24KNew |
$160K - $220K
|
8.24K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8.14KNew |
$158K - $217K
|
8.14K
$290K
|
|
|
Oct 10, 2023
Q3 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
8.07K+ 13.64% |
$156K - $216K
|
67.2K
$2.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.9K+ 13.93% |
$153K - $211K
|
64.6K
$2.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.3K+ 6.77% |
$142K - $195K
|
115K
$4.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.2K+ 15.45% |
$140K - $192K
|
53.8K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.93K+ 14.18% |
$134K - $185K
|
55.8K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.48K+ 270.34% |
$126K - $173K
|
8.88K
$316K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.37K+ 53.13% |
$123K - $170K
|
18.4K
$653K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.05K+ 11.95% |
$117K - $162K
|
56.7K
$2.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.2KNew |
$101K - $139K
|
5.2K
$185K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.11K+ 1.08% |
$99K - $136K
|
478K
$17M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
5.1K+ 29.19% |
$99K - $136K
|
22.6K
$805K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.9K+ 3.67% |
$95.1K - $131K
|
138K
$4.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.88K+ 13.14% |
$94.5K - $130K
|
42K
$1.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.88K+ 17.9% |
$94.5K - $130K
|
32.1K
$1.14M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.84K+ 19.3% |
$93.8K - $129K
|
29.9K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.51K+ 16.04% |
$87.5K - $121K
|
32.7K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.39K+ 2.52% |
$85.1K - $117K
|
178K
$6.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.89K+ 2.85% |
$75.4K - $104K
|
140K
$5M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.75K+ 97.88% |
$72.7K - $100K
|
7.58K
$270K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.65K+ 12.14% |
$70.7K - $97.4K
|
33.7K
$1.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.55K+ 5.26% |
$68.8K - $94.7K
|
71K
$2.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.54K+ 10.72% |
$68.7K - $94.6K
|
36.6K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.5K+ 22.18% |
$67.9K - $93.5K
|
19.3K
$687K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
3.46K+ 6.32% |
$67.1K - $92.4K
|
58.2K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.34KNew |
$64.8K - $89.3K
|
3.34K
$119K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.2K+ 4.4% |
$62K - $85.5K
|
76K
$2.71M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
3.1K+ 4.88% |
$60.2K - $82.9K
|
66.7K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 0.88% |
$59.8K - $82.4K
|
355K
$12.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
3K+ 300.0% |
$58.2K - $80.1K
|
4K
$142K
|