Purchases and Sales Made in Q3 2024 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-529- 1.56% |
$14.8K - $16.6K
|
33.4K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-574- 23.47% |
$16.1K - $18K
|
1.87K
$63.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-594- 1.71% |
$16.6K - $18.7K
|
34.2K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-658- 4.6% |
$18.4K - $20.7K
|
13.6K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-685- 0.49% |
$19.2K - $21.5K
|
141K
$4.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-698- 1.11% |
$19.5K - $21.9K
|
62.4K
$2.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-794- 1.92% |
$22.2K - $24.9K
|
40.5K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-794- 10.0% |
$22.2K - $24.9K
|
7.15K
$243K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-837- 5.42% |
$23.4K - $26.3K
|
14.6K
$498K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-871- 7.19% |
$24.4K - $27.4K
|
11.3K
$383K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-922- 0.29% |
$25.8K - $29K
|
320K
$10.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-968- 2.66% |
$27.1K - $30.4K
|
35.4K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.02K- 1.31% |
$28.5K - $32K
|
76.6K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.12K- 3.76% |
$31.2K - $35.1K
|
28.6K
$973K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 19.01% |
$32.4K - $36.4K
|
4.94K
$168K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.17K- 1.59% |
$32.6K - $36.7K
|
72.1K
$2.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.18K- 4.76% |
$33.1K - $37.2K
|
23.7K
$807K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.2K- 25.46% |
$33.5K - $37.6K
|
3.51K
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.21K- 1.46% |
$33.8K - $37.9K
|
81.3K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.24K- 37.14% |
$34.7K - $39K
|
2.1K
$71.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.32K- 38.56% |
$36.8K - $41.3K
|
2.1K
$71.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.34K- 6.92% |
$37.4K - $42K
|
18K
$613K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.35K- 2.55% |
$37.6K - $42.3K
|
51.4K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.42K- 13.04% |
$39.7K - $44.6K
|
9.48K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 11.27% |
$40.3K - $45.2K
|
11.3K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.44K- 3.68% |
$40.3K - $45.3K
|
37.7K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.59K- 6.09% |
$44.3K - $49.8K
|
24.4K
$832K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.67K- 86.09% |
$46.7K - $52.5K
|
270
$9.19K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.75K- 5.12% |
$49.1K - $55.1K
|
32.5K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.78K- 18.59% |
$49.6K - $55.8K
|
7.78K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-1.79K- 6.01% |
$50.1K - $56.3K
|
28K
$953K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.84K- 2.97% |
$51.4K - $57.7K
|
60K
$2.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.92K- 14.99% |
$53.8K - $60.4K
|
10.9K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.98K- 3.56% |
$55.4K - $62.2K
|
53.7K
$1.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.11K- 6.07% |
$58.9K - $66.2K
|
32.6K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.16K- 21.96% |
$60.3K - $67.7K
|
7.66K
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.19K- 6.53% |
$61.2K - $68.8K
|
31.3K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-2.23K- 8.27% |
$62.5K - $70.2K
|
24.8K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-2.29K- 12.83% |
$64K - $71.9K
|
15.5K
$529K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.3K- 7.06% |
$64.4K - $72.4K
|
30.3K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.35K- 4.8% |
$65.6K - $73.7K
|
46.5K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3K- 8.11% |
$83.9K - $94.3K
|
34K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.03K- 32.34% |
$84.8K - $95.2K
|
6.34K
$216K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.15K- 10.11% |
$88K - $98.9K
|
28K
$952K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.56K- 18.88% |
$99.5K - $112K
|
15.3K
$521K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.57K- 26.55% |
$99.7K - $112K
|
9.87K
$336K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.6K- 0.43% |
$101K - $113K
|
838K
$28.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.82K- 6.16% |
$107K - $120K
|
58.2K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.85K- 0.04% |
$108K - $121K
|
10M
$341M
|
|
|
Nov 13, 2024
Q3 2024
|
Point Break Capital Management, LLC
Miami, FL |
SELL
|
- |
-4K- 3.89% |
$112K - $126K
|
98.9K
$3.37M
|