Purchases and Sales Made in Q4 2022 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q4 2022. 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 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
49.9KNew |
$697K - $937K
|
49.9K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
46.2K+ 57.45% |
$646K - $869K
|
127K
$4.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
38.7K+ 365.37% |
$541K - $727K
|
49.3K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
38.1KNew |
$533K - $717K
|
38.1K
$1.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
BUY
|
- |
36.4K+ 5.71% |
$508K - $684K
|
673K
$22M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35.4K+ 54.59% |
$494K - $665K
|
100K
$3.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
34.9KNew |
$488K - $657K
|
34.9K
$1.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
33.8K+ 5.63% |
$473K - $636K
|
635K
$20.8M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
33.7K+ 16.38% |
$471K - $634K
|
239K
$7.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
32.1KNew |
$448K - $603K
|
32.1K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.4K+ 17.14% |
$439K - $591K
|
215K
$7.03M
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
27.3K+ 205.17% |
$381K - $513K
|
40.6K
$1.33M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
24.1K+ 35.97% |
$337K - $453K
|
91K
$2.98M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22.4KNew |
$314K - $422K
|
22.4K
$735K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
22.2K+ 35.11% |
$311K - $418K
|
85.6K
$2.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
20KNew |
$280K - $376K
|
20K
$655K
|
|
|
Feb 13, 2023
Q4 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
20KNew |
$280K - $376K
|
20K
$655K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
18.8KNew |
$263K - $354K
|
18.8K
$616K
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
18.6KNew |
$261K - $350K
|
18.6K
$610K
|
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
18.6KNew |
$260K - $350K
|
18.6K
$609K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
18.1K+ 26.26% |
$252K - $339K
|
86.8K
$2.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
17.9KNew |
$250K - $336K
|
17.9K
$586K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.7KNew |
$247K - $333K
|
17.7K
$579K
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
16.7KNew |
$234K - $314K
|
16.7K
$547K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
16K+ 47.37% |
$224K - $301K
|
49.9K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
15.7KNew |
$220K - $295K
|
15.7K
$514K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
15.7KNew |
$219K - $294K
|
15.7K
$512K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.9K+ 21.11% |
$209K - $280K
|
85.6K
$2.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.4K+ 123.35% |
$201K - $270K
|
26K
$852K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
13.9K+ 122.43% |
$194K - $261K
|
25.2K
$825K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.5KNew |
$189K - $255K
|
13.5K
$443K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
13.1KNew |
$184K - $247K
|
13.1K
$430K
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
12.9K+ 36.87% |
$181K - $243K
|
48K
$1.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
12.5KNew |
$175K - $235K
|
12.5K
$409K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
12KNew |
$168K - $226K
|
12K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.9KNew |
$167K - $224K
|
11.9K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$166K - $224K
|
11.9K
$389K
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
11.7KNew |
$164K - $220K
|
11.7K
$384K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$148K - $200K
|
10.6K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.6K+ 47.71% |
$148K - $199K
|
32.8K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
10.4K+ 14.49% |
$145K - $195K
|
82.1K
$2.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
10.4KNew |
$145K - $195K
|
10.4K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.2KNew |
$143K - $192K
|
10.2K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
10.2K+ 47.42% |
$142K - $192K
|
31.7K
$1.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
9.56K+ 1.33% |
$134K - $180K
|
729K
$23.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
9.36K+ 6.59% |
$131K - $176K
|
151K
$4.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
8.63K+ 35.89% |
$121K - $162K
|
32.7K
$1.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.45K+ 49.17% |
$118K - $159K
|
25.6K
$839K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
8.04K+ 2.36% |
$112K - $151K
|
349K
$11.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
BUY
|
- |
7.57K+ 0.31% |
$106K - $142K
|
2.44M
$79.8M
|