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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
7.16K+ 68.41% |
$100K - $135K
|
17.6K
$600K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
6.89K+ 56.69% |
$96.4K - $130K
|
19.1K
$649K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.64K+ 50.75% |
$92.9K - $125K
|
19.7K
$672K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
6.47K+ 4.13% |
$90.5K - $122K
|
163K
$5.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.41K+ 7.41% |
$89.6K - $120K
|
92.8K
$3.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.31K+ 62.36% |
$88.2K - $119K
|
16.4K
$559K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.02K+ 17.19% |
$84.2K - $113K
|
41.1K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.93KNew |
$82.9K - $111K
|
5.93K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.86K+ 6.41% |
$81.9K - $110K
|
97.4K
$3.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Deuterium Capital Management, LLC
|
BUY
|
- |
5.72K+ 51.3% |
$80K - $108K
|
16.9K
$575K
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
5.64K+ 4.91% |
$78.8K - $106K
|
121K
$4.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.56KNew |
$77.7K - $104K
|
5.56K
$189K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.05K+ 207.05% |
$70.6K - $94.9K
|
7.49K
$255K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.84K+ 10.97% |
$67.7K - $91.1K
|
49K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.73K+ 0.18% |
$66.1K - $88.8K
|
2.66M
$90.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
4.68K+ 22.57% |
$65.4K - $87.9K
|
25.4K
$865K
|
|
|
Feb 13, 2023
Q4 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
4.6K+ 3.52% |
$64.3K - $86.5K
|
135K
$4.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.41K+ 7.14% |
$61.6K - $82.9K
|
66.1K
$2.25M
|
|
|
Mar 29, 2024
Q4 2022
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.4KNew |
$61.5K - $82.7K
|
4.4K
$150K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.35K+ 11.51% |
$60.8K - $81.8K
|
42.2K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.09K+ 22.5% |
$57.2K - $77K
|
22.3K
$759K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.54K+ 2.68% |
$49.4K - $66.5K
|
136K
$4.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
3.39KNew |
$47.4K - $63.8K
|
3.39K
$115K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 100.1% |
$43.4K - $58.4K
|
6.21K
$211K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.05K+ 10.25% |
$42.6K - $57.3K
|
32.8K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
3K+ 4.82% |
$41.9K - $56.4K
|
65.2K
$2.22M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.88K+ 17.29% |
$40.2K - $54.1K
|
19.5K
$665K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.51KNew |
$35K - $47.1K
|
2.51K
$85.3K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
2.45K+ 6.45% |
$34.3K - $46.1K
|
40.5K
$1.38M
|
|
|
Feb 22, 2023
Q4 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.4K+ 0.18% |
$33.6K - $45.1K
|
1.36M
$46.3M
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.34K+ 0.32% |
$32.7K - $44K
|
732K
$24.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
2.28K+ 0.37% |
$31.9K - $42.9K
|
627K
$21.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.28K+ 8.82% |
$31.9K - $42.9K
|
28.1K
$957K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.2KNew |
$30.7K - $41.3K
|
2.2K
$74.9K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.04K+ 19.31% |
$28.5K - $38.4K
|
12.6K
$429K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.83K+ 39.06% |
$25.5K - $34.3K
|
6.5K
$221K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
1.62K+ 3.02% |
$22.6K - $30.4K
|
55.1K
$1.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.53K+ 7.61% |
$21.4K - $28.7K
|
21.6K
$736K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.27K+ 80.35% |
$17.8K - $23.9K
|
2.86K
$97.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.18K+ 7.82% |
$16.5K - $22.1K
|
16.2K
$553K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.13KNew |
$15.8K - $21.2K
|
1.13K
$38.4K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
948+ 7.34% |
$13.3K - $17.8K
|
13.9K
$472K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
919+ 1.79% |
$12.8K - $17.3K
|
52.2K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
912+ 5.31% |
$12.7K - $17.1K
|
18.1K
$615K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
879+ 4.01% |
$12.3K - $16.5K
|
22.8K
$776K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
850New |
$11.9K - $16K
|
850
$28.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
836New |
$11.7K - $15.7K
|
836
$28.5K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
806+ 4.79% |
$11.3K - $15.2K
|
17.6K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
769+ 7.66% |
$10.8K - $14.5K
|
10.8K
$368K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
756+ 4.84% |
$10.6K - $14.2K
|
16.4K
$558K
|