Purchases and Sales Made in Q4 2022 in Ubs Group Ag (UBS)

UBS Quotes by TradingView

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
Feb 09, 2023 Q4 2022
Achmea Investment Management B.V.

BUY
 -
738
+ 0.25%
$10.3K - $13.9K
291K $9.9M
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
645
New
$9.02K - $12.1K
645 $22K
Feb 02, 2023 Q4 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
577
New
$8.07K - $10.8K
577 $19.6K
Feb 03, 2023 Q4 2022
Gables Capital Management Inc.

BUY
 -
500
New
$6.99K - $9.4K
500 $17K
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
476
New
$6.65K - $8.95K
476 $16.2K
Feb 07, 2023 Q4 2022
Prestige Wealth Management Group LLC

BUY
 -
458
New
$6.4K - $8.61K
458 $15.6K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
455
New
$6.36K - $8.55K
455 $15.5K
Feb 13, 2023 Q4 2022
Mitchell Capital Management CO

BUY
 -
451
+ 0.62%
$6.3K - $8.48K
73.3K $2.5M
Jan 24, 2023 Q4 2022
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
451
New
$6.3K - $8.48K
451 $15.4K
Feb 14, 2023 Q4 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
443
+ 3.11%
$6.19K - $8.33K
14.7K $500K
Jan 18, 2023 Q4 2022
Rosenberg Matthew Hamilton

BUY
 -
355
+ 16.89%
$4.96K - $6.67K
2.46K $83.6K
Aug 16, 2024 Q4 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
339
+ 5.64%
$4.74K - $6.37K
6.35K $216K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
271
New
$3.79K - $5.09K
271 $9.22K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
239
+ 21.43%
$3.34K - $4.49K
1.35K $46.1K
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
231
+ 0.2%
$3.23K - $4.34K
114K $3.87M
Feb 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
227
+ 1.88%
$3.17K - $4.27K
12.3K $418K
Feb 03, 2023 Q4 2022
First National Bank Of Hutchinson

BUY
 -
205
+ 1.57%
$2.87K - $3.85K
13.2K $451K
Feb 10, 2023 Q4 2022
First Horizon Advisors, Inc.

BUY
 -
179
+ 54.91%
$2.5K - $3.37K
505 $17.2K
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
168
+ 13.09%
$2.35K - $3.16K
1.45K $49.4K
Jan 19, 2023 Q4 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
158
New
$2.21K - $2.97K
158 $5.38K
Feb 13, 2023 Q4 2022
Parkside Financial Bank & Trust

BUY
 -
155
New
$2.17K - $2.91K
155 $5.28K
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
145
New
$2.03K - $2.73K
145 $4.94K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
128
+ 1.47%
$1.79K - $2.41K
8.86K $302K
Jan 27, 2023 Q4 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
116
+ 0.78%
$1.62K - $2.18K
15.1K $513K
Feb 13, 2023 Q4 2022
Jones Financial Companies Lllp

BUY
 -
103
+ 6.78%
$1.44K - $1.94K
1.62K $55.2K
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
100
New
$1.4K - $1.88K
100 $3.4K
Jan 31, 2023 Q4 2022
Cookson Peirce & CO Inc

BUY
 -
100
+ 0.35%
$1.4K - $1.88K
29.1K $989K
Jan 30, 2023 Q4 2022
James Investment Research Inc

BUY
 -
100
New
$1.4K - $1.88K
100 $3.4K
Jan 12, 2023 Q4 2022
First Hawaiian Bank

BUY
 -
97
+ 0.18%
$1.36K - $1.82K
53.9K $1.83M
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
89
+ 49.72%
$1.24K - $1.67K
268 $9.12K
Feb 08, 2023 Q4 2022
Pictet & Cie (Europe) Sa

BUY
 -
60
+ 0.52%
$839 - $1.13K
11.7K $397K
Feb 09, 2023 Q4 2022
Huntington National Bank

Columbus, OH
BUY
 -
59
+ 1.51%
$825 - $1.11K
3.96K $135K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
56
New
$783 - $1.05K
56 $1.91K
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
47
New
$657 - $884
47 $1.6K
Jan 30, 2023 Q4 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
16
New
$224 - $301
16 $545
Jan 24, 2023 Q4 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
10
+ 0.02%
$140 - $188
53.5K $1.82M
Feb 09, 2023 Q4 2022
Mitchell & Pahl Private Wealth, LLC

BUY
 -
7
+ 0.01%
$97.9 - $132
53.4K $1.82M
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

BUY
 -
4
+ 26.67%
$55.9 - $75.2
19 $647
Jan 10, 2025 Q4 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
0
New
$0 - $0
0 $0
Feb 14, 2023 Q4 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
0
New
$0 - $0
0 $0
Jan 11, 2023 Q4 2022
Financial Management Professionals, Inc.

SELL
 -
-11
- 7.64%
$154 - $207
133 $4.53K
Feb 13, 2023 Q4 2022
Federated Hermes, Inc.

Pittsburgh, PA
SELL
 -
-11
- 9.82%
$154 - $207
101 $3.44K
Feb 08, 2023 Q4 2022
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-12
- 2.96%
$168 - $226
393 $13.4K
Feb 10, 2023 Q4 2022
Assetmark, Inc

SELL
 -
-33
- 13.2%
$461 - $620
217 $7.39K
Feb 01, 2023 Q4 2022
High Mark Wealth Management LLC

SELL
 -
-42
- 24.0%
$587 - $790
133 $4.53K
Nov 13, 2023 Q4 2022
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-65
- 4.73%
$909 - $1.22K
1.31K $44.6K
Jan 31, 2023 Q4 2022
Schubert & CO

SELL
 -
-122
- 41.92%
$1.71K - $2.29K
169 $5.75K
Jan 13, 2023 Q4 2022
Allworth Financial LP

SELL
 -
-239
- 27.82%
$3.34K - $4.49K
620 $21.1K
Feb 10, 2023 Q4 2022
Commerce Bank

Kansas City, MO
SELL
 -
-242
- 2.2%
$3.38K - $4.55K
10.8K $367K

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