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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q4 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-4.95K- 28.05% |
$69.2K - $93.1K
|
12.7K
$416K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.05K- 88.88% |
$70.5K - $94.8K
|
631
$20.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-5.29K- 6.76% |
$74K - $99.5K
|
73K
$2.39M
|
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-5.76K- 6.4% |
$80.5K - $108K
|
84.2K
$2.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-5.86K- 11.16% |
$81.9K - $110K
|
46.6K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-6.05K- 4.02% |
$84.6K - $114K
|
144K
$4.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.66K- 2.76% |
$93.1K - $125K
|
234K
$7.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-6.78K- 8.36% |
$94.8K - $128K
|
74.3K
$2.43M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-6.95K- 36.38% |
$97.2K - $131K
|
12.2K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.57K- 5.76% |
$106K - $142K
|
124K
$4.06M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-8.02K- 3.52% |
$112K - $151K
|
220K
$7.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-8.65K- 4.56% |
$121K - $163K
|
181K
$5.93M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.96K- 22.82% |
$139K - $187K
|
33.7K
$1.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.9K- 10.98% |
$152K - $204K
|
88.1K
$2.88M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-12.7K- 7.56% |
$178K - $239K
|
156K
$5.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-13K- 18.7% |
$182K - $244K
|
56.5K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-14.5K- 1.83% |
$203K - $273K
|
780K
$25.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-15K- 2.17% |
$210K - $282K
|
677K
$22.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-16.1K- 23.99% |
$225K - $302K
|
50.9K
$1.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-16.5K- 5.76% |
$231K - $310K
|
270K
$8.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.2K- 9.53% |
$241K - $324K
|
163K
$5.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-18.7K- 15.01% |
$261K - $352K
|
106K
$3.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-19.3K- 4.63% |
$270K - $363K
|
397K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-21.1K- 10.28% |
$294K - $396K
|
184K
$6.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-22.6K- 44.64% |
$316K - $424K
|
28K
$917K
|
|
|
Jan 27, 2023
Q4 2022
|
Nat West Group PLC
|
SELL
|
- |
-23.7K- 29.64% |
$331K - $445K
|
56.2K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-27.3K- 0.81% |
$382K - $514K
|
3.34M
$109M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-28.1K- 11.19% |
$393K - $529K
|
223K
$7.31M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-31.2K- 68.61% |
$436K - $586K
|
14.3K
$467K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-33K- 8.16% |
$462K - $621K
|
371K
$12.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-33.4K- 34.39% |
$467K - $628K
|
63.7K
$2.09M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33.6K- 1.45% |
$470K - $632K
|
2.29M
$74.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-39.5K- 35.56% |
$552K - $742K
|
71.5K
$2.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-42.5K- 32.66% |
$594K - $799K
|
87.7K
$2.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
SELL
|
- |
-51.5K- 6.35% |
$720K - $968K
|
760K
$24.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-53.4K- 4.93% |
$747K - $1M
|
1.03M
$33.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-54K- 7.24% |
$755K - $1.02M
|
692K
$22.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-54.9K- 1.97% |
$767K - $1.03M
|
2.73M
$89.4M
|
|
|
Feb 07, 2025
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-61.5K- 11.8% |
$860K - $1.16M
|
459K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-61.5K- 11.8% |
$860K - $1.16M
|
459K
$15M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-65.2K- 48.5% |
$911K - $1.23M
|
69.2K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-70.5K- 1.69% |
$985K - $1.33M
|
4.09M
$134M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-75.3K- 5.97% |
$1.05M - $1.41M
|
1.18M
$38.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-75.5K- 9.25% |
$1.06M - $1.42M
|
741K
$24.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-75.9K- 5.21% |
$1.06M - $1.43M
|
1.38M
$45.2M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-75.9K- 5.21% |
$1.06M - $1.43M
|
1.38M
$45.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-76.4K- 5.65% |
$1.07M - $1.44M
|
1.27M
$41.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-90.7K- 99.5% |
$1.27M - $1.71M
|
454
$14.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-107K- 20.61% |
$1.5M - $2.02M
|
414K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-122K- 6.01% |
$1.71M - $2.3M
|
1.91M
$62.7M
|