Purchases and Sales Made in Q4 2023 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q4 2023. 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 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.7KNew |
$180K - $240K
|
7.7K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.39KNew |
$173K - $231K
|
7.39K
$252K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.34K+ 265.13% |
$172K - $229K
|
10.1K
$344K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
7.3KNew |
$170K - $228K
|
7.3K
$248K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
7.27KNew |
$170K - $227K
|
7.27K
$247K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
7.19K+ 12.35% |
$168K - $224K
|
65.4K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7.07KNew |
$165K - $221K
|
7.07K
$241K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7.04KNew |
$164K - $220K
|
7.04K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.93KNew |
$162K - $216K
|
6.93K
$236K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.91KNew |
$161K - $215K
|
6.91K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.84K+ 11.82% |
$160K - $213K
|
64.7K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.75KNew |
$158K - $211K
|
6.75K
$230K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.74KNew |
$157K - $210K
|
6.74K
$229K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
6.7KNew |
$156K - $209K
|
6.7K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.61K+ 46.58% |
$154K - $206K
|
20.8K
$708K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
6.56KNew |
$153K - $204K
|
6.56K
$223K
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
6.54KNew |
$153K - $204K
|
6.54K
$223K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
6.5KNew |
$152K - $203K
|
6.5K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
6.43K+ 40.22% |
$150K - $201K
|
22.4K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.04K+ 3.69% |
$141K - $189K
|
170K
$5.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5.88K+ 11.82% |
$137K - $183K
|
55.6K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
5.57KNew |
$130K - $174K
|
5.57K
$190K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.56K+ 56.93% |
$130K - $173K
|
15.3K
$522K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.07K+ 27.53% |
$119K - $158K
|
23.5K
$800K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
5.02KNew |
$117K - $157K
|
5.02K
$171K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.82K+ 18.23% |
$113K - $150K
|
31.2K
$1.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.63K+ 15.61% |
$108K - $144K
|
34.3K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.44K+ 20.54% |
$104K - $138K
|
26K
$886K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.32KNew |
$101K - $135K
|
4.32K
$147K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.25K+ 40.02% |
$99.3K - $133K
|
14.9K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.24KNew |
$99.1K - $132K
|
4.24K
$144K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.24K+ 1.15% |
$99.1K - $132K
|
374K
$12.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4.18KNew |
$97.5K - $130K
|
4.18K
$142K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.17K+ 21.61% |
$97.4K - $130K
|
23.5K
$799K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.13K+ 18.61% |
$96.4K - $129K
|
26.3K
$895K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
4.1K+ 6.15% |
$95.9K - $128K
|
70.8K
$2.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.95K+ 6.88% |
$92.3K - $123K
|
61.4K
$2.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.87K+ 3.36% |
$90.4K - $121K
|
119K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.73K+ 5.07% |
$87.1K - $116K
|
77.2K
$2.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.64K+ 22.27% |
$84.9K - $113K
|
20K
$679K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.5K+ 7.66% |
$81.8K - $109K
|
49.2K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.47K+ 10.71% |
$81.2K - $108K
|
35.9K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.47KNew |
$81.1K - $108K
|
3.47K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.08K+ 2.34% |
$71.9K - $95.9K
|
134K
$4.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.89K+ 9.23% |
$67.6K - $90.2K
|
34.2K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.53K+ 3.56% |
$59K - $78.8K
|
73.6K
$2.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.52K+ 3.89% |
$58.8K - $78.5K
|
67.2K
$2.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.46K+ 9.63% |
$57.5K - $76.8K
|
28K
$954K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.44K+ 2.79% |
$56.9K - $76K
|
89.8K
$3.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.4K+ 31.61% |
$55.9K - $74.7K
|
9.97K
$339K
|