Purchases and Sales Made in Q4 2024 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q4 2024. 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 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
797+ 1.1% |
$23.7K - $26.4K
|
73.3K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
771+ 2.25% |
$23K - $25.5K
|
35K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
754+ 6.76% |
$22.5K - $24.9K
|
11.9K
$400K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
745New |
$22.2K - $24.6K
|
745
$25K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
716New |
$21.3K - $23.7K
|
716
$24.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
659+ 9.48% |
$19.6K - $21.8K
|
7.61K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
541+ 1.49% |
$16.1K - $17.9K
|
36.8K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
527+ 3.34% |
$15.7K - $17.4K
|
16.3K
$548K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
500+ 19.08% |
$14.9K - $16.5K
|
3.12K
$105K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
487New |
$14.5K - $16.1K
|
487
$16.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
482+ 27.57% |
$14.4K - $15.9K
|
2.23K
$75K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
468+ 5.3% |
$13.9K - $15.5K
|
9.29K
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
416+ 2.66% |
$12.4K - $13.8K
|
16K
$539K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
408+ 7.88% |
$12.2K - $13.5K
|
5.59K
$188K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
359+ 195.11% |
$10.7K - $11.9K
|
543
$18.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
345+ 3.16% |
$10.3K - $11.4K
|
11.2K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
339+ 0.4% |
$10.1K - $11.2K
|
86K
$2.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
334+ 6.43% |
$9.95K - $11K
|
5.53K
$186K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
317+ 69.52% |
$9.44K - $10.5K
|
773
$26K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
311+ 0.27% |
$9.26K - $10.3K
|
118K
$3.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
283New |
$8.43K - $9.36K
|
283
$9.51K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
267+ 12.74% |
$7.95K - $8.83K
|
2.36K
$79.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
221+ 0.54% |
$6.58K - $7.31K
|
41.4K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
219New |
$6.52K - $7.24K
|
219
$7.36K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
209New |
$6.22K - $6.91K
|
209
$7.02K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
203+ 5.79% |
$6.05K - $6.72K
|
3.71K
$125K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
197New |
$5.87K - $6.52K
|
197
$6.62K
|
|
|
Feb 05, 2025
Q4 2024
|
Henry James International Management Inc.
|
BUY
|
- |
186+ 0.05% |
$5.54K - $6.15K
|
411K
$13.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
183+ 10.07% |
$5.45K - $6.05K
|
2K
$67.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
174+ 2.25% |
$5.18K - $5.76K
|
7.9K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
141New |
$4.2K - $4.66K
|
141
$4.74K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
140+ 32.94% |
$4.17K - $4.63K
|
565
$19K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
138+ 2.72% |
$4.11K - $4.57K
|
5.22K
$175K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
138+ 28.69% |
$4.11K - $4.57K
|
619
$20.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
121+ 0.59% |
$3.6K - $4K
|
20.5K
$690K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
121+ 2.85% |
$3.6K - $4K
|
4.37K
$147K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
106+ 130.86% |
$3.16K - $3.51K
|
187
$6.29K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 212.77% |
$2.98K - $3.31K
|
147
$4.94K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
100+ 1.09% |
$2.98K - $3.31K
|
9.27K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
100New |
$2.98K - $3.31K
|
100
$3.36K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
80New |
$2.38K - $2.65K
|
80
$2.69K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
78+ 0.16% |
$2.32K - $2.58K
|
48.5K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
72+ 0.93% |
$2.14K - $2.38K
|
7.85K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
70+ 0.72% |
$2.08K - $2.32K
|
9.82K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63+ 0.06% |
$1.88K - $2.08K
|
103K
$3.46M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
61New |
$1.82K - $2.02K
|
61
$2.05K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
56+ 1.49% |
$1.67K - $1.85K
|
3.81K
$128K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43+ 5.42% |
$1.28K - $1.42K
|
836
$28.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
41+ 0.34% |
$1.22K - $1.36K
|
12K
$403K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
22New |
$655 - $728
|
22
$739
|