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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15+ 0.92% |
$447 - $496
|
1.65K
$55.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
13+ 0.09% |
$387 - $430
|
14.3K
$480K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13+ 9.42% |
$387 - $430
|
151
$5.08K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$119 - $132
|
4
$134
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 9.3% |
$119 - $132
|
47
$1.58K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3+ 0.03% |
$89.3 - $99.2
|
9.39K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2New |
$59.6 - $66.2
|
2
$67.2
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3- 1.36% |
$89.3 - $99.2
|
218
$7.33K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-5- 0.07% |
$149 - $165
|
7.16K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-8- 0.07% |
$238 - $265
|
11.2K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-21- 32.31% |
$625 - $695
|
44
$1.48K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-31- 0.28% |
$923 - $1.03K
|
10.9K
$368K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-32- 2.31% |
$953 - $1.06K
|
1.35K
$45.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-41- 0.56% |
$1.22K - $1.36K
|
7.31K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-45- 0.35% |
$1.34K - $1.49K
|
12.8K
$429K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-64- 2.49% |
$1.91K - $2.12K
|
2.51K
$84.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-67- 0.96% |
$2K - $2.22K
|
6.95K
$233K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-82- 9.21% |
$2.44K - $2.71K
|
808
$27.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-92- 1.29% |
$2.74K - $3.04K
|
7.02K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-96- 0.71% |
$2.86K - $3.18K
|
13.4K
$452K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-112- 0.92% |
$3.34K - $3.7K
|
12K
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-116- 1.48% |
$3.45K - $3.84K
|
7.71K
$259K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-119- 2.98% |
$3.54K - $3.94K
|
3.88K
$130K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-128- 1.15% |
$3.81K - $4.23K
|
11K
$371K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-141- 20.41% |
$4.2K - $4.66K
|
550
$18.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-167- 0.26% |
$4.97K - $5.52K
|
63.4K
$2.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-190- 1.61% |
$5.66K - $6.29K
|
11.6K
$390K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-206- 2.27% |
$6.13K - $6.81K
|
8.88K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-208- 0.34% |
$6.19K - $6.88K
|
61.3K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-234- 1.75% |
$6.97K - $7.74K
|
13.2K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-294- 3.28% |
$8.76K - $9.73K
|
8.67K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-294- 35.34% |
$8.76K - $9.73K
|
538
$18.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-300- 4.19% |
$8.93K - $9.92K
|
6.85K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-309- 1.08% |
$9.2K - $10.2K
|
28.3K
$950K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-315- 2.41% |
$9.38K - $10.4K
|
12.7K
$428K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-361- 2.66% |
$10.8K - $11.9K
|
13.2K
$444K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-373- 0.92% |
$11.1K - $12.3K
|
40.2K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-383- 0.63% |
$11.4K - $12.7K
|
60.3K
$2.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-383- 2.82% |
$11.4K - $12.7K
|
13.2K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-409- 2.58% |
$12.2K - $13.5K
|
15.5K
$520K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-426- 16.83% |
$12.7K - $14.1K
|
2.11K
$70.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-428- 5.5% |
$12.7K - $14.2K
|
7.35K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-448- 1.65% |
$13.3K - $14.8K
|
26.7K
$896K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-531- 0.15% |
$15.8K - $17.6K
|
353K
$11.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-540- 5.04% |
$16.1K - $17.9K
|
10.2K
$342K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-548- 1.87% |
$16.3K - $18.1K
|
28.8K
$968K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-627- 2.0% |
$18.7K - $20.7K
|
30.7K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-764- 5.78% |
$22.8K - $25.3K
|
12.5K
$418K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-764- 2.19% |
$22.8K - $25.3K
|
34.2K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-770- 6.71% |
$22.9K - $25.5K
|
10.7K
$360K
|