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 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
174+ 2.25% |
$5.18K - $5.76K
|
7.9K
$285K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
141New |
$4.2K - $4.66K
|
141
$5.08K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
140+ 32.94% |
$4.17K - $4.63K
|
565
$20.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
138+ 2.72% |
$4.11K - $4.57K
|
5.22K
$188K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
138+ 28.69% |
$4.11K - $4.57K
|
619
$22.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
125+ 0.07% |
$3.72K - $4.14K
|
169K
$6.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
121+ 2.85% |
$3.6K - $4K
|
4.37K
$157K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
121+ 0.59% |
$3.6K - $4K
|
20.5K
$740K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
121New |
$3.6K - $4K
|
121
$4.36K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
106+ 130.86% |
$3.16K - $3.51K
|
187
$6.74K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
105New |
$3.13K - $3.47K
|
105
$3.78K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
105+ 1.0% |
$3.13K - $3.47K
|
10.6K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
100New |
$2.98K - $3.31K
|
100
$3.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 212.77% |
$2.98K - $3.31K
|
147
$5.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
100+ 1.09% |
$2.98K - $3.31K
|
9.27K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
89+ 217.07% |
$2.65K - $2.94K
|
130
$4.69K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
80New |
$2.38K - $2.65K
|
80
$2.88K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
78+ 0.16% |
$2.32K - $2.58K
|
48.5K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
72+ 0.93% |
$2.14K - $2.38K
|
7.85K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
70+ 0.72% |
$2.08K - $2.32K
|
9.82K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63+ 0.06% |
$1.88K - $2.08K
|
103K
$3.71M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
61New |
$1.82K - $2.02K
|
61
$2.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
58New |
$1.73K - $1.92K
|
58
$2.09K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
56+ 1.49% |
$1.67K - $1.85K
|
3.81K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
43+ 0.08% |
$1.28K - $1.42K
|
53.8K
$1.94M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43+ 5.42% |
$1.28K - $1.42K
|
836
$30.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
41+ 0.34% |
$1.22K - $1.36K
|
12K
$433K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
32New |
$953 - $1.06K
|
32
$1.15K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
28+ 0.11% |
$834 - $926
|
24.9K
$897K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
22New |
$655 - $728
|
22
$793
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15+ 0.92% |
$447 - $496
|
1.65K
$59.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
13+ 0.09% |
$387 - $430
|
14.3K
$515K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13+ 9.42% |
$387 - $430
|
151
$5.44K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
13New |
$387 - $430
|
13
$469
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
11New |
$328 - $364
|
11
$396
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 9.3% |
$119 - $132
|
47
$1.69K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$119 - $132
|
4
$144
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3+ 0.03% |
$89.3 - $99.2
|
9.39K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 33.33% |
$59.6 - $66.2
|
8
$288
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2New |
$59.6 - $66.2
|
2
$72.1
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$29.8 - $33.1
|
1
$36
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 1.25% |
$29.8 - $33.1
|
79
$2.85K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3- 1.36% |
$89.3 - $99.2
|
218
$7.86K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-5- 0.07% |
$149 - $165
|
7.16K
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-8- 0.07% |
$238 - $265
|
11.2K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-18- 9.38% |
$536 - $595
|
174
$6.27K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-21- 32.31% |
$625 - $695
|
44
$1.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-31- 0.28% |
$923 - $1.03K
|
10.9K
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-32- 2.31% |
$953 - $1.06K
|
1.35K
$48.7K
|