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 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-315- 2.41% |
$9.38K - $10.4K
|
12.7K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-342- 0.91% |
$10.2K - $11.3K
|
37.4K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-351- 1.62% |
$10.5K - $11.6K
|
21.3K
$715K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-361- 2.66% |
$10.8K - $11.9K
|
13.2K
$443K
|
|
|
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
$2.02M
|
|
|
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
$519K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-426- 16.83% |
$12.7K - $14.1K
|
2.11K
$70.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-428- 5.5% |
$12.7K - $14.2K
|
7.35K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-438- 4.72% |
$13K - $14.5K
|
8.84K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-448- 1.65% |
$13.3K - $14.8K
|
26.7K
$895K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-491- 7.73% |
$14.6K - $16.2K
|
5.86K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-504- 0.28% |
$15K - $16.7K
|
182K
$6.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-531- 0.15% |
$15.8K - $17.6K
|
353K
$11.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-540- 5.04% |
$16.1K - $17.9K
|
10.2K
$341K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-548- 1.87% |
$16.3K - $18.1K
|
28.8K
$966K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-627- 2.0% |
$18.7K - $20.7K
|
30.7K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-718- 5.26% |
$21.4K - $23.8K
|
12.9K
$434K
|
|
|
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
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-799- 5.47% |
$23.8K - $26.4K
|
13.8K
$464K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-825- 9.97% |
$24.6K - $27.3K
|
7.45K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-825- 1.73% |
$24.6K - $27.3K
|
46.9K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-827- 57.75% |
$24.6K - $27.4K
|
605
$20.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-850- 4.53% |
$25.3K - $28.1K
|
17.9K
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-857- 2.71% |
$25.5K - $28.3K
|
30.7K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-859- 2.61% |
$25.6K - $28.4K
|
32.1K
$1.08M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-864- 3.09% |
$25.7K - $28.6K
|
27.1K
$910K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-867- 17.08% |
$25.8K - $28.7K
|
4.21K
$141K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-873- 8.28% |
$26K - $28.9K
|
9.67K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-993- 1.14% |
$29.6K - $32.8K
|
86K
$2.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.03K- 5.75% |
$30.8K - $34.2K
|
17K
$569K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.11K- 6.92% |
$33K - $36.6K
|
14.9K
$499K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.14K- 5.99% |
$34K - $37.7K
|
17.9K
$601K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.26K- 12.91% |
$37.6K - $41.7K
|
8.52K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.36K- 1.78% |
$40.6K - $45.1K
|
75.2K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.42K- 75.91% |
$42.3K - $47K
|
451
$15.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.49K- 98.29% |
$44.5K - $49.4K
|
26
$872
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.58K- 6.65% |
$46.9K - $52.1K
|
22.1K
$742K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.58K- 12.32% |
$47.1K - $52.3K
|
11.3K
$378K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.6K- 17.42% |
$47.7K - $53K
|
7.6K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.7K- 4.09% |
$50.6K - $56.2K
|
39.9K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-2K- 8.67% |
$59.6K - $66.2K
|
21.1K
$707K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.5K- 3.07% |
$74.4K - $82.7K
|
78.8K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.53K- 2.58% |
$75.2K - $83.5K
|
95.3K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.62K- 21.48% |
$78.1K - $86.8K
|
9.59K
$322K
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-2.63K- 2.42% |
$78.3K - $87K
|
106K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-2.65K- 17.97% |
$79K - $87.8K
|
12.1K
$406K
|