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 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3.04K- 0.95% |
$90.4K - $100K
|
317K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.26K- 6.4% |
$96.9K - $108K
|
47.6K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.4K- 25.91% |
$101K - $112K
|
9.72K
$326K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.42K- 5.55% |
$102K - $113K
|
58.2K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.42K- 11.29% |
$102K - $113K
|
26.9K
$902K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.51K- 6.05% |
$104K - $116K
|
54.5K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.63K- 10.52% |
$108K - $120K
|
30.9K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.63K- 5.82% |
$108K - $120K
|
58.7K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.34K- 3.7% |
$129K - $143K
|
113K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.67K- 3.32% |
$139K - $154K
|
136K
$4.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-5.31K- 21.43% |
$158K - $176K
|
19.5K
$653K
|
|
|
Feb 12, 2025
Q4 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-5.77K- 1.53% |
$172K - $191K
|
372K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-6.64K- 5.49% |
$198K - $220K
|
114K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.85K- 14.77% |
$204K - $226K
|
39.5K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.85K- 5.29% |
$204K - $226K
|
123K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-7.61K- 21.46% |
$227K - $252K
|
27.9K
$935K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-7.71K- 2.44% |
$230K - $255K
|
309K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-8.02K- 1.7% |
$239K - $265K
|
464K
$15.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-8.42K- 0.16% |
$251K - $279K
|
5.19M
$174M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-8.8K- 4.19% |
$262K - $291K
|
201K
$6.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.83K- 3.01% |
$263K - $292K
|
285K
$9.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-8.98K- 11.12% |
$267K - $297K
|
71.8K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-9.22K- 1.84% |
$275K - $305K
|
491K
$16.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.35K- 28.69% |
$279K - $309K
|
23.2K
$780K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-9.78K- 11.92% |
$291K - $324K
|
72.3K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-10.8K- 21.9% |
$322K - $358K
|
38.6K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.8K- 19.86% |
$353K - $392K
|
47.8K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-14.3K- 36.08% |
$427K - $475K
|
25.4K
$853K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-16.3K- 90.81% |
$485K - $539K
|
1.65K
$55.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-16.8K- 56.33% |
$501K - $557K
|
13.1K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.1K- 99.9% |
$510K - $566K
|
17
$570
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-17.3K- 3.06% |
$515K - $573K
|
548K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-18K- 59.78% |
$535K - $595K
|
12.1K
$406K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-19.6K- 11.97% |
$584K - $648K
|
144K
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-20K- 10.33% |
$596K - $662K
|
174K
$5.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.3K- 2.54% |
$635K - $705K
|
817K
$27.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-21.4K- 42.97% |
$637K - $708K
|
28.4K
$953K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.8K- 1.52% |
$769K - $855K
|
1.68M
$56.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-31.3K- 22.12% |
$933K - $1.04M
|
110K
$3.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-37.2K- 28.81% |
$1.11M - $1.23M
|
91.8K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-43.5K- 12.97% |
$1.29M - $1.44M
|
292K
$9.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-53.5K- 93.98% |
$1.59M - $1.77M
|
3.43K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-92.3K- 78.79% |
$2.75M - $3.05M
|
24.9K
$834K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-104K- 52.96% |
$3.1M - $3.44M
|
92.4K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-116K- 5.59% |
$3.44M - $3.82M
|
1.95M
$65.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-116K- 29.49% |
$3.46M - $3.84M
|
277K
$9.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-117K- 5.94% |
$3.48M - $3.86M
|
1.85M
$62.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-119K- 71.4% |
$3.53M - $3.92M
|
47.5K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-126K- 17.94% |
$3.74M - $4.15M
|
574K
$19.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-127K- 83.25% |
$3.77M - $4.19M
|
25.5K
$855K
|