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 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-770- 6.71% |
$22.9K - $25.5K
|
10.7K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-799- 5.47% |
$23.8K - $26.4K
|
13.8K
$498K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-825- 9.97% |
$24.6K - $27.3K
|
7.45K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-825- 1.73% |
$24.6K - $27.3K
|
46.9K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-827- 57.75% |
$24.6K - $27.4K
|
605
$21.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-850- 4.53% |
$25.3K - $28.1K
|
17.9K
$645K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-853- 0.8% |
$25.4K - $28.2K
|
105K
$3.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-857- 2.71% |
$25.5K - $28.3K
|
30.7K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-859- 2.61% |
$25.6K - $28.4K
|
32.1K
$1.16M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-864- 3.09% |
$25.7K - $28.6K
|
27.1K
$977K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-867- 17.08% |
$25.8K - $28.7K
|
4.21K
$152K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-873- 8.28% |
$26K - $28.9K
|
9.67K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-993- 1.14% |
$29.6K - $32.8K
|
86K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.03K- 5.75% |
$30.8K - $34.2K
|
17K
$611K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.11K- 6.92% |
$33K - $36.6K
|
14.9K
$536K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.14K- 5.99% |
$34K - $37.7K
|
17.9K
$646K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.16K- 7.53% |
$34.5K - $38.3K
|
14.2K
$512K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.26K- 12.91% |
$37.6K - $41.7K
|
8.52K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.36K- 1.78% |
$40.6K - $45.1K
|
75.2K
$2.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.42K- 75.91% |
$42.3K - $47K
|
451
$16.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.49K- 98.29% |
$44.5K - $49.4K
|
26
$937
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.58K- 6.65% |
$46.9K - $52.1K
|
22.1K
$797K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.58K- 12.32% |
$47.1K - $52.3K
|
11.3K
$406K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.6K- 17.42% |
$47.7K - $53K
|
7.6K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.7K- 4.09% |
$50.6K - $56.2K
|
39.9K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-2K- 8.67% |
$59.6K - $66.2K
|
21.1K
$760K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.5K- 3.07% |
$74.4K - $82.7K
|
78.8K
$2.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.53K- 2.58% |
$75.2K - $83.5K
|
95.3K
$3.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.62K- 21.48% |
$78.1K - $86.8K
|
9.59K
$346K
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-2.63K- 2.42% |
$78.3K - $87K
|
106K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-2.65K- 17.97% |
$79K - $87.8K
|
12.1K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.77K- 11.72% |
$82.6K - $91.7K
|
20.9K
$753K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.84K- 15.43% |
$84.6K - $94K
|
15.6K
$562K
|
|
|
Feb 10, 2025
Q4 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-3K- 6.52% |
$89.3K - $99.2K
|
43K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3.04K- 0.95% |
$90.4K - $100K
|
317K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.26K- 6.4% |
$96.9K - $108K
|
47.6K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.4K- 25.91% |
$101K - $112K
|
9.72K
$350K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.42K- 5.55% |
$102K - $113K
|
58.2K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.42K- 11.29% |
$102K - $113K
|
26.9K
$969K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.51K- 6.05% |
$104K - $116K
|
54.5K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.63K- 10.52% |
$108K - $120K
|
30.9K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.63K- 5.82% |
$108K - $120K
|
58.7K
$2.12M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.97K- 9.33% |
$118K - $131K
|
38.6K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.34K- 3.7% |
$129K - $143K
|
113K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-4.46K- 15.93% |
$133K - $148K
|
23.5K
$849K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.67K- 3.32% |
$139K - $154K
|
136K
$4.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-5.31K- 21.43% |
$158K - $176K
|
19.5K
$701K
|
|
|
Feb 12, 2025
Q4 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-5.77K- 1.53% |
$172K - $191K
|
372K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-6.64K- 5.49% |
$198K - $220K
|
114K
$4.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.85K- 14.77% |
$204K - $226K
|
39.5K
$1.42M
|