Institutional Ownership Ubs Ag (UCIB)
This table provides information about the institutional ownership of Ubs Ag (UCIB). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 512,447 shares, which have been reported (via 13F filing form) to have a value of $13.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Rhs Financial, LLC
|
Jul 16, 2024 Q2 2024 |
127,083
shares
|
$3.28 Million
2.08% of portfolio
|
Q2 2024
Added 9.31%
|
|
Legacy Wealth Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
121,421
shares
|
$3.13 Million
0.98% of portfolio
|
Q2 2024
Reduced 9.16%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
117,677
shares
|
$3.03 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.72%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
38,156
shares
|
$984,043
0.0% of portfolio
|
Q2 2024
Added 63.3%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
26,984
shares
|
$695,917
0.0% of portfolio
|
Q2 2024
Reduced 15.7%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
17,721
shares
|
$457,024
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 12, 2024 Q2 2024 |
16,538
shares
|
$426,515
0.36% of portfolio
|
Q4 2023
New holding
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
13,800
shares
|
$355,902
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
10,270
shares
|
$264,863
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,270
shares
|
$264,863
0.02% of portfolio
|
Q3 2022
New holding
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
7,853
shares
|
$202,528
0.01% of portfolio
|
Q2 2024
New holding
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,948
shares
|
$50,238
0.08% of portfolio
|
Q2 2022
Reduced 20.97%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,885
shares
|
$48,614
0.0% of portfolio
|
Q4 2021
Added 17.81%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
661
shares
|
$17,047
0.0% of portfolio
|
Q1 2022
Reduced 51.86%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
180
shares
|
$4,642
0.0% of portfolio
|
Q3 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|