Institutional Ownership Ubs Ag (BDCZ)
This table provides information about the institutional ownership of Ubs Ag (BDCZ). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 155,097 shares, which have been reported (via 13F filing form) to have a value of $2.54 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
46,599
shares
|
$764,223
0.22% of portfolio
|
Q1 2024
Added 6.04%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
36,708
shares
|
$602,011
0.01% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
34,703
shares
|
$569,129
0.36% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
23,529
shares
|
$385,875
0.01% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
5,059
shares
|
$82,967
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
4,000
shares
|
$65,600
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,871
shares
|
$30,684
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
950
shares
|
$15,579
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
900
shares
|
$14,759
0.0% of portfolio
|
Q2 2025
Reduced 30.77%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
537
shares
|
$8,806
0.0% of portfolio
|
Q2 2025
Reduced 48.22%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
240
shares
|
$3,935
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$16
0.0% of portfolio
|
Q3 2025
Reduced 99.77%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|