Institutional shares held 6.67 Million
0 calls
0 puts
Total value of holdings $172M
$0 calls
$0 puts
# of Institutions 32


Latest Institutional Activity in MLPB

Top Purchases

Q1 2025
Divergent Planning, LLC Shares Held: 7.3K ($188K)
Q4 2024
Mai Capital Management Shares Held: 107K ($2.76M)
Q4 2024
Savvy Advisors, Inc. Shares Held: 27.3K ($704K)
Q4 2024
Susquehanna International Group, LLP Shares Held: 31.2K ($804K)
Q4 2024
Kestra Advisory Services, LLC Shares Held: 11.1K ($287K)

Top Sells

Q1 2025
Marion Wealth Management Shares Held: 567K ($14.6M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 600 ($15.5K)
Q4 2024
Wells Fargo & Company Shares Held: 2.16M ($55.7M)
Q4 2024
Cibc Private Wealth Group, LLC Shares Held: 3.32M ($85.7M)
Q4 2024
Pnc Financial Services Group, Inc. Shares Held: 162K ($4.19M)

About MLPB

Track Institutional and Insider Activities on MLPB

Follow UBS AG and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells MLPB shares.

Notify only if
Any

Insider Trading

Get notified when an Ubs Ag insider buys or sells MLPB shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to UBS AG

Track Activities on MLPB