Institutional Ownership Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 9.81 Million shares, which have been reported (via 13F filing form) to have a value of $248 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3,115,413
shares
|
$78.8 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,114,274
shares
|
$78.8 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,351,411
shares
|
$59.5 Million
0.01% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
589,133
shares
|
$14.9 Million
3.56% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
148,639
shares
|
$3.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
100,208
shares
|
$2.53 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
58,628
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
33,585
shares
|
$849,364
0.0% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
26,798
shares
|
$677,721
0.03% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
25,840
shares
|
$653,493
0.3% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
24,600
shares
|
$622,134
0.0% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
24,508
shares
|
$619,807
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
21,132
shares
|
$534,428
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
20,780
shares
|
$525,526
0.01% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
17,949
shares
|
$453,930
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
17,271
shares
|
$436,783
0.0% of portfolio
|
Q3 2025
Reduced 26.27%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
16,512
shares
|
$417,588
0.01% of portfolio
|
Q2 2025
Added 30.67%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
15,808
shares
|
$399,784
0.0% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
13,540
shares
|
$342,426
0.0% of portfolio
|
Q2 2025
Reduced 24.5%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,284
shares
|
$285,372
0.0% of portfolio
|
Q2 2025
Added 29.0%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
10,702
shares
|
$270,653
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
9,475
shares
|
$239,622
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
8,847
shares
|
$223,740
0.24% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,647
shares
|
$218,682
0.0% of portfolio
|
Q3 2025
Reduced 18.24%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,800
shares
|
$121,392
0.0% of portfolio
|
Q2 2025
Reduced 20.29%
|
|