Institutional Ownership Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $173 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,300
shares
|
$59,133
0.0% of portfolio
|
Q2 2025
Reduced 76.53%
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,800
shares
|
$46,278
0.0% of portfolio
|
Q2 2022
New holding
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,700
shares
|
$43,707
0.0% of portfolio
|
Q2 2025
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,593
shares
|
$40,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,290
shares
|
$33,165
0.0% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
600
shares
|
$15,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
412
shares
|
$10,592
0.0% of portfolio
|
Q2 2025
Added 575.41%
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q2 2023
Reduced 99.9%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|