Purchases and Sales Made in Q3 2024 in Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB) during Q3 2024. The information is specifically focused on institutions that hold shares of UBS AG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
56K+ 1.69% |
$1.29M - $1.4M
|
3.37M
$85.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
23.2K+ 4.08% |
$534K - $581K
|
593K
$15.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.75K+ 10.05% |
$40.2K - $43.7K
|
19.1K
$487K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84New |
$1.93K - $2.1K
|
84
$2.14K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-10- 0.01% |
$230 - $250
|
108K
$2.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-161- 0.72% |
$3.7K - $4.03K
|
22.3K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-200- 1.3% |
$4.6K - $5K
|
15.2K
$387K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-285- 1.63% |
$6.55K - $7.13K
|
17.2K
$438K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-400- 1.14% |
$9.19K - $10K
|
34.8K
$886K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.43K- 3.98% |
$32.8K - $35.8K
|
34.5K
$877K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.72K- 3.54% |
$154K - $168K
|
183K
$4.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.78K- 31.72% |
$179K - $195K
|
16.7K
$426K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.1K- 1.48% |
$761K - $829K
|
2.2M
$56.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.7K- 64.0% |
$797K - $868K
|
19.5K
$497K
|