Purchases and Sales Made in Q4 2023 in Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.77MNew |
$56.7M - $61.8M
|
2.77M
$70.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43.4KNew |
$887K - $967K
|
43.4K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.21K+ 14.07% |
$24.7K - $26.9K
|
9.8K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
10+ 0.01% |
$205 - $223
|
108K
$2.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-250- 0.96% |
$5.11K - $5.57K
|
25.8K
$658K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-280- 0.96% |
$5.73K - $6.24K
|
28.8K
$733K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-330- 0.58% |
$6.75K - $7.35K
|
56.4K
$1.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-2.89K- 1.2% |
$59.1K - $64.4K
|
237K
$6.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.16K- 2.51% |
$85.1K - $92.7K
|
161K
$4.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-4.39K- 15.81% |
$89.8K - $97.8K
|
23.4K
$595K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.41K- 26.08% |
$90.1K - $98.2K
|
12.5K
$318K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-4.68K- 0.83% |
$95.6K - $104K
|
562K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.7K- 46.16% |
$320K - $349K
|
18.3K
$465K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-87.4K- 3.51% |
$1.79M - $1.95M
|
2.4M
$61.2M
|