Ubs Oconnor LLC Excel Fin Acquisition Corp. Transaction History

Ubs Oconnor LLC

$1.46 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$9.99 - $10.26 $46,203 - $47,452	-4,625 Reduced 0.97%	472,621 $0
Q3 2022 Nov 14, 2022	SELL	$9.93 - $10.02 $474,425 - $478,725	-47,777 Reduced 9.1%	477,246 $4.78 Billion
Q1 2022 May 16, 2022	BUY	$9.81 - $10.0 $90,771 - $92,530	9,253 Added 1.79%	525,023 $5.23 Million
Q4 2021 Feb 14, 2022	BUY	$9.67 - $9.86 $4.99 Million - $5.09 Million	515,770 New	515,770 $5.09 Million

Others Institutions Holding XFIN

# of Institutions

4

Shares Held

152K

Call Options Held

0

Put Options Held

0

Sky View Investment Advisors, LLC Shrewsbury, NJ

100K
Shares

$924,000
0.18% of portfolio
Clear Street LLC

51.4K
Shares

$474,917
0.01% of portfolio
Tower Research Capital LLC (Trc) New York, NY

297
Shares

$2,744
0.0% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
0.0% of portfolio

About ExcelFin Acquisition Corp.

Ticker XFIN
Exchange NASDAQ
Sector Financial Services
Industry Shell Companies
Shares Outstandng 23,000,000
Market Cap $213M
Description
ExcelFin Acquisition Corp. does not have significant operations. It intends to effect a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was incorporated in 2021 and is based in San Francisco, California.

More about XFIN

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