Purchases and Sales Made in Q2 2024 in Ubs Ag (BDCZ)
This table provides information about the institutional ownership of Ubs Ag (BDCZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.84K+ 8.53% |
$0 - $37.1K
|
23.4K
$453K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
453New |
$0 - $9.15K
|
453
$8.78K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$0 - $20.2
|
1
$19.4
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-130Closed |
$0 - $2.62K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.26K- 49.22% |
$0 - $25.4K
|
1.3K
$25.2K
|