Institutional Ownership Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 6.68 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,324,066
shares
|
$83.3 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,159,388
shares
|
$54.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
567,020
shares
|
$14.2 Million
4.23% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
162,319
shares
|
$4.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
107,162
shares
|
$2.69 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
57,857
shares
|
$1.45 Million
0.16% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
31,168
shares
|
$781,070
0.0% of portfolio
|
Q4 2024
Added 59.71%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
27,303
shares
|
$684,213
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
25,840
shares
|
$647,550
0.3% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
25,785
shares
|
$646,172
0.0% of portfolio
|
Q4 2024
Reduced 25.2%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
24,508
shares
|
$614,170
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
20,780
shares
|
$520,746
0.02% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
18,706
shares
|
$468,772
0.0% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
18,078
shares
|
$453,034
0.0% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
16,733
shares
|
$419,328
0.0% of portfolio
|
Q3 2024
Reduced 31.72%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
15,200
shares
|
$380,912
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,145
shares
|
$279,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
10,702
shares
|
$268,192
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,800
shares
|
$245,588
0.0% of portfolio
|
Q4 2023
Added 14.07%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
9,475
shares
|
$237,443
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
8,847
shares
|
$221,705
0.28% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Divergent Planning, LLC
|
Apr 09, 2025 Q1 2025 |
7,300
shares
|
$182,938
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
6,022
shares
|
$150,911
0.0% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
2,537
shares
|
$63,577
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
2,350
shares
|
$58,891
0.0% of portfolio
|
Q4 2024
New holding
|