Institutional Ownership Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 6.82 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
3,311,388
shares
|
$78.4 Million
0.16% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,237,142
shares
|
$53 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
592,617
shares
|
$14 Million
3.87% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
190,167
shares
|
$4.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
108,120
shares
|
$2.56 Million
0.03% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
57,190
shares
|
$1.35 Million
0.17% of portfolio
|
Q2 2024
Added 4.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
54,209
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2024
Added 326.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
35,899
shares
|
$849,729
0.0% of portfolio
|
Q2 2024
Added 2.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
34,805
shares
|
$823,834
0.03% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
25,840
shares
|
$611,632
0.25% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
24,508
shares
|
$580,104
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
24,508
shares
|
$580,104
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
22,307
shares
|
$528,006
0.02% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
17,387
shares
|
$411,550
0.0% of portfolio
|
Q1 2024
Added 4.51%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
17,218
shares
|
$407,550
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
15,400
shares
|
$364,518
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
10,876
shares
|
$257,434
0.0% of portfolio
|
Q2 2024
Added 18.89%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
9,800
shares
|
$231,966
0.0% of portfolio
|
Q4 2023
Added 14.07%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 02, 2024 Q2 2024 |
9,475
shares
|
$224,273
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
ETF Store, Inc.
|
Aug 05, 2024 Q2 2024 |
9,042
shares
|
$214,024
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
6,022
shares
|
$142,540
0.0% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
4,396
shares
|
$104,053
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,800
shares
|
$42,606
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,370
shares
|
$32,427
0.0% of portfolio
|
Q1 2024
Reduced 67.65%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
794
shares
|
$18,793
0.0% of portfolio
|
Q2 2024
New holding
|