Institutional Ownership Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 9.81 Million shares, which have been reported (via 13F filing form) to have a value of $248 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
4,800
shares
|
$121,392
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,589
shares
|
$90,765
0.0% of portfolio
|
Q3 2025
Added 125.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,300
shares
|
$58,167
0.0% of portfolio
|
Q2 2025
Reduced 76.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,013
shares
|
$50,908
0.0% of portfolio
|
Q1 2025
Reduced 35.92%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,800
shares
|
$45,522
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
1,780
shares
|
$45,016
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,140
shares
|
$28,830
0.0% of portfolio
|
Q3 2025
Added 176.7%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
600
shares
|
$15,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q2 2023
Reduced 99.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|