Purchases and Sales Made in Q4 2024 in Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
107KNew |
$2.53M - $2.91M
|
107K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
27.3KNew |
$644K - $741K
|
27.3K
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.7K+ 59.71% |
$275K - $316K
|
31.2K
$861K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1KNew |
$263K - $302K
|
11.1K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.7KNew |
$253K - $290K
|
10.7K
$296K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
10.1K+ 1.7% |
$238K - $274K
|
603K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.54KNew |
$59.9K - $68.9K
|
2.54K
$70.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.35KNew |
$55.5K - $63.8K
|
2.35K
$65K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.18KNew |
$27.8K - $32K
|
1.18K
$32.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
860+ 4.99% |
$20.3K - $23.3K
|
18.1K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-80- 5.84% |
$1.89K - $2.17K
|
1.29K
$35.7K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-195- 2.16% |
$4.6K - $5.29K
|
8.85K
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-429- 2.24% |
$10.1K - $11.6K
|
18.7K
$517K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.53K- 6.85% |
$36K - $41.4K
|
20.8K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.69K- 25.2% |
$205K - $236K
|
25.8K
$713K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.1K- 11.52% |
$499K - $573K
|
162K
$4.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30.4K- 87.36% |
$718K - $825K
|
4.4K
$122K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-43.3K- 1.29% |
$1.02M - $1.17M
|
3.32M
$91.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-44.6K- 2.03% |
$1.05M - $1.21M
|
2.16M
$59.7M
|