Purchases and Sales Made in Q4 2025 in Ubs Ag (MLPB)
This table provides information about the institutional ownership of Ubs Ag (MLPB) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
1.99K+ 9.58% |
$46.6K - $50.4K
|
22.8K
$576K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
241+ 0.98% |
$5.64K - $6.09K
|
24.8K
$628K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
200+ 0.34% |
$4.68K - $5.06K
|
58.8K
$1.49M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.32K- 4.93% |
$30.9K - $33.4K
|
25.5K
$644K
|