Purchases and Sales Made in Q1 2022 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q1 2022. The information is specifically focused on institutions that hold shares of UBS Group AG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q1 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
11.1KNew |
$168K - $237K
|
11.1K
$372K
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
11KNew |
$166K - $234K
|
11K
$367K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11KNew |
$166K - $233K
|
11K
$367K
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11K+ 35.27% |
$166K - $233K
|
42K
$1.41M
|
|
|
May 13, 2022
Q1 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
10.8KNew |
$163K - $229K
|
10.8K
$360K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.7K+ 12.51% |
$162K - $228K
|
96.3K
$3.22M
|
|
|
May 12, 2022
Q1 2022
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
10.4KNew |
$157K - $222K
|
10.4K
$348K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.2KNew |
$153K - $216K
|
10.2K
$340K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$152K - $215K
|
10.1K
$338K
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
9.66K+ 17.76% |
$146K - $206K
|
64.1K
$2.14M
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
9.2K+ 4.38% |
$139K - $196K
|
219K
$7.33M
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
BUY
|
- |
8.85K+ 1.25% |
$134K - $188K
|
717K
$24M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.69K+ 51.55% |
$131K - $185K
|
25.5K
$855K
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.66K+ 2.66% |
$101K - $142K
|
257K
$8.59M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.43K+ 4145.16% |
$97.1K - $137K
|
6.58K
$220K
|
|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.8KNew |
$87.7K - $124K
|
5.8K
$194K
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.76K+ 28.38% |
$87.1K - $123K
|
26.1K
$872K
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.58K+ 0.08% |
$84.3K - $119K
|
6.63M
$222M
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.12KNew |
$77.4K - $109K
|
5.12K
$171K
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
5KNew |
$75.6K - $107K
|
5K
$167K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.81K+ 4.27% |
$72.7K - $102K
|
117K
$3.93M
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4.5K+ 3.71% |
$68.1K - $95.9K
|
126K
$4.22M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.48K+ 12.86% |
$67.8K - $95.4K
|
39.3K
$1.32M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.47K+ 39.31% |
$67.5K - $95.1K
|
15.8K
$530K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.4KNew |
$66.5K - $93.7K
|
4.4K
$147K
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.28K+ 6.53% |
$64.7K - $91.2K
|
69.9K
$2.34M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.98K+ 77.52% |
$60.2K - $84.8K
|
9.12K
$305K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.98K+ 21.82% |
$60.1K - $84.7K
|
22.2K
$743K
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
3.9KNew |
$58.9K - $83K
|
3.9K
$130K
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
3.86K+ 8.2% |
$58.3K - $82.1K
|
50.8K
$1.7M
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
3.3K+ 23.37% |
$49.9K - $70.4K
|
17.4K
$584K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.3KNew |
$49.9K - $70.3K
|
3.3K
$110K
|
|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
3.29K+ 6.8% |
$49.7K - $70K
|
51.6K
$1.73M
|
|
|
May 13, 2022
Q1 2022
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
3.25K+ 4.7% |
$49.1K - $69.1K
|
72.3K
$2.42M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.2KNew |
$48.4K - $68.2K
|
3.2K
$107K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.84K+ 26.78% |
$43K - $60.5K
|
13.4K
$450K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
2.8K+ 68.29% |
$42.3K - $59.6K
|
6.9K
$231K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.79K+ 37.68% |
$42.1K - $59.3K
|
10.2K
$341K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
2.72K+ 154.88% |
$41.1K - $57.8K
|
4.47K
$150K
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
BUY
|
- |
2.7KNew |
$40.8K - $57.5K
|
2.7K
$90.4K
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
2.06K+ 8.65% |
$31.1K - $43.8K
|
25.8K
$865K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.91K+ 12.75% |
$28.9K - $40.8K
|
16.9K
$566K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.84K+ 14.48% |
$27.8K - $39.1K
|
14.5K
$486K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.83KNew |
$27.6K - $38.9K
|
1.83K
$61.2K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.77K+ 5.04% |
$26.7K - $37.6K
|
36.8K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
1.72K+ 4.93% |
$26K - $36.7K
|
36.6K
$1.23M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.63KNew |
$24.6K - $34.7K
|
1.63K
$54.5K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.41K+ 6.06% |
$21.3K - $30.1K
|
24.7K
$828K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.26K+ 115.01% |
$19.1K - $26.9K
|
2.36K
$79.1K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 2.38% |
$17.8K - $25K
|
50.6K
$1.69M
|