Purchases and Sales Made in Q2 2023 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
153KNew |
$2.89M - $3.35M
|
153K
$5.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
140KNew |
$2.65M - $3.07M
|
140K
$4.69M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
136K+ 485.93% |
$2.57M - $2.98M
|
164K
$5.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
127K+ 6.53% |
$2.4M - $2.79M
|
2.07M
$69.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Kite Lake Capital Management (Uk) LLP
London, X0 |
BUY
|
- |
100K+ 20.0% |
$1.89M - $2.19M
|
600K
$20.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
100K+ 49.16% |
$1.89M - $2.19M
|
303K
$10.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
100K+ 80.0% |
$1.89M - $2.19M
|
225K
$7.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
98.1K+ 72.05% |
$1.85M - $2.15M
|
234K
$7.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
73.9K+ 134.38% |
$1.4M - $1.62M
|
129K
$4.31M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
73.6K+ 10.71% |
$1.39M - $1.61M
|
761K
$25.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
64KNew |
$1.21M - $1.4M
|
64K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
63.6KNew |
$1.2M - $1.39M
|
63.6K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
60.9K+ 28.29% |
$1.15M - $1.34M
|
276K
$9.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
59.1KNew |
$1.12M - $1.3M
|
59.1K
$1.98M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
59K+ 19.19% |
$1.12M - $1.29M
|
367K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
56.9K+ 128.48% |
$1.08M - $1.25M
|
101K
$3.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Western Standard LLC
Los Angeles, CA |
BUY
|
- |
55KNew |
$1.04M - $1.21M
|
55K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
53.6K+ 35.14% |
$1.01M - $1.17M
|
206K
$6.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
BUY
|
- |
50KNew |
$946K - $1.1M
|
50K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
50K+ 2000.0% |
$946K - $1.1M
|
52.5K
$1.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
49.4K+ 0.81% |
$933K - $1.08M
|
6.14M
$206M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
48.5K+ 69.14% |
$917K - $1.06M
|
119K
$3.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
48.2KNew |
$912K - $1.06M
|
48.2K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
44.9KNew |
$849K - $984K
|
44.9K
$1.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
42.9KNew |
$810K - $939K
|
42.9K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
41.3K+ 2.99% |
$781K - $905K
|
1.42M
$47.6M
|
|
|
Aug 14, 2023
Q2 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
35KNew |
$662K - $767K
|
35K
$1.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
34.8K+ 31.77% |
$658K - $763K
|
144K
$4.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
33.1K+ 11.52% |
$626K - $725K
|
320K
$10.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
32K+ 6.62% |
$605K - $701K
|
515K
$17.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
31.8KNew |
$602K - $697K
|
31.8K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
31.2K+ 41.45% |
$589K - $683K
|
106K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
30K+ 66.67% |
$567K - $657K
|
75K
$2.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
29.4K+ 10.09% |
$556K - $644K
|
321K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
27KNew |
$511K - $592K
|
27K
$905K
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
26.5KNew |
$501K - $581K
|
26.5K
$887K
|
|
|
Aug 14, 2023
Q2 2023
|
Scoggin Management LP
New York, NY |
BUY
|
- |
25K+ 25.0% |
$473K - $548K
|
125K
$4.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
23.8KNew |
$451K - $522K
|
23.8K
$798K
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
23.1KNew |
$437K - $506K
|
23.1K
$773K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.9KNew |
$433K - $502K
|
22.9K
$767K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.8KNew |
$431K - $500K
|
22.8K
$763K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
22.1K+ 102.16% |
$418K - $484K
|
43.8K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.9K+ 76.16% |
$414K - $480K
|
50.6K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
21.3KNew |
$402K - $466K
|
21.3K
$712K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
20.7KNew |
$391K - $454K
|
20.7K
$693K
|
|
|
Aug 14, 2023
Q2 2023
|
Springhouse Capital Management, LP
Westport, CT |
BUY
|
- |
20.5KNew |
$388K - $449K
|
20.5K
$686K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
19KNew |
$360K - $417K
|
19K
$637K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
19K+ 21.39% |
$360K - $417K
|
108K
$3.61M
|
|
|
Nov 14, 2024
Q2 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
17.8KNew |
$337K - $390K
|
17.8K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.5K+ 55.88% |
$331K - $384K
|
48.9K
$1.64M
|