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 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
17.2K+ 150.78% |
$326K - $378K
|
28.7K
$960K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
17.2K+ 5.68% |
$325K - $377K
|
320K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
16.7K+ 16669.0% |
$315K - $365K
|
16.8K
$561K
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
16.5KNew |
$312K - $362K
|
16.5K
$552K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
16.3K+ 42.78% |
$309K - $358K
|
54.5K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
15K+ 4.62% |
$284K - $329K
|
340K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.6KNew |
$276K - $320K
|
14.6K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
13.4KNew |
$254K - $294K
|
13.4K
$449K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
12.6K+ 3.67% |
$239K - $277K
|
357K
$11.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.4KNew |
$235K - $273K
|
12.4K
$416K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
12.3KNew |
$233K - $270K
|
12.3K
$412K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.3K+ 12.78% |
$232K - $269K
|
108K
$3.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
12.2KNew |
$231K - $268K
|
12.2K
$409K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.4K+ 5.17% |
$216K - $251K
|
233K
$7.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
11.3K+ 98.71% |
$213K - $247K
|
22.7K
$760K
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
11K+ 23.96% |
$207K - $240K
|
56.7K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.1K+ 4.79% |
$191K - $221K
|
221K
$7.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
10K+ 1.18% |
$189K - $219K
|
860K
$28.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
9.47K+ 17.49% |
$179K - $208K
|
63.6K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
9.4KNew |
$178K - $206K
|
9.4K
$315K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.36K+ 39.46% |
$177K - $205K
|
33.1K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.09K+ 34.46% |
$172K - $199K
|
35.5K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.82K+ 1.87% |
$167K - $193K
|
479K
$16M
|
|
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.82K+ 1.87% |
$167K - $193K
|
479K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Arga Investment Management, LP
|
BUY
|
- |
8.76K+ 0.2% |
$166K - $192K
|
4.43M
$148M
|
|
|
Jan 03, 2024
Q2 2023
|
Arga Investment Management, LP
|
BUY
|
- |
8.76K+ 0.2% |
$166K - $192K
|
4.43M
$148M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
8.53K+ 9.48% |
$161K - $187K
|
98.5K
$3.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
8.19K+ 8.65% |
$155K - $180K
|
103K
$3.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.08K+ 1.74% |
$153K - $177K
|
473K
$15.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.95K+ 35.7% |
$150K - $174K
|
30.2K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.68K+ 12.84% |
$145K - $168K
|
67.5K
$2.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.66K+ 24.22% |
$145K - $168K
|
39.3K
$1.31M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.53K+ 4208.38% |
$142K - $165K
|
7.71K
$258K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
6.8K+ 0.94% |
$129K - $149K
|
730K
$24.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.6K+ 16.5% |
$125K - $145K
|
46.6K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.58K+ 18.94% |
$124K - $144K
|
41.3K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.23K+ 43.57% |
$118K - $136K
|
20.5K
$687K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.99K+ 16.66% |
$113K - $131K
|
42K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.94K+ 33.37% |
$112K - $130K
|
23.7K
$794K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.88K+ 4.82% |
$111K - $129K
|
128K
$4.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.73K+ 10.95% |
$108K - $126K
|
58.1K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.57K+ 48.82% |
$105K - $122K
|
17K
$568K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
5.39K+ 39.05% |
$102K - $118K
|
19.2K
$642K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.32K+ 19.93% |
$101K - $117K
|
32K
$1.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.1K+ 33.8% |
$96.4K - $112K
|
20.2K
$675K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.9K+ 7.55% |
$92.6K - $107K
|
69.8K
$2.34M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
4.81K+ 28.61% |
$91K - $105K
|
21.6K
$724K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.32K+ 35.33% |
$81.7K - $94.6K
|
16.5K
$554K
|
|
|
Jul 03, 2023
Q2 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
4.23KNew |
$79.9K - $92.6K
|
4.23K
$141K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.16K+ 2155.44% |
$78.7K - $91.1K
|
4.35K
$146K
|