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 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.89K+ 14.86% |
$73.5K - $85.2K
|
30K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.67K+ 1.05% |
$69.3K - $80.3K
|
352K
$11.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.47K+ 29.71% |
$65.6K - $76K
|
15.2K
$507K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.38K+ 2.54% |
$63.9K - $74K
|
136K
$4.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.01K+ 7.75% |
$57K - $66K
|
41.9K
$1.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.01K+ 7.77% |
$56.9K - $65.9K
|
41.7K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
3KNew |
$56.8K - $65.8K
|
3K
$100K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.95K+ 8.63% |
$55.8K - $64.6K
|
37.1K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.57K+ 7.75% |
$48.6K - $56.3K
|
35.7K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.57K+ 0.67% |
$48.5K - $56.2K
|
383K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.38K+ 17021.43% |
$45.1K - $52.2K
|
2.4K
$80.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.38KNew |
$45.1K - $52.2K
|
2.38K
$79.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.36K+ 3.99% |
$44.7K - $51.8K
|
61.5K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.36KNew |
$44.6K - $51.6K
|
2.36K
$78.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
2.35K+ 10.95% |
$44.5K - $51.5K
|
23.8K
$798K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.27K+ 839.26% |
$42.9K - $49.6K
|
2.54K
$84.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
2.23K+ 1.86% |
$42.2K - $48.9K
|
122K
$4.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.15K+ 8.41% |
$40.7K - $47.2K
|
27.7K
$928K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
2KNew |
$37.8K - $43.8K
|
2K
$66.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.91K+ 9.16% |
$36.2K - $41.9K
|
22.8K
$763K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.76K+ 5.47% |
$33.4K - $38.6K
|
34K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.74KNew |
$32.9K - $38.1K
|
1.74K
$58.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1.68KNew |
$31.8K - $36.9K
|
1.68K
$56.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 26.68% |
$29.4K - $34.1K
|
7.39K
$247K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.49K+ 8.71% |
$28.3K - $32.7K
|
18.6K
$624K
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.29K+ 2.86% |
$24.5K - $28.3K
|
46.5K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.28K+ 0.97% |
$24.1K - $28K
|
134K
$4.47M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.17KNew |
$22.1K - $25.6K
|
1.17K
$39.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.14K+ 78.42% |
$21.6K - $25K
|
2.6K
$86.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.07K+ 9.68% |
$20.1K - $23.3K
|
12.1K
$404K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.04K+ 1.33% |
$19.7K - $22.9K
|
79.8K
$2.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
1KNew |
$18.9K - $21.9K
|
1K
$33.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
992+ 6.25% |
$18.8K - $21.7K
|
16.9K
$565K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
986+ 3.76% |
$18.6K - $21.6K
|
27.2K
$912K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
868+ 53.85% |
$16.4K - $19K
|
2.48K
$83K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
833+ 1.49% |
$15.8K - $18.3K
|
56.7K
$1.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
789+ 1.43% |
$14.9K - $17.3K
|
56.1K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
754+ 80.47% |
$14.3K - $16.5K
|
1.69K
$56.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
727+ 1.56% |
$13.7K - $15.9K
|
47.4K
$1.59M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
708+ 513.04% |
$13.4K - $15.5K
|
846
$28.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
686+ 0.09% |
$13K - $15K
|
733K
$24.5M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
664+ 74.52% |
$12.6K - $14.5K
|
1.56K
$52K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
615New |
$11.6K - $13.5K
|
615
$20.6K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
583+ 3.16% |
$11K - $12.8K
|
19K
$637K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
572New |
$10.8K - $12.5K
|
572
$19.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
559+ 0.29% |
$10.6K - $12.2K
|
194K
$6.51M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
515+ 5.92% |
$9.74K - $11.3K
|
9.22K
$309K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
515+ 5.92% |
$9.74K - $11.3K
|
9.22K
$309K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
500New |
$9.46K - $11K
|
500
$16.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
466+ 3.21% |
$8.81K - $10.2K
|
15K
$502K
|