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
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
463New |
$8.76K - $10.1K
|
463
$15.5K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
444+ 47.54% |
$8.4K - $9.73K
|
1.38K
$46.1K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
417+ 1.69% |
$7.89K - $9.14K
|
25.1K
$839K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
410New |
$7.75K - $8.98K
|
410
$13.7K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
386+ 76.44% |
$7.3K - $8.46K
|
891
$29.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
382+ 1.48% |
$7.22K - $8.37K
|
26.3K
$879K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
381+ 3.52% |
$7.2K - $8.35K
|
11.2K
$375K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
371New |
$7.02K - $8.13K
|
371
$12.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
370New |
$7K - $8.11K
|
370
$12.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
334New |
$6.32K - $7.32K
|
334
$11.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
332+ 0.74% |
$6.28K - $7.27K
|
45.4K
$1.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
311New |
$5.88K - $6.81K
|
311
$10.4K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
271New |
$5.12K - $5.94K
|
271
$9.07K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
261New |
$4.94K - $5.72K
|
261
$8.74K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
247+ 3.99% |
$4.67K - $5.41K
|
6.44K
$216K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
246+ 1.43% |
$4.65K - $5.39K
|
17.5K
$585K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
224+ 0.78% |
$4.24K - $4.91K
|
28.9K
$967K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
222New |
$4.2K - $4.86K
|
222
$7.43K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
218+ 1.67% |
$4.12K - $4.78K
|
13.3K
$445K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
216New |
$4.08K - $4.73K
|
216
$7.23K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
205+ 0.31% |
$3.88K - $4.49K
|
66.5K
$2.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
192+ 12.63% |
$3.63K - $4.21K
|
1.71K
$57.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
149+ 0.32% |
$2.82K - $3.26K
|
46.2K
$1.55M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
127+ 42.47% |
$2.4K - $2.78K
|
426
$14.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
121New |
$2.29K - $2.65K
|
121
$4.05K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
111New |
$2.1K - $2.43K
|
111
$3.72K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
104+ 0.8% |
$1.97K - $2.28K
|
13.1K
$439K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
101+ 0.65% |
$1.91K - $2.21K
|
15.7K
$525K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$1.89K - $2.19K
|
100
$3.35K
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
95+ 0.81% |
$1.8K - $2.08K
|
11.9K
$398K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
80New |
$1.51K - $1.75K
|
80
$2.68K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
62New |
$1.17K - $1.36K
|
62
$2.08K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
60+ 12.96% |
$1.13K - $1.31K
|
523
$17.5K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.56% |
$1.13K - $1.31K
|
10.9K
$364K
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
56+ 11.29% |
$1.06K - $1.23K
|
552
$18.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
51New |
$964 - $1.12K
|
51
$1.71K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$946 - $1.1K
|
50
$1.67K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
48New |
$908 - $1.05K
|
48
$1.61K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
48+ 0.48% |
$908 - $1.05K
|
10K
$336K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
46New |
$870 - $1.01K
|
46
$1.54K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
44New |
$832 - $964
|
44
$1.47K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
44New |
$832 - $964
|
44
$1.47K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
43New |
$813 - $942
|
43
$1.44K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
39+ 0.19% |
$737 - $854
|
20.3K
$679K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
37+ 0.23% |
$700 - $811
|
16.5K
$551K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
29New |
$548 - $635
|
29
$971
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
23+ 92.0% |
$435 - $504
|
48
$1.61K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
21+ 0.94% |
$397 - $460
|
2.26K
$75.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
17New |
$321 - $372
|
17
$569
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12New |
$227 - $263
|
12
$402
|