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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
11New |
$208 - $241
|
11
$368
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 23.91% |
$208 - $241
|
57
$1.91K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$170 - $197
|
9
$301
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 1.19% |
$132 - $153
|
597
$20K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
6New |
$113 - $131
|
6
$201
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3New |
$56.7 - $65.7
|
3
$100
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 3.57% |
$37.8 - $43.8
|
58
$1.94K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 3.57% |
$37.8 - $43.8
|
58
$1.94K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1New |
$18.9 - $21.9
|
1
$33.5
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1+ 0.0% |
$18.9 - $21.9
|
63.7K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 4.76% |
$18.9 - $21.9
|
20
$669
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3- 6.52% |
$56.7 - $65.7
|
43
$1.44K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4- 5.8% |
$75.6 - $87.6
|
65
$2.18K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-10- 6.9% |
$189 - $219
|
135
$4.52K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-14- 0.03% |
$265 - $307
|
52.9K
$1.77M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-36- 2.15% |
$681 - $789
|
1.64K
$54.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-38- 7.98% |
$719 - $833
|
438
$14.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-49- 0.1% |
$927 - $1.07K
|
48.2K
$1.61M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-75- 0.5% |
$1.42K - $1.64K
|
15K
$502K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-77- 3.74% |
$1.46K - $1.69K
|
1.98K
$66.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-97- 40.59% |
$1.83K - $2.13K
|
142
$4.75K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-102- 39.84% |
$1.93K - $2.23K
|
154
$5.15K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-125- 18.77% |
$2.36K - $2.74K
|
541
$18.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-141- 66.51% |
$2.67K - $3.09K
|
71
$2.38K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-145- 1.18% |
$2.74K - $3.18K
|
12.2K
$408K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-214- 19.14% |
$4.05K - $4.69K
|
904
$30.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-215- 1.28% |
$4.07K - $4.71K
|
16.5K
$553K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-217- 70.0% |
$4.1K - $4.75K
|
93
$3.11K
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-365- 3.55% |
$6.9K - $8K
|
9.91K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-375- 1.7% |
$7.09K - $8.22K
|
21.7K
$726K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-378- 8.48% |
$7.15K - $8.28K
|
4.08K
$136K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-398- 0.72% |
$7.53K - $8.72K
|
54.8K
$1.83M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-416- 2.06% |
$7.87K - $9.11K
|
19.8K
$662K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-447- 24.64% |
$8.45K - $9.79K
|
1.37K
$45.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-451- 64.34% |
$8.53K - $9.88K
|
250
$8.37K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-506- 20.19% |
$9.57K - $11.1K
|
2K
$66.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-516- 0.83% |
$9.76K - $11.3K
|
61.8K
$2.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-607- 18.85% |
$11.5K - $13.3K
|
2.61K
$87.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-633- 5.85% |
$12K - $13.9K
|
10.2K
$341K
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-800- 0.93% |
$15.1K - $17.5K
|
85.6K
$2.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-817- 89.19% |
$15.4K - $17.9K
|
99
$3.31K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-878- 6.12% |
$16.6K - $19.2K
|
13.5K
$451K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-878- 6.12% |
$16.6K - $19.2K
|
13.5K
$451K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-907- 13.03% |
$17.2K - $19.9K
|
6.05K
$203K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-917- 8.18% |
$17.3K - $20.1K
|
10.3K
$345K
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-964- 3.52% |
$18.2K - $21.1K
|
26.4K
$884K
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1K- 2.28% |
$19K - $22K
|
43K
$1.44M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.03K- 54.69% |
$19.5K - $22.6K
|
855
$28.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.07K- 24.07% |
$20.3K - $23.5K
|
3.39K
$113K
|