Purchases and Sales Made in Q2 2024 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q2 2024. 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 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.04K+ 6.17% |
$106K - $129K
|
69.5K
$1.98M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.76K+ 14.89% |
$98.5K - $120K
|
29K
$828K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.74K+ 4.27% |
$98K - $119K
|
91.4K
$2.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
3.65K+ 73.04% |
$95.6K - $116K
|
8.65K
$247K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.64K+ 49.73% |
$95.4K - $116K
|
11K
$313K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.52KNew |
$92.3K - $112K
|
3.52K
$101K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
3.36K+ 4.8% |
$87.9K - $107K
|
73.3K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.33K+ 5.85% |
$87.2K - $106K
|
60.3K
$1.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.28K+ 4.73% |
$85.9K - $105K
|
72.6K
$2.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.08K+ 22.4% |
$80.7K - $98.2K
|
16.8K
$480K
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
3.07K+ 65.32% |
$80.4K - $97.9K
|
7.77K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.02K+ 23.89% |
$79.1K - $96.3K
|
15.7K
$447K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.91K+ 27.72% |
$76.1K - $92.6K
|
13.4K
$382K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.87K+ 20.12% |
$75.2K - $91.6K
|
17.2K
$490K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.75K+ 17.55% |
$72K - $87.7K
|
18.4K
$526K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.73K+ 1.97% |
$71.6K - $87.1K
|
141K
$4.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.71K+ 28.85% |
$71.1K - $86.5K
|
12.1K
$346K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.57KNew |
$67.4K - $82K
|
2.57K
$73.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
2.5K+ 9.43% |
$65.5K - $79.7K
|
29K
$828K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.4K+ 18.23% |
$62.9K - $76.6K
|
15.6K
$445K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.37K+ 1.81% |
$62.1K - $75.6K
|
134K
$3.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.28K+ 2.24% |
$59.7K - $72.6K
|
104K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.24K+ 3.59% |
$58.6K - $71.3K
|
64.6K
$1.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.2K+ 15.43% |
$57.6K - $70.1K
|
16.5K
$470K
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.14K+ 1.75% |
$56.1K - $68.3K
|
124K
$3.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.1K+ 16.73% |
$55K - $67K
|
14.7K
$418K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.07K+ 2.47% |
$54.2K - $65.9K
|
85.7K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.89K+ 206.56% |
$49.4K - $60.2K
|
2.8K
$80K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.79KNew |
$47K - $57.2K
|
1.79K
$51.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.76K+ 3.69% |
$46.1K - $56.1K
|
49.4K
$1.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.73K+ 5.25% |
$45.4K - $55.2K
|
34.7K
$990K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.71KNew |
$44.7K - $54.4K
|
1.71K
$48.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.68K+ 643.68% |
$44K - $53.6K
|
1.94K
$55.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.54K+ 0.82% |
$40.2K - $49K
|
188K
$5.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.48K+ 76.96% |
$38.8K - $47.3K
|
3.41K
$97.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.43K+ 5.0% |
$37.4K - $45.6K
|
30K
$856K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.42K+ 5.25% |
$37.1K - $45.1K
|
28.4K
$810K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.42K+ 566.4% |
$37.1K - $45.1K
|
1.67K
$47.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.4KNew |
$36.7K - $44.6K
|
1.4K
$40K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.4K+ 3.96% |
$36.6K - $44.6K
|
36.7K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.39K+ 8.34% |
$36.3K - $44.2K
|
18K
$514K
|
|
|
Aug 13, 2024
Q2 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
1.22K+ 9.32% |
$31.9K - $38.8K
|
14.3K
$407K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.19K+ 3.36% |
$31.2K - $38K
|
36.7K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.17K+ 2.88% |
$30.6K - $37.2K
|
41.7K
$1.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.17K+ 28.04% |
$30.6K - $37.2K
|
5.33K
$152K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.12K+ 7.77% |
$29.3K - $35.6K
|
15.5K
$443K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 3.21% |
$28.4K - $34.5K
|
34.8K
$994K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
952+ 9.58% |
$24.9K - $30.3K
|
10.9K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
920+ 1.23% |
$24.1K - $29.3K
|
75.7K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
892+ 227.55% |
$23.4K - $28.4K
|
1.28K
$36.6K
|