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
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
819+ 9.57% |
$21.4K - $26.1K
|
9.37K
$332K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
796+ 6.18% |
$20.8K - $25.4K
|
13.7K
$484K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
768+ 10.2% |
$20.1K - $24.5K
|
8.29K
$293K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
763+ 56.02% |
$20K - $24.3K
|
2.13K
$75.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
691+ 100.0% |
$18.1K - $22K
|
1.38K
$48.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
661+ 1.98% |
$17.3K - $21.1K
|
34K
$1.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
650+ 18.98% |
$17K - $20.7K
|
4.07K
$144K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
591+ 5.73% |
$15.5K - $18.8K
|
10.9K
$386K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
578New |
$15.1K - $18.4K
|
578
$20.4K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
572+ 2.44% |
$15K - $18.2K
|
24K
$850K
|
|
|
Aug 13, 2024
Q2 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
556+ 0.76% |
$14.6K - $17.7K
|
74.1K
$2.62M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
555+ 7.86% |
$14.5K - $17.7K
|
7.62K
$269K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
552+ 1.84% |
$14.5K - $17.6K
|
30.6K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
540New |
$14.1K - $17.2K
|
540
$19.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
517+ 1.09% |
$13.5K - $16.5K
|
47.8K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
481+ 43.1% |
$12.6K - $15.3K
|
1.6K
$56.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
447+ 1.09% |
$11.7K - $14.3K
|
41.3K
$1.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
444+ 3.59% |
$11.6K - $14.2K
|
12.8K
$454K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
443+ 2.22% |
$11.6K - $14.1K
|
20.4K
$721K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
435+ 6.19% |
$11.4K - $13.9K
|
7.47K
$264K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
425+ 9.45% |
$11.1K - $13.5K
|
4.92K
$174K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
420+ 2.6% |
$11K - $13.4K
|
16.6K
$585K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
416+ 231.11% |
$10.9K - $13.3K
|
596
$21.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
367New |
$9.61K - $11.7K
|
367
$13K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
351+ 0.12% |
$9.19K - $11.2K
|
302K
$10.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
349+ 3.25% |
$9.14K - $11.1K
|
11.1K
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
320+ 64.52% |
$8.38K - $10.2K
|
816
$28.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
285+ 0.98% |
$7.46K - $9.09K
|
29.5K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
270+ 62.21% |
$7.07K - $8.61K
|
704
$24.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
263+ 5.92% |
$6.89K - $8.38K
|
4.71K
$166K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
262+ 3.43% |
$6.86K - $8.35K
|
7.91K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
210+ 3.65% |
$5.5K - $6.69K
|
5.97K
$211K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
210New |
$5.5K - $6.69K
|
210
$7.43K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
204+ 8.77% |
$5.34K - $6.5K
|
2.53K
$89.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
200New |
$5.24K - $6.38K
|
200
$7.07K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
184+ 1.23% |
$4.82K - $5.87K
|
15.1K
$534K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
184New |
$4.82K - $5.87K
|
184
$6.51K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
181New |
$4.74K - $5.77K
|
181
$6.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
179New |
$4.69K - $5.71K
|
179
$6.33K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
176+ 2.45% |
$4.61K - $5.61K
|
7.36K
$260K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
170+ 0.58% |
$4.45K - $5.42K
|
29.7K
$1.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
153New |
$4.01K - $4.88K
|
153
$5.41K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
148+ 7.25% |
$3.88K - $4.72K
|
2.19K
$77.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
139New |
$3.64K - $4.43K
|
139
$4.92K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
126+ 69.23% |
$3.3K - $4.02K
|
308
$10.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
123+ 1.26% |
$3.22K - $3.92K
|
9.89K
$350K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
120+ 13.78% |
$3.14K - $3.83K
|
991
$35.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
107+ 14.12% |
$2.8K - $3.41K
|
865
$30.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
105+ 0.41% |
$2.75K - $3.35K
|
26K
$920K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
105+ 1.62% |
$2.75K - $3.35K
|
6.59K
$233K
|