Purchases and Sales Made in Q3 2022 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
6.44K+ 205.22% |
$93.5K - $111K
|
9.58K
$321K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.34K+ 14.13% |
$92K - $109K
|
51.2K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.07K+ 1.18% |
$88.1K - $104K
|
521K
$17.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.68K+ 0.25% |
$82.4K - $97.7K
|
2.29M
$76.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.2K+ 6.4% |
$75.4K - $89.4K
|
86.4K
$2.89M
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
4.73K+ 8.73% |
$68.6K - $81.4K
|
58.9K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.6K+ 13.85% |
$66.7K - $79.2K
|
37.8K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
4.45K+ 5.81% |
$64.6K - $76.6K
|
81.1K
$2.71M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.35K+ 10.92% |
$63K - $74.8K
|
44.1K
$1.48M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
4.19K+ 6.08% |
$60.8K - $72.1K
|
73.1K
$2.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4K+ 18.31% |
$58K - $68.8K
|
25.8K
$865K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.94K+ 25.93% |
$57.2K - $67.8K
|
19.1K
$641K
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.69K+ 1.09% |
$53.6K - $63.6K
|
341K
$11.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
BUY
|
- |
3.32K+ 0.46% |
$48.2K - $57.2K
|
720K
$24.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.13K+ 36.81% |
$45.5K - $53.9K
|
11.6K
$390K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.55K+ 13.34% |
$37K - $43.8K
|
21.6K
$724K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.53KNew |
$36.7K - $43.5K
|
2.53K
$84.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
2.53KNew |
$36.7K - $43.5K
|
2.53K
$84.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.44KNew |
$35.4K - $42K
|
2.44K
$81.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.23K+ 3.75% |
$32.4K - $38.4K
|
61.7K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.91K+ 5.97% |
$27.7K - $32.9K
|
33.9K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.89KNew |
$27.4K - $32.5K
|
1.89K
$63.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.86K+ 12.58% |
$27K - $32K
|
16.6K
$557K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.72K+ 2.45% |
$24.9K - $29.5K
|
71.7K
$2.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
1.7K+ 2.81% |
$24.7K - $29.3K
|
62.2K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.7K+ 14.92% |
$24.7K - $29.2K
|
13.1K
$438K
|
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.6K+ 13.2% |
$23.2K - $27.6K
|
13.7K
$460K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.38K+ 66.55% |
$20K - $23.8K
|
3.46K
$116K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 3.21% |
$19.7K - $23.4K
|
43.7K
$1.46M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.28K+ 1.14% |
$18.6K - $22K
|
113K
$3.79M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.27K+ 151.01% |
$18.4K - $21.8K
|
2.11K
$70.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.25K+ 7.88% |
$18.2K - $21.6K
|
17.2K
$574K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.23K+ 13.81% |
$17.8K - $21.1K
|
10.1K
$339K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.22K+ 4.89% |
$17.7K - $21K
|
26.2K
$878K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1K+ 6.15% |
$14.6K - $17.3K
|
17.3K
$580K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
904New |
$13.1K - $15.6K
|
904
$30.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
889+ 0.98% |
$12.9K - $15.3K
|
91.2K
$3.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
825+ 1.57% |
$12K - $14.2K
|
53.4K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
818+ 1.23% |
$11.9K - $14.1K
|
67.2K
$2.25M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
740New |
$10.7K - $12.7K
|
740
$24.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
606+ 1.86% |
$8.79K - $10.4K
|
33.2K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
539+ 1.65% |
$7.82K - $9.28K
|
33.1K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
500+ 1.99% |
$7.26K - $8.61K
|
25.6K
$857K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
486+ 14.22% |
$7.05K - $8.36K
|
3.9K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
438+ 2.35% |
$6.36K - $7.54K
|
19.1K
$640K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
418+ 4.0% |
$6.07K - $7.19K
|
10.9K
$364K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
412+ 0.78% |
$5.98K - $7.09K
|
53.5K
$1.79M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
340+ 1.8% |
$4.93K - $5.85K
|
19.2K
$643K
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
320+ 1.48% |
$4.64K - $5.51K
|
21.9K
$733K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
309+ 1.75% |
$4.48K - $5.32K
|
18K
$601K
|