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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
308+ 2.19% |
$4.47K - $5.3K
|
14.4K
$481K
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
285+ 1.12% |
$4.14K - $4.9K
|
25.7K
$859K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
274+ 32.58% |
$3.98K - $4.72K
|
1.12K
$37.3K
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
272New |
$3.95K - $4.68K
|
272
$9.1K
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
248+ 18.58% |
$3.6K - $4.27K
|
1.58K
$53K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
225+ 274.39% |
$3.26K - $3.87K
|
307
$10.3K
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
219+ 1.97% |
$3.18K - $3.77K
|
11.3K
$379K
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
216+ 1.68% |
$3.13K - $3.72K
|
13K
$436K
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
208+ 1.19% |
$3.02K - $3.58K
|
17.7K
$592K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
161New |
$2.34K - $2.77K
|
161
$5.39K
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
152+ 1.46% |
$2.21K - $2.62K
|
10.6K
$354K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
113New |
$1.64K - $1.94K
|
113
$3.78K
|
|
Nov 10, 2022
Q3 2022
|
University Of Texas
|
BUY
|
- |
67New |
$972 - $1.15K
|
67
$2.24K
|
|
Nov 10, 2022
Q3 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
60+ 0.07% |
$871 - $1.03K
|
90K
$3.01M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
50+ 31.06% |
$726 - $861
|
211
$7.06K
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
37+ 1.79% |
$537 - $637
|
2.1K
$70.4K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
30+ 11.49% |
$435 - $516
|
291
$9.74K
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15New |
$218 - $258
|
15
$502
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 3.85% |
$218 - $258
|
405
$13.6K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.08% |
$72.6 - $86.1
|
6.3K
$211K
|
|
Nov 01, 2022
Q3 2022
|
Henry James International Management Inc.
|
BUY
|
- |
2+ 0.0% |
$29 - $34.4
|
467K
$15.6M
|
|
Nov 14, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-20- 7.41% |
$290 - $344
|
250
$8.37K
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-21- 0.08% |
$305 - $361
|
25.7K
$859K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40- 4.8% |
$580 - $688
|
793
$26.5K
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-59- 0.4% |
$856 - $1.02K
|
14.6K
$488K
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-64- 0.07% |
$929 - $1.1K
|
97.1K
$3.25M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-72- 1.52% |
$1.04K - $1.24K
|
4.67K
$156K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-85- 0.8% |
$1.23K - $1.46K
|
10.5K
$352K
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-157- 0.64% |
$2.28K - $2.7K
|
24.3K
$812K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-166- 1.1% |
$2.41K - $2.86K
|
14.9K
$498K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-169- 24.14% |
$2.45K - $2.91K
|
531
$17.8K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-169- 96.02% |
$2.45K - $2.91K
|
7
$234
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-172- 1.54% |
$2.5K - $2.96K
|
11K
$369K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-192- 18.27% |
$2.79K - $3.3K
|
859
$28.8K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-195- 0.87% |
$2.83K - $3.36K
|
22.2K
$744K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-199- 0.03% |
$2.89K - $3.42K
|
653K
$21.8M
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-227- 12.99% |
$3.29K - $3.91K
|
1.52K
$50.9K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-237- 52.78% |
$3.44K - $4.08K
|
212
$7.1K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-237- 52.78% |
$3.44K - $4.08K
|
212
$7.1K
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-291- 0.4% |
$4.22K - $5.01K
|
72.9K
$2.44M
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-300- 17.91% |
$4.35K - $5.16K
|
1.38K
$46K
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-315- 0.64% |
$4.57K - $5.42K
|
49.2K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-353- 54.81% |
$5.12K - $6.08K
|
291
$9.74K
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-358- 2.45% |
$5.19K - $6.16K
|
14.2K
$476K
|
|
Nov 10, 2022
Q3 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-379- 3.16% |
$5.5K - $6.52K
|
11.6K
$388K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-387- 4.24% |
$5.62K - $6.66K
|
8.73K
$292K
|