Purchases and Sales Made in Q3 2024 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
56KNew |
$1.57M - $1.76M
|
56K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
55.2K+ 28.04% |
$1.54M - $1.74M
|
252K
$8.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
50K+ 81.42% |
$1.4M - $1.57M
|
112K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
43.9K+ 0.62% |
$1.23M - $1.38M
|
7.15M
$239M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
41.2K+ 23.85% |
$1.15M - $1.29M
|
214K
$7.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40.5K+ 45.75% |
$1.13M - $1.27M
|
129K
$4.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
40.2K+ 95.96% |
$1.12M - $1.26M
|
82K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
37.9K+ 1.13% |
$1.06M - $1.19M
|
3.41M
$114M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
37.4K+ 1.85% |
$1.05M - $1.18M
|
2.07M
$69.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
37.3K+ 6907.59% |
$1.04M - $1.17M
|
37.8K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
37.1K+ 18.4% |
$1.04M - $1.17M
|
239K
$7.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
34.6K+ 7.38% |
$967K - $1.09M
|
503K
$16.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.5KNew |
$965K - $1.08M
|
34.5K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
33.5KNew |
$936K - $1.05M
|
33.5K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
33.1K+ 17.7% |
$925K - $1.04M
|
220K
$7.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
31.6K+ 36.94% |
$885K - $994K
|
117K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
29.6K+ 18.83% |
$827K - $929K
|
187K
$6.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
28.6K+ 15.78% |
$800K - $899K
|
210K
$7.02M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
28K+ 36.64% |
$783K - $880K
|
104K
$3.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
27.1KNew |
$758K - $852K
|
27.1K
$907K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26.1K+ 3494.77% |
$729K - $819K
|
26.8K
$898K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
26.1K+ 0.16% |
$729K - $819K
|
16.1M
$540M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
24.6K+ 17.45% |
$687K - $772K
|
165K
$5.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
24.5K+ 160.72% |
$686K - $770K
|
39.8K
$1.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.3K+ 11.61% |
$681K - $765K
|
234K
$7.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.7K+ 4.01% |
$635K - $713K
|
589K
$19.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
22.4K+ 14.42% |
$625K - $703K
|
177K
$5.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
18.9K+ 1.36% |
$529K - $594K
|
1.41M
$47.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
18.1KNew |
$505K - $567K
|
18.1K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
16.9K+ 3.08% |
$473K - $531K
|
566K
$18.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
15.6K+ 12.35% |
$435K - $489K
|
142K
$4.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14.8K+ 40.27% |
$414K - $465K
|
51.5K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
14.8KNew |
$413K - $464K
|
14.8K
$494K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
14K+ 34.19% |
$392K - $440K
|
55K
$1.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Nat West Group PLC
|
BUY
|
- |
13.9K+ 15.18% |
$390K - $438K
|
106K
$3.54M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
13.5KNew |
$379K - $425K
|
13.5K
$453K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
13.2KNew |
$370K - $415K
|
13.2K
$442K
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
12.7KNew |
$354K - $398K
|
12.7K
$424K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4K+ 1.23% |
$346K - $389K
|
1.01M
$34M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.3K+ 34.76% |
$345K - $387K
|
47.8K
$1.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.8K+ 44.83% |
$330K - $371K
|
38.2K
$1.28M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11.8KNew |
$330K - $371K
|
11.8K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
11.7KNew |
$328K - $368K
|
11.7K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11.5K+ 58.58% |
$323K - $362K
|
31.2K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11K+ 1.65% |
$307K - $345K
|
674K
$22.6M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.8K+ 2.51% |
$302K - $339K
|
440K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
9.51KNew |
$266K - $299K
|
9.51K
$318K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.43K+ 22.76% |
$264K - $296K
|
50.8K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.18K+ 6.2% |
$257K - $288K
|
157K
$5.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
9.07K+ 102.72% |
$254K - $285K
|
17.9K
$599K
|