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 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.97KNew |
$251K - $282K
|
8.97K
$300K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
8.65KNew |
$242K - $272K
|
8.65K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.6K+ 3.17% |
$240K - $270K
|
280K
$9.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.54KNew |
$239K - $268K
|
8.54K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
8.48K+ 11.44% |
$237K - $266K
|
82.6K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.4K+ 13.1% |
$235K - $264K
|
72.5K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
8.38K+ 14.96% |
$234K - $263K
|
64.4K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.9K+ 5.07% |
$221K - $248K
|
164K
$5.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
7.89KNew |
$221K - $248K
|
7.89K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
7.88KNew |
$220K - $247K
|
7.88K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.56K+ 56.43% |
$211K - $237K
|
20.9K
$701K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
7.28KNew |
$204K - $229K
|
7.28K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.15K+ 6.5% |
$200K - $225K
|
117K
$3.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.09K+ 4.38% |
$198K - $223K
|
169K
$5.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.95KNew |
$194K - $218K
|
6.95K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
6.92KNew |
$193K - $217K
|
6.92K
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.65KNew |
$186K - $209K
|
6.65K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.28K+ 224.2% |
$176K - $197K
|
9.08K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
6.05K+ 1.95% |
$169K - $190K
|
316K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.69K+ 19.28% |
$159K - $179K
|
35.2K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.99K+ 16.08% |
$140K - $157K
|
36K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.89K+ 44.91% |
$137K - $154K
|
15.8K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.88K+ 29.63% |
$136K - $153K
|
21.3K
$714K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.71K+ 0.86% |
$132K - $148K
|
550K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.71K+ 0.86% |
$132K - $148K
|
550K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.32K+ 26.66% |
$121K - $136K
|
20.5K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.75K+ 1.99% |
$105K - $118K
|
192K
$6.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.63K+ 88.72% |
$102K - $114K
|
7.73K
$259K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3.54K+ 4.19% |
$99K - $111K
|
88K
$2.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.4K+ 34.97% |
$95.1K - $107K
|
13.1K
$439K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.35K+ 36.48% |
$93.7K - $105K
|
12.5K
$419K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.28K+ 0.64% |
$91.7K - $103K
|
512K
$17.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.21K+ 11.3% |
$89.7K - $101K
|
31.6K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.17K+ 5.43% |
$88.7K - $99.7K
|
61.6K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.01K+ 10.77% |
$84.1K - $94.5K
|
30.9K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.94K+ 9.6% |
$82.2K - $92.3K
|
33.6K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.78K+ 3.04% |
$77.6K - $87.2K
|
94.2K
$3.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.67K+ 7.67% |
$74.7K - $83.9K
|
37.5K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.64K+ 8.25% |
$73.8K - $82.9K
|
34.6K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.56KNew |
$71.7K - $80.6K
|
2.56K
$85.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.44K+ 30.46% |
$68.1K - $76.5K
|
10.4K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
2.35KNew |
$65.6K - $73.7K
|
2.35K
$78.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.31K+ 1.73% |
$64.7K - $72.7K
|
136K
$4.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.31KNew |
$64.7K - $72.7K
|
2.31K
$77.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.19K+ 31.82% |
$61.3K - $68.9K
|
9.08K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
2.16K+ 6.92% |
$60.3K - $67.7K
|
33.3K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.12K+ 165.03% |
$59.3K - $66.6K
|
3.4K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.02K+ 26.04% |
$56.6K - $63.6K
|
9.79K
$328K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.98K+ 8.65% |
$55.4K - $62.2K
|
24.9K
$832K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.97K+ 3.42% |
$55K - $61.8K
|
59.5K
$1.99M
|