Purchases and Sales Made in Q3 2024 in Ubs Group Ag (UBS)

UBS Quotes by TradingView

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
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
1.93K
+ 2.99%
$54K - $60.6K
66.5K $2.23M
Oct 29, 2024 Q3 2024
Iag Wealth Partners, LLC

BUY
 -
1.92K
New
$53.6K - $60.2K
1.92K $64.1K
Oct 21, 2024 Q3 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.91K
+ 2.63%
$53.5K - $60K
74.5K $2.5M
Nov 05, 2024 Q3 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
1.87K
+ 0.71%
$52.2K - $58.6K
266K $8.9M
Nov 14, 2024 Q3 2024
Group One Trading, L.P.

Chicago, IL
BUY
 -
1.81K
New
$50.6K - $56.8K
1.81K $60.5K
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
1.78K
+ 4.03%
$49.8K - $55.9K
46K $1.54M
Oct 08, 2024 Q3 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
1.71K
+ 6.12%
$47.7K - $53.6K
29.6K $990K
Oct 25, 2024 Q3 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
1.68K
+ 5.71%
$46.9K - $52.7K
31.1K $1.04M
Nov 14, 2024 Q3 2024
Ieq Capital, LLC

BUY
 -
1.67K
+ 10.63%
$46.6K - $52.3K
17.3K $580K
Oct 21, 2024 Q3 2024
Whittier Trust CO

BUY
 -
1.5K
+ 17.34%
$42K - $47.1K
10.2K $340K
Nov 12, 2024 Q3 2024
Mitchell Capital Management CO

BUY
 -
1.45K
+ 1.35%
$40.6K - $45.6K
109K $3.64M
Oct 16, 2024 Q3 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
1.41K
+ 13.36%
$39.4K - $44.3K
12K $400K
Nov 14, 2024 Q3 2024
Aquatic Capital Management LLC

Chicago, IL
BUY
 -
1.32K
New
$37K - $41.5K
1.32K $44.2K
Nov 07, 2024 Q3 2024
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
1.32K
+ 3.02%
$36.8K - $41.3K
44.9K $1.5M
Oct 28, 2024 Q3 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.27K
+ 6.21%
$35.4K - $39.8K
21.7K $725K
Oct 24, 2024 Q3 2024
Davenport & CO LLC

BUY
 -
1.16K
+ 6.88%
$32.4K - $36.4K
18K $602K
Oct 17, 2024 Q3 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
1.07K
+ 9.09%
$29.9K - $33.6K
12.8K $430K
Nov 05, 2024 Q3 2024
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
1.05K
+ 5.8%
$29.2K - $32.8K
19.1K $638K
Oct 10, 2024 Q3 2024
Chicago Trust CO Na

BUY
 -
1.03K
+ 15.17%
$28.8K - $32.4K
7.83K $262K
Nov 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
924
New
$25.8K - $29K
924 $30.9K
Oct 08, 2024 Q3 2024
Wedmont Private Capital

BUY
 -
879
+ 10.6%
$24.6K - $27.6K
9.17K $307K
Nov 12, 2024 Q3 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
857
+ 2.33%
$24K - $26.9K
37.6K $1.26M
Nov 14, 2024 Q3 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
837
+ 3.56%
$23.4K - $26.3K
24.3K $814K
Oct 22, 2024 Q3 2024
Private Advisor Group, LLC

BUY
 -
817
+ 2.39%
$22.9K - $25.7K
35K $1.17M
Oct 23, 2024 Q3 2024
Mediolanum International Funds LTD

Dublin 1, L2
BUY
 -
812
+ 5.69%
$22.7K - $25.5K
15.1K $505K
Nov 12, 2024 Q3 2024
Northwestern Mutual Wealth Management CO

BUY
 -
811
+ 2.79%
$22.7K - $25.5K
29.8K $999K
Oct 10, 2024 Q3 2024
Valeo Financial Advisors, LLC

BUY
 -
810
+ 2.79%
$22.7K - $25.5K
29.9K $1M
Oct 17, 2024 Q3 2024
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
797
+ 5.44%
$22.3K - $25K
15.5K $517K
Nov 07, 2024 Q3 2024
Caprock Group, Inc.

BUY
 -
671
+ 6.71%
$18.8K - $21.1K
10.7K $357K
Nov 08, 2024 Q3 2024
Altman Advisors, Inc.

Chicago, IL
BUY
 -
669
+ 0.99%
$18.7K - $21K
68.6K $2.3M
Oct 08, 2024 Q3 2024
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
652
+ 19.5%
$18.2K - $20.5K
4K $134K
Oct 07, 2024 Q3 2024
Clean Yield Group

BUY
 -
591
New
$16.5K - $18.6K
591 $19.8K
Nov 13, 2024 Q3 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
542
+ 1.18%
$15.2K - $17K
46.3K $1.55M
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
528
New
$14.8K - $16.6K
528 $17.7K
Nov 08, 2024 Q3 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
521
+ 0.51%
$14.6K - $16.4K
103K $3.44M
Nov 12, 2024 Q3 2024
Studio Investment Management LLC

Chicago, IL
BUY
 -
464
+ 3.07%
$13K - $14.6K
15.6K $521K
Nov 13, 2024 Q3 2024
Seven Mile Advisory

Ewing, NJ
BUY
 -
459
+ 6.43%
$12.8K - $14.4K
7.6K $254K
Nov 14, 2024 Q3 2024
Integrated Wealth Concepts LLC

BUY
 -
457
+ 0.7%
$12.8K - $14.4K
65.6K $2.19M
Oct 18, 2024 Q3 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
454
+ 6.59%
$12.7K - $14.3K
7.35K $246K
Oct 22, 2024 Q3 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
451
+ 0.94%
$12.6K - $14.2K
48.5K $1.62M
Nov 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
450
+ 41.59%
$12.6K - $14.1K
1.53K $51.3K
Nov 13, 2024 Q3 2024
Stamos Capital Partners, L.P.

Menlo Park, CA
BUY
 -
440
+ 1.06%
$12.3K - $13.8K
41.9K $1.4M
Oct 23, 2024 Q3 2024
Legacy Wealth Asset Management, LLC

BUY
 -
438
+ 0.73%
$12.3K - $13.8K
60.7K $2.03M
Oct 07, 2024 Q3 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
399
New
$11.2K - $12.5K
399 $13.4K
Nov 18, 2024 Q3 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
394
+ 3.17%
$11K - $12.4K
12.8K $429K
Oct 09, 2024 Q3 2024
Pinnacle Bancorp, Inc.

BUY
 -
382
New
$10.7K - $12K
382 $12.8K
Oct 28, 2024 Q3 2024
Rosenberg Matthew Hamilton

BUY
 -
355
+ 15.65%
$9.93K - $11.2K
2.62K $87.8K
Nov 08, 2024 Q3 2024
Commerce Bank

Kansas City, MO
BUY
 -
346
+ 3.87%
$9.68K - $10.9K
9.28K $311K
Oct 08, 2024 Q3 2024
Traveka Wealth, LLC

San Jose, CA
BUY
 -
316
+ 4.23%
$8.84K - $9.93K
7.78K $260K

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