Purchases and Sales Made in Q4 2021 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
9.46K+ 62.18% |
$151K - $176K
|
24.7K
$826K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.6K+ 29.43% |
$137K - $160K
|
37.8K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
8.15K+ 8.71% |
$130K - $151K
|
102K
$3.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.53K+ 9.14% |
$120K - $140K
|
89.9K
$3.01M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
7.18K+ 21.47% |
$114K - $133K
|
40.6K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.58K+ 6.21% |
$105K - $122K
|
113K
$3.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.38K+ 22.44% |
$102K - $119K
|
34.8K
$1.17M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.77K+ 4.36% |
$91.8K - $107K
|
138K
$4.61M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
5.76K+ 64.05% |
$91.7K - $107K
|
14.7K
$493K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.75K+ 19.6% |
$91.5K - $107K
|
35.1K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
5.69K+ 214.92% |
$90.7K - $106K
|
8.34K
$279K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.34K+ 5.05% |
$85K - $99.2K
|
111K
$3.72M
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.32K+ 1.62% |
$84.7K - $98.8K
|
333K
$11.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Value Partners Investments Inc.
|
BUY
|
- |
5.21K+ 1.42% |
$83K - $96.9K
|
373K
$12.5M
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.01K+ 2.05% |
$79.9K - $93.2K
|
250K
$8.36M
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
5K+ 8.12% |
$79.6K - $92.9K
|
66.6K
$2.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.77K+ 41.19% |
$75.9K - $88.6K
|
16.3K
$547K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.29K+ 58.08% |
$68.4K - $79.8K
|
11.7K
$391K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4.2K+ 3.58% |
$67K - $78.1K
|
122K
$4.07M
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.09KNew |
$65.2K - $76.1K
|
4.09K
$137K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.08K+ 3.24% |
$65K - $75.8K
|
130K
$4.35M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.08K+ 28.89% |
$64.9K - $75.8K
|
18.2K
$609K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3.96KNew |
$63.1K - $73.7K
|
3.96K
$133K
|
|
|
Feb 14, 2022
Q4 2021
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.51K+ 11.16% |
$55.9K - $65.2K
|
34.9K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
3.5K+ 4.5% |
$55.8K - $65.1K
|
81.4K
$2.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.28K+ 15.6% |
$52.3K - $61K
|
24.3K
$814K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.23K+ 27.4% |
$51.4K - $60K
|
15K
$502K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
3.16K+ 28.8% |
$50.4K - $58.8K
|
14.1K
$473K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.14K+ 7.52% |
$50.1K - $58.4K
|
44.9K
$1.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2.82K+ 13.1% |
$45K - $52.5K
|
24.4K
$816K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.82K+ 2.32% |
$44.9K - $52.3K
|
124K
$4.16M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.59K+ 25.72% |
$41.3K - $48.2K
|
12.7K
$424K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.57K+ 21.74% |
$41K - $47.8K
|
14.4K
$482K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.54K+ 22.51% |
$40.5K - $47.3K
|
13.8K
$463K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.19K+ 20.25% |
$34.8K - $40.7K
|
13K
$435K
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.7KNew |
$27.1K - $31.6K
|
1.7K
$56.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.68K+ 4.09% |
$26.7K - $31.1K
|
42.7K
$1.43M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
1.65K+ 1.24% |
$26.3K - $30.7K
|
135K
$4.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.63K+ 11.05% |
$25.9K - $30.3K
|
16.4K
$548K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.58K+ 10.7% |
$25.2K - $29.4K
|
16.4K
$548K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.44K+ 8.55% |
$22.9K - $26.7K
|
18.2K
$610K
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.38K+ 7.32% |
$22K - $25.7K
|
20.3K
$679K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.33K+ 0.7% |
$21.1K - $24.7K
|
190K
$6.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.3K+ 6.53% |
$20.6K - $24.1K
|
21.1K
$707K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.21K+ 2.54% |
$19.3K - $22.5K
|
48.7K
$1.63M
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.19K+ 7.95% |
$18.9K - $22K
|
16.1K
$539K
|
|
|
Jan 19, 2022
Q4 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.16K+ 2.45% |
$18.4K - $21.5K
|
48.3K
$1.62M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.15K+ 191.2% |
$18.3K - $21.4K
|
1.75K
$58.7K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.1KNew |
$17.5K - $20.4K
|
1.1K
$36.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.1K+ 41.32% |
$17.5K - $20.4K
|
3.75K
$126K
|