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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.08KNew |
$17.2K - $20K
|
1.08K
$36.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.01K+ 0.52% |
$16.1K - $18.7K
|
196K
$6.56M
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
882+ 5.62% |
$14.1K - $16.4K
|
16.6K
$555K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
867+ 1.73% |
$13.8K - $16.1K
|
51K
$1.71M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
822New |
$13.1K - $15.3K
|
822
$27.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
802+ 6.71% |
$12.8K - $14.9K
|
12.8K
$427K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
780New |
$12.4K - $14.5K
|
780
$26.1K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
723+ 6.02% |
$11.5K - $13.4K
|
12.7K
$426K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
698+ 2.78% |
$11.1K - $13K
|
25.8K
$865K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
630+ 11.85% |
$10K - $11.7K
|
5.95K
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
561+ 0.83% |
$8.94K - $10.4K
|
68.5K
$2.29M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
433+ 3.49% |
$6.9K - $8.05K
|
12.8K
$430K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
396+ 1.73% |
$6.31K - $7.36K
|
23.3K
$780K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
331New |
$5.27K - $6.15K
|
331
$11.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
289+ 25.99% |
$4.6K - $5.37K
|
1.4K
$46.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
287New |
$4.57K - $5.34K
|
287
$9.61K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
173+ 1.5% |
$2.76K - $3.22K
|
11.7K
$391K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
167+ 1.13% |
$2.66K - $3.1K
|
15K
$501K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
150+ 3.35% |
$2.39K - $2.79K
|
4.63K
$155K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
149+ 4.98% |
$2.37K - $2.77K
|
3.14K
$105K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
139+ 1.29% |
$2.21K - $2.58K
|
10.9K
$366K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
119New |
$1.9K - $2.21K
|
119
$3.98K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
115New |
$1.83K - $2.14K
|
115
$3.85K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
115New |
$1.83K - $2.14K
|
115
$3.85K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
104+ 18.25% |
$1.66K - $1.93K
|
674
$22.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
86+ 22.4% |
$1.37K - $1.6K
|
470
$15.7K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
86+ 1.38% |
$1.37K - $1.6K
|
6.3K
$211K
|
|
|
Feb 16, 2022
Q4 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
81+ 0.23% |
$1.29K - $1.51K
|
35.6K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
73+ 0.46% |
$1.16K - $1.36K
|
15.9K
$531K
|
|
|
Jan 18, 2022
Q4 2021
|
Henry James International Management Inc.
|
BUY
|
- |
67+ 0.02% |
$1.07K - $1.25K
|
341K
$11.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
60New |
$956 - $1.12K
|
60
$2.01K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
59+ 61.46% |
$940 - $1.1K
|
155
$5.19K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29+ 24.58% |
$462 - $539
|
147
$4.92K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
24New |
$382 - $446
|
24
$803
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
18New |
$287 - $335
|
18
$602
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$15.9 - $18.6
|
167
$5.59K
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5Closed |
$79.7 - $93
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8- 0.21% |
$127 - $149
|
3.8K
$127K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-12- 0.93% |
$191 - $223
|
1.29K
$43K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-34- 0.07% |
$542 - $632
|
50.5K
$1.69M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-61- 0.54% |
$972 - $1.13K
|
11.2K
$375K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-63- 0.35% |
$1K - $1.17K
|
17.9K
$600K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-83- 0.12% |
$1.32K - $1.54K
|
67.4K
$2.26M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-84- 0.68% |
$1.34K - $1.56K
|
12.3K
$413K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-101- 14.68% |
$1.61K - $1.88K
|
587
$19.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-142- 14.45% |
$2.26K - $2.64K
|
841
$28.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-145- 3.54% |
$2.31K - $2.7K
|
3.95K
$132K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$3.19K - $3.72K
|
0
$0
|