Purchases and Sales Made in Q4 2022 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q4 2022. 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 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-278- 1.87% |
$3.89K - $5.23K
|
14.6K
$517K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-285- 1.11% |
$3.98K - $5.36K
|
25.4K
$898K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-374- 3.36% |
$5.23K - $7.03K
|
10.8K
$381K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-450- 0.95% |
$6.29K - $8.46K
|
46.8K
$1.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-519- 1.06% |
$7.26K - $9.76K
|
48.3K
$1.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-586- 3.38% |
$8.19K - $11K
|
16.7K
$592K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-625- 0.85% |
$8.74K - $11.8K
|
72.5K
$2.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-705- 1.07% |
$9.86K - $13.3K
|
64.9K
$2.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-742- 35.23% |
$10.4K - $13.9K
|
1.36K
$48.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-923- 1.91% |
$12.9K - $17.4K
|
47.5K
$1.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-939- 4.91% |
$13.1K - $17.7K
|
18.2K
$644K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-941- 3.98% |
$13.2K - $17.7K
|
22.7K
$804K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-999- 2.03% |
$14K - $18.8K
|
48.2K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.14K- 3.37% |
$16K - $21.5K
|
32.8K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.17K- 0.69% |
$16.3K - $21.9K
|
168K
$5.95M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.27K- 5.67% |
$17.8K - $23.9K
|
21.2K
$749K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.38K- 39.96% |
$19.3K - $26K
|
2.08K
$73.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.4K- 22.95% |
$19.6K - $26.3K
|
4.7K
$166K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.62K- 4.88% |
$22.6K - $30.4K
|
31.5K
$1.11M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.62K- 2.66% |
$22.7K - $30.5K
|
59.3K
$2.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.66K- 3.92% |
$23.2K - $31.2K
|
40.6K
$1.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Henry James International Management Inc.
|
SELL
|
- |
-1.71K- 0.37% |
$23.9K - $32.2K
|
465K
$16.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.74K- 7.19% |
$24.4K - $32.8K
|
22.5K
$796K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.8K- 7.51% |
$25.1K - $33.7K
|
22.1K
$782K
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-1.83K- 2.66% |
$25.6K - $34.4K
|
66.9K
$2.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.9K- 15.5% |
$26.5K - $35.7K
|
10.3K
$366K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.01K- 93.11% |
$28.1K - $37.8K
|
149
$5.27K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.1K- 14.6% |
$29.3K - $39.4K
|
12.3K
$434K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.11K- 33.48% |
$29.5K - $39.6K
|
4.19K
$148K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.13K- 12.07% |
$29.8K - $40.1K
|
15.5K
$550K
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.27K- 1.12% |
$31.8K - $42.8K
|
201K
$7.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.52K- 8.47% |
$35.2K - $47.3K
|
27.2K
$963K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.84K- 8.38% |
$39.7K - $53.4K
|
31.1K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.9K- 13.37% |
$40.5K - $54.4K
|
18.8K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-2.97K- 3.88% |
$41.5K - $55.9K
|
73.6K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.08K- 4.58% |
$43K - $57.8K
|
64.2K
$2.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.09K- 8.78% |
$43.2K - $58.1K
|
32.1K
$1.13M
|
|
|
Jan 09, 2023
Q4 2022
|
Value Partners Investments Inc.
|
SELL
|
- |
-3.19K- 0.97% |
$44.5K - $59.9K
|
323K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.31K- 23.92% |
$46.2K - $62.2K
|
10.5K
$372K
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-3.48K- 6.27% |
$48.7K - $65.4K
|
52K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-3.56K- 17.28% |
$49.8K - $66.9K
|
17K
$603K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.58K- 13.65% |
$50K - $67.3K
|
22.6K
$801K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.65K- 20.1% |
$51K - $68.6K
|
14.5K
$513K
|
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-3.75K- 4.36% |
$52.4K - $70.5K
|
82.3K
$2.91M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3.9K- 26.25% |
$54.5K - $73.3K
|
10.9K
$387K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.17K- 1.39% |
$58.3K - $78.4K
|
297K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.4K- 5.77% |
$61.5K - $82.7K
|
71.9K
$2.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.69K- 19.3% |
$65.5K - $88.1K
|
19.6K
$693K
|
|
|
Mar 07, 2023
Q4 2022
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-4.75K- 9.51% |
$66.4K - $89.3K
|
45.2K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.8K- 3.77% |
$67.1K - $90.2K
|
123K
$4.34M
|