Purchases and Sales Made in Q4 2023 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q4 2023. 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 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.4K+ 31.61% |
$55.9K - $74.7K
|
9.97K
$334K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.36KNew |
$55K - $73.5K
|
2.36K
$78.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.32K+ 0.09% |
$54.3K - $72.5K
|
2.72M
$90.9M
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
2.29K+ 14.72% |
$53.4K - $71.3K
|
17.8K
$596K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.23K+ 45.45% |
$52.1K - $69.6K
|
7.14K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2KNew |
$46.7K - $62.4K
|
2K
$66.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.91K+ 5.49% |
$44.7K - $59.6K
|
36.8K
$1.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.84K+ 5.98% |
$43.1K - $57.5K
|
32.7K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.84K+ 3.42% |
$43K - $57.4K
|
55.7K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.73K+ 5.31% |
$40.5K - $54.1K
|
34.4K
$1.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.68K+ 5.92% |
$39.2K - $52.3K
|
30K
$1M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.65KNew |
$38.5K - $51.3K
|
1.65K
$55.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.47K+ 10.57% |
$34.3K - $45.8K
|
15.4K
$514K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.46K+ 3.88% |
$34K - $45.4K
|
39K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.45K+ 15.03% |
$33.9K - $45.3K
|
11.1K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.37K+ 0.97% |
$31.9K - $42.6K
|
142K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.37K+ 6.88% |
$31.9K - $42.6K
|
21.2K
$711K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.35K+ 5.85% |
$31.6K - $42.2K
|
24.5K
$820K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.2K+ 3.72% |
$27.9K - $37.3K
|
33.3K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.11K+ 42.27% |
$26K - $34.7K
|
3.75K
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.02K+ 0.51% |
$23.7K - $31.7K
|
202K
$6.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1K+ 8.92% |
$23.4K - $31.2K
|
12.2K
$409K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1K+ 25.0% |
$23.4K - $31.2K
|
5K
$167K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
951+ 50.91% |
$22.2K - $29.7K
|
2.82K
$94.4K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
891New |
$20.8K - $27.8K
|
891
$29.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
800+ 2.22% |
$18.7K - $25K
|
36.8K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
799+ 0.59% |
$18.7K - $24.9K
|
137K
$4.59M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
736+ 91.2% |
$17.2K - $23K
|
1.54K
$51.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
658New |
$15.4K - $20.5K
|
658
$22K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
600+ 6.36% |
$14K - $18.7K
|
10K
$336K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
540+ 4.64% |
$12.6K - $16.8K
|
12.2K
$408K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
497+ 1.18% |
$11.6K - $15.5K
|
42.8K
$1.43M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
495+ 0.46% |
$11.6K - $15.4K
|
107K
$3.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
462New |
$10.8K - $14.4K
|
462
$15.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
452+ 100.22% |
$10.6K - $14.1K
|
903
$30.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
445+ 4.98% |
$10.4K - $13.9K
|
9.39K
$314K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
440+ 16.18% |
$10.3K - $13.7K
|
3.16K
$106K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
429+ 4.35% |
$10K - $13.4K
|
10.3K
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
419+ 5.27% |
$9.79K - $13.1K
|
8.36K
$280K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
413New |
$9.65K - $12.9K
|
413
$13.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
402+ 23.96% |
$9.39K - $12.5K
|
2.08K
$69.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
361+ 8.69% |
$8.43K - $11.3K
|
4.51K
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
338+ 56.43% |
$7.9K - $10.5K
|
937
$31.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
318+ 0.59% |
$7.43K - $9.92K
|
53.9K
$1.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
302+ 0.49% |
$7.05K - $9.42K
|
61.9K
$2.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
288+ 1.83% |
$6.73K - $8.98K
|
16.1K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
271New |
$6.33K - $8.45K
|
271
$9.07K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
235New |
$5.49K - $7.33K
|
235
$7.87K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
218+ 25.77% |
$5.09K - $6.8K
|
1.06K
$35.6K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
199+ 1.86% |
$4.65K - $6.21K
|
10.9K
$364K
|