Purchases and Sales Made in Q4 2024 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.1KNew |
$389K - $432K
|
13.1K
$437K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.9K+ 142.44% |
$385K - $428K
|
22K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
12.8KNew |
$382K - $424K
|
12.8K
$429K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
11.9KNew |
$355K - $395K
|
11.9K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11.7K+ 20.85% |
$350K - $389K
|
68.1K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
11.7KNew |
$347K - $386K
|
11.7K
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.6K+ 30.5% |
$347K - $385K
|
49.8K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
11.6K+ 0.71% |
$345K - $383K
|
1.63M
$54.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.2K+ 37.55% |
$334K - $371K
|
41K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
11KNew |
$328K - $364K
|
11K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11K+ 150.1% |
$327K - $364K
|
18.3K
$613K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
10.8K+ 4.07% |
$322K - $358K
|
277K
$9.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$316K - $351K
|
10.6K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
10.3KNew |
$306K - $340K
|
10.3K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10K+ 98.07% |
$299K - $332K
|
20.3K
$679K
|
|
|
Jan 16, 2025
Q4 2024
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
10K+ 2.06% |
$298K - $331K
|
495K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
9.94K+ 1.81% |
$296K - $329K
|
560K
$18.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
9.54KNew |
$284K - $316K
|
9.54K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.48KNew |
$282K - $314K
|
9.48K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
8.94KNew |
$266K - $296K
|
8.94K
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.77K+ 138.33% |
$261K - $290K
|
15.1K
$506K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.79KNew |
$232K - $258K
|
7.79K
$261K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.69K+ 16.52% |
$229K - $254K
|
54.2K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
7.35K+ 0.51% |
$219K - $243K
|
1.44M
$48.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.18KNew |
$214K - $238K
|
7.18K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.04KNew |
$210K - $233K
|
7.04K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.03KNew |
$209K - $233K
|
7.03K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.01KNew |
$209K - $232K
|
7.01K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.95KNew |
$207K - $230K
|
6.95K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.88KNew |
$205K - $228K
|
6.88K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.78KNew |
$202K - $224K
|
6.78K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.67K+ 22.55% |
$199K - $221K
|
36.3K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.64K+ 21.72% |
$198K - $220K
|
37.2K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.58K+ 98.86% |
$196K - $218K
|
13.2K
$443K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.54K+ 12.28% |
$195K - $216K
|
59.8K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.51KNew |
$194K - $215K
|
6.51K
$218K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.27K+ 184.22% |
$187K - $207K
|
9.67K
$324K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.99K+ 19.3% |
$179K - $198K
|
37.1K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
5.99K+ 7.25% |
$178K - $198K
|
88.6K
$2.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5.97K+ 13.0% |
$178K - $198K
|
51.9K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.68K+ 2.58% |
$169K - $188K
|
226K
$7.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.68K+ 27.11% |
$169K - $188K
|
26.6K
$891K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
5.57K+ 16.08% |
$166K - $184K
|
40.2K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
5.39K+ 5.44% |
$161K - $178K
|
104K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.39K+ 8.37% |
$160K - $178K
|
69.8K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.25K+ 16.96% |
$156K - $174K
|
36.2K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.24K+ 1.02% |
$156K - $173K
|
517K
$17.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.22K+ 2.72% |
$155K - $173K
|
197K
$6.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.08KNew |
$151K - $168K
|
5.08K
$170K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.97K+ 9.64% |
$148K - $164K
|
56.5K
$1.89M
|