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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.91K+ 12.98% |
$146K - $162K
|
42.8K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.68K+ 49.31% |
$139K - $155K
|
14.2K
$474K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.22K+ 4.09% |
$126K - $140K
|
107K
$3.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.18K+ 5.6% |
$124K - $138K
|
78.7K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.08K+ 11.31% |
$121K - $135K
|
40.1K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.07KNew |
$121K - $135K
|
4.07K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.03K+ 17.74% |
$120K - $133K
|
26.7K
$894K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.01K+ 1.57% |
$119K - $133K
|
260K
$8.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.74K+ 11.15% |
$111K - $124K
|
37.3K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.68K+ 74.54% |
$110K - $122K
|
8.62K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.65K+ 2.58% |
$109K - $121K
|
145K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.63K+ 14.94% |
$108K - $120K
|
28K
$936K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.58K+ 3.43% |
$107K - $119K
|
108K
$3.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
3.42K+ 34.3% |
$102K - $113K
|
13.4K
$448K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.39K+ 0.5% |
$101K - $112K
|
678K
$22.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.17K+ 24.67% |
$94.3K - $105K
|
16K
$535K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.9K+ 7.73% |
$86.3K - $95.9K
|
40.4K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.69K+ 7.1% |
$80K - $88.8K
|
40.5K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.54KNew |
$75.5K - $83.9K
|
2.54K
$84.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.33K+ 23.61% |
$69.4K - $77K
|
12.2K
$408K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.31K+ 13.7% |
$68.6K - $76.2K
|
19.1K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.19K+ 0.16% |
$65.3K - $72.5K
|
1.41M
$47.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
2.18K+ 4.09% |
$64.8K - $72K
|
55.4K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.13K+ 3.2% |
$63.3K - $70.3K
|
68.6K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.01K+ 3.91% |
$59.8K - $66.5K
|
53.4K
$1.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.79K+ 18.6% |
$53.2K - $59K
|
11.4K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.62K+ 14.42% |
$48.3K - $53.7K
|
12.9K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.48K+ 1.68% |
$44.1K - $49K
|
89.5K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.46K+ 62.33% |
$43.6K - $48.4K
|
3.81K
$128K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.35KNew |
$40.2K - $44.7K
|
1.35K
$45.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.32KNew |
$39.2K - $43.5K
|
1.32K
$44K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.31K+ 3.91% |
$39K - $43.3K
|
34.7K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.26K+ 11.81% |
$37.6K - $41.7K
|
11.9K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.24K+ 3.53% |
$37K - $41.1K
|
36.4K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.2K+ 3.2% |
$35.8K - $39.8K
|
38.8K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.19K+ 6.88% |
$35.5K - $39.4K
|
18.5K
$620K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$35.3K - $39.2K
|
1.18K
$39.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.11K+ 1.06% |
$33.2K - $36.9K
|
106K
$3.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.1K+ 6.69% |
$32.8K - $36.4K
|
17.6K
$588K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$32.6K - $36.3K
|
1.1K
$36.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.07K+ 13.28% |
$31.9K - $35.5K
|
9.15K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.01KNew |
$29.9K - $33.2K
|
1.01K
$33.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
978+ 23.02% |
$29.1K - $32.4K
|
5.23K
$175K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
917+ 4.06% |
$27.3K - $30.3K
|
23.5K
$786K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
914+ 4.29% |
$27.2K - $30.2K
|
22.2K
$745K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
900New |
$26.8K - $29.8K
|
900
$30.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
887+ 42.2% |
$26.4K - $29.3K
|
2.99K
$100K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
823+ 11.51% |
$24.5K - $27.2K
|
7.98K
$267K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
811+ 2.29% |
$24.2K - $26.8K
|
36.2K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
797+ 1.1% |
$23.7K - $26.4K
|
73.3K
$2.45M
|