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 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
771+ 2.25% |
$23K - $25.5K
|
35K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
754+ 6.76% |
$22.5K - $24.9K
|
11.9K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
745New |
$22.2K - $24.6K
|
745
$24.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
716New |
$21.3K - $23.7K
|
716
$24K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
659+ 9.48% |
$19.6K - $21.8K
|
7.61K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
632+ 0.89% |
$18.8K - $20.9K
|
71.7K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
563+ 6.6% |
$16.8K - $18.6K
|
9.1K
$305K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
541+ 1.49% |
$16.1K - $17.9K
|
36.8K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
538+ 0.9% |
$16K - $17.8K
|
60.5K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
538+ 0.92% |
$16K - $17.8K
|
58.8K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
527+ 3.34% |
$15.7K - $17.4K
|
16.3K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
527New |
$15.7K - $17.4K
|
527
$17.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
500+ 19.08% |
$14.9K - $16.5K
|
3.12K
$104K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
487New |
$14.5K - $16.1K
|
487
$16.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
482+ 27.57% |
$14.4K - $15.9K
|
2.23K
$74.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
477+ 31.14% |
$14.2K - $15.8K
|
2.01K
$67.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
468+ 5.3% |
$13.9K - $15.5K
|
9.29K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
460New |
$13.7K - $15.2K
|
460
$15.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
442New |
$13.2K - $14.6K
|
442
$14.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
416+ 2.66% |
$12.4K - $13.8K
|
16K
$537K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
408+ 7.88% |
$12.2K - $13.5K
|
5.59K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
389+ 4.4% |
$11.6K - $12.9K
|
9.23K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
360+ 0.06% |
$10.7K - $11.9K
|
590K
$19.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
359+ 195.11% |
$10.7K - $11.9K
|
543
$18.2K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
349+ 4.79% |
$10.4K - $11.5K
|
7.63K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
345+ 3.16% |
$10.3K - $11.4K
|
11.2K
$376K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
339+ 0.4% |
$10.1K - $11.2K
|
86K
$2.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
334+ 6.43% |
$9.95K - $11K
|
5.53K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
320+ 0.49% |
$9.53K - $10.6K
|
65.9K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
317+ 69.52% |
$9.44K - $10.5K
|
773
$25.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
311+ 0.27% |
$9.26K - $10.3K
|
118K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
305New |
$9.08K - $10.1K
|
305
$10.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
283New |
$8.43K - $9.36K
|
283
$9.47K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
267+ 12.74% |
$7.95K - $8.83K
|
2.36K
$79.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
253+ 0.37% |
$7.53K - $8.37K
|
68.8K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
241+ 3.17% |
$7.18K - $7.97K
|
7.84K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
221+ 0.54% |
$6.58K - $7.31K
|
41.4K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
219New |
$6.52K - $7.24K
|
219
$7.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
219New |
$6.52K - $7.24K
|
219
$7.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
216+ 79.7% |
$6.43K - $7.15K
|
487
$16.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
209New |
$6.22K - $6.91K
|
209
$7K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
203+ 5.79% |
$6.05K - $6.72K
|
3.71K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$5.96K - $6.62K
|
200
$6.69K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
197New |
$5.87K - $6.52K
|
197
$6.59K
|
|
|
Feb 05, 2025
Q4 2024
|
Henry James International Management Inc.
|
BUY
|
- |
186+ 0.05% |
$5.54K - $6.15K
|
411K
$13.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
183+ 10.07% |
$5.45K - $6.05K
|
2K
$66.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
174+ 2.25% |
$5.18K - $5.76K
|
7.9K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
141New |
$4.2K - $4.66K
|
141
$4.72K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
140+ 32.94% |
$4.17K - $4.63K
|
565
$18.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
138+ 2.72% |
$4.11K - $4.57K
|
5.22K
$175K
|