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 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-96- 0.71% |
$2.86K - $3.18K
|
13.4K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-96- 0.85% |
$2.86K - $3.18K
|
11.1K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-112- 0.92% |
$3.34K - $3.7K
|
12K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-116- 1.48% |
$3.45K - $3.84K
|
7.71K
$258K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-119- 2.98% |
$3.54K - $3.94K
|
3.88K
$130K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-128- 1.15% |
$3.81K - $4.23K
|
11K
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-141- 20.41% |
$4.2K - $4.66K
|
550
$18.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-162- 0.9% |
$4.82K - $5.36K
|
17.8K
$597K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-165- 0.12% |
$4.91K - $5.46K
|
136K
$4.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-167- 0.26% |
$4.97K - $5.52K
|
63.4K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-182- 49.86% |
$5.42K - $6.02K
|
183
$6.13K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-190- 1.61% |
$5.66K - $6.29K
|
11.6K
$389K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-206- 2.27% |
$6.13K - $6.81K
|
8.88K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-208- 0.34% |
$6.19K - $6.88K
|
61.3K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-220- 1.41% |
$6.55K - $7.28K
|
15.3K
$513K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-234- 1.75% |
$6.97K - $7.74K
|
13.2K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-277- 14.93% |
$8.25K - $9.16K
|
1.58K
$52.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-294- 3.28% |
$8.76K - $9.73K
|
8.67K
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-294- 35.34% |
$8.76K - $9.73K
|
538
$18K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-300- 4.19% |
$8.93K - $9.92K
|
6.85K
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-309- 1.08% |
$9.2K - $10.2K
|
28.3K
$946K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-315- 2.41% |
$9.38K - $10.4K
|
12.7K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-342- 0.91% |
$10.2K - $11.3K
|
37.4K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-351- 1.62% |
$10.5K - $11.6K
|
21.3K
$713K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-361- 2.66% |
$10.8K - $11.9K
|
13.2K
$442K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-373- 0.92% |
$11.1K - $12.3K
|
40.2K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-383- 0.63% |
$11.4K - $12.7K
|
60.3K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-383- 2.82% |
$11.4K - $12.7K
|
13.2K
$442K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-409- 2.58% |
$12.2K - $13.5K
|
15.5K
$517K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-426- 16.83% |
$12.7K - $14.1K
|
2.11K
$70.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-428- 5.5% |
$12.7K - $14.2K
|
7.35K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-438- 4.72% |
$13K - $14.5K
|
8.84K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-448- 1.65% |
$13.3K - $14.8K
|
26.7K
$892K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-491- 7.73% |
$14.6K - $16.2K
|
5.86K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-504- 0.28% |
$15K - $16.7K
|
182K
$6.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-531- 0.15% |
$15.8K - $17.6K
|
353K
$11.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-540- 5.04% |
$16.1K - $17.9K
|
10.2K
$341K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-548- 1.87% |
$16.3K - $18.1K
|
28.8K
$964K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-627- 2.0% |
$18.7K - $20.7K
|
30.7K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-718- 5.26% |
$21.4K - $23.8K
|
12.9K
$433K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-764- 5.78% |
$22.8K - $25.3K
|
12.5K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-764- 2.19% |
$22.8K - $25.3K
|
34.2K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-770- 6.71% |
$22.9K - $25.5K
|
10.7K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-799- 5.47% |
$23.8K - $26.4K
|
13.8K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-825- 1.73% |
$24.6K - $27.3K
|
46.9K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-825- 9.97% |
$24.6K - $27.3K
|
7.45K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-827- 57.75% |
$24.6K - $27.4K
|
605
$20.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-850- 4.53% |
$25.3K - $28.1K
|
17.9K
$599K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-857- 2.71% |
$25.5K - $28.3K
|
30.7K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-859- 2.61% |
$25.6K - $28.4K
|
32.1K
$1.07M
|