Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing UBS Share Count | ||||
Activest Wealth Management | 111 | 1,817 | +1,706 | +1536.94% |
Commonwealth Equity Services LLC | 34,654 | 63,148 | +28,494 | +82.22% |
Compton Wealth Advisory Group LLC | 12,591 | 22,591 | +10,000 | +79.42% |
UMB Bank N A MO | 2,637 | 4,443 | +1,806 | +68.49% |
Zhang Financial LLC | 23,082 | 34,337 | +11,255 | +48.76% |
U S Global Investors Inc. | 48,500 | 68,000 | +19,500 | +40.21% |
Financial Synergies Wealth Advisors Inc. | 46 | 57 | +11 | +23.91% |
Financial Perspectives Inc | 4,094 | 4,894 | +800 | +19.54% |
CWM LLC | 5,942 | 7,063 | +1,121 | +18.87% |
Maryland State Retirement & Pension System | 291,018 | 345,606 | +54,588 | +18.76% |
Claro Advisors LLC | 9,859 | 11,682 | +1,823 | +18.49% |
Banque Cantonale Vaudoise | 6,058,011 | 7,155,610 | +1,097,599 | +18.12% |
Park National Corp OH | 6,555 | 7,645 | +1,090 | +16.63% |
WCM Investment Management LLC | 4,635,670 | 5,310,064 | +674,394 | +14.55% |
Ballentine Partners LLC | 26,292 | 30,076 | +3,784 | +14.39% |
Hexagon Capital Partners LLC | 3,746 | 4,166 | +420 | +11.21% |
Wiley BROS. Aintree Capital LLC | 9,453 | 10,485 | +1,032 | +10.92% |
Aprio Wealth Management LLC | 9,065 | 9,956 | +891 | +9.83% |
Baldwin Brothers Inc. MA | 413 | 448 | +35 | +8.47% |
Massmutual Trust Co. FSB ADV | 3,160 | 3,424 | +264 | +8.35% |
OneAscent Financial Services LLC | 8,005 | 8,595 | +590 | +7.37% |
Veriti Management LLC | 65,429 | 69,917 | +4,488 | +6.86% |
Rosenberg Matthew Hamilton | 2,457 | 2,624 | +167 | +6.80% |
Ritholtz Wealth Management | 152,639 | 162,421 | +9,782 | +6.41% |
Perigon Wealth Management LLC | 14,415 | 15,324 | +909 | +6.31% |
Zurcher Kantonalbank Zurich Cantonalbank | 45,949,099 | 48,551,715 | +2,602,616 | +5.66% |
Traveka Wealth LLC | 6,696 | 7,031 | +335 | +5.00% |
Drive Wealth Management LLC | 10,302 | 10,751 | +449 | +4.36% |
NatWest Group plc | 74,947 | 78,176 | +3,229 | +4.31% |
Sequoia Financial Advisors LLC | 32,407 | 33,739 | +1,332 | +4.11% |
Sage Mountain Advisors LLC | 7,038 | 7,324 | +286 | +4.06% |
Kathmere Capital Management LLC | 33,306 | 34,652 | +1,346 | +4.04% |
Natixis Advisors L.P. | 4,444,729 | 4,613,042 | +168,313 | +3.79% |
CAPROCK Group Inc. | 10,035 | 10,373 | +338 | +3.37% |
Wedmont Private Capital | 7,295 | 7,526 | +231 | +3.17% |
Stonegate Investment Group LLC | 12,216 | 12,558 | +342 | +2.80% |
Valeo Financial Advisors LLC | 28,372 | 29,144 | +772 | +2.72% |
Cambridge Investment Research Advisors Inc. | 19,427 | 19,949 | +522 | +2.69% |
ARGA Investment Management LP | 5,971,447 | 6,130,386 | +158,939 | +2.66% |
Equitable Trust Co. | 77,026 | 78,996 | +1,970 | +2.56% |
Legacy Wealth Asset Management LLC | 55,608 | 56,937 | +1,329 | +2.39% |
Lindbrook Capital LLC | 12,177 | 12,381 | +204 | +1.68% |
Financial Management Professionals Inc. | 518 | 524 | +6 | +1.16% |
Sage Rhino Capital LLC | 16,070 | 16,198 | +128 | +0.80% |
Baker Ellis Asset Management LLC | 43,000 | 43,100 | +100 | +0.23% |
Sumitomo Mitsui Trust Holdings Inc. | 7,184,753 | 7,199,245 | +14,492 | +0.20% |
Greenleaf Trust | 47,869 | 47,954 | +85 | +0.18% |
13F Filers Reporting New Positions In UBS | ||||
First Financialcorp IN | 0 | 97 | +97 | +100% |
Salem Investment Counselors Inc. | 0 | 314 | +314 | +100% |
Connable Office Inc. | 0 | 30,659 | +30,659 | +100% |
Brown Advisory Inc. | 0 | 13,671 | +13,671 | +100% |
Hanson & Doremus Investment Management | 0 | 432 | +432 | +100% |
AdvisorNet Financial Inc | 0 | 47 | +47 | +100% |
IMC Chicago LLC | 0 | 23,300 | +23,300 | +100% |
Harbor Investment Advisory LLC | 0 | 21 | +21 | +100% |
Mesirow Financial Investment Management Inc. | 0 | 10,074 | +10,074 | +100% |
Timber Creek Capital Management LLC | 0 | 83,591 | +83,591 | +100% |
Mather Group LLC. | 0 | 1,661 | +1,661 | +100% |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 0 | 9,005 | +9,005 | +100% |
BTC Capital Management Inc. | 0 | 36,186 | +36,186 | +100% |
Mission Wealth Management LP | 0 | 9,408 | +9,408 | +100% |
Exane Asset Management | 0 | 101,465 | +101,465 | +100% |
Rise Advisors LLC | 0 | 710 | +710 | +100% |
Opal Wealth Advisors LLC | 0 | 1,362 | +1,362 | +100% |
Redmont Wealth Advisors LLC | 0 | 475 | +475 | +100% |
Simplicity Wealth LLC | 0 | 11,734 | +11,734 | +100% |
Norden Group LLC | 0 | 26,240 | +26,240 | +100% |
Diversify Advisory Services LLC | 0 | 33,971 | +33,971 | +100% |
13F Filers With Unchanged Share Count | ||||
Klingenstein Fields & Co. LP | 14,930 | 14,930 | UNCH | 0.00% |
Beach Investment Counsel Inc. PA | 84,012 | 84,012 | UNCH | 0.00% |
WASHINGTON TRUST Co | 1,952 | 1,952 | UNCH | 0.00% |
Cullinan Associates Inc. | 26,500 | 26,500 | UNCH | 0.00% |
SOL Capital Management CO | 40,330 | 40,330 | UNCH | 0.00% |
GHP Investment Advisors Inc. | 1 | 1 | UNCH | 0.00% |
Benjamin F. Edwards & Company Inc. | 250 | 250 | UNCH | 0.00% |
Cacti Asset Management LLC | 2,001 | 2,001 | UNCH | 0.00% |
Copeland Capital Management LLC | 171 | 171 | UNCH | 0.00% |
AMF Pensionsforsakring AB | 148,786 | 148,786 | UNCH | 0.00% |
JFS Wealth Advisors LLC | 746 | 746 | UNCH | 0.00% |
Sunbelt Securities Inc. | 120 | 120 | UNCH | 0.00% |
Moisand Fitzgerald Tamayo LLC | 9 | 9 | UNCH | 0.00% |
Bogart Wealth LLC | 48 | 48 | UNCH | 0.00% |
Sound Income Strategies LLC | 434 | 434 | UNCH | 0.00% |
GPS Wealth Strategies Group LLC | 311 | 311 | UNCH | 0.00% |
CVA Family Office LLC | 138 | 138 | UNCH | 0.00% |
Caas Capital Management LP | 13,000 | 13,000 | UNCH | 0.00% |
RMR Wealth Builders | 6,980 | 6,980 | UNCH | 0.00% |
Annapolis Financial Services LLC | 309 | 309 | UNCH | 0.00% |
Five Oceans Advisors | 8,771 | 8,771 | UNCH | 0.00% |
Border to Coast Pensions Partnership Ltd | 1,817,211 | 1,817,211 | UNCH | 0.00% |
Newbridge Financial Services Group Inc. | 500 | 500 | UNCH | 0.00% |
Connective Portfolio Management LLC | 36,826 | 36,826 | UNCH | 0.00% |
DecisionPoint Financial LLC | 136 | 136 | UNCH | 0.00% |
Fortitude Family Office LLC | 74 | 74 | UNCH | 0.00% |
Glass Jacobson Investment Advisors llc | 315 | 315 | UNCH | 0.00% |
Park Place Capital Corp | 99 | 99 | UNCH | 0.00% |
Union Savings Bank | 410 | 410 | UNCH | 0.00% |
Arlington Trust Co LLC | 235 | 235 | UNCH | 0.00% |
Wetzel Investment Advisors Inc. | 126 | 126 | UNCH | 0.00% |
GAMMA Investing LLC | 658 | 658 | UNCH | 0.00% |
13F Filers Decreasing UBS Share Count | ||||
Simplex Trading LLC | 77,055 | 3,480 | -73,575 | -95.48% |
Covenant Partners LLC | 21,046 | 9,908 | -11,138 | -52.92% |
CKW Financial Group | 2,700 | 1,400 | -1,300 | -48.15% |
Solstein Capital LLC | 28,017 | 19,334 | -8,683 | -30.99% |
Fifth Third Bancorp | 39,838 | 27,934 | -11,904 | -29.88% |
Liberty One Investment Management LLC | 36,384 | 26,230 | -10,154 | -27.91% |
Wealth Enhancement Advisory Services LLC | 31,230 | 23,299 | -7,931 | -25.40% |
Park Avenue Securities LLC | 55,666 | 41,868 | -13,798 | -24.79% |
First Horizon Advisors Inc. | 1,543 | 1,162 | -381 | -24.69% |
First Hawaiian Bank | 43,269 | 32,719 | -10,550 | -24.38% |
OLD National Bancorp IN | 9,677 | 7,318 | -2,359 | -24.38% |
Spire Wealth Management | 22,987 | 17,987 | -5,000 | -21.75% |
SYSTM Wealth Solutions LLC | 15,626 | 12,665 | -2,961 | -18.95% |
180 Wealth Advisors LLC | 10,338 | 8,440 | -1,898 | -18.36% |
Private Advisor Group LLC | 39,030 | 34,303 | -4,727 | -12.11% |
Pinnacle Associates Ltd. | 13,123 | 11,623 | -1,500 | -11.43% |
Gradient Investments LLC | 18,006 | 16,128 | -1,878 | -10.43% |
Global Retirement Partners LLC | 2,080 | 1,927 | -153 | -7.36% |
Seed Wealth Management Inc. | 13,135 | 12,245 | -890 | -6.78% |
DekaBank Deutsche Girozentrale | 4,672,892 | 4,366,422 | -306,470 | -6.56% |
Bank of New York Mellon Corp | 10,009,759 | 9,487,836 | -521,923 | -5.21% |
Checchi Capital Advisers LLC | 23,508 | 22,314 | -1,194 | -5.08% |
Dakota Wealth Management | 15,273 | 14,596 | -677 | -4.43% |
Raymond James Trust N.A. | 30,444 | 29,111 | -1,333 | -4.38% |
NBC Securities Inc. | 14,891 | 14,281 | -610 | -4.10% |
Cyndeo Wealth Partners LLC | 7,151 | 6,891 | -260 | -3.64% |
Massachusetts Wealth Management | 53,329 | 51,563 | -1,766 | -3.31% |
Clarius Group LLC | 31,002 | 30,049 | -953 | -3.07% |
Atlas Capital Advisors LLC | 34,306 | 33,367 | -939 | -2.74% |
Bruce G. Allen Investments LLC | 4,175 | 4,065 | -110 | -2.63% |
Contravisory Investment Management Inc. | 338,513 | 329,691 | -8,822 | -2.61% |
Assenagon Asset Management S.A. | 191,396 | 187,287 | -4,109 | -2.15% |
Raymond James Financial Services Advisors Inc. | 28,825 | 28,248 | -577 | -2.00% |
Yousif Capital Management LLC | 61,353 | 60,133 | -1,220 | -1.99% |
Sivia Capital Partners LLC | 13,070 | 12,882 | -188 | -1.44% |
Shilanski & Associates Inc. | 11,483 | 11,349 | -134 | -1.17% |
Raymond James & Associates | 907,819 | 899,740 | -8,079 | -0.89% |
Cookson Peirce & Co. Inc. | 26,062 | 25,916 | -146 | -0.56% |
Mitchell & Pahl Private Wealth LLC | 54,110 | 53,821 | -289 | -0.53% |
Keel Point LLC | 9,389 | 9,348 | -41 | -0.44% |
Allworth Financial LP | 4,514 | 4,496 | -18 | -0.40% |
Cigna Investments Inc. New | 61,860 | 61,655 | -205 | -0.33% |
Wealth Alliance Advisory Group LLC | 63,744 | 63,567 | -177 | -0.28% |
Optas LLC | 9,783 | 9,767 | -16 | -0.16% |
13F Filers Exiting UBS | ||||
Naples Money Management LLC | 1,646 | 0 | -1,646 | -100.00% |
Sapient Capital LLC | 7,613 | 0 | -7,613 | -100.00% |
Wolff Wiese Magana LLC | 4 | 0 | -4 | -100.00% |
International Assets Investment Management LLC | 172,886 | 0 | -172,886 | -100.00% |
Monticello Wealth Management LLC | 7,268 | 0 | -7,268 | -100.00% |
Cutler Group LP | 19,769 | 0 | -19,769 | -100.00% |
Asset Dedication LLC | 289 | 0 | -289 | -100.00% |
Bourgeon Capital Management LLC | 101 | 0 | -101 | -100.00% |
See Summary: Institutional Holders of UBS
See Details: Top 10 Hedge Funds Holding UBS