UBS AG London Branch

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Fisher Asset Management, LLC

DECREASED

Shares4,492 from 4,615

Change-123 (-3%)

Value$3.8M (+$581.5K)

Filed 2024-05-09

Susquehanna International Group, LLP

INCREASED

Shares1,888 from 1,802

Change+86 (+5%)

Value$1.6M (+$340.1K)

Filed 2024-05-07

Johnson Investment Counsel Inc

UNCHANGED

Shares1,769 from 1,769

Change0 (0%)

Value$1.5M (+$262.6K)

Filed 2024-05-09

Citadel Advisors LLC

INCREASED

Shares1,768 from 570

Change+1,198 (+210%)

Value$1.5M (+$1.1M)

Filed 2024-05-15

Creative Planning

UNCHANGED

Shares1,339 from 1,339

Change0 (0%)

Value$1.1M (+$198.8K)

Filed 2024-05-13

MAI Capital Management

UNCHANGED

Shares1,030 from 1,030

Change0 (0%)

Value$868.8K (+$152.9K)

Filed 2024-05-08

Ingalls & Snyder LLC

DECREASED

Shares972 from 1,072

Change-100 (-9%)

Value$820 (+$75)

Filed 2024-05-13

Northwestern Mutual Wealth Management Co

UNCHANGED

Shares914 from 914

Change0 (0%)

Value$770.9K (+$135.7K)

Filed 2024-05-15

Householder Group Estate & Retirement Specialist, LLC

UNCHANGED

Shares855 from 855

Change0 (0%)

Value$721.2K (+$720.6K)

Filed 2024-05-03

Iron Gate Global Advisors LLC

UNCHANGED

Shares818 from 818

Change0 (0%)

Value$689.9K (+$121.5K)

Filed 2024-05-15

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares608 from 608

Change0 (0%)

Value$512.8K (+$90.3K)

Filed 2024-04-15

PNC Financial Services Group, Inc.

UNCHANGED

Shares486 from 486

Change0 (0%)

Value$409.9K (+$72.2K)

Filed 2024-05-10

Calamos Wealth Management LLC

UNCHANGED

Shares466 from 466

Change0 (0%)

Value$393.0K (+$69.2K)

Filed 2024-05-08

Raymond James & Associates

UNCHANGED

Shares462 from 462

Change0 (0%)

Value$389.7K (+$68.6K)

Filed 2024-04-22

Atlantic Trust Group, LLC

UNCHANGED

Shares439 from 439

Change0 (0%)

Value$369.0K (+$63.9K)

Filed 2024-05-10

Mariner, LLC

DECREASED

Shares435 from 972

Change-537 (-55%)

Value$366.9K (-$308.6K)

Filed 2024-05-15

Howard Capital Management, LLC

UNCHANGED

Shares397 from 397

Change0 (0%)

Value$334.9K (+$58.9K)

Filed 2024-05-06

Centric Wealth Management

UNCHANGED

Shares382 from 382

Change0 (0%)

Value$293.3K (+$1.4K)

Filed 2024-05-01

H D Vest Advisory Services

UNCHANGED

Shares349 from 349

Change0 (0%)

Value$294.4K (+$51.8K)

Filed 2024-05-08

HighTower Advisors, LLC

UNCHANGED

Shares343 from 343

Change0 (0%)

Value$288.0K (+$49.0K)

Filed 2024-05-06

Catalina Capital Group, LLC

NEW

Shares340

Change+340

Value$286.8K

Filed 2024-05-03

David J Yvars Group

UNCHANGED

Shares307 from 307

Change0 (0%)

Value$258.9K (+$45.6K)

Filed 2024-04-11

CRA Financial Services, LLC

UNCHANGED

Shares303 from 303

Change0 (0%)

Value$255.6K (+$45.0K)

Filed 2024-04-17

Kestra Advisory Services, LLC

UNCHANGED

Shares297 from 297

Change0 (0%)

Value$250.5K (+$44.1K)

Filed 2024-05-15

Advisory Services Network, LLC

UNCHANGED

Shares270 from 270

Change0 (0%)

Value$227.7K (+$40.1K)

Filed 2024-05-06

First American Trust, FSB

NEW

Shares268

Change+268

Value$226.0K

Filed 2024-05-13

Fort Point Capital Partners LLC

NEW

Shares252

Change+252

Value$212.6K

Filed 2024-05-15

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

NEW

Shares246

Change+246

Value$207.5K

Filed 2024-05-07

LPL Financial LLC

NEW

Shares243

Change+243

Value$205.0K

Filed 2024-05-10

Empower Advisory Group, LLC

NEW

Shares241

Change+241

Value$202.9K

Filed 2024-05-02

Truepoint, Inc.

NEW

Shares241

Change+241

Value$203.3K

Filed 2024-05-09

Fifth Third Bancorp

UNCHANGED

Shares170 from 170

Change0 (0%)

Value$143.4K (+$25.2K)

Filed 2024-04-23

Dogwood Wealth Management LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$84.3K (+$14.8K)

Filed 2025-02-28

Washington Trust Co

UNCHANGED

Shares92 from 92

Change0 (0%)

Value$77.6K (+$13.7K)

Filed 2024-04-23

Mine & Arao Wealth Creation & Management, Llc.

UNCHANGED

Shares69 from 69

Change0 (0%)

Value$58.2K (+$10.2K)

Filed 2024-05-09

UBS Group AG

INCREASED

Shares67 from 24

Change+43 (+179%)

Value$56.5K (+$39.8K)

Filed 2024-05-13

NEW

Shares57

Change+57

Value$48.1K

Filed 2024-04-16

Farther Finance Advisors, LLC

NEW

Shares54

Change+54

Value$45.4K

Filed 2024-05-14

Trust Co of Vermont

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$42.2K (+$7.4K)

Filed 2024-05-03

CoreCap Advisors, LLC

NEW

Shares0

Change0

Value$0

Filed 2024-08-08

Flow Traders U.S. LLC

CLOSED

Shares0 from 650

Change-650 (-100%)

Value$0 (-$452)

Filed 2024-05-15

Arete Wealth Advisors, LLC

CLOSED

Shares0 from 321

Change-321 (-100%)

Value$0 (-$223.1K)

Filed 2024-05-16

Meridian Wealth Management, LLC

CLOSED

Shares0 from 314

Change-314 (-100%)

Value$0 (-$218.2K)

Filed 2024-04-25

AE Wealth Management LLC

CLOSED

Shares0 from 274

Change-274 (-100%)

Value$0 (-$204.6K)

Filed 2024-05-15

Bank of America Corp

CLOSED

Shares0 from 197

Change-197 (-100%)

Value$0 (-$1.4K)

Filed 2025-03-18

Osaic Holdings, Inc.

CLOSED

Shares0 from 18

Change-18 (-100%)

Value$0 (-$12.5K)

Filed 2024-05-10

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-05-01

	Status
Fisher Asset Management, LLC	DECREASED	4,492	4,615	-123	-3%	$3.2M	$3.8M	+$581.5K	2024-05-09
Susquehanna International Group, LLP	INCREASED	1,888	1,802	+86	+5%	$1.3M	$1.6M	+$340.1K	2024-05-07
Johnson Investment Counsel Inc	UNCHANGED	1,769	1,769	0	0%	$1.2M	$1.5M	+$262.6K	2024-05-09
Citadel Advisors LLC	INCREASED	1,768	570	+1,198	+210%	$396.1K	$1.5M	+$1.1M	2024-05-15
Creative Planning	UNCHANGED	1,339	1,339	0	0%	$930.6K	$1.1M	+$198.8K	2024-05-13
MAI Capital Management	UNCHANGED	1,030	1,030	0	0%	$715.8K	$868.8K	+$152.9K	2024-05-08
Ingalls & Snyder LLC	DECREASED	972	1,072	-100	-9%	$745	$820	+$75	2024-05-13
Northwestern Mutual Wealth Management Co	UNCHANGED	914	914	0	0%	$635.2K	$770.9K	+$135.7K	2024-05-15
Householder Group Estate & Retirement Specialist, LLC	UNCHANGED	855	855	0	0%	$594	$721.2K	+$720.6K	2024-05-03
Iron Gate Global Advisors LLC	UNCHANGED	818	818	0	0%	$568.5K	$689.9K	+$121.5K	2024-05-15
Wealth Enhancement Advisory Services, LLC	UNCHANGED	608	608	0	0%	$422.5K	$512.8K	+$90.3K	2024-04-15
PNC Financial Services Group, Inc.	UNCHANGED	486	486	0	0%	$337.8K	$409.9K	+$72.2K	2024-05-10
Calamos Wealth Management LLC	UNCHANGED	466	466	0	0%	$323.9K	$393.0K	+$69.2K	2024-05-08
Raymond James & Associates	UNCHANGED	462	462	0	0%	$321.1K	$389.7K	+$68.6K	2024-04-22
Atlantic Trust Group, LLC	UNCHANGED	439	439	0	0%	$305.1K	$369.0K	+$63.9K	2024-05-10
Mariner, LLC	DECREASED	435	972	-537	-55%	$675.5K	$366.9K	-$308.6K	2024-05-15
Howard Capital Management, LLC	UNCHANGED	397	397	0	0%	$275.9K	$334.9K	+$58.9K	2024-05-06
Centric Wealth Management	UNCHANGED	382	382	0	0%	$291.9K	$293.3K	+$1.4K	2024-05-01
H D Vest Advisory Services	UNCHANGED	349	349	0	0%	$242.5K	$294.4K	+$51.8K	2024-05-08
HighTower Advisors, LLC	UNCHANGED	343	343	0	0%	$239.0K	$288.0K	+$49.0K	2024-05-06
Catalina Capital Group, LLC	NEW	340	—	+340	—	—	$286.8K	—	2024-05-03
David J Yvars Group	UNCHANGED	307	307	0	0%	$213.4K	$258.9K	+$45.6K	2024-04-11
CRA Financial Services, LLC	UNCHANGED	303	303	0	0%	$210.6K	$255.6K	+$45.0K	2024-04-17
Kestra Advisory Services, LLC	UNCHANGED	297	297	0	0%	$206.4K	$250.5K	+$44.1K	2024-05-15
Advisory Services Network, LLC	UNCHANGED	270	270	0	0%	$187.6K	$227.7K	+$40.1K	2024-05-06
First American Trust, FSB	NEW	268	—	+268	—	—	$226.0K	—	2024-05-13
Fort Point Capital Partners LLC	NEW	252	—	+252	—	—	$212.6K	—	2024-05-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	NEW	246	—	+246	—	—	$207.5K	—	2024-05-07
LPL Financial LLC	NEW	243	—	+243	—	—	$205.0K	—	2024-05-10
Empower Advisory Group, LLC	NEW	241	—	+241	—	—	$202.9K	—	2024-05-02
Truepoint, Inc.	NEW	241	—	+241	—	—	$203.3K	—	2024-05-09
Fifth Third Bancorp	UNCHANGED	170	170	0	0%	$118.1K	$143.4K	+$25.2K	2024-04-23
Dogwood Wealth Management LLC	UNCHANGED	100	100	0	0%	$69.5K	$84.3K	+$14.8K	2025-02-28
Washington Trust Co	UNCHANGED	92	92	0	0%	$63.9K	$77.6K	+$13.7K	2024-04-23
Mine & Arao Wealth Creation & Management, Llc.	UNCHANGED	69	69	0	0%	$48.0K	$58.2K	+$10.2K	2024-05-09
UBS Group AG	INCREASED	67	24	+43	+179%	$16.7K	$56.5K	+$39.8K	2024-05-13
Register Financial Advisors LLC	NEW	57	—	+57	—	—	$48.1K	—	2024-04-16
Farther Finance Advisors, LLC	NEW	54	—	+54	—	—	$45.4K	—	2024-05-14
Trust Co of Vermont	UNCHANGED	50	50	0	0%	$34.7K	$42.2K	+$7.4K	2024-05-03
CoreCap Advisors, LLC	NEW	0	—	0	—	—	$0	—	2024-08-08
Flow Traders U.S. LLC	CLOSED	0	650	-650	-100%	$452	$0	-$452	2024-05-15
Arete Wealth Advisors, LLC	CLOSED	0	321	-321	-100%	$223.1K	$0	-$223.1K	2024-05-16
Meridian Wealth Management, LLC	CLOSED	0	314	-314	-100%	$218.2K	$0	-$218.2K	2024-04-25
AE Wealth Management LLC	CLOSED	0	274	-274	-100%	$204.6K	$0	-$204.6K	2024-05-15
Bank of America Corp	CLOSED	0	197	-197	-100%	$1.4K	$0	-$1.4K	2025-03-18
Osaic Holdings, Inc.	CLOSED	0	18	-18	-100%	$12.5K	$0	-$12.5K	2024-05-10
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2024-05-01

Showing 47 of 47 institutions