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Get Institutions for : 
UBS AG (USA) (UBS)  
$27.60 0.43 (1.58%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 497    20
Total shares held : 
 1,341,946,127  
% of shares held : 
 36.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   46  
Amount of shares held : 
 230,307,579  
% of shares held change : 
   6.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.36  
Last Quarter's Ending Price : 
 $30.90  
Last Quarter's Average Price : 
 $26.30  
Change from last quarter's     
avg. price to the last closing  : 
1.30 (4.94%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
66
 211,935,516
 15.79%
 
Increased Positions :
185
 134,676,284
 10.04%
 
Unchanged Positions :
87
 5,163,694
 0.38%
 
Decreased Positions :
159
-110,003,830
-8.2%
 
Closed Positions :
46
-6,300,391
-0.47%
 
Guru Positions :
4
92,452,453
 6.89%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Border to Coast Pensions Partnership Ltd 20 - 2024-03-31 1,817,211 $55,925,000 0
   SENATOR INVESTMENT GROUP LP 34 - 2023-12-31 850,000 $26,265,000 0
   MANGROVE PARTNERS 21 - 2023-12-31 659,546 $20,380,000 0
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP - 2024-03-31 657,160 $20,240,000 0
   RBF CAPITAL, LLC 27 - 2023-12-31 340,000 $10,506,000 0
   Ensign Peak Advisors Inc 565 - 2023-12-31 221,894 $6,259,000 0
   MetLife Investment Advisors LLC 372 - 2023-12-31 188,844 $5,861,000 0
   AMF Pensionsforsakring AB 198 - 2024-03-31 148,786 $4,582,000 0
   BEACH INVESTMENT COUNSEL INC/PA 64 - 2024-03-31 84,012 $2,596,000 0
   GENDELL JEFFREY L 54 - 2023-12-31 75,000 $2,318,000 0
   Credit Capital Investments LLC 14 - 2023-12-31 65,000 $2,009,000 0
   JBF CAPITAL, INC. 33 - 2023-12-31 52,500 $1,623,000 0
   RHUMBLINE ADVISERS 2065 - 2023-12-31 47,643 $1,472,000 0
   Nordwand Advisors LLC 28 - 2023-12-31 46,513 $1,437,000 0
   SOL CAPITAL MANAGEMENT CO 142 - 2024-03-31 40,330 $1,239,000 0
   Qtron Investments LLC 118 - 2023-12-31 38,126 $1,182,000 0
   GABELLI FUNDS LLC 717 - 2023-12-31 37,000 $1,143,000 0
   Connective Portfolio Management LLC - 2024-03-31 36,826 $1,131,000 0
   CULLINAN ASSOCIATES INC 167 - 2024-03-31 26,500 $814,000 0
   Springhouse Capital Management LP 12 - 2023-09-30 20,500 $505,000 0
   Hartland & Co. LLC 309 - 2023-12-31 15,672 $484,000 0
   KLINGENSTEIN FIELDS & CO LLC - 2024-03-31 14,930 $459,000 0
   LGT Fund Management Co Ltd. 89 - 2023-12-31 13,200 $407,000 0
   CAAS CAPITAL MANAGEMENT LP 51 - 2024-03-31 13,000 $399,000 0
   swisspartners Advisors Ltd 25 - 2023-12-31 14,000 $365,000 0
   Investors Research Corp 262 - 2023-12-31 11,118 $344,000 0
   Select Asset Management & Trust 47 - 2023-12-31 10,750 $332,000 0
   Redhawk Wealth Advisors Inc. 216 - 2023-12-31 10,267 $317,000 0
   Diligent Investors LLC 237 - 2023-12-31 10,048 $310,000 0
   Five Oceans Advisors 136 - 2024-03-31 8,771 $269,000 0
   COZAD ASSET MANAGEMENT INC 332 - 2023-12-31 8,718 $269,000 0
   RMR Wealth Builders 249 - 2024-03-31 6,980 $214,000 0
   WHITTIER TRUST CO - 2024-03-31 5,000 $154,000 0
   EMFO LLC 128 - 2024-03-31 3,002 $92,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 2,614 $80,000 0
   CACTI ASSET MANAGEMENT LLC 73 - 2024-03-31 2,001 $63,000 0
   FIRST MANHATTAN CO 821 - 2023-12-31 2,000 $62,000 0
   WASHINGTON TRUST CO 422 - 2024-03-31 1,952 $60,000 0
   ACIMA PRIVATE WEALTH LLC 165 - 2023-12-31 1,378 $43,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 852 - 2023-12-31 1,034 $32,000 0
   Community Bank N.A. 295 - 2023-12-31 1,000 $31,000 0
   Householder Group Estate & Retirement Specialist L - 2024-03-31 758 $23,000 0
   JFS WEALTH ADVISORS, LLC - 2024-03-31 746 $23,000 0
   GAMMA Investing LLC 1624 - 2024-03-31 658 $20,000 0
   CHILTON CAPITAL MANAGEMENT LLC 434 - 2023-12-31 572 $18,000 0
   GABLES CAPITAL MANAGEMENT INC. 277 - 2023-12-31 500 $15,000 0
   Newbridge Financial Services Group Inc. 663 - 2024-03-31 500 $15,000 0
   Key Financial Inc 659 - 2024-03-31 456 $14,000 0
   UNION SAVINGS BANK - 2024-03-31 410 $13,000 0
   MONTAG A & ASSOCIATES INC 738 - 2023-12-31 414 $13,000 0
   Sound Income Strategies LLC 682 - 2024-03-31 434 $13,000 0
   Nalls Sherbakoff Group LLC 264 - 2023-12-31 400 $12,000 0
   Sargent Bickham Lagudis LLC 690 - 2022-12-31 645 $12,000 0
   GANNETT WELSH & KOTLER 653 - 2023-12-31 371 $11,000 0
   Glass Jacobson Investment Advisors llc 555 - 2024-03-31 315 $10,000 0
   GPS Wealth Strategies Group LLC - 2024-03-31 311 $10,000 0
   Annapolis Financial Services LLC 283 - 2024-03-31 309 $9,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1741 - 2024-03-31 250 $8,000 0
   Winch Advisory Services LLC 289 - 2023-12-31 222 $7,000 0
   Arlington Trust Co LLC 410 - 2024-03-31 235 $7,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 485 - 2023-12-31 180 $6,000 0
   COPELAND CAPITAL MANAGEMENT, LLC 227 - 2024-03-31 171 $5,000 0
   WETZEL INVESTMENT ADVISORS INC. 686 - 2024-03-31 126 $4,000 0
   DecisionPoint Financial LLC - 2024-03-31 136 $4,000 0
   CVA Family Office LLC 848 - 2024-03-31 138 $4,000 0
   Sunbelt Securities Inc. 1393 - 2024-03-31 120 $4,000 0
   Beacon Capital Management LLC 756 - 2023-12-31 111 $3,000 0
   Park Place Capital Corp 797 - 2024-03-31 99 $3,000 0
   Efficient Wealth Management LLC 623 - 2024-03-31 65 $2,000 0
   Fortitude Family Office LLC 820 - 2024-03-31 74 $2,000 0
   Bogart Wealth LLC 951 - 2024-03-31 48 $1,000 0
   COLONIAL ASSET MANAGEMENT, INC. 782 - 2023-12-31 22 $1,000 0
   Focused Wealth Management Inc 849 - 2023-12-31 46 $1,000 0
   GHP INVESTMENT ADVISORS INC 821 - 2024-03-31 1 $0 0
   Moisand Fitzgerald Tamayo LLC 546 - 2024-03-31 9 $0 0
   Cornerstone Planning Group LLC 861 - 2023-12-31 3 $0 0
   Semmax Financial Advisors Inc. 417 - 2023-12-31 8 $0 0
   NOMURA ASSET MANAGEMENT CO LTD 1780 - 2023-12-31 0 $0 0
  78 Records found
  1    
  Page 1 of 1
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