UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 1 filers reported holding UBS AG JERSEY BRH in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $9,000 | -18.2% | 1,000 | 0.0% | 0.00% | -33.3% |
Q2 2020 | $11,000 | +37.5% | 1,000 | 0.0% | 0.00% | +50.0% |
Q1 2020 | $8,000 | -57.9% | 1,000 | 0.0% | 0.00% | -60.0% |
Q4 2019 | $19,000 | -9.5% | 1,000 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $21,000 | +600.0% | 1,000 | +900.0% | 0.01% | +400.0% |
Q2 2016 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% |
Q4 2015 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $3,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $4,000 | – | 100 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Glassman Wealth Services | 528,012 | $21,437,000 | 15.54% |
INTEGRATED WEALTH COUNSEL, LLC | 271,173 | $11,010,000 | 13.24% |
ASPIRIANT, LLC | 2,342,751 | $95,116,000 | 12.72% |
Homrich & Berg | 2,222,215 | $90,222,000 | 9.14% |
ARS Wealth Advisors, LLC | 501,382 | $20,356,000 | 8.81% |
Mosaic Financial Partners, Inc. | 278,022 | $11,287,000 | 7.66% |
Diversified Trust Co | 1,526,379 | $61,971,000 | 5.61% |
NBW CAPITAL LLC | 539,999 | $21,924,000 | 5.03% |
ALESCO ADVISORS LLC | 802,107 | $32,566,000 | 3.07% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 211,188 | $8,574,000 | 2.85% |