UBS AG LONDON BRH shareholder history

Current and past UBS AG LONDON BRH shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Fisher Asset Management, LLC 38380.00%0.95%2.04%Q2 2014Q3 202338
PNC FINANCIAL SERVICES GROUP, INC. 37370.00%0.00%0.00%Q3 2014Q3 202337
Creative Planning 3330.00%0.00%0.00%Q3 2014Q3 202336
JOHNSON INVESTMENT COUNSEL INC 33330.01%0.01%0.02%Q3 2015Q3 202333
BANK OF AMERICA CORP /DE/ 1610.00%0.00%0.00%Q4 2014Q3 202327
FIFTH THIRD BANCORP 26260.00%0.00%0.00%Q2 2017Q3 202326
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1310.00%0.00%0.00%Q4 2015Q3 202326
TRUST CO OF VERMONT 1810.00%0.00%0.01%Q1 2017Q3 202325
JANE STREET GROUP, LLC 1030.00%0.00%0.02%Q4 2014Q3 202225
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2120.00%0.00%0.00%Q4 2015Q3 202323
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
MAI Capital Management 1470.01%0.01%0.02%Q2 2018Q3 202321
MORGAN STANLEY 1820.00%0.00%0.00%Q4 2015Q3 202220
M&R CAPITAL MANAGEMENT INC 19190.01%0.02%0.04%Q2 2016Q4 202019
Advisory Services Network, LLC 1310.00%0.01%0.01%Q1 2017Q1 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
AMUSSEN HUNSAKER ASSOCIATES LLC 1440.08%0.13%0.17%Q1 2019Q3 202318
ROYAL BANK OF CANADA 1010.00%0.00%0.00%Q3 2014Q3 202217
Mine & Arao Wealth Creation & Management, LLC. 16160.02%0.02%0.03%Q4 2019Q3 202316
INGALLS & SNYDER LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
Citadel Advisors 1140.00%0.00%0.00%Q1 2019Q1 202315
Personal Capital Advisors Corp 1320.00%0.00%0.00%Q4 2018Q4 202215
RAYMOND JAMES & ASSOCIATES 14140.00%0.00%0.00%Q2 2020Q3 202314
SIMON QUICK ADVISORS, LLC 14140.01%0.01%0.03%Q4 2018Q1 202214
First Horizon Advisors, Inc. 13130.00%0.00%0.00%Q3 2019Q3 202213
FLOW TRADERS U.S. LLC 1210.01%0.03%0.05%Q3 2018Q2 202313
Truvestments Capital LLC 510.02%0.03%0.04%Q3 2018Q2 202212
LADENBURG THALMANN FINANCIAL SERVICES INC. 510.00%0.00%0.00%Q2 2016Q4 201911
BANK OF MONTREAL /CAN/ 1010.00%0.00%0.00%Q4 2015Q3 201811
FIRST NATIONAL BANK OF OMAHA 920.01%0.02%0.02%Q2 2020Q2 202311
CoreFirst Bank & Trust 10100.15%0.22%0.30%Q4 2020Q1 202310
Calamos Wealth Management LLC 730.02%0.02%0.03%Q3 2020Q3 202310
UBS Group AG 310.00%0.00%0.00%Q4 2014Q3 202310
Kestra Advisory Services, LLC 820.00%0.00%0.01%Q3 2020Q2 202310
Newbridge Financial Services Group, Inc. 990.03%0.07%0.09%Q3 2020Q3 20229
BESSEMER GROUP INC 990.00%0.00%0.00%Q2 2016Q2 20189
WELLS FARGO & COMPANY/MN 510.00%0.00%0.00%Q4 2014Q4 20189
Lavaca Capital LLC 720.02%0.04%0.09%Q4 2018Q2 20229
J.P. Morgan Private Wealth Advisors LLC 990.00%0.00%0.00%Q1 2018Q1 20209
FIDUCIARY TRUST CO 440.00%0.01%0.01%Q2 2019Q1 20228
BENJAMIN F. EDWARDS & COMPANY, INC. 880.14%0.15%0.16%Q3 2016Q2 20188
Centric Wealth Management 620.08%0.10%0.14%Q4 2020Q3 20238
Polaris Wealth Advisory Group, LLC 510.00%0.01%0.02%Q1 2018Q1 20227
OSAIC HOLDINGS, INC. 610.00%0.00%0.00%Q2 2021Q3 20237
Meridian Wealth Management, LLC 610.03%0.04%0.04%Q2 2019Q1 20227
G&S Capital LLC 660.03%0.04%0.08%Q4 2018Q1 20206
Householder Group Estate & Retirement Specialist, LLC 410.13%0.19%0.28%Q4 2021Q3 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Columbia Asset Management 510.04%0.13%0.22%Q4 2021Q2 20236
US BANCORP \DE\ 420.00%0.00%0.00%Q1 2018Q3 20206
FIRST AMERICAN TRUST, FSB 660.03%0.04%0.04%Q4 2020Q1 20226
MSI Financial Services Inc 660.00%0.00%0.00%Q3 2015Q4 20166
SAWGRASS ASSET MANAGEMENT LLC 410.01%0.01%0.01%Q2 2015Q3 20165
AVANTAX ADVISORY SERVICES, INC. 410.00%0.00%0.01%Q2 2021Q2 20235
SIGNET FINANCIAL MANAGEMENT, LLC 320.04%0.05%0.05%Q4 2020Q1 20225
AE Wealth Management LLC 310.00%0.00%0.01%Q4 2019Q4 20215
Stratos Investment Management, LLC 210.04%0.08%0.10%Q4 2019Q3 20214
CRA Financial Services, LLC 440.06%0.07%0.08%Q2 2021Q1 20224
Cresset Asset Management, LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Sandy Spring Bank 440.00%0.00%0.01%Q3 2018Q2 20194
TRUSTCORE FINANCIAL SERVICES, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 220.06%0.07%0.08%Q4 2020Q3 20224
Register Financial Advisors LLC 440.01%0.02%0.02%Q4 2022Q3 20234
PagnatoKarp Partners LLC 440.08%0.09%0.10%Q2 2019Q1 20204
Camarda Financial Advisors, LLC 220.02%0.15%0.32%Q2 2016Q2 20194
Howard Capital Management Inc. 220.03%0.04%0.06%Q4 2021Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
McIlrath & Eck, LLC 440.03%0.03%0.04%Q1 2019Q4 20194
Blume Capital Management, Inc. 330.02%0.02%0.02%Q2 2016Q4 20163
COMMONWEALTH EQUITY SERVICES, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Gradient Investments LLC 210.00%0.00%0.00%Q3 2016Q1 20203
Arete Wealth Advisors, LLC 210.02%0.04%0.07%Q2 2022Q1 20233
WFG Advisors, LP 330.01%0.01%0.01%Q4 2016Q2 20173
O'Dell Group, LLC 330.02%0.02%0.02%Q3 2021Q1 20223
Mariner, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Raymond James Financial Services Advisors, Inc. 210.00%0.00%0.00%Q4 2019Q3 20203
IMC-Chicago, LLC 220.01%0.03%0.05%Q3 2020Q4 20202
RMR Wealth Builders 220.01%0.02%0.03%Q4 2020Q1 20212
JPMORGAN CHASE & CO 220.00%0.00%0.00%Q2 2022Q3 20222
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q2 2014Q2 20152
Rockefeller Capital Management L.P. 220.00%0.00%0.00%Q4 2019Q1 20202
Crestwood Advisors Group, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Claybrook Capital, LLC 110.10%0.11%0.12%Q4 2022Q3 20232
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q3 20232
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q1 2022Q2 20232
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2016Q1 20172
Old West Investment Management, LLC 220.13%0.13%0.13%Q4 2017Q1 20182
Empower Advisory Group, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Baader Bank Aktiengesellschaft 113.18%3.18%3.18%Q3 2022Q3 20221
TEXAS CAPITAL BANCSHARES INC/TX 110.38%0.38%0.38%Q2 2019Q2 20191
BBR PARTNERS, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Hills Bank & Trust Co 110.02%0.02%0.02%Q4 2021Q4 20211
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Fort Point Capital Partners LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Bruderman Asset Management, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2016Q4 20161
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q3 2021Q3 20211
PSI Advisors, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CITIGROUP INC 110.00%0.00%0.00%Q1 2015Q1 20151
Aris Wealth Services, Inc. 110.05%0.05%0.05%Q2 2015Q2 20151
NEXT Financial Group, Inc 110.00%0.00%0.00%Q3 2016Q3 20161
WASHINGTON TRUST BANK 110.01%0.01%0.01%Q4 2014Q4 20141
Advisor Group, Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
CWM, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
HOWE & RUSLING INC 110.02%0.02%0.02%Q1 2016Q1 20161
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
Truepoint, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Ground Swell Capital, LLC 110.35%0.35%0.35%Q1 2023Q1 20231
COMMERCE BANK 110.00%0.00%0.00%Q3 2018Q3 20181
TCI Wealth Advisors, Inc. 110.03%0.03%0.03%Q2 2020Q2 20201
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Destination Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Pinkerton Retirement Specialists, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q2 2018Q2 20181
HighTower Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2019Q4 20191
LPL Financial LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Welch Group, LLC 110.05%0.05%0.05%Q3 2016Q3 20161

This page lists all the filers that currently own UBS AG LONDON BRH or have owned UBS AG LONDON BRH in the past.