Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / ETRACS ALER MLP
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Number of holders
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1
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Total 13F shares, excl. options
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15.4K
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Shares change
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0
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Total reported value, excl. options
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$329K
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Price
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$21.38
Significant Holders of UBS AG - ETRACS ALER MLP (MLPB) as of Q4 2023
1 filings reported holding MLPB - UBS AG - ETRACS ALER MLP as of Q4 2023.
UBS AG - ETRACS ALER MLP (MLPB) has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15.4K shares
.
Largest 10 shareholders include CIBC Private Wealth Group, LLC (2.77M shares), WELLS FARGO & COMPANY/MN (2.4M shares), Marion Wealth Management (562K shares), NBW CAPITAL LLC (237K shares), PNC FINANCIAL SERVICES GROUP, INC. (161K shares), MAI Capital Management (108K shares), MBL Wealth, LLC (56.4K shares), Farther Finance Advisors, LLC (43.4K shares), B. Riley Wealth Advisors, Inc. (28.8K shares), and Diversified Trust Co (26.3K shares).
This table shows the top 1 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.