Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / ETRACS UBS BLOOM
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
421K
-
Shares change
-
-10.6K
-
Total reported value, excl. options
-
$10.8M
-
Value change
-
-$281K
-
Number of buys
-
3
-
Number of sells
-
-3
-
Price
-
$25.76
Significant Holders of UBS AG - ETRACS UBS BLOOM (UCIB) as of Q4 2024
11 filings reported holding UCIB - UBS AG - ETRACS UBS BLOOM as of Q4 2024.
UBS AG - ETRACS UBS BLOOM (UCIB) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 421K shares
.
Largest 10 shareholders include Legacy Wealth Asset Management, LLC (123K shares), ENVESTNET ASSET MANAGEMENT INC (119K shares), RHS Financial, LLC (114K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (23.4K shares), Bruce G. Allen Investments, LLC (16.5K shares), Fisher Asset Management, LLC (13.8K shares), Corient Private Wealth LLC (10.3K shares), MORGAN STANLEY (661 shares), JPMORGAN CHASE & CO (180 shares), and Cambridge Investment Research Advisors, Inc. (0 shares).
This table shows the top 9 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.