HolderBook

UBS AG LONDON BRANCH (FBGX)

Institutional ownership reported to the SEC as of Q1 2024, across 22 quarters.

38
Reporting holders
$19.3M
Reported value
0.0%
Held as options
+6
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Fisher Asset Management, LLC$3.8M4,4920.00%22q-2.7%-$103.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M1,8880.00%15q+4.8%+$72.5K
JOHNSON INVESTMENT COUNSEL INC$1.5M1,7690.02%22qHELD
CITADEL ADVISORS LLC$1.5M1,7680.00%2q+210.2%+$1.0M
Creative Planning$1.1M1,3390.00%22qHELD
MAI Capital Management$868.8K1,0300.01%16qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$770.9K9140.00%22qHELD
Householder Group Estate & Retirement Specialist, LLC$721.2K8550.21%4qHELD
Iron Gate Global Advisors LLC$689.9K8180.12%16qHELD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$512.8K6080.00%3qHELD
PNC Financial Services Group, Inc.$409.9K4860.00%22qHELD
Calamos Wealth Management LLC$393.0K4660.02%5qHELD
RAYMOND JAMES & ASSOCIATES$389.7K4620.00%16qHELD
CIBC Private Wealth Group, LLC$369.0K4390.00%3qHELD
Mariner, LLC$366.9K4350.00%5q-55.2%-$452.9K
Howard Capital Management Inc.$334.9K3970.04%4qHELD
AVANTAX ADVISORY SERVICES, INC.$294.4K3490.00%2qHELD
Centric Wealth Management$293.3K3820.09%4qHELD
HighTower Advisors, LLC$288.0K3430.00%2qHELD
Catalina Capital Group, LLC$286.8K3400.12%newNEW
David J Yvars Group$258.9K3070.17%2qHELD
CRA Financial Services, LLC$255.6K3030.06%2qHELD
Kestra Advisory Services, LLC$250.5K2970.00%2qHELD
Advisory Services Network, LLC$227.7K2700.01%2qHELD
FIRST AMERICAN TRUST, FSB$226.0K2680.02%newNEW
Fort Point Capital Partners LLC$212.6K2520.03%newNEW
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$207.5K2460.01%newNEW
LPL Financial LLC$205.0K2430.00%newNEW
Truepoint, Inc.$203.3K2410.01%newNEW
Empower Advisory Group, LLC$202.9K2410.00%newNEW
FIFTH THIRD BANCORP$143.4K1700.00%22qHELD
Dogwood Wealth Management LLC$84.3K1000.06%2qHELD
WASHINGTON TRUST Co$77.6K920.00%17qHELD
Mine & Arao Wealth Creation & Management, LLC.$58.2K690.03%18qHELD
UBS Group AG$56.5K670.00%4q+179.2%+$36.3K
Register Financial Advisors LLC$48.1K570.02%newNEW
Farther Finance Advisors, LLC$45.4K540.00%newNEW
TRUST CO OF VERMONT$42.2K500.00%8qHELD
BANK OF AMERICA CORP /DE/$1.7K1970.00%6qHELD
INGALLS & SNYDER LLC$8209720.04%18q-9.3%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q1 202438$19.3M22,9079320.0%
Q4 202332$14.2M20,37010430.0%
Q3 202324$11.1M20,2774410.0%
Q2 202324$11.8M19,8185410.0%
Q1 202323$10.7M22,1414320.0%
Q4 202219$4.9M12,8932230.0%
Q3 202231$61.0M179,4872620.0%
Q2 202233$12.5M51,8357540.0%
Q1 202239$22.5M31,5522330.0%
Q4 202147$26.6M30,6919250.0%
Q3 202139$21.9M30,9434260.0%
Q2 202137$22.4M32,5266250.0%
Q1 202135$21.2M37,6762250.0%
Q4 202037$32.9M59,5658320.0%
Q3 202032$54.5M119,5856050.0%
Q2 202030$75.6M210,50312160.0%
Q1 202028$890.9M3,847,2615190.0%
Q4 201937$1.3B3,982,09812490.0%
Q3 201926$1.1B4,049,8723280.0%
Q2 201927$1.5B5,418,7343260.0%
Q1 201927$1.4B5,493,0635440.0%
Q4 201827$1.1B5,576,6640100.0%