UBS Asset Management IncomeCIK
13F holders, Q3 2024 (September 30)42holders +3
5new positions
2sold out
$3.09avg. 13F price*
At the end of Q3 2024, 42 institutions reported holding UBS Asset Management Income (CIK) in their 13F filings, up 3 from Q2 2024. 5 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($4.6M), Ameriprise Financial Inc. ($1.8M) and Bank of America Corp. ($1.4M).
- Company
- UBS Asset Management Income
- Filed as
- CREDIT SUISSE ASSET MGMT INC (Q3 2024)
- CUSIP
- 224916106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $241K |
| Exits | 2 | $307K |
All 13F filers, Q2 2024 → Q3 2024: 259,806 shares bought and 299,309 shares sold, net −39,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| LPL Financial LLC | 0.00% | Reduce -3.1% | 1,493,106 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Add +0.4% | 567,474 | $1.8M |
| Bank of America Corp. | 0.00% | Reduce -1.7% | 445,975 | $1.4M |
| Invesco Ltd. | 0.00% | Reduce -5.4% | 383,939 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.5% | 232,873 | $720K |
| IMS Capital Management | 0.27% | Add +0.6% | 195,642 | $605K |
| Fiera Capital Corp | 0.00% | Add +555.2% | 166,450 | $514K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29.9% | 98,812 | $305K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.1% | 57,015 | $176K |
| NewEdge Advisors, LLC | 0.00% | Reduce -60.0% | 54,400 | $168K |
| MML Investors Services, LLC | 0.00% | Reduce -10.1% | 53,471 | $165K |
| Wells Fargo & Company | 0.00% | Add +5.1% | 49,662 | $153K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -2.1% | 47,797 | $148K |
| Dynamic Advisor Solutions LLC | 0.00% | Reduce -0.6% | 45,339 | $140K |
| Wedbush Securities Inc. | 0.01% | No change | 45,410 | $140K |
| Melfa Wealth Management, Inc. | 0.09% | No change | 42,950 | $133K |
| Stifel Financial Corp. | 0.00% | No change | 40,500 | $125K |
| Sigma Planning Corp | 0.00% | Add +0.1% | 31,296 | $97K |
| Royal Bank of Canada | 0.00% | Add +0.8% | 28,546 | $88K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +2.0% | 27,453 | $84K |
| Morgan Stanley | 0.00% | Reduce -51.5% | 26,927 | $83K |
| Clearstead Advisors, LLC | 0.00% | New | 25,122 | $78K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 25,025 | $77K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.6% | 21,087 | $65K |
| Pinnacle Associates Ltd. | 0.00% | No change | 17,440 | $55K |
| CoreCap Advisors, LLC | 0.00% | New | 16,863 | $52K |
| Xcel Wealth Management, LLC | 0.01% | Reduce -0.8% | 15,755 | $49K |
| Strategic Advisors LLC | 0.01% | No change | 14,379 | $44K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 13,900 | $43K |
| Fortis Group Advisors, LLC | 0.01% | New | 12,774 | $39K |
| Jane Street Group, LLC | 0.00% | New | 12,087 | $37K |
| American Financial Advisors, LLC | 0.00% | No change | 11,425 | $35K |
| Arete Wealth Advisors, LLC | 0.00% | Reduce -6.0% | 11,191 | $35K |
| HighTower Advisors, LLC | 0.00% | New | 11,000 | $34K |
| UBS Group AG | 0.00% | No change | 8,643 | $27K |
| Activest Wealth Management | 0.01% | Add +32.6% | 6,100 | $19K |
| Osaic Holdings, Inc. | 0.00% | No change | 5,000 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 3,400 | $11K |
| US Bancorp \de | 0.00% | No change | 1,000 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,000 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 481 | $1K |
| Lanark Financial, Inc. | 0.00% | No change | 645 | $1K |
"% of holder's portfolio" is CIK's weight in each manager's 13F, not the share of UBS Asset Management Income the manager owns.