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Disclosery

CIK UBS ASSET MGMT INCOME FD INC

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COM (fund), issuer CIK 810766

49 managers (49 13F filers) reported a position in CIK shares at 2024-12-31, 4,558,349 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
49
13F filers
49
New
9
Added
16
Reduced
10
Sold out
4
Shares held by filers
4,558,349

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,624,704$4.7M<0.01%+131,59813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.467,185$1.35M<0.01%+83,24613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/427,975$1.24M<0.01%-18,00013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC275,654$797K<0.01%-291,82013F-HRTimelineGroup
IMS Capital Management201,321$582K0.27%+5,67913F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp160,285$463K<0.01%-6,16513F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…141,495$409K0.04%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…113,422$328K<0.01%+14,61013F-HRTimelineGroup
Shaker Financial Services, LLC90,886$263K0.1%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC87,414$253K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP82,437$238K<0.01%+41,93713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,681$184K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC58,530$169K<0.01%+1,51513F-HRTimeline
Dynamic Advisor Solutions LLC54,489$157K0.01%+9,15013F-HRTimeline
MML INVESTORS SERVICES, LLC54,021$156K<0.01%+55013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN49,549$143K<0.01%-11313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,804$138K<0.01%-185,06913F-HRTimelineGroup
Capital Investment Advisors, LLC47,797$138K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC45,410$131K<0.01%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.42,950$124K0.08%013F-HRTimeline
Clearstead Advisors, LLC38,331$111K<0.01%+13,20913F-HRTimeline
NewEdge Advisors, LLC37,000$107K<0.01%-17,40013F-HRTimeline
HRT FINANCIAL LP35,338$102K<0.01%new13F-HRTimeline
Sigma Planning Corp31,435$90.8K<0.01%+13913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,343$87K<0.01%+1,79713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,581$73.9K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC25,164$73K<0.01%+13913F-HRTimeline
Atria Wealth Solutions, Inc.22,731$65.7K<0.01%+8,83113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY22,138$64K<0.01%-4,78913F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,444$62K<0.01%+35713F-HRTimelineGroup
PINNACLE ASSOCIATES LTD17,440$50.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC16,863$48.7K<0.01%013F-HRTimeline
Xcel Wealth Management, LLC15,755$45.5K0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC15,503$45K<0.01%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC13,517$39K<0.01%+2,32613F-HRTimeline
Fortis Group Advisors, LLC12,256$35.4K0.01%-51813F-HRTimeline
American Financial Advisors, LLC11,425$33K<0.01%013F-HRTimeline
Activest Wealth Management6,100$17.6K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG5,816$16.8K<0.01%-2,82713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,000$14.4K<0.01%013F-HR/ATimelineGroup
Transce3nd, LLC4,000$11.6K<0.01%13F-HRTimeline
Sunbelt Securities, Inc.3,400$9.86K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,500$4.33K<0.01%+50013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,315$4K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,000$2.89K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.481$1.39K<0.01%013F-HRTimeline
MAI Capital Management460$1.33K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.4$11<0.01%-64113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 2,785,976 CIK shares, 5.1% of the class, as of 2026-09-30, in a 13G filed 2026-10-02. 0000769317-26-000047

    Accepted , ingested