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Disclosery

CIK UBS ASSET MGMT INCOME FD INC

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COM (fund), issuer CIK 810766

52 managers (52 13F filers) reported a position in CIK shares at 2025-03-31, 4,938,595 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
52
13F filers
52
New
6
Added
14
Reduced
14
Sold out
3
Shares held by filers
4,938,595

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,377,264$3.99M<0.01%-247,44013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.523,672$1.52M<0.01%+56,48713F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…492,844$1.43M0.13%+351,34913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/385,442$1.12M<0.01%-42,53313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC221,084$641K<0.01%-54,57013F-HRTimelineGroup
Shaker Financial Services, LLC209,133$606K0.24%+118,24713F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp160,285$465K<0.01%013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC148,483$431K0.01%+61,06913F-HRTimelineGroup
IMS Capital Management133,065$386K0.19%-68,25613F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC119,875$348K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…97,188$282K<0.01%-16,23413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP82,437$239K<0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC62,826$182K0.01%+8,33713F-HRTimeline
Chicago Partners Investment Group LLC62,441$177K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC55,120$160K<0.01%-3,41013F-HRTimeline
HRT FINANCIAL LP53,644$155K<0.01%+18,30613F-HRTimeline
Atria Wealth Solutions, Inc.49,550$144K<0.01%+26,81913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,473$141K<0.01%+66913F-HRTimelineGroup
Capital Investment Advisors, LLC47,797$139K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,931$133K<0.01%-17,75013F-HRTimelineGroup
WEDBUSH SECURITIES INC45,410$132K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN43,349$126K<0.01%-6,20013F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.42,950$125K0.08%013F-HRTimeline
MML INVESTORS SERVICES, LLC41,816$121K<0.01%-12,20513F-HRTimeline
NewEdge Advisors, LLC32,200$93.4K<0.01%-4,80013F-HRTimeline
Sigma Planning Corp31,435$91.2K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,546$83K<0.01%-1,79713F-HR/ATimelineGroup
Clearstead Advisors, LLC27,186$78.8K<0.01%-11,14513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY27,037$78.4K<0.01%+4,89913F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.26,711$77.5K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,309$73K<0.01%+14513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,813$63.3K<0.01%+36913F-HRTimelineGroup
Cetera Investment Advisers19,969$57.9K<0.01%new13F-HRTimeline
PINNACLE ASSOCIATES LTD17,440$50.6K<0.01%013F-HRTimeline
Arete Wealth Advisors, LLC16,181$47K<0.01%+2,66413F-HRTimeline
Xcel Wealth Management, LLC15,755$45.7K0.01%013F-HRTimeline
&PARTNERS15,700$45.5K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC15,363$44.6K<0.01%-1,50013F-HRTimeline
Strategic Advisors LLC14,379$41.7K0.01%new13F-HRTimeline
Fortis Group Advisors, LLC12,256$35.5K0.01%013F-HRTimeline
American Financial Advisors, LLC11,425$33.1K<0.01%013F-HRTimeline
Activest Wealth Management6,100$17.7K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,000$17.4K<0.01%+1,00013F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,438$15.8K<0.01%-37813F-HRTimelineGroup
LANARK FINANCIAL, INC.4,117$11K<0.01%+4,11313F-HRTimeline
Sunbelt Securities, Inc.3,400$9.86K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,500$4.35K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,315$4K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,000$2.9K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.481$1.4K<0.01%013F-HRTimeline
MAI Capital Management460$1.33K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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