Latest Institutional Transactions on Ubs Ag (MLPB)
This table provides information on the latest institutional transactions involving Ubs Ag (MLPB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.73K+ 3.11% |
$40.6K - $48.6K
|
57.3K
$1.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.6KNew |
$555K - $664K
|
23.6K
$601K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.21K+ 244.78% |
$158K - $174K
|
8.75K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10KNew |
$254K - $281K
|
10K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
9+ 0.01% |
$229 - $252
|
107K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.25K+ 16.48% |
$108K - $119K
|
30K
$764K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.03K+ 25.75% |
$204K - $225K
|
39.2K
$997K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-121K- 3.63% |
$3.06M - $3.38M
|
3.2M
$81.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
61New |
$1.55K - $1.71K
|
61
$1.55K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.4K+ 1.41% |
$771K - $852K
|
2.19M
$55.7M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.8K+ 10.24% |
$71K - $78.4K
|
30.1K
$765K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.25K- 5.08% |
$209K - $231K
|
154K
$3.92M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-772- 4.13% |
$19.6K - $21.6K
|
17.9K
$456K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.6KNew |
$321K - $354K
|
12.6K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
600New |
$15.2K - $16.8K
|
600
$15.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-925- 5.53% |
$23.5K - $25.9K
|
15.8K
$402K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 86.36% |
$96.5K - $107K
|
600
$15.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
7.3KNew |
$185K - $205K
|
7.3K
$186K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-35.7K- 5.92% |
$906K - $1M
|
567K
$14.4M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-80- 5.84% |
$1.89K - $2.17K
|
1.29K
$32.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.18KNew |
$27.8K - $32K
|
1.18K
$30K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-195- 2.16% |
$4.6K - $5.29K
|
8.85K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1KNew |
$263K - $302K
|
11.1K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.7KNew |
$253K - $290K
|
10.7K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.35KNew |
$55.5K - $63.8K
|
2.35K
$59.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
860+ 4.99% |
$20.3K - $23.3K
|
18.1K
$460K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.53K- 6.85% |
$36K - $41.4K
|
20.8K
$528K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-200- 1.3% |
$4.6K - $5K
|
15.2K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84New |
$1.93K - $2.1K
|
84
$2.14K
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.4KNew |
$99.5K - $108K
|
4.4K
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
794New |
$18K - $19.5K
|
794
$20.2K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-255- 4.06% |
$5.77K - $6.28K
|
6.02K
$153K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-38.1K- 50.64% |
$863K - $938K
|
37.2K
$945K
|
|
| Q1 2024 | |||||||
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-3.48K- 1.47% |
$73.4K - $83.9K
|
234K
$5.94M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
280+ 0.97% |
$5.91K - $6.76K
|
29.1K
$740K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
585New |
$12.3K - $14.1K
|
585
$14.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-960- 66.67% |
$20.3K - $23.2K
|
480
$12.2K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.21K+ 14.07% |
$24.7K - $26.9K
|
9.8K
$249K
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-250- 0.96% |
$5.11K - $5.57K
|
25.8K
$657K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.48KNew |
$188K - $203K
|
9.48K
$241K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 99.9% |
$18.3K - $19.9K
|
1
$25.4
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
47.1KNew |
$847K - $943K
|
47.1K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.6KNew |
$479K - $534K
|
26.6K
$677K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16.4K+ 51.76% |
$295K - $329K
|
48.1K
$1.22M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$210K - $234K
|
11.9K
$302K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.8KNew |
$28.4K - $35.7K
|
1.8K
$45.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.86KClosed |
$29.3K - $36.8K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3K- 7.66% |
$47.4K - $59.6K
|
36.2K
$920K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$186K - $214K
|
11.8K
$299K
|
|