Latest Institutional Purchases of Ubs Ag (MLPB)
This list provides information on the latest institutional transactions involving Ubs Ag (MLPB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.6KNew |
$555K - $664K
|
23.6K
$601K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.73K+ 3.11% |
$40.6K - $48.6K
|
57.3K
$1.46M
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.4K+ 1.41% |
$771K - $852K
|
2.19M
$55.7M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.6KNew |
$321K - $354K
|
12.6K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10KNew |
$254K - $281K
|
10K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.03K+ 25.75% |
$204K - $225K
|
39.2K
$997K
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
7.3KNew |
$185K - $205K
|
7.3K
$186K
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.25K+ 16.48% |
$108K - $119K
|
30K
$764K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.8K+ 10.24% |
$71K - $78.4K
|
30.1K
$765K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
600New |
$15.2K - $16.8K
|
600
$15.3K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
61New |
$1.55K - $1.71K
|
61
$1.55K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
9+ 0.01% |
$229 - $252
|
107K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.18KNew |
$27.8K - $32K
|
1.18K
$30K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
860+ 4.99% |
$20.3K - $23.3K
|
18.1K
$460K
|
|
| Q3 2024 | |||||||
|
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
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
585New |
$12.3K - $14.1K
|
585
$14.9K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
280+ 0.97% |
$5.91K - $6.76K
|
29.1K
$740K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.21K+ 14.07% |
$24.7K - $26.9K
|
9.8K
$249K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.48KNew |
$188K - $203K
|
9.48K
$241K
|
|
| 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
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$186K - $214K
|
11.8K
$299K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
3.8KNew |
$60.2K - $69.2K
|
3.8K
$96.7K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
24.5KNew |
$352K - $419K
|
24.5K
$623K
|
|
| Q4 2020 | |||||||
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.6KNew |
$42.7K - $60.5K
|
4.6K
$117K
|
|