Latest Institutional Transactions on Ubs Group Ag (UBS)
This table provides information on the latest institutional transactions involving Ubs Group Ag (UBS) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
701K+ 4.26% |
$21.2M - $25.1M
|
17.1M
$618M
|
|
|
Apr 24, 2025
Q1 2025
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
52.3K+ 373.41% |
$1.58M - $1.87M
|
66.3K
$2.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.75K- 7.08% |
$204K - $242K
|
88.6K
$3.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.44K- 12.71% |
$165K - $194K
|
37.3K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.07K- 50.0% |
$123K - $146K
|
4.07K
$147K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
142New |
$4.3K - $5.08K
|
142
$5.12K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
210+ 1.59% |
$6.36K - $7.51K
|
13.4K
$483K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.98K+ 8.48% |
$151K - $178K
|
63.8K
$2.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-256- 8.21% |
$7.75K - $9.16K
|
2.86K
$103K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-750- 2.04% |
$22.7K - $26.8K
|
36.1K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.27K+ 6.5% |
$68.9K - $81.4K
|
37.3K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Haven Global Partners, LLC
Atlanta, GA |
SELL
|
- |
-30.3K- 4.93% |
$917K - $1.08M
|
585K
$21.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.01K+ 5.74% |
$30.5K - $36.1K
|
18.6K
$669K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.11K- 20.11% |
$94.1K - $111K
|
12.3K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-768- 3.6% |
$23.3K - $27.5K
|
20.5K
$740K
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
91.1K+ 13.92% |
$2.76M - $3.26M
|
746K
$26.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 4.2% |
$34.1K - $40.3K
|
25.7K
$926K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
35New |
$1.06K - $1.25K
|
35
$1.26K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
64KNew |
$1.94M - $2.29M
|
64K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-45- 0.53% |
$1.36K - $1.61K
|
8.47K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-686- 3.83% |
$20.8K - $24.5K
|
17.2K
$621K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-183- 9.11% |
$5.54K - $6.55K
|
1.83K
$65.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31K- 58.09% |
$939K - $1.11M
|
22.4K
$807K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
32.1K+ 100.1% |
$972K - $1.15M
|
64.2K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-11- 6.08% |
$333 - $394
|
170
$6.13K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.35K+ 8.29% |
$71.3K - $84.2K
|
30.8K
$1.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
461+ 45.87% |
$14K - $16.5K
|
1.47K
$52.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
6.12K+ 34.17% |
$185K - $219K
|
24K
$866K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
224+ 1.67% |
$6.78K - $8.01K
|
13.6K
$490K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-23- 0.21% |
$696 - $823
|
11.2K
$402K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-19- 40.43% |
$575 - $680
|
28
$1.01K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.18K+ 16.08% |
$35.8K - $42.3K
|
8.53K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-290- 2.25% |
$8.78K - $10.4K
|
12.6K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.78K- 19.93% |
$54K - $63.8K
|
7.16K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.03K+ 6.47% |
$31.2K - $36.9K
|
17K
$611K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-26- 0.38% |
$787 - $930
|
6.75K
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-70.1K- 25.28% |
$2.12M - $2.51M
|
207K
$7.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8New |
$242 - $286
|
8
$288
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-16.9K- 31.08% |
$512K - $606K
|
37.5K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-25.5K- 12.34% |
$773K - $913K
|
181K
$6.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.18K+ 33.47% |
$66K - $78K
|
8.69K
$313K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
50New |
$1.51K - $1.79K
|
50
$1.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-31.3K- 77.8% |
$947K - $1.12M
|
8.93K
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.21KNew |
$249K - $294K
|
8.21K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
378New |
$11.4K - $13.5K
|
378
$13.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.84K- 6.91% |
$55.8K - $65.9K
|
24.8K
$895K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
313+ 391.25% |
$9.48K - $11.2K
|
393
$14.2K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
827New |
$25K - $29.6K
|
827
$29.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
178+ 0.33% |
$5.39K - $6.37K
|
53.9K
$1.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
19.8KNew |
$600K - $709K
|
19.8K
$714K
|