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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Varenne Capital Partners
|
SELL
|
CALL |
-3.96K- 1.22% |
$104K - $126K
|
321K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-5.17K- 8.76% |
$135K - $165K
|
53.8K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-459- 2.84% |
$12K - $14.6K
|
15.7K
$499K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.42K+ 566.4% |
$37.1K - $45.1K
|
1.67K
$53K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
14KNew |
$367K - $446K
|
14K
$445K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
9.92KNew |
$260K - $316K
|
9.92K
$315K
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
10.9KNew |
$285K - $347K
|
10.9K
$346K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
200New |
$5.24K - $6.38K
|
200
$6.36K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.75K+ 17.55% |
$72K - $87.7K
|
18.4K
$586K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-655- 5.4% |
$17.2K - $20.9K
|
11.5K
$365K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
41New |
$1.07K - $1.31K
|
41
$1.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 10.34% |
$471 - $574
|
192
$6.11K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
66+ 6600.0% |
$1.73K - $2.1K
|
67
$2.13K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
7.3KNew |
$191K - $233K
|
7.3K
$232K
|
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
12.7KNew |
$332K - $404K
|
12.7K
$403K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.34K- 15.87% |
$35.1K - $42.8K
|
7.11K
$226K
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
88.6K+ 91.8% |
$2.32M - $2.83M
|
185K
$5.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.06K- 17.35% |
$80.2K - $97.6K
|
14.6K
$464K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.23% |
$157 - $191
|
2.62K
$83.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.42K- 25.4% |
$116K - $141K
|
13K
$412K
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-1.31K- 4.26% |
$34.2K - $41.7K
|
29.4K
$933K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.71KNew |
$44.7K - $54.4K
|
1.71K
$54.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3New |
$78.6 - $95.6
|
3
$95.4
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.76K+ 3.69% |
$46.1K - $56.1K
|
49.4K
$1.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
60+ 6.0% |
$1.57K - $1.91K
|
1.06K
$33.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.64K+ 49.73% |
$95.4K - $116K
|
11K
$349K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 2.25% |
$131 - $159
|
227
$7.22K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
105+ 1.62% |
$2.75K - $3.35K
|
6.59K
$209K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
367New |
$9.61K - $11.7K
|
367
$11.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
204+ 8.77% |
$5.34K - $6.5K
|
2.53K
$80.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
89New |
$2.33K - $2.84K
|
89
$2.83K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.55K- 17.35% |
$66.7K - $81.2K
|
12.1K
$386K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-108- 7.56% |
$2.83K - $3.44K
|
1.32K
$42K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-320- 3.2% |
$8.38K - $10.2K
|
9.7K
$308K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
153New |
$4.01K - $4.88K
|
153
$4.87K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.5K- 8.68% |
$91.7K - $112K
|
36.8K
$1.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
99New |
$2.59K - $3.16K
|
99
$3.15K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
64.8KNew |
$1.7M - $2.07M
|
64.8K
$2.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-804- 7.08% |
$21.1K - $25.6K
|
10.5K
$335K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.12K- 13.08% |
$29.4K - $35.8K
|
7.47K
$238K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
179New |
$4.69K - $5.71K
|
179
$5.69K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
890+ 7.27% |
$23.3K - $28.4K
|
13.1K
$418K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
181New |
$4.74K - $5.77K
|
181
$5.76K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
16+ 3.57% |
$419 - $510
|
464
$14.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
763+ 56.02% |
$20K - $24.3K
|
2.13K
$67.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
2.5K+ 9.43% |
$65.5K - $79.7K
|
29K
$922K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.21K- 10.29% |
$31.6K - $38.5K
|
10.5K
$335K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11New |
$288 - $351
|
11
$350
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 2.11% |
$393 - $478
|
725
$23.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.5K- 3.48% |
$39.3K - $47.8K
|
41.6K
$1.32M
|