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 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.4KNew |
$224K - $265K
|
7.4K
$267K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-644- 89.94% |
$19.5K - $23K
|
72
$2.59K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-11- 0.29% |
$333 - $394
|
3.8K
$137K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-308- 0.51% |
$9.33K - $11K
|
60K
$2.16M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
64.2KNew |
$1.95M - $2.3M
|
64.2K
$2.32M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-651- 2.4% |
$19.7K - $23.3K
|
26.5K
$954K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1K- 13.16% |
$30.3K - $35.8K
|
6.6K
$238K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.34M- 13.83% |
$129M - $143M
|
27M
$974M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.7K+ 50.6% |
$408K - $453K
|
40.7K
$1.47M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
18.6KNew |
$555K - $616K
|
18.6K
$671K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-874K- 56.03% |
$26M - $28.9M
|
686K
$24.7M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.97K- 9.33% |
$118K - $131K
|
38.6K
$1.39M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
13New |
$387 - $430
|
13
$469
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
11New |
$328 - $364
|
11
$396
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
32New |
$953 - $1.06K
|
32
$1.15K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.16K- 7.53% |
$34.5K - $38.3K
|
14.2K
$512K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.69K+ 16.52% |
$229K - $254K
|
54.2K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
816K+ 7.37% |
$24.3M - $27M
|
11.9M
$429M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
219New |
$6.52K - $7.24K
|
219
$7.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
SELL
|
- |
-132K- 20.0% |
$3.93M - $4.36M
|
528K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.67K- 3.32% |
$139K - $154K
|
136K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 1.25% |
$29.8 - $33.1
|
79
$2.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
216+ 79.7% |
$6.43K - $7.15K
|
487
$17.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
BUY
|
- |
344KNew |
$10.2M - $11.4M
|
344K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-152K- 14.96% |
$4.52M - $5.02M
|
863K
$31.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
460New |
$13.7K - $15.2K
|
460
$16.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 49.7% |
$482K - $536K
|
48.8K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
27.1KNew |
$807K - $897K
|
27.1K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.4KNew |
$429K - $476K
|
14.4K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-131K- 65.7% |
$3.91M - $4.35M
|
68.6K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-2.65K- 17.97% |
$79K - $87.8K
|
12.1K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
259KNew |
$7.7M - $8.55M
|
259K
$9.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-8.26K- 26.45% |
$246K - $273K
|
23K
$827K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
442New |
$13.2K - $14.6K
|
442
$15.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.54KNew |
$75.5K - $83.9K
|
2.54K
$91.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-14.3K- 42.87% |
$427K - $475K
|
19.1K
$689K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.95KNew |
$207K - $230K
|
6.95K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
10.3KNew |
$306K - $340K
|
10.3K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$5.96K - $6.62K
|
200
$7.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
47.6KNew |
$1.42M - $1.57M
|
47.6K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
BUY
|
CALL |
2.71KNew |
$80.7K - $89.7K
|
2.71K
$97.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11.7K+ 20.85% |
$350K - $389K
|
68.1K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 33.33% |
$59.6 - $66.2
|
8
$288
|
|
|
Feb 13, 2025
Q4 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-20K- 10.33% |
$596K - $662K
|
174K
$6.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
43+ 0.08% |
$1.28K - $1.42K
|
53.8K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.78MNew |
$53M - $58.9M
|
1.78M
$64.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
322KNew |
$9.58M - $10.6M
|
322K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
305New |
$9.08K - $10.1K
|
305
$11K
|
|
|
Feb 13, 2025
Q4 2024
|
Kite Lake Capital Management (Uk) LLP
London, X0 |
SELL
|
- |
-953KClosed |
$28.4M - $31.5M
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Kite Lake Capital Management (Uk) LLP
London, X0 |
SELL
|
CALL |
-2MClosed |
$59.6M - $66.2M
|
0
$0
|
|