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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-182- 49.86% |
$5.42K - $6.02K
|
183
$6.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15K+ 6521.74% |
$447K - $496K
|
15.2K
$549K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
36.4KNew |
$1.08M - $1.2M
|
36.4K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.42K- 11.29% |
$102K - $113K
|
26.9K
$969K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$32.6K - $36.3K
|
1.1K
$39.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-162- 0.9% |
$4.82K - $5.36K
|
17.8K
$643K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-127K- 83.25% |
$3.77M - $4.19M
|
25.5K
$918K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
28.8KNew |
$857K - $952K
|
28.8K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-92- 1.29% |
$2.74K - $3.04K
|
7.02K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
11KNew |
$328K - $364K
|
11K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-141- 20.41% |
$4.2K - $4.66K
|
550
$19.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$35.3K - $39.2K
|
1.18K
$42.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-426- 16.83% |
$12.7K - $14.1K
|
2.11K
$75.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
527+ 3.34% |
$15.7K - $17.4K
|
16.3K
$588K
|
|
|
Feb 10, 2025
Q4 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-3K- 6.52% |
$89.3K - $99.2K
|
43K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-770- 6.71% |
$22.9K - $25.5K
|
10.7K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-9.22K- 1.84% |
$275K - $305K
|
491K
$17.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.1KNew |
$389K - $432K
|
13.1K
$471K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3- 1.36% |
$89.3 - $99.2
|
218
$7.86K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
197New |
$5.87K - $6.52K
|
197
$7.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.35KNew |
$40.2K - $44.7K
|
1.35K
$48.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-428- 5.5% |
$12.7K - $14.2K
|
7.35K
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
811+ 2.29% |
$24.2K - $26.8K
|
36.2K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
15.7KNew |
$468K - $519K
|
15.7K
$566K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-764- 5.78% |
$22.8K - $25.3K
|
12.5K
$449K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.63K- 10.52% |
$108K - $120K
|
30.9K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
70+ 0.72% |
$2.08K - $2.32K
|
9.82K
$354K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
317+ 69.52% |
$9.44K - $10.5K
|
773
$27.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
745New |
$22.2K - $24.6K
|
745
$26.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
100New |
$2.98K - $3.31K
|
100
$3.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
267+ 12.74% |
$7.95K - $8.83K
|
2.36K
$85.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-190K- 33.2% |
$5.66M - $6.29M
|
382K
$13.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
219New |
$6.52K - $7.24K
|
219
$7.89K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
283New |
$8.43K - $9.36K
|
283
$10.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-1.49K- 17.7% |
$44.4K - $49.3K
|
6.93K
$250K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-294- 3.28% |
$8.76K - $9.73K
|
8.67K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
183+ 10.07% |
$5.45K - $6.05K
|
2K
$72.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
13.8K+ 14.03% |
$410K - $456K
|
112K
$4.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-8.98K- 11.12% |
$267K - $297K
|
71.8K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-2K- 8.67% |
$59.6K - $66.2K
|
21.1K
$760K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
61New |
$1.82K - $2.02K
|
61
$2.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-294- 35.34% |
$8.76K - $9.73K
|
538
$19.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$119 - $132
|
4
$144
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
141New |
$4.2K - $4.66K
|
141
$5.08K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
11.7KNew |
$347K - $386K
|
11.7K
$420K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-167- 0.26% |
$4.97K - $5.52K
|
63.4K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-21- 32.31% |
$625 - $695
|
44
$1.59K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-64- 2.49% |
$1.91K - $2.12K
|
2.51K
$90.4K
|
|
| Q3 2024 | |||||||
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-12- 0.1% |
$336 - $377
|
11.5K
$416K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-173K- 29.51% |
$4.84M - $5.44M
|
413K
$14.9M
|
|