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 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
40KNew |
$933K - $1.25M
|
40K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.24KNew |
$99.1K - $132K
|
4.24K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 25.58% |
$257 - $343
|
32
$1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$1.17K - $1.56K
|
50
$1.57K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
2.26MNew |
$52.9M - $70.6M
|
2.26M
$71M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
160K+ 282.83% |
$3.74M - $4.99M
|
216K
$6.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
60KNew |
$1.4M - $1.87M
|
60K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Kite Lake Capital Management (Uk) LLP
London, X0 |
BUY
|
CALL |
900K+ 45.0% |
$21M - $28.1M
|
2.9M
$90.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-295K- 95.34% |
$6.9M - $9.21M
|
14.4K
$452K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-172- 43.43% |
$4.02K - $5.36K
|
224
$7.02K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-158- 60.54% |
$3.69K - $4.93K
|
103
$3.23K
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
85KNew |
$1.99M - $2.65M
|
85K
$2.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
PUT |
35.9KNew |
$839K - $1.12M
|
35.9K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-14- 0.17% |
$327 - $437
|
8.13K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 20.0% |
$23.4 - $31.2
|
6
$188
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.48% |
$117 - $156
|
1.05K
$32.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.59M- 99.29% |
$37.2M - $49.6M
|
11.4K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.99K- 20.71% |
$46.4K - $62K
|
7.61K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-1.92K- 21.56% |
$44.8K - $59.8K
|
6.98K
$219K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.93KNew |
$162K - $216K
|
6.93K
$217K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-25.6K- 74.17% |
$598K - $798K
|
8.91K
$279K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-18K- 42.02% |
$421K - $562K
|
24.8K
$779K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
7.27KNew |
$170K - $227K
|
7.27K
$228K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
126New |
$2.94K - $3.93K
|
126
$3.95K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.65KNew |
$38.5K - $51.3K
|
1.65K
$51.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-26.7K- 15.16% |
$624K - $833K
|
149K
$4.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
42+ 71.19% |
$981 - $1.31K
|
101
$3.17K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
136New |
$3.18K - $4.24K
|
136
$4.26K
|
|
|
Jan 29, 2024
Q4 2023
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
98.2KNew |
$2.29M - $3.06M
|
98.2K
$3.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-710- 6.88% |
$16.6K - $22.1K
|
9.61K
$301K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
235New |
$5.49K - $7.33K
|
235
$7.36K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
CALL |
-5K- 33.33% |
$117K - $156K
|
10K
$313K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.91KNew |
$161K - $215K
|
6.91K
$216K
|
|
|
Jan 23, 2024
Q4 2023
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-24.6K- 37.08% |
$575K - $768K
|
41.8K
$1.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-123- 28.08% |
$2.87K - $3.84K
|
315
$9.87K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
16.5K+ 501.43% |
$385K - $514K
|
19.8K
$620K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
800+ 2.22% |
$18.7K - $25K
|
36.8K
$1.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-8- 66.67% |
$187 - $250
|
4
$125
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
138New |
$3.22K - $4.3K
|
138
$4.32K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
74New |
$1.73K - $2.31K
|
74
$2.32K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.68K+ 5.92% |
$39.2K - $52.3K
|
30K
$941K
|
|
|
Jan 02, 2024
Q4 2023
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-2.22K- 52.64% |
$52K - $69.4K
|
2K
$62.7K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
177MNew |
$3.44B - $4.74B
|
177M
$5.56B
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.24KNew |
$160K - $220K
|
8.24K
$258K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
120New |
$2.33K - $3.21K
|
120
$3.76K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$19.4K - $26.7K
|
1K
$31.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
21.7KNew |
$420K - $579K
|
21.7K
$679K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8New |
$155 - $214
|
8
$251
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-13.6K- 57.02% |
$264K - $363K
|
10.2K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-43.5K- 89.69% |
$844K - $1.16M
|
5K
$157K
|
|