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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.17K- 1.59% |
$32.6K - $36.7K
|
72.1K
$2.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-10.1K- 50.54% |
$283K - $318K
|
9.91K
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-400- 28.57% |
$11.2K - $12.6K
|
1K
$36K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
7.89KNew |
$221K - $248K
|
7.89K
$284K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
139New |
$3.89K - $4.37K
|
139
$5.01K
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
64.1K+ 73.39% |
$1.79M - $2.02M
|
152K
$5.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17New |
$475 - $534
|
17
$613
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
98.9KNew |
$2.76M - $3.11M
|
98.9K
$3.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
171New |
$4.78K - $5.37K
|
171
$6.16K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.31KNew |
$64.7K - $72.7K
|
2.31K
$83.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4K+ 1.23% |
$346K - $389K
|
1.01M
$36.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.52K- 18.13% |
$182K - $205K
|
29.4K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.23% |
$55.9 - $62.8
|
867
$31.2K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4New |
$112 - $126
|
4
$144
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-93- 21.53% |
$2.6K - $2.92K
|
339
$12.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
9.07K+ 102.72% |
$254K - $285K
|
17.9K
$645K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-44- 14.01% |
$1.23K - $1.38K
|
270
$9.73K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
95New |
$2.66K - $2.98K
|
95
$3.42K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8+ 1.23% |
$224 - $251
|
659
$23.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
311New |
$8.7K - $9.77K
|
311
$11.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
200New |
$5.59K - $6.28K
|
200
$7.21K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
591New |
$16.5K - $18.6K
|
591
$21.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
399New |
$11.2K - $12.5K
|
399
$14.4K
|
|
| Q2 2024 | |||||||
|
Jul 15, 2025
Q2 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
69.3KNew |
$1.82M - $2.21M
|
69.3K
$2.5M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-311- 34.9% |
$8.15K - $9.91K
|
580
$20.9K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
54New |
$1.41K - $1.72K
|
54
$1.95K
|
|
|
Aug 19, 2024
Q2 2024
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-505K- 98.59% |
$13.2M - $16.1M
|
7.22K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-15K- 4.41% |
$393K - $478K
|
325K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$361K - $439K
|
13.8K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
88.9KNew |
$2.33M - $2.83M
|
88.9K
$3.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
CALL |
-36.7K- 69.51% |
$961K - $1.17M
|
16.1K
$580K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.04KNew |
$237K - $288K
|
9.04K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
126+ 69.23% |
$3.3K - $4.02K
|
308
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Viking Global Investors LP
|
BUY
|
- |
5.19MNew |
$136M - $165M
|
5.19M
$187M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
202K+ 286.25% |
$5.29M - $6.43M
|
272K
$9.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
66New |
$1.73K - $2.1K
|
66
$2.38K
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.44KNew |
$195K - $237K
|
7.44K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-558K- 42.95% |
$14.6M - $17.8M
|
741K
$26.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
139New |
$3.64K - $4.43K
|
139
$5.01K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.85KNew |
$153K - $186K
|
5.85K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.51KNew |
$197K - $239K
|
7.51K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-31.7K- 81.07% |
$830K - $1.01M
|
7.4K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
7.24KNew |
$190K - $231K
|
7.24K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
51.8KNew |
$1.36M - $1.65M
|
51.8K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
42.5KNew |
$1.11M - $1.36M
|
42.5K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
36New |
$943 - $1.15K
|
36
$1.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.79KNew |
$47K - $57.2K
|
1.79K
$64.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
10+ 0.1% |
$262 - $319
|
10.1K
$363K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-329- 83.5% |
$8.62K - $10.5K
|
65
$2.34K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
681K+ 21.98% |
$17.8M - $21.7M
|
3.78M
$136M
|
|