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 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
120+ 13.78% |
$3.14K - $3.83K
|
991
$35.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
20.8KNew |
$544K - $663K
|
20.8K
$749K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-9.46K- 74.69% |
$248K - $302K
|
3.21K
$116K
|
|
|
Aug 12, 2024
Q2 2024
|
Varenne Capital Partners
|
SELL
|
CALL |
-3.96K- 1.22% |
$104K - $126K
|
321K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-459- 2.84% |
$12K - $14.6K
|
15.7K
$566K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.42K+ 566.4% |
$37.1K - $45.1K
|
1.67K
$60K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
9.92KNew |
$260K - $316K
|
9.92K
$357K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
200New |
$5.24K - $6.38K
|
200
$7.21K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-655- 5.4% |
$17.2K - $20.9K
|
11.5K
$414K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
66+ 6600.0% |
$1.73K - $2.1K
|
67
$2.41K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.34K- 15.87% |
$35.1K - $42.8K
|
7.11K
$256K
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
88.6K+ 91.8% |
$2.32M - $2.83M
|
185K
$6.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.42K- 25.4% |
$116K - $141K
|
13K
$467K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.71KNew |
$44.7K - $54.4K
|
1.71K
$61.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3New |
$78.6 - $95.6
|
3
$108
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 2.25% |
$131 - $159
|
227
$8.18K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
367New |
$9.61K - $11.7K
|
367
$13.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
89New |
$2.33K - $2.84K
|
89
$3.21K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-108- 7.56% |
$2.83K - $3.44K
|
1.32K
$47.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-320- 3.2% |
$8.38K - $10.2K
|
9.7K
$349K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
153New |
$4.01K - $4.88K
|
153
$5.51K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
99New |
$2.59K - $3.16K
|
99
$3.57K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
64.8KNew |
$1.7M - $2.07M
|
64.8K
$2.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
179New |
$4.69K - $5.71K
|
179
$6.45K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
16+ 3.57% |
$419 - $510
|
464
$16.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
2.5K+ 9.43% |
$65.5K - $79.7K
|
29K
$1.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.21K- 10.29% |
$31.6K - $38.5K
|
10.5K
$379K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11New |
$288 - $351
|
11
$396
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 2.11% |
$393 - $478
|
725
$26.1K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
166MNew |
$4.49B - $5.3B
|
166M
$5.98B
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
250KNew |
$6.76M - $7.98M
|
250K
$9.01M
|
|
|
Oct 07, 2024
Q1 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
879+ 1.59% |
$23.8K - $28.1K
|
56.1K
$2.02M
|
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
86.7KNew |
$2.35M - $2.77M
|
86.7K
$3.12M
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
20KNew |
$541K - $639K
|
20K
$721K
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
SELL
|
CALL |
-1.9M- 36.54% |
$51.4M - $60.7M
|
3.3M
$119M
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.16KNew |
$248K - $293K
|
9.16K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
18.2K+ 2.72% |
$493K - $582K
|
688K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-934- 90.33% |
$25.3K - $29.8K
|
100
$3.6K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
13.3KNew |
$360K - $424K
|
13.3K
$479K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
200KNew |
$5.41M - $6.39M
|
200K
$7.21M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.15K- 1.09% |
$31.1K - $36.7K
|
104K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
167New |
$4.52K - $5.33K
|
167
$6.02K
|
|
|
May 15, 2024
Q1 2024
|
Point State Capital LP
New York, NY |
SELL
|
- |
-358K- 60.15% |
$9.69M - $11.4M
|
237K
$8.56M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-300- 2.92% |
$8.12K - $9.58K
|
9.97K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
PUT |
300KNew |
$8.12M - $9.58M
|
300K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
SELL
|
- |
-25K- 25.0% |
$676K - $798K
|
75K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-7.8K- 53.06% |
$211K - $249K
|
6.9K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
75New |
$2.03K - $2.39K
|
75
$2.7K
|
|
|
May 14, 2024
Q1 2024
|
Delta Global Management LP
New York, NY |
BUY
|
- |
209KNew |
$5.66M - $6.68M
|
209K
$7.54M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-889- 4.88% |
$24K - $28.4K
|
17.3K
$625K
|
|