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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-23.7K- 6.35% |
$641K - $756K
|
349K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-8.88K- 6.47% |
$240K - $283K
|
128K
$4.63M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-560K- 96.58% |
$15.1M - $17.9M
|
19.8K
$714K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.43K- 3.98% |
$38.6K - $45.6K
|
34.5K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 133.73% |
$396K - $467K
|
25.6K
$922K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.25K+ 5681.82% |
$33.8K - $39.9K
|
1.27K
$45.8K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-21.8K- 27.71% |
$590K - $697K
|
56.9K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Rovida Advisors Inc.
Newark, NJ |
BUY
|
- |
300KNew |
$8.12M - $9.58M
|
300K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.74M+ 4.08% |
$101M - $119M
|
95.4M
$3.44B
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
93+ 25.07% |
$2.52K - $2.97K
|
464
$16.7K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-432- 4.96% |
$11.7K - $13.8K
|
8.29K
$299K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.53% |
$27.1 - $31.9
|
187
$6.74K
|
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
10.7KNew |
$290K - $342K
|
10.7K
$386K
|
|
|
May 07, 2024
Q1 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
50KNew |
$1.35M - $1.6M
|
50K
$1.8M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-116- 0.57% |
$3.14K - $3.7K
|
20.2K
$729K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.03% |
$81.2 - $95.8
|
10.1K
$362K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
75New |
$2.03K - $2.39K
|
75
$2.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
13.7KNew |
$370K - $437K
|
13.7K
$493K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
19.5K+ 40.21% |
$527K - $623K
|
68K
$2.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14.5K+ 0.2% |
$392K - $463K
|
7.2M
$259M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-37.4K- 96.64% |
$1.01M - $1.19M
|
1.3K
$46.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
475New |
$12.8K - $15.2K
|
475
$17.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
26.2KNew |
$710K - $838K
|
26.2K
$946K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
800+ 19.54% |
$21.6K - $25.5K
|
4.89K
$176K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-2.36K- 24.38% |
$63.8K - $75.3K
|
7.32K
$264K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
97New |
$2.62K - $3.1K
|
97
$3.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
23.3KNew |
$630K - $744K
|
23.3K
$840K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
21New |
$568 - $671
|
21
$757
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 23.91% |
$298 - $351
|
57
$2.05K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-26.7M- 98.38% |
$624M - $834M
|
440K
$15.9M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-130- 99.24% |
$3.04K - $4.05K
|
1
$36
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
6.54KNew |
$153K - $204K
|
6.54K
$236K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-40- 90.91% |
$934 - $1.25K
|
4
$144
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
9.22KNew |
$215K - $287K
|
9.22K
$332K
|
|
|
Feb 20, 2024
Q4 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
SELL
|
- |
-13K- 6.74% |
$304K - $405K
|
180K
$6.49M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.36KNew |
$55K - $73.5K
|
2.36K
$84.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.71K- 1.48% |
$40K - $53.4K
|
114K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2KNew |
$46.7K - $62.4K
|
2K
$72.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.7KNew |
$180K - $240K
|
7.7K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
13KNew |
$304K - $405K
|
13K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-4.19M- 46.55% |
$97.9M - $131M
|
4.81M
$173M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-29.2K- 27.89% |
$682K - $911K
|
75.5K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
15KNew |
$350K - $468K
|
15K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Black Diamond Capital Management, L.L.C.
Stamford, CT |
SELL
|
- |
-1.19M- 77.25% |
$27.8M - $37.1M
|
350K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.47K+ 10.57% |
$34.3K - $45.8K
|
15.4K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
5.57KNew |
$130K - $174K
|
5.57K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Cevian Capital Ii Gp LTD
St. Helier, Y9 |
BUY
|
- |
43.8MNew |
$1.02B - $1.37B
|
43.8M
$1.58B
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
10.3K+ 7.25% |
$242K - $322K
|
153K
$5.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
231K+ 10.59% |
$5.4M - $7.21M
|
2.41M
$87M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
40KNew |
$933K - $1.25M
|
40K
$1.44M
|
|