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 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$1.89K - $2.19K
|
100
$3.13K
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
CALL |
10.1KNew |
$191K - $221K
|
10.1K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Western Standard LLC
Los Angeles, CA |
BUY
|
- |
55KNew |
$1.04M - $1.21M
|
55K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
572New |
$10.8K - $12.5K
|
572
$17.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
275KNew |
$5.2M - $6.03M
|
275K
$8.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
BUY
|
- |
757KNew |
$14.3M - $16.6M
|
757K
$23.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
50K+ 2000.0% |
$946K - $1.1M
|
52.5K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-36.2K- 54.06% |
$685K - $793K
|
30.8K
$964K
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1.68KNew |
$31.8K - $36.9K
|
1.68K
$52.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
168New |
$3.18K - $3.68K
|
168
$5.27K
|
|
|
Aug 11, 2023
Q2 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
64KNew |
$1.21M - $1.4M
|
64K
$2.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.67M- 5.66% |
$31.5M - $36.5M
|
27.8M
$871M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
19KNew |
$360K - $417K
|
19K
$596K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
50New |
$946 - $1.1K
|
50
$1.57K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.4KNew |
$235K - $273K
|
12.4K
$390K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
46New |
$870 - $1.01K
|
46
$1.44K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-214- 19.14% |
$4.05K - $4.69K
|
904
$28.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.29K+ 2.86% |
$24.5K - $28.3K
|
46.5K
$1.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
218+ 1.67% |
$4.12K - $4.78K
|
13.3K
$417K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
18.6KNew |
$352K - $408K
|
18.6K
$583K
|
|
|
Aug 07, 2023
Q2 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-150K- 15.66% |
$2.83M - $3.28M
|
806K
$25.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.35K- 5.76% |
$44.3K - $51.4K
|
38.4K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
56+ 11.29% |
$1.06K - $1.23K
|
552
$17.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-817- 89.19% |
$15.4K - $17.9K
|
99
$3.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
29New |
$548 - $635
|
29
$909
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-15.4K- 57.24% |
$290K - $336K
|
11.5K
$360K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
3KNew |
$56.8K - $65.8K
|
3K
$94.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Amia Capital LLP
|
SELL
|
- |
-10K- 33.33% |
$189K - $219K
|
20K
$627K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
153KNew |
$2.89M - $3.35M
|
153K
$4.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
17New |
$321 - $372
|
17
$533
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-7.01K- 9.19% |
$133K - $154K
|
69.3K
$2.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
23+ 92.0% |
$435 - $504
|
48
$1.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
16.5KNew |
$312K - $362K
|
16.5K
$517K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
44New |
$832 - $964
|
44
$1.38K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
500New |
$9.46K - $11K
|
500
$15.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
11New |
$208 - $241
|
11
$345
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
382+ 1.48% |
$7.22K - $8.37K
|
26.3K
$823K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3New |
$56.7 - $65.7
|
3
$94
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
334New |
$6.32K - $7.32K
|
334
$10.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
311New |
$5.88K - $6.81K
|
311
$9.75K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.06M- 85.94% |
$76.8M - $89M
|
664K
$20.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$170 - $197
|
9
$282
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
111New |
$2.1K - $2.43K
|
111
$3.48K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1New |
$18.9 - $21.9
|
1
$31.3
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4- 5.8% |
$75.6 - $87.6
|
65
$2.04K
|
|
| Q1 2023 | |||||||
|
Dec 13, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
25KNew |
$455K - $554K
|
25K
$784K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
12.4KNew |
$225K - $274K
|
12.4K
$388K
|
|
|
May 22, 2023
Q1 2023
|
Ctc LLC
|
BUY
|
- |
34.9KNew |
$636K - $774K
|
34.9K
$1.1M
|
|
|
May 16, 2023
Q1 2023
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
PUT |
60.1KNew |
$1.09M - $1.33M
|
60.1K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-2.04K- 3.05% |
$37.1K - $45.1K
|
64.8K
$2.03M
|
|