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 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
100KNew |
$1.82M - $2.22M
|
100K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
40KNew |
$728K - $886K
|
40K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
229+ 10.41% |
$4.17K - $5.07K
|
2.43K
$78.5K
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
40.9K+ 22.56% |
$743K - $905K
|
222K
$7.18M
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
1.18MNew |
$21.4M - $26.1M
|
1.18M
$38.1M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
951KNew |
$17.3M - $21.1M
|
951K
$30.8M
|
|
|
May 15, 2023
Q1 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
515KNew |
$9.37M - $11.4M
|
515K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-16.7K- 2.46% |
$303K - $369K
|
660K
$21.3M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-2.57M- 76.98% |
$46.8M - $57M
|
769K
$24.9M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.3KNew |
$351K - $427K
|
19.3K
$624K
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-7.9K- 14.5% |
$144K - $175K
|
46.6K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
400KNew |
$7.28M - $8.86M
|
400K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-614K- 30.92% |
$11.2M - $13.6M
|
1.37M
$44.4M
|
|
|
May 15, 2023
Q1 2023
|
Odey Asset Management Group LTD
London, X0 |
BUY
|
- |
2.57MNew |
$46.7M - $56.9M
|
2.57M
$83M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.54K- 17.83% |
$46.3K - $56.4K
|
11.7K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
186KNew |
$3.38M - $4.12M
|
186K
$6.01M
|
|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
9.3K+ 55.1% |
$169K - $206K
|
26.2K
$847K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
32.8KNew |
$596K - $726K
|
32.8K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
CALL |
200KNew |
$3.64M - $4.43M
|
200K
$6.47M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-87.7K- 22.06% |
$1.6M - $1.94M
|
310K
$10M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
1.25M+ 33.03% |
$22.7M - $27.7M
|
5.03M
$163M
|
|
|
May 11, 2023
Q1 2023
|
Timelo Investment Management Inc.
|
BUY
|
- |
50KNew |
$910K - $1.11M
|
50K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
15KNew |
$273K - $332K
|
15K
$485K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-608K- 87.89% |
$11.1M - $13.5M
|
83.8K
$2.71M
|
|
|
May 08, 2023
Q1 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-1.56K- 4.69% |
$28.4K - $34.6K
|
31.7K
$1.02M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
65New |
$1.18K - $1.44K
|
65
$2.1K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
811New |
$14.8K - $18K
|
811
$26.2K
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
28.4KNew |
$516K - $628K
|
28.4K
$917K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-3.35K- 17.98% |
$61K - $74.3K
|
15.3K
$494K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
100+ 59.17% |
$1.82K - $2.22K
|
269
$8.7K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.56K- 6.63% |
$64.7K - $78.8K
|
50.1K
$1.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.93KNew |
$35K - $42.7K
|
1.93K
$62.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
40KNew |
$727K - $885K
|
40K
$1.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
119New |
$2.17K - $2.64K
|
119
$3.85K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
16KNew |
$291K - $355K
|
16K
$518K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-2.97K- 3.88% |
$41.5K - $55.9K
|
73.6K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
3K+ 4.82% |
$41.9K - $56.4K
|
65.2K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-13K- 18.7% |
$182K - $244K
|
56.5K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
46.2K+ 57.45% |
$646K - $869K
|
127K
$4.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
32.1KNew |
$448K - $603K
|
32.1K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.93MNew |
$96.9M - $130M
|
6.93M
$224M
|
|
|
Feb 14, 2023
Q4 2022
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
1.5MNew |
$21M - $28.2M
|
1.5M
$48.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
47New |
$657 - $884
|
47
$1.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$166K - $224K
|
11.9K
$385K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.9KNew |
$167K - $224K
|
11.9K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-90.7K- 99.5% |
$1.27M - $1.71M
|
454
$14.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-3.75K- 4.36% |
$52.4K - $70.5K
|
82.3K
$2.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
263KNew |
$3.68M - $4.94M
|
263K
$8.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
10.4KNew |
$145K - $195K
|
10.4K
$336K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
850New |
$11.9K - $16K
|
850
$27.5K
|
|