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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
12.5KNew |
$175K - $235K
|
12.5K
$392K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
458New |
$6.4K - $8.61K
|
458
$14.4K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.2K- 9.53% |
$241K - $324K
|
163K
$5.12M
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
500New |
$6.99K - $9.4K
|
500
$15.7K
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-42- 24.0% |
$587 - $790
|
133
$4.17K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
100New |
$1.4K - $1.88K
|
100
$3.13K
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
20KNew |
$280K - $376K
|
20K
$627K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$148K - $200K
|
10.6K
$333K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-625- 0.85% |
$8.74K - $11.8K
|
72.5K
$2.27M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
645New |
$9.02K - $12.1K
|
645
$20.2K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
69.9K+ 347.34% |
$1.01M - $1.2M
|
90K
$2.82M
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-594KClosed |
$8.62M - $10.2M
|
0
$0
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-237- 52.78% |
$3.44K - $4.08K
|
212
$6.64K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-169- 96.02% |
$2.45K - $2.91K
|
7
$219
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-353- 54.81% |
$5.12K - $6.08K
|
291
$9.12K
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-30.8K- 41.89% |
$447K - $531K
|
42.8K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
309+ 1.75% |
$4.48K - $5.32K
|
18K
$563K
|
|
Nov 14, 2022
Q3 2022
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-18.6K- 8.87% |
$269K - $319K
|
191K
$5.97M
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-169- 24.14% |
$2.45K - $2.91K
|
531
$16.6K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-199- 0.03% |
$2.89K - $3.42K
|
653K
$20.5M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
225+ 274.39% |
$3.26K - $3.87K
|
307
$9.62K
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11.6KNew |
$168K - $199K
|
11.6K
$362K
|
|
Nov 10, 2022
Q3 2022
|
University Of Texas
|
BUY
|
- |
67New |
$972 - $1.15K
|
67
$2.1K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
2.53KNew |
$36.7K - $43.5K
|
2.53K
$79.2K
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-838- 5.06% |
$12.2K - $14.4K
|
15.7K
$492K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-49.5K- 98.9% |
$718K - $851K
|
550
$17.2K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.53KNew |
$36.7K - $43.5K
|
2.53K
$79.2K
|
|
Oct 28, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
12.8KNew |
$186K - $221K
|
12.8K
$403K
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.6K+ 13.2% |
$23.2K - $27.6K
|
13.7K
$430K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
113New |
$1.64K - $1.94K
|
113
$3.54K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
27.9KNew |
$404K - $479K
|
27.9K
$873K
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
BUY
|
PUT |
14KNew |
$203K - $241K
|
14K
$439K
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12.7KNew |
$184K - $218K
|
12.7K
$398K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
740New |
$10.7K - $12.7K
|
740
$23.2K
|
|
Q2 2022 | |||||||
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-103Closed |
$1.6K - $2.06K
|
0
$0
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-11.1KClosed |
$173K - $222K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Algebris (Uk) LTD
London, X0 |
SELL
|
- |
-600KClosed |
$9.34M - $12M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.05KClosed |
$16.3K - $20.9K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-310Closed |
$4.83K - $6.19K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-690Closed |
$10.8K - $13.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-5KClosed |
$77.9K - $99.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-203KClosed |
$3.16M - $4.05M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-99.7KClosed |
$1.55M - $1.99M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-86.2KClosed |
$1.34M - $1.72M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-81.2KClosed |
$1.26M - $1.62M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-12.1KClosed |
$188K - $241K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.1KClosed |
$157K - $201K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-4.35MClosed |
$67.8M - $86.8M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
79.8K+ 79.76% |
$1.24M - $1.59M
|
180K
$5.63M
|
|
Aug 12, 2022
Q2 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-18.9K- 8.85% |
$294K - $377K
|
194K
$6.09M
|