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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.33K- 2.68% |
$86.9K - $113K
|
121K
$4.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.48K- 0.71% |
$64.8K - $83.8K
|
345K
$12.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.44KNew |
$168K - $218K
|
6.44K
$232K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-529- 57.25% |
$13.8K - $17.9K
|
395
$14.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
639+ 4.68% |
$16.7K - $21.6K
|
14.3K
$515K
|
|
|
Jul 09, 2025
Q2 2025
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
BUY
|
- |
425K+ 74.56% |
$11.1M - $14.4M
|
995K
$35.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-93- 3.38% |
$2.43K - $3.15K
|
2.66K
$95.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
30K+ 5.04% |
$784K - $1.01M
|
625K
$22.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
6.16KNew |
$161K - $208K
|
6.16K
$222K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.91K+ 25.53% |
$102K - $132K
|
19.2K
$693K
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
19.9KNew |
$519K - $672K
|
19.9K
$716K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.8K+ 10.8% |
$47.1K - $60.9K
|
18.5K
$666K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.05K+ 2.69% |
$27.4K - $35.5K
|
40.1K
$1.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
26+ 11.06% |
$679 - $879
|
261
$9.41K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-992- 15.91% |
$25.9K - $33.5K
|
5.24K
$189K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-300- 51.11% |
$7.84K - $10.1K
|
287
$10.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-5- 2.38% |
$131 - $169
|
205
$7.39K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
706+ 4.31% |
$18.4K - $23.9K
|
17.1K
$616K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-1.03K- 0.39% |
$26.8K - $34.7K
|
260K
$9.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.4K- 18.87% |
$88.9K - $115K
|
14.6K
$527K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-851- 5.14% |
$22.2K - $28.8K
|
15.7K
$567K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
544+ 7.51% |
$14.2K - $18.4K
|
7.79K
$281K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.6K+ 2532.65% |
$895K - $1.06M
|
30.7K
$1.11M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.34K- 10.61% |
$131K - $155K
|
36.5K
$1.32M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
40New |
$1.21K - $1.43K
|
40
$1.44K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-6.28M- 92.25% |
$190M - $225M
|
528K
$19M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5KNew |
$45.3K - $53.6K
|
1.5K
$54K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20.9KNew |
$631K - $746K
|
20.9K
$751K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.9KNew |
$631K - $746K
|
20.9K
$751K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.36M+ 1.85% |
$41.3M - $48.8M
|
74.9M
$2.7B
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.08K+ 1.5% |
$32.6K - $38.6K
|
72.8K
$2.62M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-24.3K- 22.61% |
$736K - $870K
|
83.2K
$3M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-82.8K- 92.55% |
$2.51M - $2.96M
|
6.67K
$240K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-118- 22.52% |
$3.57K - $4.22K
|
406
$14.6K
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.9M- 58.15% |
$663M - $783M
|
15.8M
$568M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
10.8MNew |
$326M - $385M
|
10.8M
$388M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
336K+ 42.44% |
$10.2M - $12M
|
1.13M
$40.7M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
124K+ 703.12% |
$3.74M - $4.42M
|
141K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
268K+ 753.93% |
$8.13M - $9.6M
|
304K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
517+ 1.94% |
$15.7K - $18.5K
|
27.1K
$978K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
343K+ 2452.94% |
$10.4M - $12.3M
|
357K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
SELL
|
- |
-174K- 4.41% |
$5.28M - $6.24M
|
3.78M
$136M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
27.2K+ 1.93% |
$824K - $974K
|
1.44M
$51.9M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-26.3K- 0.52% |
$798K - $943K
|
5.07M
$183M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
43.2KNew |
$1.31M - $1.54M
|
43.2K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19K+ 324.46% |
$576K - $681K
|
24.9K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
54K+ 593.56% |
$1.64M - $1.93M
|
63.1K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-45- 0.4% |
$1.36K - $1.61K
|
11.3K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Governors Lane LP
New York, NY |
SELL
|
- |
-193K- 21.65% |
$5.84M - $6.9M
|
698K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.24K+ 8.0% |
$67.7K - $80K
|
30.2K
$1.09M
|
|