Latest Institutional Transactions on Ubs Group Ag (UBS)

UBS Quotes by TradingView

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 10, 2023 Q1 2023
Tocqueville Asset Management L.P.

New York, NY
SELL
 -
-608K
- 87.89%
$11.1M - $13.5M
83.8K $3.02M
May 05, 2023 Q1 2023
Avion Wealth

The Woodlands, TX
BUY
 -
65
New
$1.18K - $1.44K
65 $2.34K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
811
New
$14.8K - $18K
811 $29.2K
May 03, 2023 Q1 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
SELL
 -
-3.35K
- 17.98%
$61K - $74.3K
15.3K $551K
May 02, 2023 Q1 2023
Schubert & CO

BUY
 -
100
+ 59.17%
$1.82K - $2.22K
269 $9.69K
May 01, 2023 Q1 2023
Money Concepts Capital Corp

SELL
 -
-3.56K
- 6.63%
$64.7K - $78.8K
50.1K $1.8M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.93K
New
$35K - $42.7K
1.93K $69.4K
Apr 28, 2023 Q1 2023
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
40K
New
$727K - $885K
40K $1.44M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
119
New
$2.17K - $2.64K
119 $4.29K
Apr 06, 2023 Q1 2023
Fulton Bank, N.A.

BUY
 -
16K
New
$291K - $355K
16K $577K
Q4 2022
Feb 14, 2023 Q4 2022
Swisspartners Ltd.

Vaduz, N2
BUY
 -
3K
+ 4.82%
$41.9K - $56.4K
65.2K $2.35M
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-13K
- 18.7%
$182K - $244K
56.5K $2.04M
Feb 14, 2023 Q4 2022
Ergoteles LLC

New York, NY
BUY
 -
46.2K
+ 57.45%
$646K - $869K
127K $4.56M
Feb 14, 2023 Q4 2022
Horizon Investments, LLC

Charlotte, NC
BUY
 -
32.1K
New
$448K - $603K
32.1K $1.16M
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
6.93M
New
$96.9M - $130M
6.93M $250M
Feb 14, 2023 Q4 2022
Deer Park Road Corp

Steamboat Springs, CO
BUY
 PUT
1.5M
New
$21M - $28.2M
1.5M $54.1M
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
47
New
$657 - $884
47 $1.69K
Feb 14, 2023 Q4 2022
Kula Investments, LLC

Chicago, IL
BUY
 -
11.9K
New
$166K - $224K
11.9K $429K
Feb 14, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
11.9K
New
$167K - $224K
11.9K $430K
Feb 14, 2023 Q4 2022
Thomas White International LTD

Chicago, IL
SELL
 -
-90.7K
- 99.5%
$1.27M - $1.71M
454 $16.4K
Feb 13, 2023 Q4 2022
Gqg Partners LLC

Ft. Lauderdale, FL
SELL
 -
-3.75K
- 4.36%
$52.4K - $70.5K
82.3K $2.97M
Feb 10, 2023 Q4 2022
Csenge Advisory Group

BUY
 -
10.4K
New
$145K - $195K
10.4K $374K
Feb 09, 2023 Q4 2022
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
850
New
$11.9K - $16K
850 $30.6K
Feb 08, 2023 Q4 2022
Tradewinds, Llc.

Raleigh, NC
BUY
 -
12.5K
New
$175K - $235K
12.5K $450K
Feb 07, 2023 Q4 2022
Prestige Wealth Management Group LLC

BUY
 -
458
New
$6.4K - $8.61K
458 $16.5K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

SELL
 -
-17.2K
- 9.53%
$241K - $324K
163K $5.89M
Feb 03, 2023 Q4 2022
Gables Capital Management Inc.

BUY
 -
500
New
$6.99K - $9.4K
500 $18K
Feb 01, 2023 Q4 2022
High Mark Wealth Management LLC

SELL
 -
-42
- 24.0%
$587 - $790
133 $4.79K
Jan 30, 2023 Q4 2022
James Investment Research Inc

BUY
 -
100
New
$1.4K - $1.88K
100 $3.6K
Jan 27, 2023 Q4 2022
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
20K
New
$280K - $376K
20K $721K
Jan 26, 2023 Q4 2022
Baker Tilly Wealth Management, LLC

BUY
 -
10.6K
New
$148K - $200K
10.6K $383K
Jan 26, 2023 Q4 2022
Comerica Bank

SELL
 -
-625
- 0.85%
$8.74K - $11.8K
72.5K $2.61M
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
645
New
$9.02K - $12.1K
645 $23.2K
Q3 2022
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
BUY
 -
69.9K
+ 347.34%
$1.01M - $1.2M
90K $3.24M
May 16, 2023 Q3 2022
Virginia Retirement Systems Et Al

Richmond, VA
SELL
 -
-594K
Closed
$8.62M - $10.2M
0 $0
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

SELL
 -
-237
- 52.78%
$3.44K - $4.08K
212 $7.64K
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
SELL
 -
-169
- 96.02%
$2.45K - $2.91K
7 $252
Nov 14, 2022 Q3 2022
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-353
- 54.81%
$5.12K - $6.08K
291 $10.5K
Nov 14, 2022 Q3 2022
Trexquant Investment LP

Stamford, CT
SELL
 -
-30.8K
- 41.89%
$447K - $531K
42.8K $1.54M
Nov 14, 2022 Q3 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
309
+ 1.75%
$4.48K - $5.32K
18K $647K
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
SELL
 -
-169
- 24.14%
$2.45K - $2.91K
531 $19.1K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-199
- 0.03%
$2.89K - $3.42K
653K $23.5M
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
225
+ 274.39%
$3.26K - $3.87K
307 $11.1K
Nov 14, 2022 Q3 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
11.6K
New
$168K - $199K
11.6K $416K
Nov 10, 2022 Q3 2022
University Of Texas

BUY
 -
67
New
$972 - $1.15K
67 $2.41K
Nov 09, 2022 Q3 2022
Glassman Wealth Services

BUY
 -
2.53K
New
$36.7K - $43.5K
2.53K $91K
Nov 09, 2022 Q3 2022
Opseu Pension Plan Trust Fund

Toronto, A6
SELL
 -
-838
- 5.06%
$12.2K - $14.4K
15.7K $566K
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 PUT
-49.5K
- 98.9%
$718K - $851K
550 $19.8K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
2.53K
New
$36.7K - $43.5K
2.53K $91K

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