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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-470- 33.55% |
$7.11K - $10K
|
931
$29.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
SELL
|
- |
-15KClosed |
$226K - $319K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-287Closed |
$4.34K - $6.11K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-224- 30.73% |
$3.57K - $4.16K
|
505
$15.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-383Closed |
$6.1K - $7.12K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-100KClosed |
$1.59M - $1.86M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Harbor Advisors LLC
|
SELL
|
- |
-10KClosed |
$159K - $186K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-669Closed |
$10.7K - $12.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.38MClosed |
$22M - $25.6M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
5.93M+ 196.58% |
$94.5M - $110M
|
8.95M
$280M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5Closed |
$79.7 - $93
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-943Closed |
$15K - $17.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-30.2KClosed |
$481K - $561K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-125KClosed |
$1.99M - $2.33M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
SELL
|
- |
-156KClosed |
$2.49M - $2.91M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
822New |
$13.1K - $15.3K
|
822
$25.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-15KClosed |
$238K - $278K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14.9KClosed |
$238K - $277K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-465Closed |
$7.41K - $8.64K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-10.4KClosed |
$166K - $193K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$3.19K - $3.72K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
60New |
$956 - $1.12K
|
60
$1.88K
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-31.3KClosed |
$498K - $581K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-338Closed |
$4.91K - $5.79K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
14KNew |
$204K - $240K
|
14K
$439K
|
|
|
Nov 16, 2021
Q3 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
500KNew |
$7.27M - $8.56M
|
500K
$15.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-12.4KClosed |
$180K - $211K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.69MClosed |
$39.2M - $46.1M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-10.8KClosed |
$157K - $185K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-19.1KClosed |
$277K - $327K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-48.1KClosed |
$699K - $823K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-450Closed |
$6.54K - $7.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-616Closed |
$8.96K - $10.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-15.3KClosed |
$222K - $262K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
331New |
$4.81K - $5.67K
|
331
$10.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
444New |
$6.46K - $7.6K
|
444
$13.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-6.12KClosed |
$88.9K - $105K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-117Closed |
$1.7K - $2K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-50Closed |
$727 - $856
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-175Closed |
$2.54K - $3K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-1.35KClosed |
$19.6K - $23.1K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
SELL
|
PUT |
-439- 3.02% |
$6.38K - $7.52K
|
14.1K
$442K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-338Closed |
$4.91K - $5.79K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-631Closed |
$9.17K - $10.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
47.9KNew |
$716K - $791K
|
47.9K
$1.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
50+ 0.41% |
$748 - $826
|
12.3K
$385K
|
|
|
Aug 16, 2021
Q2 2021
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-20KClosed |
$299K - $330K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
47KNew |
$704K - $777K
|
47K
$1.47M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.2KClosed |
$18K - $19.8K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Parametrica Management LTD
|
SELL
|
- |
-10.8KClosed |
$161K - $178K
|
0
$0
|
|