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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
12.8KNew |
$186K - $221K
|
12.8K
$463K
|
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.6K+ 13.2% |
$23.2K - $27.6K
|
13.7K
$495K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
113New |
$1.64K - $1.94K
|
113
$4.07K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
27.9KNew |
$404K - $479K
|
27.9K
$1M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
BUY
|
PUT |
14KNew |
$203K - $241K
|
14K
$505K
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12.7KNew |
$184K - $218K
|
12.7K
$457K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
740New |
$10.7K - $12.7K
|
740
$26.7K
|
|
| 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
$6.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2.4KClosed |
$37.4K - $47.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.09K- 4.63% |
$17K - $21.8K
|
22.5K
$812K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
397KNew |
$6.19M - $7.93M
|
397K
$14.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Fosun International LTD
|
SELL
|
- |
-68KClosed |
$1.06M - $1.36M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-3.9KClosed |
$60.7K - $77.7K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-1.17KClosed |
$18.2K - $23.4K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-4.73K- 76.78% |
$73.7K - $94.4K
|
1.43K
$51.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
10.8K+ 5.06% |
$168K - $215K
|
223K
$8.05M
|
|
|
Aug 04, 2022
Q2 2022
|
Abeille Asset Management Sa
|
BUY
|
- |
440KNew |
$6.85M - $8.78M
|
440K
$15.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-705Closed |
$11K - $14.1K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-362- 14.98% |
$5.64K - $7.23K
|
2.05K
$74K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
3.35K+ 13.93% |
$52.2K - $66.9K
|
27.4K
$988K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.41K+ 66.53% |
$53.1K - $68K
|
8.53K
$307K
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-12.5KClosed |
$195K - $249K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
245New |
$3.82K - $4.89K
|
245
$8.83K
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-5.8KClosed |
$90.4K - $116K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
13.7K+ 67.35% |
$214K - $274K
|
34.1K
$1.23M
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-18Closed |
$280 - $359
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-103Closed |
$1.6K - $2.06K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
55New |
$857 - $1.1K
|
55
$1.98K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-456- 31.32% |
$7.1K - $9.1K
|
1K
$36K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
645New |
$10K - $12.9K
|
645
$23.2K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-21.9K- 49.4% |
$342K - $438K
|
22.5K
$809K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-358Closed |
$5.58K - $7.15K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Syquant Capital Sas
|
SELL
|
- |
-2.23K- 17.53% |
$34.8K - $44.5K
|
10.5K
$378K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.12KNew |
$17.4K - $22.3K
|
1.12K
$40.2K
|
|
| Q1 2022 | |||||||
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-94Closed |
$1.42K - $2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-19.4KClosed |
$293K - $413K
|
0
$0
|
|