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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-22.7KClosed |
$340K - $375K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Xponance, Inc.
|
SELL
|
- |
-11.6KClosed |
$173K - $191K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-20KClosed |
$299K - $330K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-419Closed |
$6.27K - $6.92K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-615Closed |
$9.2K - $10.2K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-90Closed |
$1.35K - $1.49K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
1.15K+ 125.27% |
$17.2K - $19K
|
2.07K
$64.8K
|
|
Jul 29, 2021
Q2 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-16.4KClosed |
$246K - $271K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-182KClosed |
$2.72M - $3M
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-146Closed |
$2.18K - $2.41K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-27.1KClosed |
$405K - $448K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-500Closed |
$7.48K - $8.26K
|
0
$0
|
|
Q1 2021 | |||||||
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-166Closed |
$2.37K - $2.67K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-10.1KClosed |
$144K - $162K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-10.8KClosed |
$154K - $173K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.18MClosed |
$31.1M - $35M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-95.1KClosed |
$1.36M - $1.53M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-219Closed |
$3.13K - $3.53K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-41.7KClosed |
$596K - $671K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-52Closed |
$743 - $837
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-8Closed |
$114 - $129
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-82Closed |
$1.17K - $1.32K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-105Closed |
$1.5K - $1.69K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-71Closed |
$1.01K - $1.14K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Consolidated Investment Group LLC
|
SELL
|
- |
-30.7KClosed |
$439K - $495K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-89Closed |
$1.27K - $1.43K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
SELL
|
- |
-609Closed |
$8.7K - $9.8K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-895Closed |
$10K - $13.2K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-10.6KClosed |
$119K - $156K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-796Closed |
$8.93K - $11.7K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-17.5KClosed |
$197K - $259K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-17.8KClosed |
$200K - $263K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.49KNew |
$16.7K - $22K
|
1.49K
$46.7K
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
SELL
|
PUT |
-30.4KClosed |
$341K - $449K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-102KClosed |
$1.15M - $1.51M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
309New |
$3.47K - $4.56K
|
309
$9.68K
|
|
Feb 11, 2021
Q4 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-13.1KClosed |
$147K - $193K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-28.7KClosed |
$322K - $423K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Premier Fund Managers LTD
|
SELL
|
- |
-642KClosed |
$7.2M - $9.48M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-750Closed |
$8.42K - $11.1K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.12KClosed |
$12.5K - $16.5K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-114Closed |
$1.28K - $1.68K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
456New |
$5.12K - $6.73K
|
456
$14.3K
|
|
Jan 29, 2021
Q4 2020
|
Amg National Trust Bank
|
SELL
|
- |
-148KClosed |
$1.66M - $2.18M
|
0
$0
|
|
Q3 2020 | |||||||
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-16.1KClosed |
$169K - $202K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-759KClosed |
$7.98M - $9.51M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.34KClosed |
$14.1K - $16.8K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
CALL |
-1.14M- 69.44% |
$11.9M - $14.2M
|
500K
$15.7M
|
|
Nov 16, 2020
Q3 2020
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
300KNew |
$3.15M - $3.76M
|
300K
$9.4M
|
|
Nov 12, 2020
Q3 2020
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.24MClosed |
$23.5M - $28M
|
0
$0
|