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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
851K+ 2.84% |
$23.8M - $26.7M
|
30.8M
$980M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.03K- 32.34% |
$84.8K - $95.2K
|
6.34K
$202K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
669+ 0.99% |
$18.7K - $21K
|
68.6K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.21K+ 11.3% |
$89.7K - $101K
|
31.6K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
346+ 3.87% |
$9.68K - $10.9K
|
9.28K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-352- 0.07% |
$9.85K - $11.1K
|
500K
$15.9M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-74- 7.68% |
$2.07K - $2.33K
|
890
$28.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.89K+ 44.91% |
$137K - $154K
|
15.8K
$502K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.32K+ 3.02% |
$36.8K - $41.3K
|
44.9K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.17K+ 5.43% |
$88.7K - $99.7K
|
61.6K
$1.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-17- 1.21% |
$475 - $534
|
1.38K
$44K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-340- 4.53% |
$9.51K - $10.7K
|
7.16K
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.78K- 18.59% |
$49.6K - $55.8K
|
7.78K
$247K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
64+ 0.58% |
$1.79K - $2.01K
|
11.2K
$355K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
671+ 6.71% |
$18.8K - $21.1K
|
10.7K
$339K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-34.1K- 13.38% |
$953K - $1.07M
|
221K
$7.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.29M+ 6.08% |
$92M - $103M
|
57.3M
$1.82B
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-574- 23.47% |
$16.1K - $18K
|
1.87K
$59.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.19K+ 31.82% |
$61.3K - $68.9K
|
9.08K
$289K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$28 - $31.4
|
7.32K
$233K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-312- 31.11% |
$8.73K - $9.8K
|
691
$22K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-5.05K- 4.85% |
$141K - $159K
|
99.1K
$3.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-220K- 43.33% |
$6.16M - $6.92M
|
288K
$9.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-451- 55.27% |
$12.6K - $14.2K
|
365
$11.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-30- 0.7% |
$839 - $943
|
4.25K
$135K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
258K+ 5.21% |
$7.22M - $8.11M
|
5.21M
$166M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-62.5K- 3.54% |
$1.75M - $1.96M
|
1.7M
$54.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Exane Asset Management
|
BUY
|
- |
795K+ 353.75% |
$22.2M - $25M
|
1.02M
$32.4M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.87K+ 0.71% |
$52.2K - $58.6K
|
266K
$8.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.3K- 7.06% |
$64.4K - $72.4K
|
30.3K
$964K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-66- 0.92% |
$1.85K - $2.07K
|
7.11K
$226K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-63.3K- 86.62% |
$1.77M - $1.99M
|
9.78K
$311K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.05K+ 5.8% |
$29.2K - $32.8K
|
19.1K
$606K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-72- 0.64% |
$2.01K - $2.26K
|
11.2K
$356K
|
|
|
Nov 05, 2024
Q3 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-4K- 8.0% |
$112K - $126K
|
46K
$1.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 12.5% |
$252 - $283
|
81
$2.58K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-2.23K- 8.27% |
$62.5K - $70.2K
|
24.8K
$788K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
8.65KNew |
$242K - $272K
|
8.65K
$275K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
303+ 4.42% |
$8.47K - $9.52K
|
7.15K
$227K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
103KNew |
$2.89M - $3.24M
|
103K
$3.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-416- 69.8% |
$11.6K - $13.1K
|
180
$5.72K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23+ 115.0% |
$643 - $723
|
43
$1.37K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
7.28KNew |
$204K - $229K
|
7.28K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
69.6K+ 37.4% |
$1.95M - $2.19M
|
256K
$8.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.95KNew |
$194K - $218K
|
6.95K
$221K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
8.38K+ 14.96% |
$234K - $263K
|
64.4K
$2.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
225+ 1.01% |
$6.29K - $7.07K
|
22.6K
$718K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-794- 10.0% |
$22.2K - $24.9K
|
7.15K
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
528New |
$14.8K - $16.6K
|
528
$16.8K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-837- 5.42% |
$23.4K - $26.3K
|
14.6K
$465K
|