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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-42.9K- 17.7% |
$1.3M - $1.54M
|
200K
$7.63M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.7K+ 19.4% |
$505K - $597K
|
103K
$3.92M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5.26K+ 1.9% |
$159K - $188K
|
282K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-11.9K- 20.63% |
$359K - $424K
|
45.6K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-3.13M- 15.12% |
$94.7M - $112M
|
17.6M
$671M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
6.58K+ 51.34% |
$199K - $235K
|
19.4K
$741K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
452K+ 453.18% |
$13.7M - $16.2M
|
551K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
5.35M+ 272.1% |
$162M - $191M
|
7.31M
$279M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.49K- 17.42% |
$75.4K - $89.1K
|
11.8K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-97.5K- 59.09% |
$2.95M - $3.49M
|
67.5K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
PUT |
-100K- 4.76% |
$3.03M - $3.58M
|
2M
$76.4M
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
85.7KNew |
$2.59M - $3.06M
|
85.7K
$3.27M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
299+ 29900.0% |
$9.05K - $10.7K
|
300
$11.5K
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
42.3K+ 3.71% |
$1.28M - $1.51M
|
1.18M
$45.1M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-472K- 53.63% |
$14.3M - $16.9M
|
408K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.58KClosed |
$47.8K - $56.5K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$327K - $387K
|
10.8K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
10.9K+ 36.25% |
$330K - $390K
|
40.9K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-232K- 46.67% |
$7.01M - $8.29M
|
265K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-181- 0.04% |
$5.48K - $6.48K
|
516K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Nat West Group PLC
|
BUY
|
- |
3.11K+ 1.57% |
$94.1K - $111K
|
201K
$7.68M
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-670K- 10.9% |
$20.3M - $24M
|
5.48M
$209M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-924- 10.1% |
$28K - $33.1K
|
8.22K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.8K- 1.25% |
$812K - $960K
|
2.12M
$81.1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
482+ 11.04% |
$14.6K - $17.2K
|
4.85K
$185K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.17M+ 38.64% |
$65.8M - $77.8M
|
7.8M
$298M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
14.9K+ 5.23% |
$451K - $533K
|
300K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-100- 18.98% |
$3.03K - $3.58K
|
427
$16.3K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.19% |
$908 - $1.07K
|
15.6K
$596K
|
|
|
May 13, 2025
Q1 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
39.4K+ 82.92% |
$1.19M - $1.41M
|
86.9K
$3.32M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-24.1K- 13.2% |
$729K - $861K
|
158K
$6.05M
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
92K+ 1.36% |
$2.79M - $3.29M
|
6.87M
$262M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.12K- 15.16% |
$215K - $255K
|
39.8K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
5K+ 4.63% |
$151K - $179K
|
113K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.39M- 64.01% |
$103M - $121M
|
1.91M
$72.8M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.1KNew |
$215K - $254K
|
7.1K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
425K+ 23.77% |
$12.9M - $15.2M
|
2.22M
$84.6M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 36.78% |
$168K - $199K
|
9.56K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.13K+ 16.83% |
$186K - $219K
|
42.6K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
232+ 3.31% |
$7.02K - $8.3K
|
7.24K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26.8K+ 13.58% |
$811K - $958K
|
224K
$8.56M
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-331K- 8.06% |
$10M - $11.8M
|
3.77M
$144M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-76.9K- 9.42% |
$2.33M - $2.75M
|
740K
$28.3M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
998+ 4.01% |
$30.2K - $35.7K
|
25.9K
$989K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
79.5K+ 205.02% |
$2.41M - $2.85M
|
118K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
11.3K+ 47.87% |
$341K - $403K
|
34.8K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-24- 0.09% |
$727 - $859
|
26.7K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
936+ 0.65% |
$28.3K - $33.5K
|
145K
$5.54M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.61K- 0.94% |
$139K - $165K
|
485K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
83.8K+ 7.28% |
$2.54M - $3M
|
1.24M
$47.2M
|