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 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.08K+ 44.81% |
$93.4K - $110K
|
9.97K
$359K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
34.2K+ 13.6% |
$1.04M - $1.22M
|
286K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
5.34K+ 42.17% |
$162K - $191K
|
18K
$649K
|
|
|
May 12, 2025
Q1 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-1.25K- 0.34% |
$37.9K - $44.7K
|
371K
$13.4M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
32.3KNew |
$977K - $1.15M
|
32.3K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-90- 0.1% |
$2.73K - $3.22K
|
85.9K
$3.1M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
126K+ 4.99% |
$3.82M - $4.52M
|
2.66M
$95.7M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
150New |
$4.54K - $5.37K
|
150
$5.41K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.01KNew |
$243K - $287K
|
8.01K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-416K- 17.31% |
$12.6M - $14.9M
|
1.99M
$71.7M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
20New |
$606 - $716
|
20
$721
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
149KNew |
$4.52M - $5.34M
|
149K
$5.38M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
11.4MNew |
$347M - $410M
|
11.4M
$412M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.53K- 3.69% |
$137K - $162K
|
118K
$4.26M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
154KNew |
$4.67M - $5.52M
|
154K
$5.56M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3.13K- 12.09% |
$94.8K - $112K
|
22.8K
$820K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
34.6K+ 39.99% |
$1.05M - $1.24M
|
121K
$4.36M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.1K+ 16.59% |
$517K - $611K
|
120K
$4.32M
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
SELL
|
- |
-575K- 31.06% |
$17.4M - $20.6M
|
1.28M
$46M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.94M- 48.91% |
$58.6M - $69.3M
|
2.02M
$72.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.47K+ 3.1% |
$44.6K - $52.7K
|
49.1K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
218K+ 92.62% |
$6.6M - $7.79M
|
453K
$16.3M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.47K+ 18.37% |
$44.4K - $52.4K
|
9.44K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
4.15K+ 3.91% |
$126K - $148K
|
110K
$3.98M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
97+ 74.62% |
$2.94K - $3.47K
|
227
$8.18K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
745+ 5.96% |
$22.6K - $26.7K
|
13.2K
$477K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-1.51K- 5.25% |
$45.8K - $54.1K
|
27.3K
$984K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-518- 6.01% |
$15.7K - $18.5K
|
8.11K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
7.27K+ 12.15% |
$220K - $260K
|
67.1K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16New |
$484 - $572
|
16
$577
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-508K- 55.19% |
$15.4M - $18.2M
|
413K
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
456+ 6.65% |
$13.8K - $16.3K
|
7.31K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
332+ 1509.09% |
$10.1K - $11.9K
|
354
$12.8K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.56M+ 2.79% |
$108M - $127M
|
131M
$4.74B
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
8.94KNew |
$271K - $320K
|
8.94K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
6.04KNew |
$183K - $216K
|
6.04K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
41.1K+ 15.84% |
$1.24M - $1.47M
|
300K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
791KNew |
$23.9M - $28.3M
|
791K
$28.5M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
109K+ 35.35% |
$3.3M - $3.9M
|
418K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 3.45% |
$182 - $215
|
180
$6.49K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
19.4K+ 0.29% |
$587K - $694K
|
6.81M
$246M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-229- 0.38% |
$6.93K - $8.19K
|
60K
$2.16M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
181+ 235.06% |
$5.48K - $6.48K
|
258
$9.3K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
390+ 28.87% |
$11.8K - $14K
|
1.74K
$62.7K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.94KNew |
$301K - $356K
|
9.94K
$358K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.74K- 43.09% |
$265K - $313K
|
11.5K
$416K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.06K+ 13.97% |
$32.2K - $38K
|
8.67K
$313K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-550- 2.31% |
$16.7K - $19.7K
|
23.3K
$839K
|
|
|
May 08, 2025
Q1 2025
|
Monaco Asset Management Sam
|
BUY
|
- |
62.5KNew |
$1.89M - $2.24M
|
62.5K
$2.25M
|