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 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-689- 5.93% |
$20.9K - $24.7K
|
10.9K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
10.8K+ 3.1% |
$328K - $388K
|
361K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-888K- 16.95% |
$26.9M - $31.8M
|
4.35M
$157M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
13.3KNew |
$402K - $476K
|
13.3K
$479K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
123K+ 443.04% |
$3.74M - $4.42M
|
151K
$5.45M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-8.1K- 7.11% |
$245K - $290K
|
106K
$3.81M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.93K- 0.95% |
$149K - $176K
|
512K
$18.5M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-640- 7.24% |
$19.4K - $22.9K
|
8.2K
$296K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
5.58KNew |
$169K - $200K
|
5.58K
$201K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.06K- 1.41% |
$32.2K - $38.1K
|
74.1K
$2.67M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
34.7K+ 24.37% |
$1.05M - $1.24M
|
177K
$6.39M
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-452- 4.62% |
$13.7K - $16.2K
|
9.34K
$337K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
120K+ 12.53% |
$3.65M - $4.31M
|
1.08M
$39M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.21M+ 8.19% |
$127M - $151M
|
55.6M
$2B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.6K+ 15.65% |
$927K - $1.1M
|
226K
$8.15M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-5.97K- 5.72% |
$181K - $214K
|
98.5K
$3.55M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-638K- 35.86% |
$19.3M - $22.8M
|
1.14M
$41.1M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.33K- 14.19% |
$40.3K - $47.7K
|
8.05K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
59K+ 37.35% |
$1.79M - $2.11M
|
217K
$7.82M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-678- 3.33% |
$20.5K - $24.3K
|
19.7K
$709K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.51K- 11.19% |
$197K - $233K
|
51.7K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
163K+ 3.73% |
$4.94M - $5.84M
|
4.54M
$164M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
367+ 3.05% |
$11.1K - $13.1K
|
12.4K
$446K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
184+ 2.33% |
$5.57K - $6.58K
|
8.09K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-12.3K- 11.11% |
$371K - $439K
|
98.1K
$3.53M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
11.7K+ 120.44% |
$355K - $419K
|
21.4K
$772K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.78K+ 3.75% |
$53.8K - $63.6K
|
49.2K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.5K+ 32.27% |
$592K - $699K
|
80.1K
$2.89M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
533+ 7.3% |
$16.1K - $19.1K
|
7.83K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9.12KNew |
$276K - $326K
|
9.12K
$329K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.74K+ 18.28% |
$265K - $313K
|
56.6K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
235K+ 9.57% |
$7.1M - $8.39M
|
2.68M
$96.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-31.3K- 60.18% |
$946K - $1.12M
|
20.7K
$745K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-271- 2.46% |
$8.21K - $9.7K
|
10.8K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
449K+ 1.28% |
$13.6M - $16.1M
|
35.4M
$1.28B
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.43K+ 11.71% |
$43.2K - $51.1K
|
13.6K
$491K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.9K- 28.95% |
$300K - $354K
|
24.3K
$876K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-192- 2.52% |
$5.81K - $6.87K
|
7.44K
$268K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
345+ 4.43% |
$10.4K - $12.3K
|
8.14K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
251+ 4.81% |
$7.6K - $8.98K
|
5.47K
$197K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-48- 11.59% |
$1.45K - $1.72K
|
366
$13.2K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
822+ 7.31% |
$24.9K - $29.4K
|
12.1K
$435K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-105K- 2.48% |
$3.18M - $3.76M
|
4.13M
$149M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-6.79M- 8.36% |
$206M - $243M
|
74.4M
$2.68B
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-10K- 98.5% |
$303K - $358K
|
152
$5.48K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-3.91K- 29.07% |
$118K - $140K
|
9.53K
$344K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
36New |
$1.09K - $1.29K
|
36
$1.3K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-25- 0.23% |
$757 - $895
|
10.9K
$393K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
163+ 626.92% |
$4.94K - $5.83K
|
189
$6.81K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.08K- 23.4% |
$62.9K - $74.3K
|
6.8K
$245K
|