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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-45- 0.42% |
$1.26K - $1.41K
|
10.7K
$341K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
9.07K+ 102.72% |
$254K - $285K
|
17.9K
$569K
|
|
|
Oct 16, 2024
Q3 2024
|
Nat West Group PLC
|
BUY
|
- |
13.9K+ 15.18% |
$390K - $438K
|
106K
$3.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.41K+ 13.36% |
$39.4K - $44.3K
|
12K
$380K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-61- 0.11% |
$1.71K - $1.92K
|
53.2K
$1.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.32K- 38.56% |
$36.8K - $41.3K
|
2.1K
$66.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.13K- 27.01% |
$115K - $130K
|
11.2K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-529- 1.56% |
$14.8K - $16.6K
|
33.4K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 0.07% |
$336 - $377
|
17.1K
$545K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-44- 14.01% |
$1.23K - $1.38K
|
270
$8.59K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.65KNew |
$186K - $209K
|
6.65K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-423- 3.02% |
$11.8K - $13.3K
|
13.6K
$432K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
102+ 1.17% |
$2.85K - $3.2K
|
8.83K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-142- 0.88% |
$3.97K - $4.46K
|
16K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.64K+ 8.25% |
$73.8K - $82.9K
|
34.6K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
95New |
$2.66K - $2.98K
|
95
$3.02K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
26.1K+ 0.16% |
$729K - $819K
|
16.1M
$513M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.06M+ 43.02% |
$29.8M - $33.5M
|
3.54M
$113M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8+ 1.23% |
$224 - $251
|
659
$21K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.3K+ 11.61% |
$681K - $765K
|
234K
$7.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-284- 2.08% |
$7.94K - $8.92K
|
13.4K
$426K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
294+ 140.0% |
$8.22K - $9.24K
|
504
$16K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
181New |
$5.06K - $5.69K
|
181
$5.76K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
311New |
$8.7K - $9.77K
|
311
$9.89K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
22.4K+ 14.42% |
$625K - $703K
|
177K
$5.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
810+ 2.79% |
$22.7K - $25.5K
|
29.9K
$951K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
128+ 18.18% |
$3.58K - $4.02K
|
832
$26.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.03K+ 15.17% |
$28.8K - $32.4K
|
7.83K
$249K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-141- 7.06% |
$3.94K - $4.43K
|
1.86K
$59K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
382New |
$10.7K - $12K
|
382
$12.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-9.07K- 32.6% |
$254K - $285K
|
18.8K
$597K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
200New |
$5.59K - $6.28K
|
200
$6.36K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-922- 0.29% |
$25.8K - $29K
|
320K
$10.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
21+ 47.73% |
$587 - $660
|
65
$2.07K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.71K+ 6.12% |
$47.7K - $53.6K
|
29.6K
$941K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
316+ 4.23% |
$8.84K - $9.93K
|
7.78K
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
652+ 19.5% |
$18.2K - $20.5K
|
4K
$127K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
879+ 10.6% |
$24.6K - $27.6K
|
9.17K
$292K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-271- 3.56% |
$7.58K - $8.51K
|
7.35K
$234K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-157- 2.94% |
$4.39K - $4.93K
|
5.18K
$165K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.2K- 25.46% |
$33.5K - $37.6K
|
3.51K
$112K
|
|
|
Oct 08, 2024
Q3 2024
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
385K+ 385.0% |
$10.8M - $12.1M
|
485K
$15.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
591New |
$16.5K - $18.6K
|
591
$18.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5- 0.31% |
$140 - $157
|
1.63K
$51.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
399New |
$11.2K - $12.5K
|
399
$12.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-106- 1.09% |
$2.96K - $3.33K
|
9.6K
$305K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-292- 2.48% |
$8.17K - $9.17K
|
11.5K
$365K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-230- 0.69% |
$6.43K - $7.23K
|
32.9K
$1.05M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.15K- 10.11% |
$88K - $98.9K
|
28K
$890K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
129+ 19.43% |
$3.61K - $4.05K
|
793
$25.2K
|