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 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
219+ 1.53% |
$6.63K - $7.84K
|
14.5K
$523K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
948+ 1.38% |
$28.7K - $33.9K
|
69.8K
$2.51M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
241+ 3.36% |
$7.3K - $8.62K
|
7.42K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-503- 1.37% |
$15.2K - $18K
|
36.3K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-239K- 0.81% |
$7.25M - $8.57M
|
29.4M
$1.06B
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400+ 44.44% |
$12.1K - $14.3K
|
1.3K
$46.9K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-8K- 19.32% |
$242K - $286K
|
33.4K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-442- 3.2% |
$13.4K - $15.8K
|
13.4K
$482K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
458+ 4.39% |
$13.9K - $16.4K
|
10.9K
$392K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-434- 5.94% |
$13.1K - $15.5K
|
6.87K
$248K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.07K+ 25.61% |
$93.1K - $110K
|
15.1K
$543K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 14.58% |
$212 - $250
|
55
$1.98K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
239+ 3.39% |
$7.24K - $8.55K
|
7.28K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Arga Investment Management, LP
|
SELL
|
- |
-117K- 1.6% |
$3.55M - $4.2M
|
7.22M
$260M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-11K- 3.76% |
$332K - $392K
|
281K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-743- 3.36% |
$22.5K - $26.6K
|
21.4K
$770K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
96.9K+ 2.27% |
$2.93M - $3.47M
|
4.37M
$157M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-765- 2.71% |
$23.2K - $27.4K
|
27.5K
$991K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.89K+ 14.48% |
$57.3K - $67.7K
|
14.9K
$539K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
87+ 2.07% |
$2.63K - $3.11K
|
4.3K
$155K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
307+ 164.17% |
$9.3K - $11K
|
494
$17.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.61K+ 47.14% |
$78.9K - $93.2K
|
8.13K
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
81.2K+ 88.45% |
$2.46M - $2.91M
|
173K
$6.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
6.93KNew |
$210K - $248K
|
6.93K
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.83K+ 13.04% |
$146K - $173K
|
41.9K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-13.8K- 61.13% |
$418K - $494K
|
8.78K
$316K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.15KNew |
$277K - $327K
|
9.15K
$330K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-3.08K- 15.85% |
$93.4K - $110K
|
16.4K
$590K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-472- 0.4% |
$14.3K - $16.9K
|
117K
$4.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.29KNew |
$99.7K - $118K
|
3.29K
$119K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.69KNew |
$81.5K - $96.2K
|
2.69K
$96.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-254- 4.55% |
$7.69K - $9.09K
|
5.33K
$192K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.4K+ 2.23% |
$1.13M - $1.34M
|
1.72M
$61.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-135- 0.44% |
$4.09K - $4.83K
|
30.6K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.62K+ 16.29% |
$110K - $130K
|
25.9K
$932K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10.4K+ 3.99% |
$314K - $371K
|
270K
$9.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.71K+ 6.75% |
$82K - $96.9K
|
42.8K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.42KNew |
$225K - $265K
|
7.42K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-484- 6.49% |
$14.7K - $17.3K
|
6.97K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.7K- 15.93% |
$81.8K - $96.6K
|
14.3K
$514K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
119K+ 2.3% |
$3.61M - $4.26M
|
5.3M
$191M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19- 0.25% |
$575 - $680
|
7.58K
$273K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
190+ 39.01% |
$5.75K - $6.8K
|
677
$24.4K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
220+ 27.23% |
$6.66K - $7.87K
|
1.03K
$37K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-50- 0.27% |
$1.51K - $1.79K
|
18.3K
$658K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.8K+ 7.64% |
$54.4K - $64.3K
|
25.3K
$912K
|
|
|
Apr 25, 2025
Q1 2025
|
Henry James International Management Inc.
|
SELL
|
- |
-7- -0.0% |
$212 - $250
|
411K
$14.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-774- 8.0% |
$23.4K - $27.7K
|
8.9K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-578- 29.61% |
$17.5K - $20.7K
|
1.37K
$49.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15- 0.91% |
$454 - $537
|
1.63K
$58.7K
|