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 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9.12KNew |
$276K - $326K
|
9.12K
$349K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.74K+ 18.28% |
$265K - $313K
|
56.6K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
235K+ 9.57% |
$7.1M - $8.39M
|
2.68M
$103M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-31.3K- 60.18% |
$946K - $1.12M
|
20.7K
$790K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-271- 2.46% |
$8.21K - $9.7K
|
10.8K
$411K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
449K+ 1.28% |
$13.6M - $16.1M
|
35.4M
$1.35B
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.43K+ 11.71% |
$43.2K - $51.1K
|
13.6K
$521K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.9K- 28.95% |
$300K - $354K
|
24.3K
$928K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-192- 2.52% |
$5.81K - $6.87K
|
7.44K
$284K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
345+ 4.43% |
$10.4K - $12.3K
|
8.14K
$311K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-48- 11.59% |
$1.45K - $1.72K
|
366
$14K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
822+ 7.31% |
$24.9K - $29.4K
|
12.1K
$461K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-105K- 2.48% |
$3.18M - $3.76M
|
4.13M
$158M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-6.79M- 8.36% |
$206M - $243M
|
74.4M
$2.84B
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-10K- 98.5% |
$303K - $358K
|
152
$5.81K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-3.91K- 29.07% |
$118K - $140K
|
9.53K
$364K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
36New |
$1.09K - $1.29K
|
36
$1.38K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-25- 0.23% |
$757 - $895
|
10.9K
$417K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
163+ 626.92% |
$4.94K - $5.83K
|
189
$7.22K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.08K- 23.4% |
$62.9K - $74.3K
|
6.8K
$260K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
219+ 1.53% |
$6.63K - $7.84K
|
14.5K
$554K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
948+ 1.38% |
$28.7K - $33.9K
|
69.8K
$2.67M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
241+ 3.36% |
$7.3K - $8.62K
|
7.42K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-503- 1.37% |
$15.2K - $18K
|
36.3K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-239K- 0.81% |
$7.25M - $8.57M
|
29.4M
$1.12B
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400+ 44.44% |
$12.1K - $14.3K
|
1.3K
$49.7K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-8K- 19.32% |
$242K - $286K
|
33.4K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-442- 3.2% |
$13.4K - $15.8K
|
13.4K
$511K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
458+ 4.39% |
$13.9K - $16.4K
|
10.9K
$416K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-434- 5.94% |
$13.1K - $15.5K
|
6.87K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.07K+ 25.61% |
$93.1K - $110K
|
15.1K
$576K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 14.58% |
$212 - $250
|
55
$2.1K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
239+ 3.39% |
$7.24K - $8.55K
|
7.28K
$278K
|
|
|
Apr 30, 2025
Q1 2025
|
Arga Investment Management, LP
|
SELL
|
- |
-117K- 1.6% |
$3.55M - $4.2M
|
7.22M
$276M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-11K- 3.76% |
$332K - $392K
|
281K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-743- 3.36% |
$22.5K - $26.6K
|
21.4K
$817K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
96.9K+ 2.27% |
$2.93M - $3.47M
|
4.37M
$167M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-765- 2.71% |
$23.2K - $27.4K
|
27.5K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
87+ 2.07% |
$2.63K - $3.11K
|
4.3K
$164K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
307+ 164.17% |
$9.3K - $11K
|
494
$18.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.61K+ 47.14% |
$78.9K - $93.2K
|
8.13K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
81.2K+ 88.45% |
$2.46M - $2.91M
|
173K
$6.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
6.93KNew |
$210K - $248K
|
6.93K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.83K+ 13.04% |
$146K - $173K
|
41.9K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-13.8K- 61.13% |
$418K - $494K
|
8.78K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.15KNew |
$277K - $327K
|
9.15K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-3.08K- 15.85% |
$93.4K - $110K
|
16.4K
$626K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-472- 0.4% |
$14.3K - $16.9K
|
117K
$4.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.29KNew |
$99.7K - $118K
|
3.29K
$126K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.69KNew |
$81.5K - $96.2K
|
2.69K
$103K
|