Latest Institutional Purchases of Ubs Group Ag (UBS)
This list provides information on the latest institutional transactions involving Ubs Group Ag (UBS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Haven Global Partners, LLC
Atlanta, GA |
BUY
|
- |
615KNew |
$18.3M - $20.3M
|
615K
$21.9M
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
582K+ 16.44% |
$17.3M - $19.2M
|
4.12M
$147M
|
|
Jan 27, 2025
Q4 2024
|
Arga Investment Management, LP
|
BUY
|
- |
446K+ 6.47% |
$13.3M - $14.7M
|
7.34M
$262M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
301K+ 1.87% |
$8.98M - $9.97M
|
16.4M
$586M
|
|
Jan 28, 2025
Q4 2024
|
Exane Asset Management
|
BUY
|
- |
221K+ 21.68% |
$6.59M - $7.31M
|
1.24M
$44.2M
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
127K+ 845.11% |
$3.8M - $4.22M
|
143K
$5.08M
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
122K+ 22.87% |
$3.63M - $4.03M
|
655K
$23.3M
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
92.2K+ 87.23% |
$2.75M - $3.05M
|
198K
$7.06M
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
60.2KNew |
$1.79M - $1.99M
|
60.2K
$2.15M
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
46.5K+ 41.69% |
$1.38M - $1.54M
|
158K
$5.63M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
29.4K+ 16.55% |
$875K - $971K
|
207K
$7.37M
|
|
Jan 27, 2025
Q4 2024
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
13.8K+ 14.03% |
$410K - $456K
|
112K
$3.99M
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
11.7KNew |
$347K - $386K
|
11.7K
$416K
|
|
Jan 16, 2025
Q4 2024
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
10K+ 2.06% |
$298K - $331K
|
495K
$17.6M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.18KNew |
$214K - $238K
|
7.18K
$256K
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.03KNew |
$209K - $233K
|
7.03K
$251K
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.78KNew |
$202K - $224K
|
6.78K
$242K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.67K+ 22.55% |
$199K - $221K
|
36.3K
$1.29M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.64K+ 21.72% |
$198K - $220K
|
37.2K
$1.33M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.58K+ 98.86% |
$196K - $218K
|
13.2K
$472K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.51KNew |
$194K - $215K
|
6.51K
$232K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.99K+ 19.3% |
$179K - $198K
|
37.1K
$1.32M
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
5.57K+ 16.08% |
$166K - $184K
|
40.2K
$1.43M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.08KNew |
$151K - $168K
|
5.08K
$181K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.91K+ 12.98% |
$146K - $162K
|
42.8K
$1.52M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.68K+ 49.31% |
$139K - $155K
|
14.2K
$505K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.07KNew |
$121K - $135K
|
4.07K
$145K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.01K+ 1.57% |
$119K - $133K
|
260K
$9.26M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.74K+ 11.15% |
$111K - $124K
|
37.3K
$1.33M
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
3.42K+ 34.3% |
$102K - $113K
|
13.4K
$477K
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.39K+ 0.5% |
$101K - $112K
|
678K
$24.2M
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.9K+ 7.73% |
$86.3K - $95.9K
|
40.4K
$1.44M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.33K+ 23.61% |
$69.4K - $77K
|
12.2K
$435K
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
2.18K+ 4.09% |
$64.8K - $72K
|
55.4K
$1.97M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.79K+ 18.6% |
$53.2K - $59K
|
11.4K
$406K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.32KNew |
$39.2K - $43.5K
|
1.32K
$46.9K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.31K+ 3.91% |
$39K - $43.3K
|
34.7K
$1.24M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.26K+ 11.81% |
$37.6K - $41.7K
|
11.9K
$426K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.11K+ 1.06% |
$33.2K - $36.9K
|
106K
$3.78M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
978+ 23.02% |
$29.1K - $32.4K
|
5.23K
$186K
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
900New |
$26.8K - $29.8K
|
900
$32.1K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
754+ 6.76% |
$22.5K - $24.9K
|
11.9K
$424K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
659+ 9.48% |
$19.6K - $21.8K
|
7.61K
$271K
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
468+ 5.3% |
$13.9K - $15.5K
|
9.29K
$331K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
359+ 195.11% |
$10.7K - $11.9K
|
543
$19.4K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
283New |
$8.43K - $9.36K
|
283
$10.1K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
209New |
$6.22K - $6.91K
|
209
$7.45K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
203+ 5.79% |
$6.05K - $6.72K
|
3.71K
$132K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
183+ 10.07% |
$5.45K - $6.05K
|
2K
$71.3K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
141New |
$4.2K - $4.66K
|
141
$5.03K
|