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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 133.73% |
$396K - $467K
|
25.6K
$922K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14.5K+ 0.2% |
$392K - $463K
|
7.2M
$259M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
13.7KNew |
$370K - $437K
|
13.7K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
13.3KNew |
$360K - $424K
|
13.3K
$479K
|
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
10.7KNew |
$290K - $342K
|
10.7K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.16KNew |
$248K - $293K
|
9.16K
$330K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.25K+ 5681.82% |
$33.8K - $39.9K
|
1.27K
$45.8K
|
|
|
Oct 07, 2024
Q1 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
879+ 1.59% |
$23.8K - $28.1K
|
56.1K
$2.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
800+ 19.54% |
$21.6K - $25.5K
|
4.89K
$176K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
475New |
$12.8K - $15.2K
|
475
$17.1K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
167New |
$4.52K - $5.33K
|
167
$6.02K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
97New |
$2.62K - $3.1K
|
97
$3.5K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
93+ 25.07% |
$2.52K - $2.97K
|
464
$16.7K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
75New |
$2.03K - $2.39K
|
75
$2.7K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
75New |
$2.03K - $2.39K
|
75
$2.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
21New |
$568 - $671
|
21
$757
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 23.91% |
$298 - $351
|
57
$2.05K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.03% |
$81.2 - $95.8
|
10.1K
$362K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Cevian Capital Ii Gp LTD
St. Helier, Y9 |
BUY
|
- |
43.8MNew |
$1.02B - $1.37B
|
43.8M
$1.58B
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
2.26MNew |
$52.9M - $70.6M
|
2.26M
$81.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
231K+ 10.59% |
$5.4M - $7.21M
|
2.41M
$87M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
160K+ 282.83% |
$3.74M - $4.99M
|
216K
$7.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
85KNew |
$1.99M - $2.65M
|
85K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
60KNew |
$1.4M - $1.87M
|
60K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
40KNew |
$933K - $1.25M
|
40K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
PUT |
35.9KNew |
$839K - $1.12M
|
35.9K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
16.5K+ 501.43% |
$385K - $514K
|
19.8K
$712K
|
|
|
Feb 14, 2024
Q4 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
15KNew |
$350K - $468K
|
15K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
13KNew |
$304K - $405K
|
13K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
10.3K+ 7.25% |
$242K - $322K
|
153K
$5.51M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
9.22KNew |
$215K - $287K
|
9.22K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.7KNew |
$180K - $240K
|
7.7K
$278K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
7.27KNew |
$170K - $227K
|
7.27K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.93KNew |
$162K - $216K
|
6.93K
$250K
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
6.54KNew |
$153K - $204K
|
6.54K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
5.57KNew |
$130K - $174K
|
5.57K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.24KNew |
$99.1K - $132K
|
4.24K
$153K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.36KNew |
$55K - $73.5K
|
2.36K
$84.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2KNew |
$46.7K - $62.4K
|
2K
$72.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.68K+ 5.92% |
$39.2K - $52.3K
|
30K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.65KNew |
$38.5K - $51.3K
|
1.65K
$59.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.47K+ 10.57% |
$34.3K - $45.8K
|
15.4K
$553K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
800+ 2.22% |
$18.7K - $25K
|
36.8K
$1.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
138New |
$3.22K - $4.3K
|
138
$4.97K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
136New |
$3.18K - $4.24K
|
136
$4.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
126New |
$2.94K - $3.93K
|
126
$4.54K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
74New |
$1.73K - $2.31K
|
74
$2.67K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$1.17K - $1.56K
|
50
$1.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
42+ 71.19% |
$981 - $1.31K
|
101
$3.64K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.48% |
$117 - $156
|
1.05K
$37.8K
|
|