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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
684KNew |
$13.3M - $18.3M
|
684K
$24.6M
|
|
Nov 13, 2023
Q3 2023
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
75KNew |
$1.45M - $2M
|
75K
$2.7M
|
|
Nov 13, 2023
Q3 2023
|
Exor Capital LLP
London, X0 |
BUY
|
- |
71K+ 32.72% |
$1.38M - $1.9M
|
288K
$10.4M
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
66.4K+ 6.67% |
$1.29M - $1.77M
|
1.06M
$38.3M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
30.2KNew |
$585K - $806K
|
30.2K
$1.09M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
25KNew |
$485K - $668K
|
25K
$901K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
21.7KNew |
$420K - $579K
|
21.7K
$781K
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
20.9KNew |
$405K - $558K
|
20.9K
$753K
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
14.9KNew |
$289K - $399K
|
14.9K
$538K
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
11.3KNew |
$220K - $303K
|
11.3K
$409K
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.24KNew |
$160K - $220K
|
8.24K
$297K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.88K+ 13.14% |
$94.5K - $130K
|
42K
$1.51M
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
2KNew |
$38.8K - $53.4K
|
2K
$72.1K
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
1.04K+ 1.83% |
$20.1K - $27.7K
|
57.8K
$2.08M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$19.4K - $26.7K
|
1K
$36K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
512+ 61.84% |
$9.93K - $13.7K
|
1.34K
$48.3K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
214New |
$4.15K - $5.72K
|
214
$7.71K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
120New |
$2.33K - $3.21K
|
120
$4.32K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
115+ 68.86% |
$2.23K - $3.07K
|
282
$10.2K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8New |
$155 - $214
|
8
$288
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
2.81MNew |
$53.2M - $61.7M
|
2.81M
$101M
|
|
Aug 11, 2023
Q2 2023
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
BUY
|
- |
757KNew |
$14.3M - $16.6M
|
757K
$27.3M
|
|
Aug 14, 2023
Q2 2023
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
- |
254KNew |
$4.8M - $5.56M
|
254K
$9.15M
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
153KNew |
$2.89M - $3.35M
|
153K
$5.52M
|
|
Aug 11, 2023
Q2 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
64KNew |
$1.21M - $1.4M
|
64K
$2.31M
|
|
Aug 14, 2023
Q2 2023
|
Western Standard LLC
Los Angeles, CA |
BUY
|
- |
55KNew |
$1.04M - $1.21M
|
55K
$1.98M
|
|
Aug 11, 2023
Q2 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
50K+ 2000.0% |
$946K - $1.1M
|
52.5K
$1.89M
|
|
Aug 14, 2023
Q2 2023
|
Scoggin Management LP
New York, NY |
BUY
|
- |
25K+ 25.0% |
$473K - $548K
|
125K
$4.51M
|
|
Aug 14, 2023
Q2 2023
|
Springhouse Capital Management, LP
Westport, CT |
BUY
|
- |
20.5KNew |
$388K - $449K
|
20.5K
$739K
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
19KNew |
$360K - $417K
|
19K
$686K
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
18.6KNew |
$352K - $408K
|
18.6K
$670K
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
16.5KNew |
$312K - $362K
|
16.5K
$595K
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
13.4KNew |
$254K - $294K
|
13.4K
$484K
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
12.2KNew |
$231K - $268K
|
12.2K
$440K
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
CALL |
10.1KNew |
$191K - $221K
|
10.1K
$364K
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
3KNew |
$56.8K - $65.8K
|
3K
$108K
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1.68KNew |
$31.8K - $36.9K
|
1.68K
$60.7K
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.29K+ 2.86% |
$24.5K - $28.3K
|
46.5K
$1.68M
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
615New |
$11.6K - $13.5K
|
615
$22.2K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
572New |
$10.8K - $12.5K
|
572
$20.6K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
500New |
$9.46K - $11K
|
500
$18K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
463New |
$8.76K - $10.1K
|
463
$16.7K
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
444+ 47.54% |
$8.4K - $9.73K
|
1.38K
$49.7K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
410New |
$7.75K - $8.98K
|
410
$14.8K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
382+ 1.48% |
$7.22K - $8.37K
|
26.3K
$947K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
334New |
$6.32K - $7.32K
|
334
$12K
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
218+ 1.67% |
$4.12K - $4.78K
|
13.3K
$479K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
168New |
$3.18K - $3.68K
|
168
$6.05K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$1.89K - $2.19K
|
100
$3.6K
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
56+ 11.29% |
$1.06K - $1.23K
|
552
$19.9K
|