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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
50New |
$946 - $1.1K
|
50
$1.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
46New |
$870 - $1.01K
|
46
$1.66K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
44New |
$832 - $964
|
44
$1.59K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
29New |
$548 - $635
|
29
$1.05K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
17New |
$321 - $372
|
17
$613
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
11New |
$208 - $241
|
11
$396
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$170 - $197
|
9
$324
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3New |
$56.7 - $65.7
|
3
$108
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1New |
$18.9 - $21.9
|
1
$36
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Odey Asset Management Group LTD
London, X0 |
BUY
|
- |
2.57MNew |
$46.7M - $56.9M
|
2.57M
$92.5M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
1.25M+ 33.03% |
$22.7M - $27.7M
|
5.03M
$181M
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
1.18MNew |
$21.4M - $26.1M
|
1.18M
$42.5M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
951KNew |
$17.3M - $21.1M
|
951K
$34.3M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
400KNew |
$7.28M - $8.86M
|
400K
$14.4M
|
|
|
May 12, 2023
Q1 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
CALL |
200KNew |
$3.64M - $4.43M
|
200K
$7.21M
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
186KNew |
$3.38M - $4.12M
|
186K
$6.7M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
100KNew |
$1.82M - $2.22M
|
100K
$3.6M
|
|
|
May 16, 2023
Q1 2023
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
PUT |
60.1KNew |
$1.09M - $1.33M
|
60.1K
$2.17M
|
|
|
May 11, 2023
Q1 2023
|
Timelo Investment Management Inc.
|
BUY
|
- |
50KNew |
$910K - $1.11M
|
50K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
40.9K+ 22.56% |
$743K - $905K
|
222K
$8M
|
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
40KNew |
$728K - $886K
|
40K
$1.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
40KNew |
$727K - $885K
|
40K
$1.44M
|
|
|
May 22, 2023
Q1 2023
|
Ctc LLC
|
BUY
|
- |
34.9KNew |
$636K - $774K
|
34.9K
$1.26M
|
|
|
Dec 13, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
25KNew |
$455K - $554K
|
25K
$901K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
16KNew |
$291K - $355K
|
16K
$577K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
15KNew |
$273K - $332K
|
15K
$541K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
12.4KNew |
$225K - $274K
|
12.4K
$446K
|
|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
9.3K+ 55.1% |
$169K - $206K
|
26.2K
$944K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.93KNew |
$35K - $42.7K
|
1.93K
$69.4K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
811New |
$14.8K - $18K
|
811
$29.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
119New |
$2.17K - $2.64K
|
119
$4.29K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
100+ 59.17% |
$1.82K - $2.22K
|
269
$9.69K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
65New |
$1.18K - $1.44K
|
65
$2.34K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.93MNew |
$96.9M - $130M
|
6.93M
$250M
|
|
|
Feb 14, 2023
Q4 2022
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
1.5MNew |
$21M - $28.2M
|
1.5M
$54.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
46.2K+ 57.45% |
$646K - $869K
|
127K
$4.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
32.1KNew |
$448K - $603K
|
32.1K
$1.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
20KNew |
$280K - $376K
|
20K
$721K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
12.5KNew |
$175K - $235K
|
12.5K
$450K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.9KNew |
$167K - $224K
|
11.9K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$166K - $224K
|
11.9K
$429K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$148K - $200K
|
10.6K
$383K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
10.4KNew |
$145K - $195K
|
10.4K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
3K+ 4.82% |
$41.9K - $56.4K
|
65.2K
$2.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
850New |
$11.9K - $16K
|
850
$30.6K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
645New |
$9.02K - $12.1K
|
645
$23.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
500New |
$6.99K - $9.4K
|
500
$18K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
458New |
$6.4K - $8.61K
|
458
$16.5K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
100New |
$1.4K - $1.88K
|
100
$3.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
47New |
$657 - $884
|
47
$1.69K
|
|