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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
69.9K+ 347.34% |
$1.01M - $1.2M
|
90K
$3.24M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
27.9KNew |
$404K - $479K
|
27.9K
$1M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
BUY
|
PUT |
14KNew |
$203K - $241K
|
14K
$505K
|
|
|
Oct 28, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
12.8KNew |
$186K - $221K
|
12.8K
$463K
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12.7KNew |
$184K - $218K
|
12.7K
$457K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11.6KNew |
$168K - $199K
|
11.6K
$416K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.53KNew |
$36.7K - $43.5K
|
2.53K
$91K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
2.53KNew |
$36.7K - $43.5K
|
2.53K
$91K
|
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.6K+ 13.2% |
$23.2K - $27.6K
|
13.7K
$495K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
740New |
$10.7K - $12.7K
|
740
$26.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
309+ 1.75% |
$4.48K - $5.32K
|
18K
$647K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
225+ 274.39% |
$3.26K - $3.87K
|
307
$11.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
113New |
$1.64K - $1.94K
|
113
$4.07K
|
|
|
Nov 10, 2022
Q3 2022
|
University Of Texas
|
BUY
|
- |
67New |
$972 - $1.15K
|
67
$2.41K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Abeille Asset Management Sa
|
BUY
|
- |
440KNew |
$6.85M - $8.78M
|
440K
$15.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
397KNew |
$6.19M - $7.93M
|
397K
$14.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
79.8K+ 79.76% |
$1.24M - $1.59M
|
180K
$6.48M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
13.7K+ 67.35% |
$214K - $274K
|
34.1K
$1.23M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
10.8K+ 5.06% |
$168K - $215K
|
223K
$8.05M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.41K+ 66.53% |
$53.1K - $68K
|
8.53K
$307K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
3.35K+ 13.93% |
$52.2K - $66.9K
|
27.4K
$988K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.12KNew |
$17.4K - $22.3K
|
1.12K
$40.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
645New |
$10K - $12.9K
|
645
$23.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
245New |
$3.82K - $4.89K
|
245
$8.83K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
55New |
$857 - $1.1K
|
55
$1.98K
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
141K+ 849.39% |
$2.13M - $3M
|
157K
$5.67M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
41.2KNew |
$623K - $878K
|
41.2K
$1.49M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.8KNew |
$300K - $422K
|
19.8K
$714K
|
|
|
May 13, 2022
Q1 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
10.8KNew |
$163K - $229K
|
10.8K
$387K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
337New |
$5.1K - $7.18K
|
337
$12.1K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
5.93M+ 196.58% |
$94.5M - $110M
|
8.95M
$322M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
822New |
$13.1K - $15.3K
|
822
$29.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
60New |
$956 - $1.12K
|
60
$2.16K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
500KNew |
$7.27M - $8.56M
|
500K
$18M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
444New |
$6.46K - $7.6K
|
444
$16K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
331New |
$4.81K - $5.67K
|
331
$11.9K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
47.9KNew |
$716K - $791K
|
47.9K
$1.73M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
47KNew |
$704K - $777K
|
47K
$1.7M
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
1.15K+ 125.27% |
$17.2K - $19K
|
2.07K
$74.5K
|
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
50+ 0.41% |
$748 - $826
|
12.3K
$443K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.49KNew |
$16.7K - $22K
|
1.49K
$53.7K
|
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
309New |
$3.47K - $4.56K
|
309
$11.1K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
782KNew |
$5.98M - $10.5M
|
782K
$28.2M
|
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.5KNew |
$49.7K - $87.1K
|
6.5K
$234K
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
950New |
$7.27K - $12.7K
|
950
$34.2K
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Gratus Capital LLC
|
BUY
|
CALL |
20KNew |
$236K - $311K
|
20K
$721K
|
|
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
12.4K+ 99.09% |
$146K - $193K
|
24.9K
$897K
|
|
|
Feb 13, 2019
Q4 2018
|
Gratus Capital LLC
|
BUY
|
- |
1.23KNew |
$14.5K - $19.1K
|
1.23K
$44.1K
|
|
|
Feb 15, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
360+ 900.0% |
$4.25K - $5.61K
|
400
$14.4K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
199KNew |
$3.36M - $3.65M
|
199K
$7.16M
|
|