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 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.4K+ 10.07% |
$345K - $407K
|
124K
$4.48M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
11.3K+ 47.87% |
$341K - $403K
|
34.8K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
10.9K+ 36.25% |
$330K - $390K
|
40.9K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
10.8K+ 3.1% |
$328K - $388K
|
361K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$327K - $387K
|
10.8K
$390K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10.4K+ 3.99% |
$314K - $371K
|
270K
$9.73M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
10.3K+ 14.26% |
$312K - $369K
|
82.6K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
10.2K+ 145.35% |
$309K - $366K
|
17.2K
$622K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.94KNew |
$301K - $356K
|
9.94K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.15KNew |
$277K - $327K
|
9.15K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.13K+ 57.07% |
$276K - $327K
|
25.1K
$906K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9.12KNew |
$276K - $326K
|
9.12K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.04KNew |
$274K - $324K
|
9.04K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
8.94KNew |
$271K - $320K
|
8.94K
$322K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.74K+ 18.28% |
$265K - $313K
|
56.6K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.34K+ 0.28% |
$253K - $298K
|
3.03M
$109M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
8.22KNew |
$249K - $294K
|
8.22K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.21KNew |
$249K - $294K
|
8.21K
$296K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.01KNew |
$243K - $287K
|
8.01K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
7.52K+ 219.42% |
$228K - $269K
|
10.9K
$394K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.42KNew |
$225K - $265K
|
7.42K
$267K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.4KNew |
$224K - $265K
|
7.4K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.32K+ 4.32% |
$221K - $262K
|
177K
$6.36M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
7.27K+ 12.15% |
$220K - $260K
|
67.1K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.1KNew |
$215K - $254K
|
7.1K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.08KNew |
$214K - $253K
|
7.08K
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
6.93KNew |
$210K - $248K
|
6.93K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
6.64KNew |
$201K - $238K
|
6.64K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
6.58K+ 51.34% |
$199K - $235K
|
19.4K
$699K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.13K+ 16.83% |
$186K - $219K
|
42.6K
$1.53M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
6.12K+ 34.17% |
$185K - $219K
|
24K
$866K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
6.04KNew |
$183K - $216K
|
6.04K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
5.81K+ 48.65% |
$176K - $208K
|
17.7K
$639K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
5.58KNew |
$169K - $200K
|
5.58K
$201K
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
5.34K+ 42.17% |
$162K - $191K
|
18K
$649K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5.26K+ 1.9% |
$159K - $188K
|
282K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.08K+ 0.88% |
$154K - $182K
|
579K
$20.9M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
5K+ 4.63% |
$151K - $179K
|
113K
$4.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.98K+ 8.48% |
$151K - $178K
|
63.8K
$2.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.83K+ 13.04% |
$146K - $173K
|
41.9K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.62K+ 43.53% |
$140K - $165K
|
15.2K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.31K+ 6.17% |
$130K - $154K
|
74.1K
$2.67M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
4.15K+ 3.91% |
$126K - $148K
|
110K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.71K+ 10.22% |
$112K - $133K
|
40K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.62K+ 16.29% |
$110K - $130K
|
25.9K
$932K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.38K+ 29.97% |
$102K - $121K
|
14.6K
$527K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.29KNew |
$99.7K - $118K
|
3.29K
$119K
|
|
|
May 14, 2025
Q1 2025
|
Nat West Group PLC
|
BUY
|
- |
3.11K+ 1.57% |
$94.1K - $111K
|
201K
$7.24M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.08K+ 44.81% |
$93.4K - $110K
|
9.97K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.07K+ 25.61% |
$93.1K - $110K
|
15.1K
$543K
|