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 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.12K+ 165.03% |
$59.3K - $66.6K
|
3.4K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.02K+ 26.04% |
$56.6K - $63.6K
|
9.79K
$311K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.98K+ 8.65% |
$55.4K - $62.2K
|
24.9K
$791K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.97K+ 3.42% |
$55K - $61.8K
|
59.5K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.93K+ 2.99% |
$54K - $60.6K
|
66.5K
$2.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.92KNew |
$53.6K - $60.2K
|
1.92K
$60.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.91K+ 2.63% |
$53.5K - $60K
|
74.5K
$2.37M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.87K+ 0.71% |
$52.2K - $58.6K
|
266K
$8.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.81KNew |
$50.6K - $56.8K
|
1.81K
$57.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.78K+ 4.03% |
$49.8K - $55.9K
|
46K
$1.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.71K+ 6.12% |
$47.7K - $53.6K
|
29.6K
$941K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.68K+ 5.71% |
$46.9K - $52.7K
|
31.1K
$988K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.67K+ 10.63% |
$46.6K - $52.3K
|
17.3K
$551K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.5K+ 17.22% |
$42K - $47.1K
|
10.2K
$325K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.5K+ 17.34% |
$42K - $47.1K
|
10.2K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
1.45K+ 1.35% |
$40.6K - $45.6K
|
109K
$3.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.41K+ 13.36% |
$39.4K - $44.3K
|
12K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
$37K - $41.5K
|
1.32K
$42K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.32K+ 3.02% |
$36.8K - $41.3K
|
44.9K
$1.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.27K+ 6.21% |
$35.4K - $39.8K
|
21.7K
$689K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.16K+ 6.88% |
$32.4K - $36.4K
|
18K
$572K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.07K+ 9.09% |
$29.9K - $33.6K
|
12.8K
$408K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.05K+ 5.8% |
$29.2K - $32.8K
|
19.1K
$606K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.03K+ 15.17% |
$28.8K - $32.4K
|
7.83K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
CALL |
1KNew |
$28K - $31.4K
|
1K
$31.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
924New |
$25.8K - $29K
|
924
$29.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
879+ 10.6% |
$24.6K - $27.6K
|
9.17K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
857+ 2.33% |
$24K - $26.9K
|
37.6K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
837+ 3.56% |
$23.4K - $26.3K
|
24.3K
$773K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
817+ 2.39% |
$22.9K - $25.7K
|
35K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
812+ 5.69% |
$22.7K - $25.5K
|
15.1K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
811+ 2.79% |
$22.7K - $25.5K
|
29.8K
$949K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
810+ 2.79% |
$22.7K - $25.5K
|
29.9K
$951K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
797+ 5.44% |
$22.3K - $25K
|
15.5K
$492K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
671+ 6.71% |
$18.8K - $21.1K
|
10.7K
$339K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
669+ 0.99% |
$18.7K - $21K
|
68.6K
$2.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
652+ 19.5% |
$18.2K - $20.5K
|
4K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
600New |
$16.8K - $18.9K
|
600
$19.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
591New |
$16.5K - $18.6K
|
591
$18.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
542+ 1.18% |
$15.2K - $17K
|
46.3K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
528New |
$14.8K - $16.6K
|
528
$16.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
521+ 0.51% |
$14.6K - $16.4K
|
103K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
464+ 3.07% |
$13K - $14.6K
|
15.6K
$495K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
459+ 6.43% |
$12.8K - $14.4K
|
7.6K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
457+ 0.7% |
$12.8K - $14.4K
|
65.6K
$2.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
454+ 6.59% |
$12.7K - $14.3K
|
7.35K
$234K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
451+ 0.94% |
$12.6K - $14.2K
|
48.5K
$1.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
450+ 41.59% |
$12.6K - $14.1K
|
1.53K
$48.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
440+ 1.06% |
$12.3K - $13.8K
|
41.9K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
438+ 0.73% |
$12.3K - $13.8K
|
60.7K
$1.93M
|