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 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.8K+ 28.91% |
$84.7K - $100K
|
12.5K
$449K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.71K+ 6.75% |
$82K - $96.9K
|
42.8K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.69KNew |
$81.5K - $96.2K
|
2.69K
$96.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.61K+ 47.14% |
$78.9K - $93.2K
|
8.13K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.6K+ 23.88% |
$78.7K - $93K
|
13.5K
$486K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.35K+ 8.29% |
$71.3K - $84.2K
|
30.8K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.27K+ 6.5% |
$68.9K - $81.4K
|
37.3K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.24K+ 8.0% |
$67.7K - $80K
|
30.2K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.18K+ 33.47% |
$66K - $78K
|
8.69K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.96K+ 0.56% |
$59.4K - $70.2K
|
355K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.89K+ 14.48% |
$57.3K - $67.7K
|
14.9K
$539K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.88K+ 17.68% |
$56.8K - $67.2K
|
12.5K
$450K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.8K+ 7.64% |
$54.4K - $64.3K
|
25.3K
$912K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.78K+ 3.75% |
$53.8K - $63.6K
|
49.2K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.71K+ 14.98% |
$51.6K - $61K
|
13.1K
$472K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5KNew |
$45.3K - $53.6K
|
1.5K
$54K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.47K+ 3.1% |
$44.6K - $52.7K
|
49.1K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.47K+ 18.37% |
$44.4K - $52.4K
|
9.44K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.43K+ 11.71% |
$43.2K - $51.1K
|
13.6K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.38K+ 14.39% |
$41.8K - $49.4K
|
11K
$395K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.27K+ 3.13% |
$38.4K - $45.3K
|
41.8K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.22KNew |
$36.9K - $43.6K
|
1.22K
$43.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.18K+ 16.08% |
$35.8K - $42.3K
|
8.53K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.11K+ 183.64% |
$33.6K - $39.8K
|
1.72K
$61.8K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.08K+ 1.5% |
$32.6K - $38.6K
|
72.8K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.06K+ 13.97% |
$32.2K - $38K
|
8.67K
$313K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.03K+ 6.47% |
$31.2K - $36.9K
|
17K
$611K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.01K+ 5.74% |
$30.5K - $36.1K
|
18.6K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.01K+ 959.05% |
$30.5K - $36K
|
1.11K
$40.1K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 33.56% |
$30.4K - $35.9K
|
3.99K
$144K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
998+ 4.01% |
$30.2K - $35.7K
|
25.9K
$933K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
948+ 1.38% |
$28.7K - $33.9K
|
69.8K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
936+ 0.65% |
$28.3K - $33.5K
|
145K
$5.23M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
827New |
$25K - $29.6K
|
827
$29.8K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
822+ 7.31% |
$24.9K - $29.4K
|
12.1K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
745+ 5.96% |
$22.6K - $26.7K
|
13.2K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
708+ 18.58% |
$21.4K - $25.3K
|
4.52K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
677+ 9.49% |
$20.5K - $24.2K
|
7.81K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
633+ 0.03% |
$19.2K - $22.6K
|
2.04M
$73.6M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
576+ 2.76% |
$17.4K - $20.6K
|
21.5K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
562+ 0.77% |
$17K - $20.1K
|
73.9K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
559+ 5.49% |
$16.9K - $20K
|
10.7K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
543+ 4.87% |
$16.4K - $19.4K
|
11.7K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
536+ 2.89% |
$16.2K - $19.2K
|
19.1K
$687K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
533+ 7.3% |
$16.1K - $19.1K
|
7.83K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
527+ 24.6% |
$16K - $18.9K
|
2.67K
$96.2K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
517+ 1.94% |
$15.7K - $18.5K
|
27.1K
$978K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
482+ 11.04% |
$14.6K - $17.2K
|
4.85K
$175K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
471+ 104.43% |
$14.3K - $16.9K
|
922
$33.2K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
466New |
$14.1K - $16.7K
|
466
$16.8K
|