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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
399New |
$11.2K - $12.5K
|
399
$12.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
394+ 3.17% |
$11K - $12.4K
|
12.8K
$407K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
382New |
$10.7K - $12K
|
382
$12.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
355+ 15.65% |
$9.93K - $11.2K
|
2.62K
$83.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
346+ 3.87% |
$9.68K - $10.9K
|
9.28K
$295K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
316+ 4.23% |
$8.84K - $9.93K
|
7.78K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
315New |
$8.81K - $9.9K
|
315
$10K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
313New |
$8.75K - $9.83K
|
313
$9.95K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
311New |
$8.7K - $9.77K
|
311
$9.89K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
303+ 4.42% |
$8.47K - $9.52K
|
7.15K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
295+ 3.25% |
$8.25K - $9.27K
|
9.38K
$298K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
294+ 140.0% |
$8.22K - $9.24K
|
504
$16K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
284+ 3.43% |
$7.94K - $8.92K
|
8.55K
$272K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
273+ 5.55% |
$7.64K - $8.58K
|
5.19K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
272+ 1.64% |
$7.61K - $8.55K
|
16.8K
$535K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
265+ 0.74% |
$7.41K - $8.33K
|
36.2K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
234+ 6.64% |
$6.54K - $7.35K
|
3.76K
$119K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
225+ 1.01% |
$6.29K - $7.07K
|
22.6K
$718K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
200New |
$5.59K - $6.28K
|
200
$6.36K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
181New |
$5.06K - $5.69K
|
181
$5.76K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
174+ 4.27% |
$4.87K - $5.47K
|
4.25K
$135K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
171New |
$4.78K - $5.37K
|
171
$5.44K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
159+ 0.78% |
$4.45K - $5K
|
20.4K
$649K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
151+ 9.46% |
$4.22K - $4.74K
|
1.75K
$55.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
139New |
$3.89K - $4.37K
|
139
$4.42K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
129+ 19.43% |
$3.61K - $4.05K
|
793
$25.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
128New |
$3.58K - $4.02K
|
128
$4.07K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
128+ 18.18% |
$3.58K - $4.02K
|
832
$26.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
103+ 0.85% |
$2.88K - $3.24K
|
12.2K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
102+ 0.66% |
$2.85K - $3.2K
|
15.6K
$497K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
102+ 1.17% |
$2.85K - $3.2K
|
8.83K
$281K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
95+ 0.6% |
$2.66K - $2.98K
|
15.9K
$505K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
95New |
$2.66K - $2.98K
|
95
$3.02K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
77New |
$2.15K - $2.42K
|
77
$2.45K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
74+ 0.45% |
$2.07K - $2.33K
|
16.5K
$523K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
74+ 0.75% |
$2.07K - $2.33K
|
9.96K
$317K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
64+ 0.58% |
$1.79K - $2.01K
|
11.2K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
58+ 0.52% |
$1.62K - $1.82K
|
11.2K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50+ 3.62% |
$1.4K - $1.57K
|
1.43K
$45.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
40+ 0.45% |
$1.12K - $1.26K
|
8.84K
$281K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23+ 115.0% |
$643 - $723
|
43
$1.37K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
21+ 47.73% |
$587 - $660
|
65
$2.07K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20+ 0.21% |
$559 - $628
|
9.75K
$310K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17New |
$475 - $534
|
17
$541
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 12.5% |
$252 - $283
|
81
$2.58K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8+ 1.23% |
$224 - $251
|
659
$21K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4New |
$112 - $126
|
4
$127
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.23% |
$55.9 - $62.8
|
867
$27.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1New |
$28 - $31.4
|
1
$31.8
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|