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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
461+ 45.87% |
$14K - $16.5K
|
1.47K
$52.8K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
458+ 4.39% |
$13.9K - $16.4K
|
10.9K
$392K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
456+ 6.65% |
$13.8K - $16.3K
|
7.31K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400+ 44.44% |
$12.1K - $14.3K
|
1.3K
$46.9K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
390+ 28.87% |
$11.8K - $14K
|
1.74K
$62.7K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
386+ 0.27% |
$11.7K - $13.8K
|
145K
$5.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
378New |
$11.4K - $13.5K
|
378
$13.6K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
367+ 3.05% |
$11.1K - $13.1K
|
12.4K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
358+ 1.74% |
$10.8K - $12.8K
|
20.9K
$753K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
345+ 4.43% |
$10.4K - $12.3K
|
8.14K
$293K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
332+ 1509.09% |
$10.1K - $11.9K
|
354
$12.8K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
313+ 391.25% |
$9.48K - $11.2K
|
393
$14.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
307+ 164.17% |
$9.3K - $11K
|
494
$17.8K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
299+ 29900.0% |
$9.05K - $10.7K
|
300
$10.8K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
296+ 14800.0% |
$8.96K - $10.6K
|
298
$10.7K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
288+ 0.13% |
$8.72K - $10.3K
|
227K
$8.16M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
251+ 4.81% |
$7.6K - $8.98K
|
5.47K
$197K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
241+ 3.36% |
$7.3K - $8.62K
|
7.42K
$268K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
239+ 3.39% |
$7.24K - $8.55K
|
7.28K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
232+ 3.31% |
$7.02K - $8.3K
|
7.24K
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
224+ 1.67% |
$6.78K - $8.01K
|
13.6K
$490K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
220+ 27.23% |
$6.66K - $7.87K
|
1.03K
$37K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
219+ 1.53% |
$6.63K - $7.84K
|
14.5K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
210+ 173.55% |
$6.36K - $7.51K
|
331
$11.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
210+ 1.59% |
$6.36K - $7.51K
|
13.4K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
195New |
$5.9K - $6.98K
|
195
$7.03K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
190+ 39.01% |
$5.75K - $6.8K
|
677
$24.4K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
184+ 2.33% |
$5.57K - $6.58K
|
8.09K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
181+ 235.06% |
$5.48K - $6.48K
|
258
$9.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
178+ 0.33% |
$5.39K - $6.37K
|
53.9K
$1.94M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
163+ 626.92% |
$4.94K - $5.83K
|
189
$6.81K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
150New |
$4.54K - $5.37K
|
150
$5.41K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
142New |
$4.3K - $5.08K
|
142
$5.12K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
137New |
$4.15K - $4.9K
|
137
$4.94K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
97+ 74.62% |
$2.94K - $3.47K
|
227
$8.18K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
87+ 2.07% |
$2.63K - $3.11K
|
4.3K
$155K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
70+ 12.39% |
$2.12K - $2.5K
|
635
$22.9K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
69New |
$2.09K - $2.47K
|
69
$2.49K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
50New |
$1.51K - $1.79K
|
50
$1.8K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
40New |
$1.21K - $1.43K
|
40
$1.44K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
36New |
$1.09K - $1.29K
|
36
$1.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
35New |
$1.06K - $1.25K
|
35
$1.26K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.19% |
$908 - $1.07K
|
15.6K
$563K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
20New |
$606 - $716
|
20
$721
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16New |
$484 - $572
|
16
$577
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8New |
$242 - $286
|
8
$288
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 14.58% |
$212 - $250
|
55
$1.98K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 3.45% |
$182 - $215
|
180
$6.49K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.78MNew |
$53M - $58.9M
|
1.78M
$64.2M
|
|