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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
816K+ 7.37% |
$24.3M - $27M
|
11.9M
$429M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
BUY
|
- |
344KNew |
$10.2M - $11.4M
|
344K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
322KNew |
$9.58M - $10.6M
|
322K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
259KNew |
$7.7M - $8.55M
|
259K
$9.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
47.6KNew |
$1.42M - $1.57M
|
47.6K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
36.4KNew |
$1.08M - $1.2M
|
36.4K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
28.8KNew |
$857K - $952K
|
28.8K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
27.1KNew |
$807K - $897K
|
27.1K
$977K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
18.6KNew |
$555K - $616K
|
18.6K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 49.7% |
$482K - $536K
|
48.8K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
15.7KNew |
$468K - $519K
|
15.7K
$566K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15K+ 6521.74% |
$447K - $496K
|
15.2K
$549K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.4KNew |
$429K - $476K
|
14.4K
$519K
|
|
|
Jan 27, 2025
Q4 2024
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
13.8K+ 14.03% |
$410K - $456K
|
112K
$4.04M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.7K+ 50.6% |
$408K - $453K
|
40.7K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.1KNew |
$389K - $432K
|
13.1K
$471K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11.7K+ 20.85% |
$350K - $389K
|
68.1K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
11.7KNew |
$347K - $386K
|
11.7K
$420K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
11KNew |
$328K - $364K
|
11K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
10.3KNew |
$306K - $340K
|
10.3K
$371K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.69K+ 16.52% |
$229K - $254K
|
54.2K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.95KNew |
$207K - $230K
|
6.95K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
BUY
|
CALL |
2.71KNew |
$80.7K - $89.7K
|
2.71K
$97.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.54KNew |
$75.5K - $83.9K
|
2.54K
$91.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.35KNew |
$40.2K - $44.7K
|
1.35K
$48.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$35.3K - $39.2K
|
1.18K
$42.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$32.6K - $36.3K
|
1.1K
$39.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
811+ 2.29% |
$24.2K - $26.8K
|
36.2K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
745New |
$22.2K - $24.6K
|
745
$26.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
527+ 3.34% |
$15.7K - $17.4K
|
16.3K
$588K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
460New |
$13.7K - $15.2K
|
460
$16.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
442New |
$13.2K - $14.6K
|
442
$15.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
317+ 69.52% |
$9.44K - $10.5K
|
773
$27.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
305New |
$9.08K - $10.1K
|
305
$11K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
283New |
$8.43K - $9.36K
|
283
$10.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
267+ 12.74% |
$7.95K - $8.83K
|
2.36K
$85.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
219New |
$6.52K - $7.24K
|
219
$7.89K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
219New |
$6.52K - $7.24K
|
219
$7.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
216+ 79.7% |
$6.43K - $7.15K
|
487
$17.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$5.96K - $6.62K
|
200
$7.21K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
197New |
$5.87K - $6.52K
|
197
$7.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
183+ 10.07% |
$5.45K - $6.05K
|
2K
$72.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
141New |
$4.2K - $4.66K
|
141
$5.08K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
100New |
$2.98K - $3.31K
|
100
$3.6K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
70+ 0.72% |
$2.08K - $2.32K
|
9.82K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
61New |
$1.82K - $2.02K
|
61
$2.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
43+ 0.08% |
$1.28K - $1.42K
|
53.8K
$1.94M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
32New |
$953 - $1.06K
|
32
$1.15K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
13New |
$387 - $430
|
13
$469
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
11New |
$328 - $364
|
11
$396
|