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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
99New |
$2.59K - $3.16K
|
99
$3.15K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
89New |
$2.33K - $2.84K
|
89
$2.83K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
80New |
$2.1K - $2.55K
|
80
$2.55K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
66New |
$1.73K - $2.1K
|
66
$2.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
66+ 6600.0% |
$1.73K - $2.1K
|
67
$2.13K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
60+ 6.0% |
$1.57K - $1.91K
|
1.06K
$33.7K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
54New |
$1.41K - $1.72K
|
54
$1.72K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
41New |
$1.07K - $1.31K
|
41
$1.31K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
36New |
$943 - $1.15K
|
36
$1.15K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 10.34% |
$471 - $574
|
192
$6.11K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
16+ 3.57% |
$419 - $510
|
464
$14.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 2.11% |
$393 - $478
|
725
$23.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11New |
$288 - $351
|
11
$350
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
10+ 0.1% |
$262 - $319
|
10.1K
$321K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.23% |
$157 - $191
|
2.62K
$83.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 2.25% |
$131 - $159
|
227
$7.23K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3New |
$78.6 - $95.6
|
3
$95.5
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.74M+ 4.08% |
$101M - $119M
|
95.4M
$3.04B
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
PUT |
300KNew |
$8.12M - $9.58M
|
300K
$9.55M
|
|
|
May 10, 2024
Q1 2024
|
Rovida Advisors Inc.
Newark, NJ |
BUY
|
- |
300KNew |
$8.12M - $9.58M
|
300K
$9.55M
|
|
|
May 13, 2024
Q1 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
263K+ 230.28% |
$7.12M - $8.41M
|
378K
$12M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
250KNew |
$6.76M - $7.98M
|
250K
$7.96M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
233KNew |
$6.29M - $7.42M
|
233K
$7.4M
|
|
|
May 14, 2024
Q1 2024
|
Delta Global Management LP
New York, NY |
BUY
|
- |
209KNew |
$5.66M - $6.68M
|
209K
$6.66M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
200KNew |
$5.41M - $6.39M
|
200K
$6.37M
|
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
86.7KNew |
$2.35M - $2.77M
|
86.7K
$2.76M
|
|
|
May 07, 2024
Q1 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
50KNew |
$1.35M - $1.6M
|
50K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
36K+ 59.7% |
$974K - $1.15M
|
96.3K
$3.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
26.2KNew |
$710K - $838K
|
26.2K
$835K
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
23.3KNew |
$630K - $744K
|
23.3K
$742K
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
20KNew |
$541K - $639K
|
20K
$637K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
19.5K+ 40.21% |
$527K - $623K
|
68K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
18.2K+ 2.72% |
$493K - $582K
|
688K
$21.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 133.73% |
$396K - $467K
|
25.6K
$814K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14.5K+ 0.2% |
$392K - $463K
|
7.2M
$229M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
13.7KNew |
$370K - $437K
|
13.7K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
13.3KNew |
$360K - $424K
|
13.3K
$423K
|
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
10.7KNew |
$290K - $342K
|
10.7K
$341K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
10K+ 79.42% |
$271K - $319K
|
22.6K
$719K
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.16KNew |
$248K - $293K
|
9.16K
$292K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
8.7KNew |
$235K - $278K
|
8.7K
$277K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.6KNew |
$206K - $243K
|
7.6K
$242K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.1K+ 35.47% |
$138K - $163K
|
19.5K
$620K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.51K+ 4.65% |
$67.8K - $80K
|
56.4K
$1.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
1.71K+ 1536.94% |
$46.1K - $54.5K
|
1.82K
$57.8K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.49K+ 5742.31% |
$40.4K - $47.7K
|
1.52K
$48.3K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.47K+ 18.79% |
$39.7K - $46.9K
|
9.28K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.25K+ 5681.82% |
$33.8K - $39.9K
|
1.27K
$40.5K
|
|
|
Oct 07, 2024
Q1 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
879+ 1.59% |
$23.8K - $28.1K
|
56.1K
$1.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
800+ 19.54% |
$21.6K - $25.5K
|
4.89K
$156K
|
|