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 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
77New |
$2.15K - $2.42K
|
77
$2.52K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17New |
$475 - $534
|
17
$557
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8+ 1.23% |
$224 - $251
|
659
$21.6K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4New |
$112 - $126
|
4
$131
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.23% |
$55.9 - $62.8
|
867
$28.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1New |
$28 - $31.4
|
1
$32.7
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Viking Global Investors LP
|
BUY
|
- |
5.19MNew |
$136M - $165M
|
5.19M
$170M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
681K+ 21.98% |
$17.8M - $21.7M
|
3.78M
$124M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
202K+ 286.25% |
$5.29M - $6.43M
|
272K
$8.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
88.9KNew |
$2.33M - $2.83M
|
88.9K
$2.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
88.6K+ 91.8% |
$2.32M - $2.83M
|
185K
$6.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
64.8KNew |
$1.7M - $2.07M
|
64.8K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
51.8KNew |
$1.36M - $1.65M
|
51.8K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
42.5KNew |
$1.11M - $1.36M
|
42.5K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
20.8KNew |
$544K - $663K
|
20.8K
$681K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
14KNew |
$367K - $446K
|
14K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$361K - $439K
|
13.8K
$451K
|
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
12.7KNew |
$332K - $404K
|
12.7K
$415K
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
10.9KNew |
$285K - $347K
|
10.9K
$357K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
9.92KNew |
$260K - $316K
|
9.92K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.04KNew |
$237K - $288K
|
9.04K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.51KNew |
$197K - $239K
|
7.51K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.44KNew |
$195K - $237K
|
7.44K
$244K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
7.3KNew |
$191K - $233K
|
7.3K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
7.24KNew |
$190K - $231K
|
7.24K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.85KNew |
$153K - $186K
|
5.85K
$191K
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
2.5K+ 9.43% |
$65.5K - $79.7K
|
29K
$949K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.4K+ 18.23% |
$62.9K - $76.6K
|
15.6K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.79KNew |
$47K - $57.2K
|
1.79K
$58.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.71KNew |
$44.7K - $54.4K
|
1.71K
$55.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.42K+ 566.4% |
$37.1K - $45.1K
|
1.67K
$54.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
890+ 7.27% |
$23.3K - $28.4K
|
13.1K
$430K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
763+ 56.02% |
$20K - $24.3K
|
2.13K
$69.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
367New |
$9.61K - $11.7K
|
367
$12K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
210+ 3.65% |
$5.5K - $6.69K
|
5.97K
$195K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
200New |
$5.24K - $6.38K
|
200
$6.55K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
181New |
$4.74K - $5.77K
|
181
$5.93K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
179New |
$4.69K - $5.71K
|
179
$5.86K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
153New |
$4.01K - $4.88K
|
153
$5.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
139New |
$3.64K - $4.43K
|
139
$4.55K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
126+ 69.23% |
$3.3K - $4.02K
|
308
$10.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
120+ 13.78% |
$3.14K - $3.83K
|
991
$32.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
99New |
$2.59K - $3.16K
|
99
$3.24K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
89New |
$2.33K - $2.84K
|
89
$2.91K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
66New |
$1.73K - $2.1K
|
66
$2.16K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
66+ 6600.0% |
$1.73K - $2.1K
|
67
$2.19K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
54New |
$1.41K - $1.72K
|
54
$1.77K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
36New |
$943 - $1.15K
|
36
$1.18K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
16+ 3.57% |
$419 - $510
|
464
$15.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 2.11% |
$393 - $478
|
725
$23.7K
|
|