Latest Institutional Sells of Ubs Group Ag (UBS)
This list provides information on the latest institutional transactions involving Ubs Group Ag (UBS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-1.33M- 30.41% |
$39.5M - $43.9M
|
3.03M
$99M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-207K- 46.84% |
$6.17M - $6.85M
|
235K
$7.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-190K- 33.2% |
$5.66M - $6.29M
|
382K
$12.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-136K- 3.1% |
$4.04M - $4.48M
|
4.24M
$138M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-116K- 29.49% |
$3.46M - $3.84M
|
277K
$9.05M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-43.5K- 12.97% |
$1.29M - $1.44M
|
292K
$9.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-21.4K- 42.97% |
$637K - $708K
|
28.4K
$926K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.1K- 99.9% |
$510K - $566K
|
17
$554
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-16.8K- 56.33% |
$501K - $557K
|
13.1K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-16.3K- 90.81% |
$485K - $539K
|
1.65K
$53.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.8K- 19.86% |
$353K - $392K
|
47.8K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-10.8K- 21.9% |
$322K - $358K
|
38.6K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.35K- 28.69% |
$279K - $309K
|
23.2K
$758K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-8.98K- 11.12% |
$267K - $297K
|
71.8K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-8.8K- 4.19% |
$262K - $291K
|
201K
$6.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-8.42K- 0.16% |
$251K - $279K
|
5.19M
$169M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-8.02K- 1.7% |
$239K - $265K
|
464K
$15.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-5.31K- 21.43% |
$158K - $176K
|
19.5K
$635K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.63K- 5.82% |
$108K - $120K
|
58.7K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.63K- 10.52% |
$108K - $120K
|
30.9K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.51K- 6.05% |
$104K - $116K
|
54.5K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.42K- 5.55% |
$102K - $113K
|
58.2K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3.04K- 0.95% |
$90.4K - $100K
|
317K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-2.63K- 2.42% |
$78.3K - $87K
|
106K
$3.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.62K- 21.48% |
$78.1K - $86.8K
|
9.59K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.53K- 2.58% |
$75.2K - $83.5K
|
95.3K
$3.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.5K- 3.07% |
$74.4K - $82.7K
|
78.8K
$2.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-2K- 8.67% |
$59.6K - $66.2K
|
21.1K
$687K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.7K- 4.09% |
$50.6K - $56.2K
|
39.9K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.6K- 17.42% |
$47.7K - $53K
|
7.6K
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.58K- 12.32% |
$47.1K - $52.3K
|
11.3K
$367K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.58K- 6.65% |
$46.9K - $52.1K
|
22.1K
$721K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-1.49K- 17.7% |
$44.4K - $49.3K
|
6.93K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.36K- 1.78% |
$40.6K - $45.1K
|
75.2K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.26K- 12.91% |
$37.6K - $41.7K
|
8.52K
$278K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.14K- 5.99% |
$34K - $37.7K
|
17.9K
$584K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.11K- 6.92% |
$33K - $36.6K
|
14.9K
$485K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.03K- 5.75% |
$30.8K - $34.2K
|
17K
$553K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-873- 8.28% |
$26K - $28.9K
|
9.67K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-867- 17.08% |
$25.8K - $28.7K
|
4.21K
$137K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-864- 3.09% |
$25.7K - $28.6K
|
27.1K
$884K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-859- 2.61% |
$25.6K - $28.4K
|
32.1K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-850- 4.53% |
$25.3K - $28.1K
|
17.9K
$584K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-825- 9.97% |
$24.6K - $27.3K
|
7.45K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-799- 5.47% |
$23.8K - $26.4K
|
13.8K
$451K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-764- 5.78% |
$22.8K - $25.3K
|
12.5K
$406K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-764- 2.19% |
$22.8K - $25.3K
|
34.2K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-627- 2.0% |
$18.7K - $20.7K
|
30.7K
$1M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-548- 1.87% |
$16.3K - $18.1K
|
28.8K
$939K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-540- 5.04% |
$16.1K - $17.9K
|
10.2K
$332K
|