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 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-943Closed |
$15K - $17.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-669Closed |
$10.7K - $12.4K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-383Closed |
$6.1K - $7.12K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-224- 30.73% |
$3.57K - $4.16K
|
505
$18.2K
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$3.19K - $3.72K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5Closed |
$79.7 - $93
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.69MClosed |
$39.2M - $46.1M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-48.1KClosed |
$699K - $823K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-19.1KClosed |
$277K - $327K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-15.3KClosed |
$222K - $262K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-12.4KClosed |
$180K - $211K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-10.8KClosed |
$157K - $185K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-6.12KClosed |
$88.9K - $105K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-1.35KClosed |
$19.6K - $23.1K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-631Closed |
$9.17K - $10.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-616Closed |
$8.96K - $10.5K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-450Closed |
$6.54K - $7.7K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
SELL
|
PUT |
-439- 3.02% |
$6.38K - $7.52K
|
14.1K
$508K
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-338Closed |
$4.91K - $5.79K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-338Closed |
$4.91K - $5.79K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-175Closed |
$2.54K - $3K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-117Closed |
$1.7K - $2K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-50Closed |
$727 - $856
|
0
$0
|
|
Q2 2021 | |||||||
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-182KClosed |
$2.72M - $3M
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-27.1KClosed |
$405K - $448K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-22.7KClosed |
$340K - $375K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-20KClosed |
$299K - $330K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-20KClosed |
$299K - $330K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-16.4KClosed |
$246K - $271K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Xponance, Inc.
|
SELL
|
- |
-11.6KClosed |
$173K - $191K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Parametrica Management LTD
|
SELL
|
- |
-10.8KClosed |
$161K - $178K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.2KClosed |
$18K - $19.8K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-615Closed |
$9.2K - $10.2K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-500Closed |
$7.48K - $8.26K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-419Closed |
$6.27K - $6.92K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-146Closed |
$2.18K - $2.41K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-90Closed |
$1.35K - $1.49K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.18MClosed |
$31.1M - $35M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-95.1KClosed |
$1.36M - $1.53M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-41.7KClosed |
$596K - $671K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Consolidated Investment Group LLC
|
SELL
|
- |
-30.7KClosed |
$439K - $495K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-10.8KClosed |
$154K - $173K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-10.1KClosed |
$144K - $162K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
SELL
|
- |
-609Closed |
$8.7K - $9.8K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-219Closed |
$3.13K - $3.53K
|
0
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-166Closed |
$2.37K - $2.67K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-105Closed |
$1.5K - $1.69K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-89Closed |
$1.27K - $1.43K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-82Closed |
$1.17K - $1.32K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-71Closed |
$1.01K - $1.14K
|
0
$0
|