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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.13KClosed |
$39.2K - $68.7K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.47KClosed |
$18.9K - $33.1K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.77KClosed |
$13.5K - $23.7K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1.76KClosed |
$13.4K - $23.5K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.29KClosed |
$9.85K - $17.2K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-823Closed |
$6.3K - $11K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-608Closed |
$4.65K - $8.15K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-597Closed |
$4.57K - $8K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-372Closed |
$2.85K - $4.98K
|
0
$0
|
|
|
Jul 17, 2024
Q1 2020
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-340Closed |
$2.6K - $4.56K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-328Closed |
$2.51K - $4.4K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-93Closed |
$711 - $1.25K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-37Closed |
$283 - $496
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-5.26MClosed |
$55.6M - $66.1M
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-58.7KClosed |
$621K - $738K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Capital Insight Partners, LLC
|
SELL
|
- |
-46.3KClosed |
$490K - $582K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-41.5KClosed |
$439K - $522K
|
0
$0
|
|
|
Feb 26, 2020
Q4 2019
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-15.1KClosed |
$159K - $190K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-15.1KClosed |
$159K - $190K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Ruffer LLP
|
SELL
|
- |
-14.4KClosed |
$152K - $181K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-13.1KClosed |
$138K - $165K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.22KClosed |
$65.8K - $78.2K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.93KClosed |
$20.4K - $24.3K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.52KClosed |
$16.1K - $19.1K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.1KClosed |
$11.6K - $13.8K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-830Closed |
$8.78K - $10.4K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-622Closed |
$6.58K - $7.82K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-605Closed |
$6.4K - $7.61K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-260Closed |
$2.75K - $3.27K
|
0
$0
|
|
|
Aug 02, 2024
Q4 2019
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-179- 0.34% |
$1.89K - $2.25K
|
53.1K
$1.91M
|
|
|
Feb 12, 2020
Q4 2019
|
West End Advisors, LLC
|
SELL
|
- |
-105Closed |
$1.11K - $1.32K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1Closed |
$10.6 - $12.6
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 24, 2019
Q3 2019
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-416KClosed |
$4.23M - $5.11M
|
0
$0
|
|
|
Apr 01, 2020
Q3 2019
|
Archer Investment Corp
|
SELL
|
- |
-20.7KClosed |
$210K - $254K
|
0
$0
|
|
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-14.5KClosed |
$147K - $178K
|
0
$0
|
|
|
Nov 18, 2019
Q3 2019
|
Covington Capital Management
|
SELL
|
- |
-2.71KClosed |
$27.5K - $33.3K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.64KClosed |
$26.8K - $32.4K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.93KClosed |
$19.6K - $23.7K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.73KClosed |
$17.6K - $21.2K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
First Personal Financial Services
|
SELL
|
- |
-652Closed |
$6.62K - $8.01K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-336Closed |
$3.41K - $4.13K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
First Bank & Trust
|
SELL
|
- |
-299Closed |
$3.04K - $3.67K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-66Closed |
$671 - $811
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-66Closed |
$671 - $811
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Lancaster Investment Management
|
SELL
|
- |
-5.14MClosed |
$58.8M - $69.5M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Sandler Capital Management
New York, NY |
SELL
|
PUT |
-600KClosed |
$6.86M - $8.12M
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-346KClosed |
$3.95M - $4.68M
|
0
$0
|
|
|
Jul 16, 2019
Q2 2019
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-321KClosed |
$3.67M - $4.35M
|
0
$0
|
|
|
Jul 08, 2019
Q2 2019
|
Cardinal Capital Management
|
SELL
|
- |
-101KClosed |
$1.16M - $1.37M
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-35.9KClosed |
$410K - $486K
|
0
$0
|
|