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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.82K- 6.16% |
$107K - $120K
|
58.2K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.6K- 0.43% |
$101K - $113K
|
838K
$26.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.57K- 26.55% |
$99.7K - $112K
|
9.87K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.56K- 18.88% |
$99.5K - $112K
|
15.3K
$487K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.15K- 10.11% |
$88K - $98.9K
|
28K
$891K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.03K- 32.34% |
$84.8K - $95.2K
|
6.34K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3K- 8.11% |
$83.9K - $94.3K
|
34K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.35K- 4.8% |
$65.6K - $73.7K
|
46.5K
$1.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.3K- 7.06% |
$64.4K - $72.4K
|
30.3K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-2.29K- 12.83% |
$64K - $71.9K
|
15.5K
$494K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-2.23K- 8.27% |
$62.5K - $70.2K
|
24.8K
$788K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.19K- 6.53% |
$61.2K - $68.8K
|
31.3K
$998K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.16K- 21.96% |
$60.3K - $67.7K
|
7.66K
$244K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.11K- 6.07% |
$58.9K - $66.2K
|
32.6K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.98K- 3.56% |
$55.4K - $62.2K
|
53.7K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.92K- 14.99% |
$53.8K - $60.4K
|
10.9K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.84K- 2.97% |
$51.4K - $57.7K
|
60K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-1.79K- 6.01% |
$50.1K - $56.3K
|
28K
$891K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.78K- 18.59% |
$49.6K - $55.8K
|
7.78K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.75K- 5.12% |
$49.1K - $55.1K
|
32.5K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.67K- 86.09% |
$46.7K - $52.5K
|
270
$8.59K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.59K- 6.09% |
$44.3K - $49.8K
|
24.4K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.44K- 3.68% |
$40.3K - $45.3K
|
37.7K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 11.27% |
$40.3K - $45.2K
|
11.3K
$361K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.42K- 13.04% |
$39.7K - $44.6K
|
9.48K
$302K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.35K- 2.55% |
$37.6K - $42.3K
|
51.4K
$1.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.34K- 6.92% |
$37.4K - $42K
|
18K
$573K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.32K- 38.56% |
$36.8K - $41.3K
|
2.1K
$66.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.24K- 37.14% |
$34.7K - $39K
|
2.1K
$66.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.21K- 1.46% |
$33.8K - $37.9K
|
81.3K
$2.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.2K- 25.46% |
$33.5K - $37.6K
|
3.51K
$112K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.18K- 4.76% |
$33.1K - $37.2K
|
23.7K
$754K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.17K- 1.59% |
$32.6K - $36.7K
|
72.1K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 19.01% |
$32.4K - $36.4K
|
4.94K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.12K- 3.76% |
$31.2K - $35.1K
|
28.6K
$910K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.02K- 1.31% |
$28.5K - $32K
|
76.6K
$2.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-968- 2.66% |
$27.1K - $30.4K
|
35.4K
$1.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-922- 0.29% |
$25.8K - $29K
|
320K
$10.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-871- 7.19% |
$24.4K - $27.4K
|
11.3K
$358K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-837- 5.42% |
$23.4K - $26.3K
|
14.6K
$465K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-794- 10.0% |
$22.2K - $24.9K
|
7.15K
$227K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-794- 1.92% |
$22.2K - $24.9K
|
40.5K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-698- 1.11% |
$19.5K - $21.9K
|
62.4K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-685- 0.49% |
$19.2K - $21.5K
|
141K
$4.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-658- 4.6% |
$18.4K - $20.7K
|
13.6K
$434K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-594- 1.71% |
$16.6K - $18.7K
|
34.2K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-574- 23.47% |
$16.1K - $18K
|
1.87K
$59.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-529- 1.56% |
$14.8K - $16.6K
|
33.4K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-505- 0.59% |
$14.1K - $15.9K
|
85.6K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-462- 1.11% |
$12.9K - $14.5K
|
41.2K
$1.31M
|