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 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-24.1K- 13.2% |
$729K - $861K
|
158K
$5.7M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-22.9K- 4.17% |
$692K - $818K
|
526K
$18.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-16.9K- 31.08% |
$512K - $606K
|
37.5K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-15.4K- 7.72% |
$466K - $551K
|
184K
$6.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-13.8K- 61.13% |
$418K - $494K
|
8.78K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-12.3K- 11.11% |
$371K - $439K
|
98.1K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-11.9K- 20.63% |
$359K - $424K
|
45.6K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-11K- 3.76% |
$332K - $392K
|
281K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-10.3K- 31.84% |
$312K - $369K
|
22.1K
$796K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-10K- 98.5% |
$303K - $358K
|
152
$5.48K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.9K- 28.95% |
$300K - $354K
|
24.3K
$876K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-9.77K- 17.3% |
$296K - $350K
|
46.7K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.74K- 43.09% |
$265K - $313K
|
11.5K
$416K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-8.11K- 38.39% |
$246K - $290K
|
13K
$469K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-8.1K- 7.11% |
$245K - $290K
|
106K
$3.81M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-8K- 19.32% |
$242K - $286K
|
33.4K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.12K- 15.16% |
$215K - $255K
|
39.8K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.75K- 7.08% |
$204K - $242K
|
88.6K
$3.19M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.51K- 11.19% |
$197K - $233K
|
51.7K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-5.97K- 5.72% |
$181K - $214K
|
98.5K
$3.55M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 36.78% |
$168K - $199K
|
9.56K
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.44K- 12.71% |
$165K - $194K
|
37.3K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.08K- 20.43% |
$154K - $182K
|
19.8K
$713K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.93K- 0.95% |
$149K - $176K
|
512K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.61K- 0.94% |
$139K - $165K
|
485K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.53K- 3.69% |
$137K - $162K
|
118K
$4.26M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.34K- 10.61% |
$131K - $155K
|
36.5K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.07K- 50.0% |
$123K - $146K
|
4.07K
$147K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-3.91K- 29.07% |
$118K - $140K
|
9.53K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3.13K- 12.09% |
$94.8K - $112K
|
22.8K
$820K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.11K- 20.11% |
$94.1K - $111K
|
12.3K
$445K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-3.08K- 15.85% |
$93.4K - $110K
|
16.4K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.06K- 4.45% |
$92.6K - $109K
|
65.6K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.93K- 3.72% |
$88.7K - $105K
|
75.9K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.9K- 9.44% |
$87.8K - $104K
|
27.8K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.7K- 15.93% |
$81.8K - $96.6K
|
14.3K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.57K- 3.9% |
$77.9K - $92K
|
63.3K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.49K- 17.42% |
$75.4K - $89.1K
|
11.8K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-2.3K- 5.23% |
$69.6K - $82.3K
|
41.7K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.08K- 23.4% |
$62.9K - $74.3K
|
6.8K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.95K- 12.69% |
$58.9K - $69.6K
|
13.4K
$483K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.84K- 6.91% |
$55.8K - $65.9K
|
24.8K
$895K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.78K- 19.93% |
$54K - $63.8K
|
7.16K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.58KClosed |
$47.8K - $56.5K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-1.51K- 5.25% |
$45.8K - $54.1K
|
27.3K
$984K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.5K- 11.62% |
$45.5K - $53.7K
|
11.4K
$412K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.33K- 14.19% |
$40.3K - $47.7K
|
8.05K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-1.25K- 0.34% |
$37.9K - $44.7K
|
371K
$13.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 4.2% |
$34.1K - $40.3K
|
25.7K
$926K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.06K- 1.41% |
$32.2K - $38.1K
|
74.1K
$2.67M
|