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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1K- 13.16% |
$30.3K - $35.8K
|
6.6K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-990- 2.65% |
$30K - $35.4K
|
36.4K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-924- 10.1% |
$28K - $33.1K
|
8.22K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-868- 5.51% |
$26.3K - $31.1K
|
14.9K
$537K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-774- 8.0% |
$23.4K - $27.7K
|
8.9K
$321K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-768- 3.6% |
$23.3K - $27.5K
|
20.5K
$740K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-765- 2.71% |
$23.2K - $27.4K
|
27.5K
$991K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-750- 4.26% |
$22.7K - $26.8K
|
16.9K
$608K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-750- 2.04% |
$22.7K - $26.8K
|
36.1K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-743- 3.36% |
$22.5K - $26.6K
|
21.4K
$770K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-689- 5.93% |
$20.9K - $24.7K
|
10.9K
$394K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-686- 3.83% |
$20.8K - $24.5K
|
17.2K
$621K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-678- 3.33% |
$20.5K - $24.3K
|
19.7K
$709K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-651- 2.4% |
$19.7K - $23.3K
|
26.5K
$954K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-644- 89.94% |
$19.5K - $23K
|
72
$2.59K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-640- 7.24% |
$19.4K - $22.9K
|
8.2K
$296K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-578- 29.61% |
$17.5K - $20.7K
|
1.37K
$49.5K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-550- 2.31% |
$16.7K - $19.7K
|
23.3K
$839K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-518- 6.01% |
$15.7K - $18.5K
|
8.11K
$292K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-503- 1.37% |
$15.2K - $18K
|
36.3K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-484- 6.49% |
$14.7K - $17.3K
|
6.97K
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-472- 0.4% |
$14.3K - $16.9K
|
117K
$4.22M
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-452- 4.62% |
$13.7K - $16.2K
|
9.34K
$337K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-442- 3.2% |
$13.4K - $15.8K
|
13.4K
$482K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-434- 5.94% |
$13.1K - $15.5K
|
6.87K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-419- 3.29% |
$12.7K - $15K
|
12.3K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-364- 0.41% |
$11K - $13K
|
88.2K
$3.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-308- 0.51% |
$9.33K - $11K
|
60K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-306- 2.94% |
$9.27K - $10.9K
|
10.1K
$364K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-290- 2.25% |
$8.78K - $10.4K
|
12.6K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-281- 4.71% |
$8.51K - $10.1K
|
5.69K
$205K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-271- 2.46% |
$8.21K - $9.7K
|
10.8K
$388K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-256- 8.21% |
$7.75K - $9.16K
|
2.86K
$103K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-254- 4.55% |
$7.69K - $9.09K
|
5.33K
$192K
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-229- 0.38% |
$6.93K - $8.19K
|
60K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-192- 2.52% |
$5.81K - $6.87K
|
7.44K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-183- 9.11% |
$5.54K - $6.55K
|
1.83K
$65.8K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-182- 2.32% |
$5.51K - $6.51K
|
7.66K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-181- 0.04% |
$5.48K - $6.48K
|
516K
$18.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-135- 0.44% |
$4.09K - $4.83K
|
30.6K
$1.1M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-118- 22.52% |
$3.57K - $4.22K
|
406
$14.6K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-100- 18.98% |
$3.03K - $3.58K
|
427
$15.4K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-90- 0.1% |
$2.73K - $3.22K
|
85.9K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-85- 0.92% |
$2.57K - $3.04K
|
9.14K
$329K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-50- 0.27% |
$1.51K - $1.79K
|
18.3K
$658K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-48- 11.59% |
$1.45K - $1.72K
|
366
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-45- 0.4% |
$1.36K - $1.61K
|
11.3K
$407K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-45- 0.53% |
$1.36K - $1.61K
|
8.47K
$305K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-26- 0.38% |
$787 - $930
|
6.75K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-25- 0.23% |
$757 - $895
|
10.9K
$393K
|