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 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-451- 55.27% |
$12.6K - $14.2K
|
365
$11.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-443- 3.16% |
$12.4K - $13.9K
|
13.6K
$432K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-431- 0.44% |
$12.1K - $13.5K
|
97.8K
$3.11M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-427- 6.09% |
$11.9K - $13.4K
|
6.59K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-423- 3.02% |
$11.8K - $13.3K
|
13.6K
$432K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-416- 69.8% |
$11.6K - $13.1K
|
180
$5.72K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-400- 28.57% |
$11.2K - $12.6K
|
1K
$31.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-394- 4.11% |
$11K - $12.4K
|
9.2K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-385- 1.6% |
$10.8K - $12.1K
|
23.7K
$752K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-352- 0.07% |
$9.85K - $11.1K
|
500K
$15.9M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-340- 4.53% |
$9.51K - $10.7K
|
7.16K
$228K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-335- 0.38% |
$9.37K - $10.5K
|
87K
$2.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-327- 2.44% |
$9.15K - $10.3K
|
13.1K
$415K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-312- 31.11% |
$8.73K - $9.8K
|
691
$22K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-305- 0.98% |
$8.53K - $9.58K
|
30.7K
$976K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-292- 2.48% |
$8.17K - $9.17K
|
11.5K
$365K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-284- 2.08% |
$7.94K - $8.92K
|
13.4K
$426K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-273- 2.6% |
$7.64K - $8.58K
|
10.2K
$326K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-271- 3.56% |
$7.58K - $8.51K
|
7.35K
$234K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-247- 4.64% |
$6.91K - $7.76K
|
5.08K
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-233- 87.27% |
$6.52K - $7.32K
|
34
$1.08K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-230- 0.69% |
$6.43K - $7.23K
|
32.9K
$1.05M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-227- 2.87% |
$6.35K - $7.13K
|
7.68K
$244K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-211- 1.46% |
$5.9K - $6.63K
|
14.3K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-210- 2.85% |
$5.87K - $6.6K
|
7.15K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-200- 14.29% |
$5.59K - $6.28K
|
1.2K
$38.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-196- 0.32% |
$5.48K - $6.16K
|
61.5K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-176- 2.08% |
$4.92K - $5.53K
|
8.28K
$263K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-157- 2.94% |
$4.39K - $4.93K
|
5.18K
$165K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-153- 26.47% |
$4.28K - $4.81K
|
425
$13.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-142- 0.88% |
$3.97K - $4.46K
|
16K
$508K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-141- 7.06% |
$3.94K - $4.43K
|
1.86K
$59K
|
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-120- 1.41% |
$3.36K - $3.77K
|
8.42K
$268K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-106- 1.09% |
$2.96K - $3.33K
|
9.6K
$305K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-93- 21.53% |
$2.6K - $2.92K
|
339
$10.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-78- 26.09% |
$2.18K - $2.45K
|
221
$7.03K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-74- 7.68% |
$2.07K - $2.33K
|
890
$28.3K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-72- 0.64% |
$2.01K - $2.26K
|
11.2K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-67- 0.63% |
$1.87K - $2.11K
|
10.5K
$334K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-66- 0.92% |
$1.85K - $2.07K
|
7.11K
$226K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-61- 0.11% |
$1.71K - $1.92K
|
53.2K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-50- 0.31% |
$1.4K - $1.57K
|
16K
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-46- 2.1% |
$1.29K - $1.45K
|
2.14K
$68.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-45- 0.42% |
$1.26K - $1.41K
|
10.7K
$341K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-44- 14.01% |
$1.23K - $1.38K
|
270
$8.59K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-30- 0.7% |
$839 - $943
|
4.25K
$135K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-17- 1.21% |
$475 - $534
|
1.38K
$44K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-13- 44.83% |
$364 - $408
|
16
$509
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 0.07% |
$336 - $377
|
17.1K
$545K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 1.64% |
$224 - $251
|
481
$15.3K
|