Purchases and Sales Made in Q1 2025 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q1 2025. The information is specifically focused on institutions that hold shares of UBS Group AG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
296+ 14800.0% |
$8.96K - $10.6K
|
298
$11.4K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
288+ 0.13% |
$8.72K - $10.3K
|
227K
$8.66M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
251+ 4.81% |
$7.6K - $8.98K
|
5.47K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
241+ 3.36% |
$7.3K - $8.62K
|
7.42K
$284K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
239+ 3.39% |
$7.24K - $8.55K
|
7.28K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
232+ 3.31% |
$7.02K - $8.3K
|
7.24K
$277K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
224+ 1.67% |
$6.78K - $8.01K
|
13.6K
$520K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
220+ 27.23% |
$6.66K - $7.87K
|
1.03K
$39.3K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
219+ 1.53% |
$6.63K - $7.84K
|
14.5K
$554K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
210+ 1.59% |
$6.36K - $7.51K
|
13.4K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
210+ 173.55% |
$6.36K - $7.51K
|
331
$12.6K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
195New |
$5.9K - $6.98K
|
195
$7.45K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
190+ 39.01% |
$5.75K - $6.8K
|
677
$25.9K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
184+ 2.33% |
$5.57K - $6.58K
|
8.09K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
181+ 235.06% |
$5.48K - $6.48K
|
258
$9.86K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
178+ 0.33% |
$5.39K - $6.37K
|
53.9K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
168+ 0.35% |
$5.09K - $6.01K
|
48.7K
$1.86M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
163+ 626.92% |
$4.94K - $5.83K
|
189
$7.22K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
150New |
$4.54K - $5.37K
|
150
$5.73K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
142New |
$4.3K - $5.08K
|
142
$5.43K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
137New |
$4.15K - $4.9K
|
137
$5.23K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
97+ 74.62% |
$2.94K - $3.47K
|
227
$8.67K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
87+ 2.07% |
$2.63K - $3.11K
|
4.3K
$164K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
70+ 12.39% |
$2.12K - $2.5K
|
635
$24.3K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
69New |
$2.09K - $2.47K
|
69
$2.64K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
62+ 0.65% |
$1.88K - $2.22K
|
9.6K
$367K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
60New |
$1.82K - $2.15K
|
60
$2.29K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
50New |
$1.51K - $1.79K
|
50
$1.91K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
49+ 32.45% |
$1.48K - $1.75K
|
200
$7.64K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
44+ 8.1% |
$1.33K - $1.57K
|
587
$22.4K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
40New |
$1.21K - $1.43K
|
40
$1.53K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
36New |
$1.09K - $1.29K
|
36
$1.38K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
35New |
$1.06K - $1.25K
|
35
$1.34K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.19% |
$908 - $1.07K
|
15.6K
$596K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
25+ 0.49% |
$757 - $895
|
5.1K
$195K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
20New |
$606 - $716
|
20
$764
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16New |
$484 - $572
|
16
$611
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8New |
$242 - $286
|
8
$306
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 14.58% |
$212 - $250
|
55
$2.1K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 3.45% |
$182 - $215
|
180
$6.88K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.48% |
$30.3 - $35.8
|
210
$8.02K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Henry James International Management Inc.
|
SELL
|
- |
-7- -0.0% |
$212 - $250
|
411K
$15.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-11- 0.29% |
$333 - $394
|
3.8K
$145K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-11- 6.08% |
$333 - $394
|
170
$6.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15- 0.91% |
$454 - $537
|
1.63K
$62.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-19- 4.97% |
$575 - $680
|
363
$13.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-19- 40.43% |
$575 - $680
|
28
$1.07K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19- 0.25% |
$575 - $680
|
7.58K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-23- 0.21% |
$696 - $823
|
11.2K
$427K
|