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
|
Ethic Inc.
New York, NY |
SELL
|
- |
-24- 0.09% |
$727 - $859
|
26.7K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-25- 0.23% |
$757 - $895
|
10.9K
$417K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-26- 0.38% |
$787 - $930
|
6.75K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-40- 0.26% |
$1.21K - $1.43K
|
15.4K
$589K
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-45- 0.4% |
$1.36K - $1.61K
|
11.3K
$432K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-45- 0.53% |
$1.36K - $1.61K
|
8.47K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-48- 11.59% |
$1.45K - $1.72K
|
366
$14K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-50- 0.27% |
$1.51K - $1.79K
|
18.3K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-85- 0.92% |
$2.57K - $3.04K
|
9.14K
$349K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-89- 0.67% |
$2.69K - $3.18K
|
13.1K
$502K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-90- 0.1% |
$2.73K - $3.22K
|
85.9K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-100- 18.98% |
$3.03K - $3.58K
|
427
$16.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 68.03% |
$3.03K - $3.58K
|
47
$1.8K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-118- 22.52% |
$3.57K - $4.22K
|
406
$15.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-135- 0.44% |
$4.09K - $4.83K
|
30.6K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-179- 1.93% |
$5.42K - $6.4K
|
9.09K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-181- 0.04% |
$5.48K - $6.48K
|
516K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-182- 2.32% |
$5.51K - $6.51K
|
7.66K
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-183- 9.11% |
$5.54K - $6.55K
|
1.83K
$69.8K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-192- 2.52% |
$5.81K - $6.87K
|
7.44K
$284K
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-229- 0.38% |
$6.93K - $8.19K
|
60K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-254- 4.55% |
$7.69K - $9.09K
|
5.33K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-256- 8.21% |
$7.75K - $9.16K
|
2.86K
$109K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-271- 2.46% |
$8.21K - $9.7K
|
10.8K
$411K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-281- 3.93% |
$8.51K - $10.1K
|
6.88K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-281- 4.71% |
$8.51K - $10.1K
|
5.69K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-290- 2.25% |
$8.78K - $10.4K
|
12.6K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-306- 2.94% |
$9.27K - $10.9K
|
10.1K
$386K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-308- 0.51% |
$9.33K - $11K
|
60K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-348- 5.01% |
$10.5K - $12.5K
|
6.6K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-364- 0.41% |
$11K - $13K
|
88.2K
$3.37M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-419- 3.29% |
$12.7K - $15K
|
12.3K
$471K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-434- 5.94% |
$13.1K - $15.5K
|
6.87K
$263K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-435- 5.66% |
$13.2K - $15.6K
|
7.25K
$277K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-442- 3.2% |
$13.4K - $15.8K
|
13.4K
$511K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-452- 4.62% |
$13.7K - $16.2K
|
9.34K
$357K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-471- 28.58% |
$14.3K - $16.9K
|
1.18K
$45K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-472- 0.4% |
$14.3K - $16.9K
|
117K
$4.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-484- 6.49% |
$14.7K - $17.3K
|
6.97K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-503- 1.37% |
$15.2K - $18K
|
36.3K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-518- 6.01% |
$15.7K - $18.5K
|
8.11K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-550- 2.31% |
$16.7K - $19.7K
|
23.3K
$889K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-578- 29.61% |
$17.5K - $20.7K
|
1.37K
$52.5K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-591- 0.96% |
$17.9K - $21.1K
|
60.7K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-640- 7.24% |
$19.4K - $22.9K
|
8.2K
$313K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-644- 89.94% |
$19.5K - $23K
|
72
$2.75K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-651- 2.4% |
$19.7K - $23.3K
|
26.5K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-678- 3.33% |
$20.5K - $24.3K
|
19.7K
$752K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-686- 3.83% |
$20.8K - $24.5K
|
17.2K
$658K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-687- 5.2% |
$20.8K - $24.6K
|
12.5K
$478K
|