Latest Institutional Transactions on Ubs Ag (UCIB)
This table provides information on the latest institutional transactions involving Ubs Ag (UCIB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-621- 2.3% |
$14.3K - $16.8K
|
26.4K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
72New |
$1.66K - $1.94K
|
72
$1.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.84K- 4.12% |
$112K - $131K
|
113K
$2.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-17.6K- 13.85% |
$406K - $475K
|
109K
$2.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14K- 36.79% |
$324K - $379K
|
24.1K
$603K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-4.58K- 3.77% |
$106K - $124K
|
117K
$2.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.7KNew |
$449K - $488K
|
17.7K
$443K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.85KNew |
$199K - $216K
|
7.85K
$196K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.8KNew |
$327K - $352K
|
13.8K
$345K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.3KNew |
$243K - $261K
|
10.3K
$257K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
16.5KNew |
$391K - $421K
|
16.5K
$414K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
180New |
$4.24K - $4.66K
|
180
$4.5K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.8K- 99.71% |
$538K - $596K
|
70
$1.75K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
10.3KNew |
$228K - $254K
|
10.3K
$257K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
3.46KNew |
$84K - $95.7K
|
3.46K
$86.6K
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-517- 20.97% |
$12.5K - $14.3K
|
1.95K
$48.7K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-712- 51.86% |
$14.9K - $19.4K
|
661
$16.5K
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-12.3KClosed |
$259K - $336K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
285+ 17.81% |
$5.61K - $6.08K
|
1.89K
$47.2K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-11.7KClosed |
$120K - $145K
|
0
$0
|
|