Latest Institutional Transactions on Ubiquiti Inc. (UI)
This table provides information on the latest institutional transactions involving Ubiquiti Inc. (UI) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
540New |
$148K - $247K
|
540
$257K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-150- 3.9% |
$41K - $68.5K
|
3.7K
$1.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
3New |
$820 - $1.37K
|
3
$1.43K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
632New |
$173K - $289K
|
632
$300K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-406- 11.82% |
$111K - $185K
|
3.03K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$547 - $913
|
2
$950
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
37+ 21.89% |
$10.1K - $16.9K
|
206
$97.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-407- 62.71% |
$111K - $186K
|
242
$115K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-8.28K- 7.55% |
$2.26M - $3.78M
|
101K
$48.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
555+ 72.83% |
$152K - $253K
|
1.32K
$626K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
166+ 6.55% |
$45.4K - $75.8K
|
2.7K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
809New |
$221K - $369K
|
809
$384K
|
|
|
Jul 25, 2025
Q2 2025
|
Sw Investment Management LLC
Chicago, IL |
SELL
|
- |
-40K- 13.79% |
$10.9M - $18.3M
|
250K
$119M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$273 - $457
|
1
$475
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
563New |
$154K - $257K
|
563
$268K
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
16+ 1.86% |
$4.38K - $7.31K
|
875
$416K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
600New |
$164K - $274K
|
600
$285K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$273 - $457
|
3
$1.43K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
7.15K+ 578.01% |
$1.96M - $3.27M
|
8.39K
$3.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-130- 24.53% |
$35.5K - $59.4K
|
400
$190K
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
507New |
$139K - $232K
|
507
$241K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5- 0.32% |
$1.37K - $2.28K
|
1.56K
$741K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
518New |
$142K - $237K
|
518
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
132New |
$36.1K - $60.3K
|
132
$62.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
25+ 2.5% |
$6.84K - $11.4K
|
1.03K
$487K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.38K- 48.18% |
$377K - $629K
|
1.48K
$704K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
515New |
$141K - $235K
|
515
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
17+ 3.17% |
$4.65K - $7.76K
|
554
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-54- 1.71% |
$14.8K - $24.7K
|
3.11K
$1.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
210+ 16.64% |
$57.4K - $95.9K
|
1.47K
$700K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
531New |
$145K - $243K
|
531
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
552New |
$151K - $252K
|
552
$262K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
90+ 24.93% |
$24.6K - $41.1K
|
451
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-264- 17.44% |
$72.2K - $121K
|
1.25K
$594K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-396- 14.63% |
$108K - $181K
|
2.31K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
65+ 21.1% |
$17.8K - $29.7K
|
373
$177K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$27.3K - $45.7K
|
100
$47.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2- 50.0% |
$547 - $913
|
2
$950
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-1.1K- 30.58% |
$301K - $502K
|
2.5K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-807- 41.77% |
$221K - $369K
|
1.13K
$535K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
25+ 1.95% |
$6.84K - $11.4K
|
1.31K
$621K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
529New |
$145K - $242K
|
529
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
27+ 20.45% |
$7.38K - $12.3K
|
159
$75.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$273 - $457
|
1
$475
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.96% |
$273 - $457
|
103
$48.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
186+ 0.56% |
$50.9K - $84.9K
|
33.3K
$15.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.7K- 90.46% |
$6.49M - $10.8M
|
2.5K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
31+ 4.65% |
$8.48K - $14.2K
|
697
$331K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 20.0% |
$273 - $457
|
4
$1.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
927New |
$253K - $423K
|
927
$441K
|