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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-600- 25.03% |
$181K - $259K
|
1.8K
$666K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13+ 20.97% |
$3.91K - $5.6K
|
75
$27.8K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$301 - $431
|
1
$371
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
172+ 16.15% |
$51.8K - $74.2K
|
1.24K
$458K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4+ 1.55% |
$1.2K - $1.72K
|
262
$97.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-80- 50.0% |
$24.1K - $34.5K
|
80
$29.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.84KNew |
$554K - $793K
|
1.84K
$682K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9New |
$2.71K - $3.88K
|
9
$3.34K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.43KNew |
$1.03M - $1.48M
|
3.43K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-157- 0.96% |
$47.2K - $67.7K
|
16.3K
$6.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14- 87.5% |
$4.21K - $6.04K
|
2
$741
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 233.33% |
$4.21K - $6.04K
|
20
$7.41K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
58New |
$17.5K - $25K
|
58
$21.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-700- 3.31% |
$211K - $302K
|
20.5K
$7.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-762- 22.65% |
$229K - $329K
|
2.6K
$964K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.5K+ 1396.58% |
$7.37M - $10.6M
|
26.2K
$9.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
33New |
$9.93K - $14.2K
|
33
$12.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
122+ 9.49% |
$36.7K - $52.6K
|
1.41K
$521K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
524New |
$158K - $226K
|
524
$194K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
660New |
$199K - $285K
|
660
$245K
|
|
|
Apr 15, 2025
Q1 2025
|
Fcf Advisors LLC
|
BUY
|
- |
28.7K+ 654.35% |
$8.64M - $12.4M
|
33.1K
$12.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18- 14.75% |
$5.42K - $7.76K
|
104
$38.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-40.8K- 99.68% |
$12.3M - $17.6M
|
132
$48.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
666New |
$200K - $287K
|
666
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
683New |
$206K - $294K
|
683
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$602 - $862
|
2
$741
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-175- 8.31% |
$52.7K - $75.4K
|
1.93K
$716K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
859New |
$258K - $370K
|
859
$318K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
3.59KNew |
$1.08M - $1.55M
|
3.59K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-1.17K- 30.16% |
$352K - $504K
|
2.71K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
665+ 66500.0% |
$200K - $287K
|
666
$247K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
100+ 7.35% |
$30.1K - $43.1K
|
1.46K
$541K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
41+ 5.98% |
$12.3K - $17.7K
|
727
$269K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
7+ 1.32% |
$2.11K - $3.02K
|
537
$199K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
92+ 484.21% |
$27.7K - $39.7K
|
111
$41.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 150.0% |
$2.71K - $3.88K
|
15
$5.56K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.77K+ 74.16% |
$619K - $1M
|
6.5K
$2.41M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
45+ 1.01% |
$10.1K - $16.3K
|
4.52K
$1.67M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
172New |
$38.5K - $62.4K
|
172
$63.7K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
38New |
$8.5K - $13.8K
|
38
$14.1K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4New |
$894 - $1.45K
|
4
$1.48K
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
25New |
$5.59K - $9.07K
|
25
$9.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.99KNew |
$668K - $1.08M
|
2.99K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
769New |
$172K - $279K
|
769
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
618New |
$138K - $224K
|
618
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
729New |
$163K - $264K
|
729
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4New |
$894 - $1.45K
|
4
$1.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4New |
$894 - $1.45K
|
4
$1.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
812New |
$182K - $295K
|
812
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-402- 3.4% |
$89.9K - $146K
|
11.4K
$4.23M
|
|