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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
6+ 2.48% |
$2.33K - $3.96K
|
248
$139K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
485New |
$189K - $320K
|
485
$271K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.09K- 66.95% |
$1.98M - $3.36M
|
2.51K
$1.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
365New |
$142K - $241K
|
365
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-182- 11.26% |
$70.8K - $120K
|
1.44K
$802K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
675+ 51.61% |
$262K - $446K
|
1.98K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.09% |
$1.17K - $1.98K
|
3.4K
$1.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-195- 24.1% |
$75.8K - $129K
|
614
$343K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5New |
$1.94K - $3.3K
|
5
$2.79K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5+ 0.91% |
$1.94K - $3.3K
|
557
$311K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-105- 82.03% |
$40.8K - $69.4K
|
23
$12.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
361+ 22.83% |
$140K - $238K
|
1.94K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 13.33% |
$778 - $1.32K
|
13
$7.26K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 1.88% |
$2.72K - $4.62K
|
380
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
8.55KNew |
$3.32M - $5.64M
|
8.55K
$4.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.03KNew |
$1.18M - $2M
|
3.03K
$1.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
20+ 2.16% |
$7.78K - $13.2K
|
947
$529K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-66- 7.14% |
$25.7K - $43.6K
|
858
$479K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9+ 1.74% |
$3.5K - $5.95K
|
527
$294K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-16- 59.26% |
$6.22K - $10.6K
|
11
$6.14K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
380New |
$148K - $251K
|
380
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16New |
$6.22K - $10.6K
|
16
$8.94K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1New |
$389 - $661
|
1
$559
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-221- 8.86% |
$85.9K - $146K
|
2.27K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-10- 0.68% |
$3.89K - $6.61K
|
1.45K
$810K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
2.22KNew |
$864K - $1.47M
|
2.22K
$1.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24New |
$9.33K - $15.9K
|
24
$13.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
3.26KNew |
$1.27M - $2.16M
|
3.26K
$1.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
894New |
$348K - $591K
|
894
$499K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
326New |
$127K - $215K
|
326
$182K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
18New |
$7K - $11.9K
|
18
$10.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.48K- 39.86% |
$574K - $974K
|
2.23K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-250- 37.88% |
$97.2K - $165K
|
410
$229K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.12KNew |
$437K - $742K
|
1.12K
$628K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
30.4K+ 40.32% |
$11.8M - $20.1M
|
106K
$59.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
60+ 2.22% |
$23.3K - $39.6K
|
2.76K
$1.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
404New |
$157K - $267K
|
404
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
18+ 31.03% |
$7K - $11.9K
|
76
$42.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1New |
$389 - $661
|
1
$559
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-285- 3.4% |
$111K - $188K
|
8.1K
$4.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36- 34.95% |
$14K - $23.8K
|
67
$37.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
389New |
$151K - $257K
|
389
$217K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 75.12% |
$534K - $908K
|
455
$254K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
11+ 1.58% |
$4.28K - $7.27K
|
708
$395K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-427- 2.09% |
$166K - $282K
|
20K
$11.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
409New |
$159K - $270K
|
409
$228K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.61K+ 34.1% |
$1.26M - $2.11M
|
18.1K
$10.1M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
11New |
$3.01K - $5.02K
|
11
$6.14K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
187+ 9.02% |
$51.1K - $85.4K
|
2.26K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
528New |
$144K - $241K
|
528
$295K
|
|