Purchases and Sales Made in Q1 2025 in Ubiquiti Inc. (UI)
This table provides information about the institutional ownership of Ubiquiti Inc. (UI) during Q1 2025. The information is specifically focused on institutions that hold shares of Ubiquiti Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
151+ 33.11% |
$45.4K - $65.1K
|
607
$288K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
147+ 14.43% |
$44.2K - $63.4K
|
1.17K
$554K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
146+ 19.24% |
$43.9K - $62.9K
|
905
$430K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
140+ 119.66% |
$42.1K - $60.4K
|
257
$122K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
132+ 11.75% |
$39.7K - $56.9K
|
1.26K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
132+ 1.23% |
$39.7K - $56.9K
|
10.8K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
126+ 24.37% |
$37.9K - $54.3K
|
643
$306K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
122+ 9.49% |
$36.7K - $52.6K
|
1.41K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
117+ 10.78% |
$35.2K - $50.4K
|
1.2K
$571K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
115+ 12.92% |
$34.6K - $49.6K
|
1.01K
$478K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
107+ 11.18% |
$32.2K - $46.1K
|
1.06K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
101+ 297.06% |
$30.4K - $43.5K
|
135
$64.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
100+ 7.35% |
$30.1K - $43.1K
|
1.46K
$694K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
92+ 484.21% |
$27.7K - $39.7K
|
111
$52.7K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
91+ 91.0% |
$27.4K - $39.2K
|
191
$90.8K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85+ 6.72% |
$25.6K - $36.6K
|
1.35K
$642K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
79+ 7.21% |
$23.8K - $34.1K
|
1.17K
$558K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
75+ 26.22% |
$22.6K - $32.3K
|
361
$172K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
70New |
$21.1K - $30.2K
|
70
$33.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
58New |
$17.5K - $25K
|
58
$27.6K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
58New |
$17.5K - $25K
|
58
$27.6K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
51+ 6.91% |
$15.3K - $22K
|
789
$375K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
50+ 2.69% |
$15K - $21.6K
|
1.91K
$909K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50New |
$15K - $21.6K
|
50
$23.8K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
46+ 60.53% |
$13.8K - $19.8K
|
122
$58K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
42New |
$12.6K - $18.1K
|
42
$20K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
41+ 5.98% |
$12.3K - $17.7K
|
727
$345K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
41+ 78.85% |
$12.3K - $17.7K
|
93
$44.2K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
37+ 2.42% |
$11.1K - $16K
|
1.56K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
36New |
$10.8K - $15.5K
|
36
$17.1K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33+ 45.21% |
$9.93K - $14.2K
|
106
$50.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
33New |
$9.93K - $14.2K
|
33
$15.7K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
33+ 300.0% |
$9.93K - $14.2K
|
44
$20.9K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
28+ 103.7% |
$8.43K - $12.1K
|
55
$26.1K
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
28New |
$8.43K - $12.1K
|
28
$13.3K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
27New |
$8.13K - $11.6K
|
27
$12.8K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26New |
$7.82K - $11.2K
|
26
$12.4K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
24+ 10.76% |
$7.22K - $10.3K
|
247
$117K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
23+ 42.59% |
$6.92K - $9.92K
|
77
$36.6K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
21New |
$6.32K - $9.05K
|
21
$9.98K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
14+ 0.93% |
$4.21K - $6.04K
|
1.51K
$719K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 233.33% |
$4.21K - $6.04K
|
20
$9.5K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13+ 20.97% |
$3.91K - $5.6K
|
75
$35.6K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
13+ 108.33% |
$3.91K - $5.6K
|
25
$11.9K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12+ 15.79% |
$3.61K - $5.17K
|
88
$41.8K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
12New |
$3.61K - $5.17K
|
12
$5.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 150.0% |
$2.71K - $3.88K
|
15
$7.13K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9New |
$2.71K - $3.88K
|
9
$4.28K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
9+ 11.11% |
$2.71K - $3.88K
|
90
$42.8K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8New |
$2.41K - $3.45K
|
8
$3.8K
|