Purchases and Sales Made in Q2 2025 in Ubiquiti Inc. (UI)
This table provides information about the institutional ownership of Ubiquiti Inc. (UI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
7.15K+ 578.01% |
$1.96M - $3.27M
|
8.39K
$3.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
927New |
$253K - $423K
|
927
$414K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
809New |
$221K - $369K
|
809
$361K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
600New |
$164K - $274K
|
600
$268K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
563New |
$154K - $257K
|
563
$251K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
555+ 72.83% |
$152K - $253K
|
1.32K
$588K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
552New |
$151K - $252K
|
552
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
531New |
$145K - $243K
|
531
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
529New |
$145K - $242K
|
529
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
518New |
$142K - $237K
|
518
$231K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
515New |
$141K - $235K
|
515
$230K
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
507New |
$139K - $232K
|
507
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
460+ 67.35% |
$126K - $210K
|
1.14K
$510K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
210+ 16.64% |
$57.4K - $95.9K
|
1.47K
$657K
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
186+ 0.56% |
$50.9K - $84.9K
|
33.3K
$14.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
166+ 6.55% |
$45.4K - $75.8K
|
2.7K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
132New |
$36.1K - $60.3K
|
132
$58.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$27.3K - $45.7K
|
100
$44.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
90+ 24.93% |
$24.6K - $41.1K
|
451
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
65+ 21.1% |
$17.8K - $29.7K
|
373
$167K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
31+ 4.65% |
$8.48K - $14.2K
|
697
$311K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
27+ 20.45% |
$7.38K - $12.3K
|
159
$71K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
25+ 1.95% |
$6.84K - $11.4K
|
1.31K
$584K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
25+ 2.5% |
$6.84K - $11.4K
|
1.03K
$458K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
17+ 3.17% |
$4.65K - $7.76K
|
554
$247K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 2.2% |
$4.38K - $7.31K
|
743
$332K
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
16+ 1.86% |
$4.38K - $7.31K
|
875
$391K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$273 - $457
|
3
$1.34K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$273 - $457
|
1
$446
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$273 - $457
|
1
$446
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 20.0% |
$273 - $457
|
4
$1.79K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.96% |
$273 - $457
|
103
$46K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2- 50.0% |
$547 - $913
|
2
$893
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 2.7% |
$820 - $1.37K
|
108
$48.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 26.67% |
$1.09K - $1.83K
|
11
$4.91K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5- 0.32% |
$1.37K - $2.28K
|
1.56K
$696K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-7- 0.03% |
$1.91K - $3.2K
|
20.5K
$9.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-54- 1.71% |
$14.8K - $24.7K
|
3.11K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-130- 24.53% |
$35.5K - $59.4K
|
400
$179K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-264- 17.44% |
$72.2K - $121K
|
1.25K
$558K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-396- 14.63% |
$108K - $181K
|
2.31K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-807- 41.77% |
$221K - $369K
|
1.13K
$502K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-1.1K- 30.58% |
$301K - $502K
|
2.5K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.38K- 48.18% |
$377K - $629K
|
1.48K
$661K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.7K- 90.46% |
$6.49M - $10.8M
|
2.5K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Sw Investment Management LLC
Chicago, IL |
SELL
|
- |
-40K- 13.79% |
$10.9M - $18.3M
|
250K
$112M
|