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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23New |
$6.29K - $10.5K
|
23
$16.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22+ 20.75% |
$6.02K - $10K
|
128
$92.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
19+ 70.37% |
$5.2K - $8.68K
|
46
$33.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
18+ 20.0% |
$4.92K - $8.22K
|
108
$77.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
17+ 3.17% |
$4.65K - $7.76K
|
554
$399K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16New |
$4.38K - $7.31K
|
16
$11.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
16+ 1.86% |
$4.38K - $7.31K
|
875
$631K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 2.2% |
$4.38K - $7.31K
|
743
$535K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
11New |
$3.01K - $5.02K
|
11
$7.93K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 18.75% |
$1.64K - $2.74K
|
38
$27.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6New |
$1.64K - $2.74K
|
6
$4.32K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5New |
$1.37K - $2.28K
|
5
$3.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 50.0% |
$1.37K - $2.28K
|
15
$10.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 80.0% |
$1.09K - $1.83K
|
9
$6.49K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3New |
$820 - $1.37K
|
3
$2.16K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
3New |
$820 - $1.37K
|
3
$2.16K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3New |
$820 - $1.37K
|
3
$2.16K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$547 - $913
|
2
$1.44K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 100.0% |
$547 - $913
|
4
$2.88K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$273 - $457
|
1
$721
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$273 - $457
|
1
$721
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$273 - $457
|
3
$2.16K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.11% |
$273 - $457
|
913
$658K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 3.03% |
$273 - $457
|
34
$24.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.96% |
$273 - $457
|
103
$74.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 20.0% |
$273 - $457
|
4
$2.88K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2- 50.0% |
$547 - $913
|
2
$1.44K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 28.57% |
$547 - $913
|
5
$3.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-2- 16.67% |
$547 - $913
|
10
$7.21K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 2.7% |
$820 - $1.37K
|
108
$77.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 1.24% |
$820 - $1.37K
|
239
$172K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-4- 11.11% |
$1.09K - $1.83K
|
32
$23.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 26.67% |
$1.09K - $1.83K
|
11
$7.93K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5- 0.32% |
$1.37K - $2.28K
|
1.56K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6- 0.22% |
$1.64K - $2.74K
|
2.66K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7- 2.83% |
$1.91K - $3.2K
|
240
$173K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-7- 0.03% |
$1.91K - $3.2K
|
20.5K
$14.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-7- 15.91% |
$1.91K - $3.2K
|
37
$26.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9- 10.0% |
$2.46K - $4.11K
|
81
$58.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-13- 52.0% |
$3.55K - $5.94K
|
12
$8.65K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14- 11.48% |
$3.83K - $6.39K
|
108
$77.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-26- 14.77% |
$7.11K - $11.9K
|
150
$108K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-26- 2.83% |
$7.11K - $11.9K
|
894
$644K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-26- 1.19% |
$7.11K - $11.9K
|
2.16K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-28- 1.08% |
$7.66K - $12.8K
|
2.55K
$1.84M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-30- 2.99% |
$8.2K - $13.7K
|
975
$703K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-31- 0.73% |
$8.48K - $14.2K
|
4.22K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-42- 13.64% |
$11.5K - $19.2K
|
266
$192K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42- 3.11% |
$11.5K - $19.2K
|
1.31K
$943K
|