Latest Institutional Transactions on Ubs Group Ag (UBS)
This table provides information on the latest institutional transactions involving Ubs Group Ag (UBS) 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 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
224+ 1.67% |
$6.78K - $8.01K
|
13.6K
$390K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-23- 0.21% |
$696 - $823
|
11.2K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.26K- 12.34% |
$38.2K - $45.1K
|
8.95K
$256K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-19- 40.43% |
$575 - $680
|
28
$802
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.18K+ 16.08% |
$35.8K - $42.3K
|
8.53K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-290- 2.25% |
$8.78K - $10.4K
|
12.6K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.68K- 24.43% |
$172K - $203K
|
17.6K
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.78K- 19.93% |
$54K - $63.8K
|
7.16K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
49+ 32.45% |
$1.48K - $1.75K
|
200
$5.73K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.03K+ 6.47% |
$31.2K - $36.9K
|
17K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-26- 0.38% |
$787 - $930
|
6.75K
$194K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-70.1K- 25.28% |
$2.12M - $2.51M
|
207K
$5.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
924New |
$28K - $33.1K
|
924
$26.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
568K+ 13.79% |
$17.2M - $20.3M
|
4.69M
$134M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.2K+ 18.28% |
$582K - $688K
|
124K
$3.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-16.9K- 31.08% |
$512K - $606K
|
37.5K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.11KNew |
$63.9K - $75.5K
|
2.11K
$60.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-25.5K- 12.34% |
$773K - $913K
|
181K
$5.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.18K+ 33.47% |
$66K - $78K
|
8.69K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.61K+ 0.8% |
$48.7K - $57.6K
|
203K
$5.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
50New |
$1.51K - $1.79K
|
50
$1.43K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-31.3K- 77.8% |
$947K - $1.12M
|
8.93K
$256K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-900- 2.26% |
$27.3K - $32.2K
|
39K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.21KNew |
$249K - $294K
|
8.21K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
378New |
$11.4K - $13.5K
|
378
$10.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-471- 28.58% |
$14.3K - $16.9K
|
1.18K
$33.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.84K- 6.91% |
$55.8K - $65.9K
|
24.8K
$711K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-179- 1.93% |
$5.42K - $6.4K
|
9.09K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
335+ 9.03% |
$10.1K - $12K
|
4.05K
$116K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20.7K+ 55.7% |
$627K - $741K
|
57.9K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
313+ 391.25% |
$9.48K - $11.2K
|
393
$11.3K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
827New |
$25K - $29.6K
|
827
$23.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
423+ 18.97% |
$12.8K - $15.1K
|
2.65K
$76K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
860+ 11.15% |
$26K - $30.8K
|
8.57K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
178+ 0.33% |
$5.39K - $6.37K
|
53.9K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.12K- 29.0% |
$34K - $40.2K
|
2.75K
$78.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-24.8K- 96.74% |
$750K - $886K
|
836
$24K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
62+ 0.65% |
$1.88K - $2.22K
|
9.6K
$275K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
25+ 0.49% |
$757 - $895
|
5.1K
$146K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-281- 3.93% |
$8.51K - $10.1K
|
6.88K
$197K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
501+ 3.81% |
$15.2K - $17.9K
|
13.7K
$392K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
31.4K+ 9.91% |
$949K - $1.12M
|
348K
$9.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
44+ 8.1% |
$1.33K - $1.57K
|
587
$16.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
100K+ 20.2% |
$3.03M - $3.58M
|
595K
$17.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
19.8KNew |
$600K - $709K
|
19.8K
$568K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.7K+ 98052.94% |
$505K - $596K
|
16.7K
$478K
|
|
|
Apr 09, 2025
Q1 2025
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
BUY
|
- |
570KNew |
$17.3M - $20.4M
|
570K
$16.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.48% |
$30.3 - $35.8
|
210
$6.02K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
433+ 2.91% |
$13.1K - $15.5K
|
15.3K
$439K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1.64K- 2.96% |
$49.7K - $58.7K
|
53.8K
$1.54M
|