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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
270+ 118.94% |
$7.05K - $9.13K
|
497
$19.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.64KNew |
$200K - $258K
|
7.64K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-56K- 69.14% |
$1.46M - $1.89M
|
25K
$973K
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
21.1KNew |
$551K - $714K
|
21.1K
$821K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
69New |
$1.8K - $2.33K
|
69
$2.69K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
37.1KNew |
$970K - $1.26M
|
37.1K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
31.5KNew |
$823K - $1.07M
|
31.5K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-460- 98.71% |
$12K - $15.6K
|
6
$234
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
186+ 2.57% |
$4.86K - $6.29K
|
7.42K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
200+ 15.38% |
$5.22K - $6.76K
|
1.5K
$58.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
23New |
$601 - $778
|
23
$895
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
6.05KNew |
$158K - $205K
|
6.05K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
978New |
$25.5K - $33.1K
|
978
$38.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-5.53K- 32.05% |
$144K - $187K
|
11.7K
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
30New |
$784 - $1.01K
|
30
$1.17K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.28K- 44.69% |
$138K - $178K
|
6.53K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-23.5K- 57.5% |
$615K - $796K
|
17.4K
$677K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
44.8KNew |
$1.17M - $1.52M
|
44.8K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-8.98K- 75.47% |
$235K - $304K
|
2.92K
$114K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.7K+ 233.57% |
$489K - $633K
|
26.7K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
152KNew |
$3.96M - $5.12M
|
152K
$5.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
41.7KNew |
$1.09M - $1.41M
|
41.7K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
969New |
$25.3K - $32.8K
|
969
$37.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
6.53KNew |
$171K - $221K
|
6.53K
$254K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
199+ 1.31% |
$5.2K - $6.73K
|
15.4K
$600K
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-533- 6.8% |
$13.9K - $18K
|
7.3K
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
200New |
$5.22K - $6.76K
|
200
$7.78K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.06K+ 16.39% |
$211K - $273K
|
57.2K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Jupiter Asset Management LTD
|
SELL
|
- |
-277K- 21.7% |
$7.23M - $9.36M
|
999K
$38.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
11.5KNew |
$300K - $389K
|
11.5K
$447K
|
|
|
Aug 08, 2025
Q2 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
12.6KNew |
$330K - $427K
|
12.6K
$491K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 0.26% |
$1.04K - $1.35K
|
15.6K
$606K
|
|
|
Aug 08, 2025
Q2 2025
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-13K- 30.23% |
$340K - $440K
|
30K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
37.3KNew |
$974K - $1.26M
|
37.3K
$1.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Dje Kapital Ag
82049 Pullach, 2M |
SELL
|
- |
-291K- 64.16% |
$7.59M - $9.83M
|
162K
$6.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-63- 28.77% |
$1.65K - $2.13K
|
156
$6.07K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 2.64% |
$157 - $203
|
233
$9.07K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.56KNew |
$67K - $86.7K
|
2.56K
$99.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
24K+ 21.43% |
$627K - $812K
|
136K
$5.29M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
8+ 5.33% |
$209 - $271
|
158
$6.15K
|
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
578KNew |
$15.1M - $19.5M
|
578K
$22.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Baillie Gifford & CO
|
BUY
|
- |
172New |
$4.49K - $5.82K
|
172
$6.69K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-873- 21.44% |
$22.8K - $29.5K
|
3.2K
$125K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
40New |
$1.04K - $1.35K
|
40
$1.56K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.57KNew |
$224K - $290K
|
8.57K
$334K
|
|
|
Aug 05, 2025
Q2 2025
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-52.3K- 78.88% |
$1.37M - $1.77M
|
14K
$545K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-1.88K- 6.9% |
$49.2K - $63.7K
|
25.4K
$989K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
288+ 73.28% |
$7.52K - $9.74K
|
681
$26.5K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38+ 3.7% |
$993 - $1.29K
|
1.07K
$41.5K
|
|