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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.43K- 3.98% |
$38.6K - $45.6K
|
34.5K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 133.73% |
$396K - $467K
|
25.6K
$905K
|
|
|
May 14, 2024
Q1 2024
|
Kite Lake Capital Management (Uk) LLP
London, X0 |
SELL
|
- |
-390K- 55.68% |
$10.5M - $12.4M
|
310K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
437New |
$11.8K - $14K
|
437
$15.5K
|
|
|
May 13, 2024
Q1 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
263K+ 230.28% |
$7.12M - $8.41M
|
378K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-4.1K- 27.33% |
$111K - $131K
|
10.9K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.25K+ 5681.82% |
$33.8K - $39.9K
|
1.27K
$45K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
113+ 96.58% |
$3.06K - $3.61K
|
230
$8.14K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-21.8K- 27.71% |
$590K - $697K
|
56.9K
$2.01M
|
|
|
May 10, 2024
Q1 2024
|
Rovida Advisors Inc.
Newark, NJ |
BUY
|
- |
300KNew |
$8.12M - $9.58M
|
300K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.74M+ 4.08% |
$101M - $119M
|
95.4M
$3.37B
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
102New |
$2.76K - $3.26K
|
102
$3.61K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.51K+ 4.65% |
$67.8K - $80K
|
56.4K
$1.99M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
93+ 25.07% |
$2.52K - $2.97K
|
464
$16.4K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-432- 4.96% |
$11.7K - $13.8K
|
8.29K
$293K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.53% |
$27.1 - $31.9
|
187
$6.61K
|
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
10.7KNew |
$290K - $342K
|
10.7K
$379K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
676New |
$18.3K - $21.6K
|
676
$23.9K
|
|
|
May 07, 2024
Q1 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
50KNew |
$1.35M - $1.6M
|
50K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-190K- 35.17% |
$5.14M - $6.06M
|
350K
$12.4M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-116- 0.57% |
$3.14K - $3.7K
|
20.2K
$716K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.49K+ 5742.31% |
$40.4K - $47.7K
|
1.52K
$53.7K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.03% |
$81.2 - $95.8
|
10.1K
$356K
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-2K- 0.76% |
$54.1K - $63.9K
|
261K
$9.23M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.6KNew |
$206K - $243K
|
7.6K
$269K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
8.7KNew |
$235K - $278K
|
8.7K
$308K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
75New |
$2.03K - $2.39K
|
75
$2.65K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-73.6K- 95.48% |
$1.99M - $2.35M
|
3.48K
$123K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
13.7KNew |
$370K - $437K
|
13.7K
$484K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
1.71K+ 1536.94% |
$46.1K - $54.5K
|
1.82K
$64.3K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
19.5K+ 40.21% |
$527K - $623K
|
68K
$2.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14.5K+ 0.2% |
$392K - $463K
|
7.2M
$255M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-37.4K- 96.64% |
$1.01M - $1.19M
|
1.3K
$46K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
475New |
$12.8K - $15.2K
|
475
$16.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
26.2KNew |
$710K - $838K
|
26.2K
$928K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
800+ 19.54% |
$21.6K - $25.5K
|
4.89K
$173K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-2.36K- 24.38% |
$63.8K - $75.3K
|
7.32K
$259K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
97New |
$2.62K - $3.1K
|
97
$3.43K
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
23.3KNew |
$630K - $744K
|
23.3K
$824K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
21New |
$568 - $671
|
21
$743
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 23.91% |
$298 - $351
|
57
$2.02K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
10K+ 79.42% |
$271K - $319K
|
22.6K
$799K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-130- 99.24% |
$3.04K - $4.05K
|
1
$35.4
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
6.54KNew |
$153K - $204K
|
6.54K
$231K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-40- 90.91% |
$934 - $1.25K
|
4
$141
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
9.22KNew |
$215K - $287K
|
9.22K
$326K
|
|
|
Feb 20, 2024
Q4 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
SELL
|
- |
-13K- 6.74% |
$304K - $405K
|
180K
$6.37M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.36KNew |
$55K - $73.5K
|
2.36K
$83.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.71K- 1.48% |
$40K - $53.4K
|
114K
$4.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2KNew |
$46.7K - $62.4K
|
2K
$70.7K
|
|