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 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
- |
-310- 4.47% |
$8.1K - $10.5K
|
6.62K
$258K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.12K+ 23.9% |
$134K - $173K
|
26.6K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.01K+ 36.65% |
$78.6K - $102K
|
11.2K
$437K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
8.52KNew |
$222K - $288K
|
8.52K
$331K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-108- 1.21% |
$2.82K - $3.65K
|
8.79K
$342K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
73New |
$1.91K - $2.47K
|
73
$2.84K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
644+ 894.44% |
$16.8K - $21.8K
|
716
$27.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
7.83KNew |
$204K - $265K
|
7.83K
$305K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-96.9K- 2.22% |
$2.53M - $3.28M
|
4.27M
$166M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
382+ 3.34% |
$9.98K - $12.9K
|
11.8K
$459K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
65New |
$1.7K - $2.2K
|
65
$2.53K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
133New |
$3.47K - $4.5K
|
133
$5.18K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-25- 0.23% |
$653 - $846
|
10.9K
$423K
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
PUT |
-35.6K- 11.71% |
$930K - $1.2M
|
268K
$10.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
22.6KNew |
$591K - $765K
|
22.6K
$880K
|
|
|
Jul 28, 2025
Q2 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
6.44KNew |
$168K - $218K
|
6.44K
$251K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-15- 7.69% |
$392 - $507
|
180
$7.01K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
124+ 4.73% |
$3.24K - $4.19K
|
2.75K
$107K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
42.2KNew |
$1.1M - $1.43M
|
42.2K
$1.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-19.5K- 52.35% |
$510K - $661K
|
17.8K
$692K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
103New |
$2.69K - $3.48K
|
103
$4.01K
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
79.2K+ 12.59% |
$2.07M - $2.68M
|
708K
$27.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-3.5K- 9.7% |
$91.4K - $118K
|
32.6K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
13KNew |
$341K - $441K
|
13K
$507K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 2.7% |
$78.4 - $101
|
114
$4.44K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-500- 9.8% |
$13.1K - $16.9K
|
4.6K
$179K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.2K- 44.44% |
$31.3K - $40.6K
|
1.5K
$58.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
42+ 0.34% |
$1.1K - $1.42K
|
12.6K
$489K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-526- 5.66% |
$13.7K - $17.8K
|
8.77K
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75+ 125.0% |
$1.96K - $2.54K
|
135
$5.25K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
836New |
$21.8K - $28.3K
|
836
$32.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
38New |
$993 - $1.29K
|
38
$1.48K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.54K+ 73.13% |
$40.3K - $52.2K
|
3.65K
$142K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
64+ 110.34% |
$1.67K - $2.16K
|
122
$4.75K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-529- 57.25% |
$13.8K - $17.9K
|
395
$15.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
30K+ 5.04% |
$784K - $1.01M
|
625K
$24.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
6.16KNew |
$161K - $208K
|
6.16K
$240K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-5- 2.38% |
$131 - $169
|
205
$7.98K
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
40New |
$1.21K - $1.43K
|
40
$1.56K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20.9KNew |
$631K - $746K
|
20.9K
$811K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.9KNew |
$631K - $746K
|
20.9K
$811K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-82.8K- 92.55% |
$2.51M - $2.96M
|
6.67K
$259K
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-45- 0.4% |
$1.36K - $1.61K
|
11.3K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-27.2K- 20.06% |
$825K - $974K
|
109K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.06K- 4.45% |
$92.6K - $109K
|
65.6K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
8.22KNew |
$249K - $294K
|
8.22K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-15.4K- 7.72% |
$466K - $551K
|
184K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
CALL |
-60.3K- 62.62% |
$1.83M - $2.16M
|
36K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
69New |
$2.09K - $2.47K
|
69
$2.69K
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$457K - $540K
|
15.1K
$588K
|
|