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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-2K- 8.67% |
$59.6K - $66.2K
|
21.1K
$820K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
61New |
$1.82K - $2.02K
|
61
$2.37K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-294- 35.34% |
$8.76K - $9.73K
|
538
$20.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$119 - $132
|
4
$156
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-21- 32.31% |
$625 - $695
|
44
$1.71K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
31.9M+ 22.16% |
$893M - $1B
|
176M
$6.85B
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-173K- 29.51% |
$4.84M - $5.44M
|
413K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
600New |
$16.8K - $18.9K
|
600
$23.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
9.51KNew |
$266K - $299K
|
9.51K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
7.88KNew |
$220K - $247K
|
7.88K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
336K+ 7.91% |
$9.4M - $10.6M
|
4.59M
$179M
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
$37K - $41.5K
|
1.32K
$51.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
220KNew |
$6.17M - $6.93M
|
220K
$8.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
SELL
|
- |
-4.99M- 99.52% |
$140M - $157M
|
23.9K
$929K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
CALL |
1KNew |
$28K - $31.4K
|
1K
$38.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-2.29K- 12.83% |
$64K - $71.9K
|
15.5K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-13.7K- 11.05% |
$384K - $431K
|
111K
$4.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1New |
$28 - $31.4
|
1
$38.9
|
|
|
Nov 13, 2024
Q3 2024
|
Point Break Capital Management, LLC
Miami, FL |
SELL
|
- |
-4K- 3.89% |
$112K - $126K
|
98.9K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-309K- 30.01% |
$8.64M - $9.7M
|
720K
$28M
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
11.7KNew |
$328K - $368K
|
11.7K
$456K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-200- 14.29% |
$5.59K - $6.28K
|
1.2K
$46.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-8.6K- 20.29% |
$241K - $270K
|
33.8K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.16K- 21.96% |
$60.3K - $67.7K
|
7.66K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
14K+ 34.19% |
$392K - $440K
|
55K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
260K+ 67.3% |
$7.26M - $8.15M
|
645K
$25.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.56K- 18.88% |
$99.5K - $112K
|
15.3K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.75K- 5.12% |
$49.1K - $55.1K
|
32.5K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
315New |
$8.81K - $9.9K
|
315
$12.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.59K- 6.09% |
$44.3K - $49.8K
|
24.4K
$951K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
2.16K+ 6.92% |
$60.3K - $67.7K
|
33.3K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
128New |
$3.58K - $4.02K
|
128
$4.98K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-233- 87.27% |
$6.52K - $7.32K
|
34
$1.32K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-50- 0.31% |
$1.4K - $1.57K
|
16K
$621K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.32K+ 3.02% |
$36.8K - $41.3K
|
44.9K
$1.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-220K- 43.33% |
$6.16M - $6.92M
|
288K
$11.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-416- 69.8% |
$11.6K - $13.1K
|
180
$7.01K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-794- 10.0% |
$22.2K - $24.9K
|
7.15K
$278K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
528New |
$14.8K - $16.6K
|
528
$20.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
313New |
$8.75K - $9.83K
|
313
$12.2K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-427- 6.09% |
$11.9K - $13.4K
|
6.59K
$256K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.92KNew |
$53.6K - $60.2K
|
1.92K
$74.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.56KNew |
$71.7K - $80.6K
|
2.56K
$99.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.17K- 1.59% |
$32.6K - $36.7K
|
72.1K
$2.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-10.1K- 50.54% |
$283K - $318K
|
9.91K
$386K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-400- 28.57% |
$11.2K - $12.6K
|
1K
$38.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
7.89KNew |
$221K - $248K
|
7.89K
$307K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
139New |
$3.89K - $4.37K
|
139
$5.41K
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
64.1K+ 73.39% |
$1.79M - $2.02M
|
152K
$5.9M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
98.9KNew |
$2.76M - $3.11M
|
98.9K
$3.85M
|
|