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 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.4KNew |
$224K - $265K
|
7.4K
$212K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-644- 89.94% |
$19.5K - $23K
|
72
$2.06K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-11- 0.29% |
$333 - $394
|
3.8K
$109K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.27K+ 8.09% |
$99K - $117K
|
43.7K
$1.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.97K+ 10.29% |
$120K - $142K
|
42.6K
$1.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-308- 0.51% |
$9.33K - $11K
|
60K
$1.72M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 68.03% |
$3.03K - $3.58K
|
47
$1.35K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
64.2KNew |
$1.95M - $2.3M
|
64.2K
$1.84M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.09K- 5.71% |
$33.1K - $39.1K
|
18K
$517K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-651- 2.4% |
$19.7K - $23.3K
|
26.5K
$758K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1K- 13.16% |
$30.3K - $35.8K
|
6.6K
$189K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
15.1K+ 1145.86% |
$456K - $539K
|
16.4K
$470K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-435- 5.66% |
$13.2K - $15.6K
|
7.25K
$208K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.01K+ 19.33% |
$30.6K - $36.1K
|
6.24K
$179K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
13New |
$387 - $430
|
13
$373
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
11New |
$328 - $364
|
11
$315
|
|
|
Mar 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.14MNew |
$33.9M - $37.7M
|
1.14M
$32.6M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
32New |
$953 - $1.06K
|
32
$917
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$29.8 - $33.1
|
1
$28.7
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
20.4KNew |
$606K - $673K
|
20.4K
$583K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.16K- 7.53% |
$34.5K - $38.3K
|
14.2K
$407K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
105+ 1.0% |
$3.13K - $3.47K
|
10.6K
$304K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.58K+ 3.43% |
$107K - $119K
|
108K
$3.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.69K+ 16.52% |
$229K - $254K
|
54.2K
$1.55M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-331K- 14.73% |
$9.86M - $11M
|
1.92M
$54.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
14.8K+ 0.84% |
$441K - $490K
|
1.78M
$51M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
394K+ 18.44% |
$11.7M - $13M
|
2.53M
$72.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
816K+ 7.37% |
$24.3M - $27M
|
11.9M
$341M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
793KNew |
$23.6M - $26.2M
|
793K
$22.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.23M+ 193.51% |
$36.6M - $40.7M
|
1.87M
$53.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
2.47MNew |
$73.5M - $81.6M
|
2.47M
$70.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.68K+ 27.11% |
$169K - $188K
|
26.6K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-351- 1.62% |
$10.5K - $11.6K
|
21.3K
$611K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
219New |
$6.52K - $7.24K
|
219
$6.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
1.06M+ 89.42% |
$31.6M - $35.1M
|
2.25M
$64.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
510K+ 30.89% |
$15.2M - $16.9M
|
2.16M
$61.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
50K+ 13.47% |
$1.49M - $1.65M
|
421K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Governors Lane LP
New York, NY |
BUY
|
- |
891KNew |
$26.5M - $29.5M
|
891K
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
204K+ 344.57% |
$6.08M - $6.75M
|
263K
$7.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
6.9K+ 0.76% |
$205K - $228K
|
911K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
SELL
|
- |
-132K- 20.0% |
$3.93M - $4.36M
|
528K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-92.3K- 78.79% |
$2.75M - $3.05M
|
24.9K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.6KNew |
$525K - $583K
|
17.6K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
12.8KNew |
$382K - $424K
|
12.8K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.67K- 3.32% |
$139K - $154K
|
136K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 1.25% |
$29.8 - $33.1
|
79
$2.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
216+ 79.7% |
$6.43K - $7.15K
|
487
$14K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.34K- 3.7% |
$129K - $143K
|
113K
$3.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
7.08MNew |
$211M - $234M
|
7.08M
$203M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
2.2M+ 125.77% |
$65.7M - $72.9M
|
3.96M
$113M
|
|