Latest Institutional Transactions on Ubs Group Ag (UBS)

UBS Quotes by TradingView

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
Nov 15, 2021 Q3 2021
Kore Private Wealth LLC

New York, NY
SELL
 -
-10.8K
Closed
$157K - $185K
0 $0
Nov 15, 2021 Q3 2021
Longfellow Investment Management CO LLC

Boston, MA
SELL
 -
-19.1K
Closed
$277K - $327K
0 $0
Nov 15, 2021 Q3 2021
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-48.1K
Closed
$699K - $823K
0 $0
Nov 15, 2021 Q3 2021
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-450
Closed
$6.54K - $7.7K
0 $0
Nov 12, 2021 Q3 2021
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-616
Closed
$8.96K - $10.5K
0 $0
Nov 12, 2021 Q3 2021
Gsa Capital Partners LLP

London, X0
SELL
 -
-15.3K
Closed
$222K - $262K
0 $0
Nov 12, 2021 Q3 2021
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
331
New
$4.81K - $5.67K
331 $9.49K
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
444
New
$6.46K - $7.6K
444 $12.7K
Nov 09, 2021 Q3 2021
Jtc Employer Solutions Trustee LTD

SELL
 -
-6.12K
Closed
$88.9K - $105K
0 $0
Nov 05, 2021 Q3 2021
Ford Financial Group, LLC

SELL
 -
-117
Closed
$1.7K - $2K
0 $0
Nov 04, 2021 Q3 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-175
Closed
$2.54K - $3K
0 $0
Oct 29, 2021 Q3 2021
Crewe Advisors LLC

SELL
 -
-1.35K
Closed
$19.6K - $23.1K
0 $0
Oct 26, 2021 Q3 2021
Exane Derivatives

SELL
 PUT
-439
- 3.02%
$6.38K - $7.52K
14.1K $404K
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

SELL
 -
-338
Closed
$4.91K - $5.79K
0 $0
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-631
Closed
$9.17K - $10.8K
0 $0
Q2 2021
Aug 17, 2021 Q2 2021
Logan Capital Management Inc

Newtown Square, PA
BUY
 PUT
47.9K
New
$716K - $791K
47.9K $1.37M
Aug 16, 2021 Q2 2021
Claraphi Advisory Network, LLC

BUY
 -
50
+ 0.41%
$748 - $826
12.3K $353K
Aug 16, 2021 Q2 2021
High Vista Strategies LLC

Boston, MA
SELL
 -
-20K
Closed
$299K - $330K
0 $0
Aug 16, 2021 Q2 2021
Pathstone Family Office, LLC

Englewood, NJ
BUY
 PUT
47K
New
$704K - $777K
47K $1.35M
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-1.2K
Closed
$18K - $19.8K
0 $0
Aug 13, 2021 Q2 2021
Parametrica Management LTD

SELL
 -
-10.8K
Closed
$161K - $178K
0 $0
Aug 13, 2021 Q2 2021
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-22.7K
Closed
$340K - $375K
0 $0
Aug 12, 2021 Q2 2021
Xponance, Inc.

SELL
 -
-11.6K
Closed
$173K - $191K
0 $0
Aug 11, 2021 Q2 2021
Glenview Trust CO

Louisville, KY
SELL
 -
-20K
Closed
$299K - $330K
0 $0
Aug 09, 2021 Q2 2021
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-419
Closed
$6.27K - $6.92K
0 $0
Aug 06, 2021 Q2 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-615
Closed
$9.2K - $10.2K
0 $0
Aug 04, 2021 Q2 2021
Lake Point Wealth Management

SELL
 -
-90
Closed
$1.35K - $1.49K
0 $0
Aug 03, 2021 Q2 2021
Accel Wealth Management

BUY
 -
1.15K
+ 125.27%
$17.2K - $19K
2.07K $59.3K
Jul 29, 2021 Q2 2021
Opus Capital Group, LLC

SELL
 -
-16.4K
Closed
$246K - $271K
0 $0
Jul 26, 2021 Q2 2021
Meritage Portfolio Management

SELL
 -
-182K
Closed
$2.72M - $3M
0 $0
Jul 23, 2021 Q2 2021
Dividend Assets Capital, LLC

SELL
 -
-146
Closed
$2.18K - $2.41K
0 $0
Jul 21, 2021 Q2 2021
Wealth Advisory Solutions, LLC

SELL
 -
-27.1K
Closed
$405K - $448K
0 $0
Jul 13, 2021 Q2 2021
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-500
Closed
$7.48K - $8.26K
0 $0
Q1 2021
May 21, 2021 Q1 2021
Childress Capital Advisors, LLC

Houston, TX
SELL
 -
-166
Closed
$2.37K - $2.67K
0 $0
May 17, 2021 Q1 2021
Qcm Cayman, Ltd.

SELL
 -
-10.1K
Closed
$144K - $162K
0 $0
May 17, 2021 Q1 2021
Lee Ainslie Maverick Capital LTD | Dallas, Tx
SELL
 -
-10.8K
Closed
$154K - $173K
0 $0
May 17, 2021 Q1 2021
Aristotle Capital Management, LLC

Los Angeles, CA
SELL
 -
-2.18M
Closed
$31.1M - $35M
0 $0
May 14, 2021 Q1 2021
Eagle Asset Management Inc

St Petersburg, FL
SELL
 -
-95.1K
Closed
$1.36M - $1.53M
0 $0
May 14, 2021 Q1 2021
Vantage Consulting Group Inc

Virginia Beach, VA
SELL
 -
-219
Closed
$3.13K - $3.53K
0 $0
May 14, 2021 Q1 2021
Athanor Capital, LP

New York, NY
SELL
 -
-41.7K
Closed
$596K - $671K
0 $0
May 11, 2021 Q1 2021
Jacobi Capital Management LLC

SELL
 -
-52
Closed
$743 - $837
0 $0
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-8
Closed
$114 - $129
0 $0
May 05, 2021 Q1 2021
Bay Harbor Wealth Management, LLC

SELL
 -
-82
Closed
$1.17K - $1.32K
0 $0
May 05, 2021 Q1 2021
Associated Banc Corp

Green Bay, WI
SELL
 -
-105
Closed
$1.5K - $1.69K
0 $0
May 05, 2021 Q1 2021
Cowa, LLC

Tulsa, OK
SELL
 -
-71
Closed
$1.01K - $1.14K
0 $0
May 03, 2021 Q1 2021
Consolidated Investment Group LLC

SELL
 -
-30.7K
Closed
$439K - $495K
0 $0
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-89
Closed
$1.27K - $1.43K
0 $0
Apr 13, 2021 Q1 2021
Norway Savings Bank

SELL
 -
-609
Closed
$8.7K - $9.8K
0 $0
Q4 2020
Mar 05, 2021 Q4 2020
Bnc Wealth Management, LLC

SELL
 -
-895
Closed
$10K - $13.2K
0 $0

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