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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2020
Q4 2019
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-5.26MClosed |
$55.6M - $66.1M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.52KClosed |
$16.1K - $19.1K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1Closed |
$10.6 - $12.6
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
West End Advisors, LLC
|
SELL
|
- |
-105Closed |
$1.11K - $1.32K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-13.1KClosed |
$138K - $165K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.93KClosed |
$20.4K - $24.3K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Ruffer LLP
|
SELL
|
- |
-14.4KClosed |
$152K - $181K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-58.7KClosed |
$621K - $738K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-15.1KClosed |
$159K - $190K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-41.5KClosed |
$439K - $522K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.1KClosed |
$11.6K - $13.8K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.22KClosed |
$65.8K - $78.2K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-605Closed |
$6.4K - $7.61K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-260Closed |
$2.75K - $3.27K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Capital Insight Partners, LLC
|
SELL
|
- |
-46.3KClosed |
$490K - $582K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-622Closed |
$6.58K - $7.82K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-830Closed |
$8.78K - $10.4K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-14.5KClosed |
$147K - $178K
|
0
$0
|
|
|
Apr 01, 2020
Q3 2019
|
Archer Investment Corp
|
SELL
|
- |
-20.7KClosed |
$210K - $254K
|
0
$0
|
|
|
Nov 18, 2019
Q3 2019
|
Covington Capital Management
|
SELL
|
- |
-2.71KClosed |
$27.5K - $33.3K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-336Closed |
$3.41K - $4.13K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-66Closed |
$671 - $811
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.64KClosed |
$26.8K - $32.4K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.93KClosed |
$19.6K - $23.7K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.73KClosed |
$17.6K - $21.2K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-416KClosed |
$4.23M - $5.11M
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-66Closed |
$671 - $811
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
First Bank & Trust
|
SELL
|
- |
-299Closed |
$3.04K - $3.67K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
First Personal Financial Services
|
SELL
|
- |
-652Closed |
$6.62K - $8.01K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.01KClosed |
$11.5K - $13.6K
|
0
$0
|
|
|
Aug 15, 2019
Q2 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-431Closed |
$4.93K - $5.83K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Lancaster Investment Management
|
SELL
|
- |
-5.14MClosed |
$58.8M - $69.5M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Sandler Capital Management
New York, NY |
SELL
|
PUT |
-600KClosed |
$6.86M - $8.12M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-10.3KClosed |
$118K - $140K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-268Closed |
$3.06K - $3.63K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Loews Corp
New York, NY |
SELL
|
- |
-10.6KClosed |
$121K - $144K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-21.3KClosed |
$244K - $289K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-35.9KClosed |
$410K - $486K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.35KClosed |
$15.4K - $18.3K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-437Closed |
$4.99K - $5.91K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-238Closed |
$2.72K - $3.22K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-346KClosed |
$3.95M - $4.68M
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-109Closed |
$1.25K - $1.47K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.99KClosed |
$22.7K - $26.9K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-565Closed |
$6.46K - $7.64K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
High Tower Trust Services, Lta
|
SELL
|
- |
-21.4KClosed |
$245K - $290K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.88KClosed |
$32.9K - $38.9K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.08KClosed |
$12.3K - $14.6K
|
0
$0
|
|
|
Jul 16, 2019
Q2 2019
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-13.3KClosed |
$152K - $180K
|
0
$0
|
|
|
Jul 16, 2019
Q2 2019
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-321KClosed |
$3.67M - $4.35M
|
0
$0
|
|