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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
16.9K+ 3.08% |
$473K - $531K
|
566K
$18.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.56K- 18.88% |
$99.5K - $112K
|
15.3K
$494K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.75K- 5.12% |
$49.1K - $55.1K
|
32.5K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-8.24K- 11.56% |
$230K - $259K
|
63K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-2.51M- 35.5% |
$70.1M - $78.7M
|
4.55M
$147M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
1.31M+ 300.34% |
$36.7M - $41.2M
|
1.75M
$56.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
1.28M+ 184.88% |
$35.7M - $40.1M
|
1.97M
$63.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.18K+ 6.2% |
$257K - $288K
|
157K
$5.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-6.87M- 7.0% |
$192M - $216M
|
91.3M
$2.95B
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-210- 2.85% |
$5.87K - $6.6K
|
7.15K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
166KNew |
$4.64M - $5.22M
|
166K
$5.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
33.1K+ 17.7% |
$925K - $1.04M
|
220K
$7.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.75K+ 1.99% |
$105K - $118K
|
192K
$6.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
284+ 3.43% |
$7.94K - $8.92K
|
8.55K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-462- 1.11% |
$12.9K - $14.5K
|
41.2K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.99K+ 16.08% |
$140K - $157K
|
36K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Promethos Capital, LLC
Boston, MA |
SELL
|
- |
-215K- 53.64% |
$6.01M - $6.75M
|
186K
$6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
315New |
$8.81K - $9.9K
|
315
$10.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-207K- 13.42% |
$5.78M - $6.49M
|
1.33M
$43.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.59K- 6.09% |
$44.3K - $49.8K
|
24.4K
$790K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-77.8K- 39.68% |
$2.17M - $2.44M
|
118K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
6.05K+ 1.95% |
$169K - $190K
|
316K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
811+ 2.79% |
$22.7K - $25.5K
|
29.8K
$964K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
2.16K+ 6.92% |
$60.3K - $67.7K
|
33.3K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.9K+ 5.07% |
$221K - $248K
|
164K
$5.29M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.8K+ 2.51% |
$302K - $339K
|
440K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-385- 1.6% |
$10.8K - $12.1K
|
23.7K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
159+ 0.78% |
$4.45K - $5K
|
20.4K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-504K- 1.69% |
$14.1M - $15.8M
|
29.4M
$951M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.02M+ 137.71% |
$28.4M - $31.9M
|
1.75M
$56.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.02K+ 26.04% |
$56.6K - $63.6K
|
9.79K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
139K+ 15.21% |
$3.89M - $4.37M
|
1.05M
$34M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
464+ 3.07% |
$13K - $14.6K
|
15.6K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
857+ 2.33% |
$24K - $26.9K
|
37.6K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-48.4K- 2.36% |
$1.35M - $1.52M
|
2M
$64.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.88K+ 29.63% |
$136K - $153K
|
21.3K
$689K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40.5K+ 45.75% |
$1.13M - $1.27M
|
129K
$4.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 19.01% |
$32.4K - $36.4K
|
4.94K
$160K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
128New |
$3.58K - $4.02K
|
128
$4.14K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.82K- 6.16% |
$107K - $120K
|
58.2K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
102+ 0.66% |
$2.85K - $3.2K
|
15.6K
$505K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
1.45K+ 1.35% |
$40.6K - $45.6K
|
109K
$3.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.43K- 1.79% |
$180K - $202K
|
354K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.35K+ 36.48% |
$93.7K - $105K
|
12.5K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.28K+ 224.2% |
$176K - $197K
|
9.08K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.8M- 38.82% |
$106M - $119M
|
5.98M
$193M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
773KNew |
$21.6M - $24.3M
|
773K
$25M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-7.93K- 12.95% |
$222K - $249K
|
53.3K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.67K- 86.09% |
$46.7K - $52.5K
|
270
$8.72K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.4K+ 13.1% |
$235K - $264K
|
72.5K
$2.34M
|