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 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.02M+ 137.71% |
$28.4M - $31.9M
|
1.75M
$62M
|
|
|
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
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
139K+ 15.21% |
$3.89M - $4.37M
|
1.05M
$37.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
464+ 3.07% |
$13K - $14.6K
|
15.6K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
857+ 2.33% |
$24K - $26.9K
|
37.6K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-48.4K- 2.36% |
$1.35M - $1.52M
|
2M
$70.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.88K+ 29.63% |
$136K - $153K
|
21.3K
$754K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40.5K+ 45.75% |
$1.13M - $1.27M
|
129K
$4.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 19.01% |
$32.4K - $36.4K
|
4.94K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
128New |
$3.58K - $4.02K
|
128
$4.53K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.82K- 6.16% |
$107K - $120K
|
58.2K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
102+ 0.66% |
$2.85K - $3.2K
|
15.6K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
1.45K+ 1.35% |
$40.6K - $45.6K
|
109K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.35K+ 36.48% |
$93.7K - $105K
|
12.5K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.28K+ 224.2% |
$176K - $197K
|
9.08K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.8M- 38.82% |
$106M - $119M
|
5.98M
$212M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
773KNew |
$21.6M - $24.3M
|
773K
$27.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-7.93K- 12.95% |
$222K - $249K
|
53.3K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.67K- 86.09% |
$46.7K - $52.5K
|
270
$9.55K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.4K+ 13.1% |
$235K - $264K
|
72.5K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-505- 0.59% |
$14.1K - $15.9K
|
85.6K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
105K+ 325.16% |
$2.93M - $3.29M
|
137K
$4.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
228K+ 5.49% |
$6.36M - $7.15M
|
4.37M
$155M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-233- 87.27% |
$6.52K - $7.32K
|
34
$1.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
56KNew |
$1.57M - $1.76M
|
56K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.2K- 2.72% |
$229K - $258K
|
294K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
521+ 0.51% |
$14.6K - $16.4K
|
103K
$3.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-839K- 10.99% |
$23.5M - $26.4M
|
6.79M
$240M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-50- 0.31% |
$1.4K - $1.57K
|
16K
$565K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
13.5KNew |
$379K - $425K
|
13.5K
$479K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.33K- 4.88% |
$233K - $262K
|
163K
$5.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
851K+ 2.84% |
$23.8M - $26.7M
|
30.8M
$1.09B
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.03K- 32.34% |
$84.8K - $95.2K
|
6.34K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
669+ 0.99% |
$18.7K - $21K
|
68.6K
$2.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.21K+ 11.3% |
$89.7K - $101K
|
31.6K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
346+ 3.87% |
$9.68K - $10.9K
|
9.28K
$328K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-352- 0.07% |
$9.85K - $11.1K
|
500K
$17.7M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-74- 7.68% |
$2.07K - $2.33K
|
890
$31.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.89K+ 44.91% |
$137K - $154K
|
15.8K
$558K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.32K+ 3.02% |
$36.8K - $41.3K
|
44.9K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.17K+ 5.43% |
$88.7K - $99.7K
|
61.6K
$2.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-17- 1.21% |
$475 - $534
|
1.38K
$48.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.78K- 18.59% |
$49.6K - $55.8K
|
7.78K
$275K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-34.1K- 13.38% |
$953K - $1.07M
|
221K
$7.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.29M+ 6.08% |
$92M - $103M
|
57.3M
$2.03B
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-574- 23.47% |
$16.1K - $18K
|
1.87K
$66.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.19K+ 31.82% |
$61.3K - $68.9K
|
9.08K
$321K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$28 - $31.4
|
7.32K
$259K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-312- 31.11% |
$8.73K - $9.8K
|
691
$24.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-5.05K- 4.85% |
$141K - $159K
|
99.1K
$3.5M
|