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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-394- 4.11% |
$11K - $12.4K
|
9.2K
$297K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.17K- 1.59% |
$32.6K - $36.7K
|
72.1K
$2.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26.1K+ 3494.77% |
$729K - $819K
|
26.8K
$866K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.4K+ 34.97% |
$95.1K - $107K
|
13.1K
$424K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.68K+ 5.71% |
$46.9K - $52.7K
|
31.1K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-192K- 30.32% |
$5.38M - $6.05M
|
442K
$14.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.16K+ 6.88% |
$32.4K - $36.4K
|
18K
$581K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-429K- 9.14% |
$12M - $13.5M
|
4.27M
$138M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-10.1K- 50.54% |
$283K - $318K
|
9.91K
$320K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 1.64% |
$224 - $251
|
481
$15.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-400- 28.57% |
$11.2K - $12.6K
|
1K
$32.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
7.89KNew |
$221K - $248K
|
7.89K
$255K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-327- 2.44% |
$9.15K - $10.3K
|
13.1K
$422K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
13.2KNew |
$370K - $415K
|
13.2K
$427K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.57K- 26.55% |
$99.7K - $112K
|
9.87K
$319K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-443- 3.16% |
$12.4K - $13.9K
|
13.6K
$438K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
28.6K+ 15.78% |
$800K - $899K
|
210K
$6.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
139New |
$3.89K - $4.37K
|
139
$4.49K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.75K- 7.58% |
$133K - $149K
|
58K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-794- 1.92% |
$22.2K - $24.9K
|
40.5K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
273+ 5.55% |
$7.64K - $8.58K
|
5.19K
$168K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-968- 2.66% |
$27.1K - $30.4K
|
35.4K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.94K+ 9.6% |
$82.2K - $92.3K
|
33.6K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-431- 0.44% |
$12.1K - $13.5K
|
97.8K
$3.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
438+ 0.73% |
$12.3K - $13.8K
|
60.7K
$1.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-27.5K- 54.35% |
$769K - $864K
|
23.1K
$746K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
812+ 5.69% |
$22.7K - $25.5K
|
15.1K
$487K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-90K- 13.59% |
$2.52M - $2.83M
|
572K
$18.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.5K+ 17.22% |
$42K - $47.1K
|
10.2K
$330K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
817+ 2.39% |
$22.9K - $25.7K
|
35K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
64.1K+ 73.39% |
$1.79M - $2.02M
|
152K
$4.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
451+ 0.94% |
$12.6K - $14.2K
|
48.5K
$1.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17New |
$475 - $534
|
17
$549
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.42K- 13.04% |
$39.7K - $44.6K
|
9.48K
$306K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
98.9KNew |
$2.76M - $3.11M
|
98.9K
$3.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11K+ 1.65% |
$307K - $345K
|
674K
$21.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.67K+ 7.67% |
$74.7K - $83.9K
|
37.5K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
77New |
$2.15K - $2.42K
|
77
$2.49K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.5K+ 17.34% |
$42K - $47.1K
|
10.2K
$328K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.91K+ 2.63% |
$53.5K - $60K
|
74.5K
$2.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-594- 1.71% |
$16.6K - $18.7K
|
34.2K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
171New |
$4.78K - $5.37K
|
171
$5.53K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.31KNew |
$64.7K - $72.7K
|
2.31K
$74.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
234+ 6.64% |
$6.54K - $7.35K
|
3.76K
$121K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.43K+ 22.76% |
$264K - $296K
|
50.8K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4K+ 1.23% |
$346K - $389K
|
1.01M
$32.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.52K- 18.13% |
$182K - $205K
|
29.4K
$951K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.23% |
$55.9 - $62.8
|
867
$28K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-13- 44.83% |
$364 - $408
|
16
$517
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
37.3K+ 6907.59% |
$1.04M - $1.17M
|
37.8K
$1.22M
|