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 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
22+ 0.15% |
$743 - $932
|
15.1K
$588K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.59K- 10.01% |
$121K - $152K
|
32.3K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-8- 0.3% |
$270 - $339
|
2.65K
$103K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
82+ 6.21% |
$2.77K - $3.48K
|
1.4K
$54.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
700New |
$23.6K - $29.7K
|
700
$27.2K
|
|
|
Oct 30, 2025
Q3 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-4.55K- 6.02% |
$154K - $193K
|
71.1K
$2.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
36+ 0.23% |
$1.22K - $1.53K
|
16K
$623K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-11.3K- 2.21% |
$381K - $479K
|
499K
$19.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
449+ 4.22% |
$15.2K - $19K
|
11.1K
$432K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
13.4M+ 20.99% |
$453M - $569M
|
77.4M
$3.01B
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
318+ 0.26% |
$10.7K - $13.5K
|
121K
$4.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
301+ 3.14% |
$10.2K - $12.8K
|
9.88K
$384K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
15.4KNew |
$520K - $652K
|
15.4K
$599K
|
|
|
Oct 29, 2025
Q3 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
145KNew |
$4.9M - $6.14M
|
145K
$5.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
47+ 0.44% |
$1.59K - $1.99K
|
10.6K
$414K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
47New |
$1.59K - $1.99K
|
47
$1.83K
|
|
|
Oct 29, 2025
Q3 2025
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-437K- 22.54% |
$14.8M - $18.5M
|
1.5M
$58.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-38.3K- 31.91% |
$1.29M - $1.62M
|
81.6K
$3.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
228New |
$7.7K - $9.66K
|
228
$8.87K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
46New |
$1.55K - $1.95K
|
46
$1.79K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
886+ 0.61% |
$29.9K - $37.5K
|
145K
$5.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
45.1K+ 5.68% |
$1.52M - $1.91M
|
839K
$32.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-26- 9.96% |
$878 - $1.1K
|
235
$9.15K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.2K+ 39.09% |
$378K - $474K
|
39.8K
$1.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-39.1K- 20.78% |
$1.32M - $1.66M
|
149K
$5.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.4KNew |
$1.33M - $1.67M
|
39.4K
$1.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
31.3K+ 10.35% |
$1.06M - $1.33M
|
334K
$13M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
22New |
$743 - $932
|
22
$856
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-600- 9.69% |
$20.3K - $25.4K
|
5.59K
$218K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.96K- 58.15% |
$302K - $380K
|
6.45K
$251K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.15K+ 10.5% |
$72.6K - $91.2K
|
22.6K
$881K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-29- 2.97% |
$979 - $1.23K
|
949
$36.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 10.16% |
$34.8K - $43.7K
|
11.2K
$435K
|
|
|
Oct 27, 2025
Q3 2025
|
Henry James International Management Inc.
|
SELL
|
- |
-7.01K- 1.88% |
$237K - $297K
|
366K
$14.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-530- 3.1% |
$17.9K - $22.5K
|
16.6K
$644K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
188+ 1.88% |
$6.35K - $7.97K
|
10.2K
$396K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
48+ 0.09% |
$1.62K - $2.03K
|
56.4K
$2.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
6.37K+ 51.02% |
$215K - $270K
|
18.8K
$733K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-156- 35.7% |
$5.27K - $6.61K
|
281
$10.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.23KNew |
$176K - $221K
|
5.23K
$203K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-412- 0.76% |
$13.9K - $17.5K
|
53.9K
$2.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
174+ 348.0% |
$5.88K - $7.37K
|
224
$8.72K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.27K+ 34.65% |
$111K - $139K
|
12.7K
$495K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.09K- 8.08% |
$36.6K - $46K
|
12.3K
$480K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13K- 67.06% |
$438K - $549K
|
6.37K
$248K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.04K+ 10.43% |
$35K - $43.9K
|
11K
$427K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.7K+ 6.74% |
$91.2K - $114K
|
42.8K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.32K- 16.58% |
$213K - $268K
|
31.8K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24+ 0.24% |
$810 - $1.02K
|
9.93K
$386K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
219+ 0.45% |
$7.4K - $9.28K
|
48.9K
$1.9M
|
|