Latest Institutional Purchases of Ubs Group Ag (UBS)
This list provides information on the latest institutional transactions involving Ubs Group Ag (UBS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
160K+ 282.83% |
$3.74M - $4.99M
|
216K
$6.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
85KNew |
$1.99M - $2.65M
|
85K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
60KNew |
$1.4M - $1.87M
|
60K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
40KNew |
$933K - $1.25M
|
40K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
PUT |
35.9KNew |
$839K - $1.12M
|
35.9K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
16.5K+ 501.43% |
$385K - $514K
|
19.8K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
15KNew |
$350K - $468K
|
15K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
13KNew |
$304K - $405K
|
13K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
10.3K+ 7.25% |
$242K - $322K
|
153K
$4.27M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
9.22KNew |
$215K - $287K
|
9.22K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.7KNew |
$180K - $240K
|
7.7K
$215K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
7.27KNew |
$170K - $227K
|
7.27K
$203K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.93KNew |
$162K - $216K
|
6.93K
$194K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.91KNew |
$161K - $215K
|
6.91K
$193K
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
6.54KNew |
$153K - $204K
|
6.54K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
5.57KNew |
$130K - $174K
|
5.57K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.24KNew |
$99.1K - $132K
|
4.24K
$119K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.36KNew |
$55K - $73.5K
|
2.36K
$65.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2KNew |
$46.7K - $62.4K
|
2K
$55.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.68K+ 5.92% |
$39.2K - $52.3K
|
30K
$839K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.65KNew |
$38.5K - $51.3K
|
1.65K
$46K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.47K+ 10.57% |
$34.3K - $45.8K
|
15.4K
$429K
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
800+ 2.22% |
$18.7K - $25K
|
36.8K
$1.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
235New |
$5.49K - $7.33K
|
235
$6.57K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
138New |
$3.22K - $4.3K
|
138
$3.86K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
136New |
$3.18K - $4.24K
|
136
$3.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
126New |
$2.94K - $3.93K
|
126
$3.52K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
74New |
$1.73K - $2.31K
|
74
$2.07K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$1.17K - $1.56K
|
50
$1.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
42+ 71.19% |
$981 - $1.31K
|
101
$2.82K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.48% |
$117 - $156
|
1.05K
$29.3K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
684KNew |
$13.3M - $18.3M
|
684K
$19.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
75KNew |
$1.45M - $2M
|
75K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Exor Capital LLP
London, X0 |
BUY
|
- |
71K+ 32.72% |
$1.38M - $1.9M
|
288K
$8.05M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
66.4K+ 6.67% |
$1.29M - $1.77M
|
1.06M
$29.7M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
30.2KNew |
$585K - $806K
|
30.2K
$844K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
25KNew |
$485K - $668K
|
25K
$699K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
21.7KNew |
$420K - $579K
|
21.7K
$605K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
20.9KNew |
$405K - $558K
|
20.9K
$584K
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
14.9KNew |
$289K - $399K
|
14.9K
$417K
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
11.3KNew |
$220K - $303K
|
11.3K
$317K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.24KNew |
$160K - $220K
|
8.24K
$230K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.88K+ 13.14% |
$94.5K - $130K
|
42K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
2KNew |
$38.8K - $53.4K
|
2K
$55.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
1.95KNew |
$37.8K - $52.1K
|
1.95K
$54.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
1.04K+ 1.83% |
$20.1K - $27.7K
|
57.8K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$19.4K - $26.7K
|
1K
$27.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
512+ 61.84% |
$9.93K - $13.7K
|
1.34K
$37.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
214New |
$4.15K - $5.72K
|
214
$5.98K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
120New |
$2.33K - $3.21K
|
120
$3.35K
|
|