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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
119New |
$2.17K - $2.64K
|
119
$3.84K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
100+ 59.17% |
$1.82K - $2.22K
|
269
$8.69K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
65New |
$1.18K - $1.44K
|
65
$2.1K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.93MNew |
$96.9M - $130M
|
6.93M
$224M
|
|
|
Feb 14, 2023
Q4 2022
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
1.5MNew |
$21M - $28.2M
|
1.5M
$48.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
263KNew |
$3.68M - $4.94M
|
263K
$8.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
46.2K+ 57.45% |
$646K - $869K
|
127K
$4.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
32.1KNew |
$448K - $603K
|
32.1K
$1.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
20KNew |
$280K - $376K
|
20K
$646K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
12.5KNew |
$175K - $235K
|
12.5K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.9KNew |
$167K - $224K
|
11.9K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$166K - $224K
|
11.9K
$384K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$148K - $200K
|
10.6K
$343K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
10.4KNew |
$145K - $195K
|
10.4K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
3K+ 4.82% |
$41.9K - $56.4K
|
65.2K
$2.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
850New |
$11.9K - $16K
|
850
$27.5K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
645New |
$9.02K - $12.1K
|
645
$20.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
500New |
$6.99K - $9.4K
|
500
$16.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
458New |
$6.4K - $8.61K
|
458
$14.8K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
100New |
$1.4K - $1.88K
|
100
$3.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
47New |
$657 - $884
|
47
$1.52K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
69.9K+ 347.34% |
$1.01M - $1.2M
|
90K
$2.91M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
27.9KNew |
$404K - $479K
|
27.9K
$900K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
BUY
|
PUT |
14KNew |
$203K - $241K
|
14K
$452K
|
|
|
Oct 28, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
12.8KNew |
$186K - $221K
|
12.8K
$415K
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12.7KNew |
$184K - $218K
|
12.7K
$410K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11.6KNew |
$168K - $199K
|
11.6K
$373K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.53KNew |
$36.7K - $43.5K
|
2.53K
$81.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
2.53KNew |
$36.7K - $43.5K
|
2.53K
$81.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.6K+ 13.2% |
$23.2K - $27.6K
|
13.7K
$444K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
740New |
$10.7K - $12.7K
|
740
$23.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
309+ 1.75% |
$4.48K - $5.32K
|
18K
$580K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
225+ 274.39% |
$3.26K - $3.87K
|
307
$9.92K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
113New |
$1.64K - $1.94K
|
113
$3.65K
|
|
|
Nov 10, 2022
Q3 2022
|
University Of Texas
|
BUY
|
- |
67New |
$972 - $1.15K
|
67
$2.16K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Abeille Asset Management Sa
|
BUY
|
- |
440KNew |
$6.85M - $8.78M
|
440K
$14.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
397KNew |
$6.19M - $7.93M
|
397K
$12.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
79.8K+ 79.76% |
$1.24M - $1.59M
|
180K
$5.81M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
13.7K+ 67.35% |
$214K - $274K
|
34.1K
$1.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
10.8K+ 5.06% |
$168K - $215K
|
223K
$7.22M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.41K+ 66.53% |
$53.1K - $68K
|
8.53K
$276K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
3.35K+ 13.93% |
$52.2K - $66.9K
|
27.4K
$886K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.12KNew |
$17.4K - $22.3K
|
1.12K
$36K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
645New |
$10K - $12.9K
|
645
$20.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
245New |
$3.82K - $4.89K
|
245
$7.92K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
55New |
$857 - $1.1K
|
55
$1.78K
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
141K+ 849.39% |
$2.13M - $3M
|
157K
$5.08M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
41.2KNew |
$623K - $878K
|
41.2K
$1.33M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.8KNew |
$300K - $422K
|
19.8K
$640K
|
|