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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
7.89KNew |
$221K - $248K
|
7.89K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
7.88KNew |
$220K - $247K
|
7.88K
$306K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.56KNew |
$71.7K - $80.6K
|
2.56K
$99.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.31KNew |
$64.7K - $72.7K
|
2.31K
$90K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
2.16K+ 6.92% |
$60.3K - $67.7K
|
33.3K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.92KNew |
$53.6K - $60.2K
|
1.92K
$74.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
$37K - $41.5K
|
1.32K
$51.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.32K+ 3.02% |
$36.8K - $41.3K
|
44.9K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
CALL |
1KNew |
$28K - $31.4K
|
1K
$38.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
600New |
$16.8K - $18.9K
|
600
$23.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
591New |
$16.5K - $18.6K
|
591
$23K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
528New |
$14.8K - $16.6K
|
528
$20.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
399New |
$11.2K - $12.5K
|
399
$15.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
315New |
$8.81K - $9.9K
|
315
$12.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
313New |
$8.75K - $9.83K
|
313
$12.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
311New |
$8.7K - $9.77K
|
311
$12.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
200New |
$5.59K - $6.28K
|
200
$7.78K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
139New |
$3.89K - $4.37K
|
139
$5.41K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
128New |
$3.58K - $4.02K
|
128
$4.98K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
95New |
$2.66K - $2.98K
|
95
$3.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8+ 1.23% |
$224 - $251
|
659
$25.6K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4New |
$112 - $126
|
4
$156
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.23% |
$55.9 - $62.8
|
867
$33.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1New |
$28 - $31.4
|
1
$38.9
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
681K+ 21.98% |
$17.8M - $21.7M
|
3.78M
$147M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
202K+ 286.25% |
$5.29M - $6.43M
|
272K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
88.9KNew |
$2.33M - $2.83M
|
88.9K
$3.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
88.6K+ 91.8% |
$2.32M - $2.83M
|
185K
$7.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
64.8KNew |
$1.7M - $2.07M
|
64.8K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
51.8KNew |
$1.36M - $1.65M
|
51.8K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
20.8KNew |
$544K - $663K
|
20.8K
$809K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$361K - $439K
|
13.8K
$536K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
9.92KNew |
$260K - $316K
|
9.92K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.04KNew |
$237K - $288K
|
9.04K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.51KNew |
$197K - $239K
|
7.51K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
7.24KNew |
$190K - $231K
|
7.24K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.85KNew |
$153K - $186K
|
5.85K
$228K
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
2.5K+ 9.43% |
$65.5K - $79.7K
|
29K
$1.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.71KNew |
$44.7K - $54.4K
|
1.71K
$66.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.42K+ 566.4% |
$37.1K - $45.1K
|
1.67K
$64.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
367New |
$9.61K - $11.7K
|
367
$14.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
200New |
$5.24K - $6.38K
|
200
$7.78K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
153New |
$4.01K - $4.88K
|
153
$5.95K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
139New |
$3.64K - $4.43K
|
139
$5.41K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
120+ 13.78% |
$3.14K - $3.83K
|
991
$38.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
99New |
$2.59K - $3.16K
|
99
$3.85K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
89New |
$2.33K - $2.84K
|
89
$3.46K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
66New |
$1.73K - $2.1K
|
66
$2.57K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
66+ 6600.0% |
$1.73K - $2.1K
|
67
$2.61K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
54New |
$1.41K - $1.72K
|
54
$2.1K
|
|