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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
36New |
$943 - $1.15K
|
36
$1.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
16+ 3.57% |
$419 - $510
|
464
$18.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 2.11% |
$393 - $478
|
725
$28.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11New |
$288 - $351
|
11
$428
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
10+ 0.1% |
$262 - $319
|
10.1K
$392K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3New |
$78.6 - $95.6
|
3
$117
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.74M+ 4.08% |
$101M - $119M
|
95.4M
$3.71B
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
PUT |
300KNew |
$8.12M - $9.58M
|
300K
$11.7M
|
|
|
May 10, 2024
Q1 2024
|
Rovida Advisors Inc.
Newark, NJ |
BUY
|
- |
300KNew |
$8.12M - $9.58M
|
300K
$11.7M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
250KNew |
$6.76M - $7.98M
|
250K
$9.73M
|
|
|
May 14, 2024
Q1 2024
|
Delta Global Management LP
New York, NY |
BUY
|
- |
209KNew |
$5.66M - $6.68M
|
209K
$8.14M
|
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
86.7KNew |
$2.35M - $2.77M
|
86.7K
$3.37M
|
|
|
May 07, 2024
Q1 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
50KNew |
$1.35M - $1.6M
|
50K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
26.2KNew |
$710K - $838K
|
26.2K
$1.02M
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
20KNew |
$541K - $639K
|
20K
$778K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
19.5K+ 40.21% |
$527K - $623K
|
68K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
18.2K+ 2.72% |
$493K - $582K
|
688K
$26.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 133.73% |
$396K - $467K
|
25.6K
$996K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14.5K+ 0.2% |
$392K - $463K
|
7.2M
$280M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
13.3KNew |
$360K - $424K
|
13.3K
$517K
|
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
10.7KNew |
$290K - $342K
|
10.7K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.16KNew |
$248K - $293K
|
9.16K
$357K
|
|
|
Jan 05, 2026
Q1 2024
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
4.25K+ 85.86% |
$115K - $136K
|
9.2K
$358K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.25K+ 5681.82% |
$33.8K - $39.9K
|
1.27K
$49.5K
|
|
|
Oct 07, 2024
Q1 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
879+ 1.59% |
$23.8K - $28.1K
|
56.1K
$2.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
800+ 19.54% |
$21.6K - $25.5K
|
4.89K
$190K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
167New |
$4.52K - $5.33K
|
167
$6.5K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
97New |
$2.62K - $3.1K
|
97
$3.78K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
93+ 25.07% |
$2.52K - $2.97K
|
464
$18.1K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
75New |
$2.03K - $2.39K
|
75
$2.92K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
75New |
$2.03K - $2.39K
|
75
$2.92K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 23.91% |
$298 - $351
|
57
$2.22K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.03% |
$81.2 - $95.8
|
10.1K
$391K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
2.26MNew |
$52.9M - $70.6M
|
2.26M
$88.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
231K+ 10.59% |
$5.4M - $7.21M
|
2.41M
$94M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
160K+ 282.83% |
$3.74M - $4.99M
|
216K
$8.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
85KNew |
$1.99M - $2.65M
|
85K
$3.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
60KNew |
$1.4M - $1.87M
|
60K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
40KNew |
$933K - $1.25M
|
40K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
PUT |
35.9KNew |
$839K - $1.12M
|
35.9K
$1.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
16.5K+ 501.43% |
$385K - $514K
|
19.8K
$769K
|
|
|
Feb 14, 2024
Q4 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
15KNew |
$350K - $468K
|
15K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
13KNew |
$304K - $405K
|
13K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
10.3K+ 7.25% |
$242K - $322K
|
153K
$5.95M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
9.22KNew |
$215K - $287K
|
9.22K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.7KNew |
$180K - $240K
|
7.7K
$300K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
7.27KNew |
$170K - $227K
|
7.27K
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.93KNew |
$162K - $216K
|
6.93K
$270K
|
|