Latest Institutional Purchases of Ubs Group Ag (UBS)

UBS Quotes by TradingView

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 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
2.36K
New
$55K - $73.5K
2.36K $91.7K
Feb 14, 2024 Q4 2023
Lmr Partners LLP

London, X0
BUY
 -
2K
New
$46.7K - $62.4K
2K $77.8K
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
1.68K
+ 5.92%
$39.2K - $52.3K
30K $1.17M
Jan 31, 2024 Q4 2023
Naples Money Management LLC

Naples, FL
BUY
 -
1.65K
New
$38.5K - $51.3K
1.65K $64.1K
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
1.47K
+ 10.57%
$34.3K - $45.8K
15.4K $598K
Jan 17, 2024 Q4 2023
Connective Portfolio Management, LLC

BUY
 -
800
+ 2.22%
$18.7K - $25K
36.8K $1.43M
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
138
New
$3.22K - $4.3K
138 $5.37K
Jan 30, 2024 Q4 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
136
New
$3.18K - $4.24K
136 $5.29K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
126
New
$2.94K - $3.93K
126 $4.9K
Jan 12, 2024 Q4 2023
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
74
New
$1.73K - $2.31K
74 $2.88K
Jan 30, 2024 Q4 2023
Bourgeon Capital Management LLC

BUY
 -
42
+ 71.19%
$981 - $1.31K
101 $3.93K
Feb 09, 2024 Q4 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
5
+ 0.48%
$117 - $156
1.05K $40.8K
Aug 15, 2025 Q4 2023
Provenance Wealth Advisors, LLC

Fort Lauderdale, FL
BUY
 -
1
+ 0.84%
$23.4 - $31.2
120 $4.67K
Q3 2023
Nov 08, 2023 Q3 2023
Locust Wood Capital Advisers, LLC

BUY
 -
684K
New
$13.3M - $18.3M
684K $26.6M
Nov 13, 2023 Q3 2023
Gendell Jeffrey L

Greenwich, CT
BUY
 -
75K
New
$1.45M - $2M
75K $2.92M
Nov 13, 2023 Q3 2023
Exor Capital LLP

London, X0
BUY
 -
71K
+ 32.72%
$1.38M - $1.9M
288K $11.2M
Nov 14, 2023 Q3 2023
State Of Wisconsin Investment Board

Madison, WI
BUY
 -
66.4K
+ 6.67%
$1.29M - $1.77M
1.06M $41.3M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
30.2K
New
$585K - $806K
30.2K $1.18M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 CALL
25K
New
$485K - $668K
25K $973K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
21.7K
New
$420K - $579K
21.7K $843K
Nov 03, 2023 Q3 2023
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
20.9K
New
$405K - $558K
20.9K $813K
Oct 27, 2023 Q3 2023
Klingenstein Fields & CO LP

BUY
 -
14.9K
New
$289K - $399K
14.9K $581K
Oct 11, 2023 Q3 2023
Capricorn Fund Managers LTD

London, X0
BUY
 -
11.3K
New
$220K - $303K
11.3K $441K
Oct 21, 2024 Q3 2023
Jump Financial, LLC

Chicago, IL
BUY
 -
8.24K
New
$160K - $220K
8.24K $321K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
4.88K
+ 13.14%
$94.5K - $130K
42K $1.63M
Nov 13, 2023 Q3 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
2K
New
$38.8K - $53.4K
2K $77.8K
Nov 09, 2023 Q3 2023
Adams Wealth Management

BUY
 -
1.04K
+ 1.83%
$20.1K - $27.7K
57.8K $2.25M
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
1K
New
$19.4K - $26.7K
1K $38.9K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
512
+ 61.84%
$9.93K - $13.7K
1.34K $52.2K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
214
New
$4.15K - $5.72K
214 $8.33K
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

BUY
 -
115
+ 68.86%
$2.23K - $3.07K
282 $11K
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
8
New
$155 - $214
8 $311
Q2 2023
Aug 14, 2023 Q2 2023
Discovery Capital Management, LLC

South Norwalk, CT
BUY
 -
2.81M
New
$53.2M - $61.7M
2.81M $110M
Aug 11, 2023 Q2 2023
Columbus Hill Capital Management, L.P.

Short Hills, NJ
BUY
 -
757K
New
$14.3M - $16.6M
757K $29.5M
Aug 14, 2023 Q2 2023
Murchinson Ltd.

Toronto, A6
BUY
 -
254K
New
$4.8M - $5.56M
254K $9.88M
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
153K
New
$2.89M - $3.35M
153K $5.96M
Aug 11, 2023 Q2 2023
Myda Advisors LLC

Inwood, NY
BUY
 -
64K
New
$1.21M - $1.4M
64K $2.49M
Aug 14, 2023 Q2 2023
Western Standard LLC

Los Angeles, CA
BUY
 -
55K
New
$1.04M - $1.21M
55K $2.14M
Aug 11, 2023 Q2 2023
Jbf Capital, Inc.

Aspen, CO
BUY
 -
50K
+ 2000.0%
$946K - $1.1M
52.5K $2.04M
Aug 14, 2023 Q2 2023
Scoggin Management LP

New York, NY
BUY
 -
25K
+ 25.0%
$473K - $548K
125K $4.87M
Aug 14, 2023 Q2 2023
Springhouse Capital Management, LP

Westport, CT
BUY
 -
20.5K
New
$388K - $449K
20.5K $798K
Aug 10, 2023 Q2 2023
Angeles Wealth Management, LLC

BUY
 -
19K
New
$360K - $417K
19K $740K
Aug 07, 2023 Q2 2023
Wolverine Asset Management LLC

BUY
 PUT
18.6K
New
$352K - $408K
18.6K $724K
Jul 26, 2023 Q2 2023
Waycross Partners, LLC

Louisville, KY
BUY
 -
16.5K
New
$312K - $362K
16.5K $642K
Aug 14, 2023 Q2 2023
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
13.4K
New
$254K - $294K
13.4K $523K
Aug 14, 2023 Q2 2023
Hudson Bay Capital Management LP

Greenwich, CT
BUY
 -
12.2K
New
$231K - $268K
12.2K $476K
Aug 14, 2023 Q2 2023
Mbb Public Markets I LLC

Chicago, IL
BUY
 CALL
10.1K
New
$191K - $221K
10.1K $393K
Aug 03, 2023 Q2 2023
Emfo, LLC

BUY
 -
3K
New
$56.8K - $65.8K
3K $117K
Aug 08, 2023 Q2 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
1.29K
+ 2.86%
$24.5K - $28.3K
46.5K $1.81M

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