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 |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
12.7KNew |
$354K - $398K
|
12.7K
$409K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4K+ 1.23% |
$346K - $389K
|
1.01M
$32.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.3K+ 34.76% |
$345K - $387K
|
47.8K
$1.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.8K+ 44.83% |
$330K - $371K
|
38.2K
$1.23M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11.8KNew |
$330K - $371K
|
11.8K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
11.7KNew |
$328K - $368K
|
11.7K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11.5K+ 58.58% |
$323K - $362K
|
31.2K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11K+ 1.65% |
$307K - $345K
|
674K
$21.8M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.8K+ 2.51% |
$302K - $339K
|
440K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
9.51KNew |
$266K - $299K
|
9.51K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.43K+ 22.76% |
$264K - $296K
|
50.8K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.18K+ 6.2% |
$257K - $288K
|
157K
$5.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
9.07K+ 102.72% |
$254K - $285K
|
17.9K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.97KNew |
$251K - $282K
|
8.97K
$290K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
8.65KNew |
$242K - $272K
|
8.65K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.6K+ 3.17% |
$240K - $270K
|
280K
$9.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.54KNew |
$239K - $268K
|
8.54K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
8.48K+ 11.44% |
$237K - $266K
|
82.6K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.4K+ 13.1% |
$235K - $264K
|
72.5K
$2.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
8.38K+ 14.96% |
$234K - $263K
|
64.4K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.9K+ 5.07% |
$221K - $248K
|
164K
$5.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
7.89KNew |
$221K - $248K
|
7.89K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
7.88KNew |
$220K - $247K
|
7.88K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.56K+ 56.43% |
$211K - $237K
|
20.9K
$677K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
7.28KNew |
$204K - $229K
|
7.28K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.15K+ 6.5% |
$200K - $225K
|
117K
$3.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.09K+ 4.38% |
$198K - $223K
|
169K
$5.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.95KNew |
$194K - $218K
|
6.95K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
6.92KNew |
$193K - $217K
|
6.92K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.65KNew |
$186K - $209K
|
6.65K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.28K+ 224.2% |
$176K - $197K
|
9.08K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
6.05K+ 1.95% |
$169K - $190K
|
316K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.69K+ 19.28% |
$159K - $179K
|
35.2K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.99K+ 16.08% |
$140K - $157K
|
36K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.89K+ 44.91% |
$137K - $154K
|
15.8K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.88K+ 29.63% |
$136K - $153K
|
21.3K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.32K+ 26.66% |
$121K - $136K
|
20.5K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.75K+ 1.99% |
$105K - $118K
|
192K
$6.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.63K+ 88.72% |
$102K - $114K
|
7.73K
$250K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3.54K+ 4.19% |
$99K - $111K
|
88K
$2.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.4K+ 34.97% |
$95.1K - $107K
|
13.1K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.35K+ 36.48% |
$93.7K - $105K
|
12.5K
$405K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.28K+ 0.64% |
$91.7K - $103K
|
512K
$16.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.21K+ 11.3% |
$89.7K - $101K
|
31.6K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.17K+ 5.43% |
$88.7K - $99.7K
|
61.6K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.01K+ 10.77% |
$84.1K - $94.5K
|
30.9K
$1M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.94K+ 9.6% |
$82.2K - $92.3K
|
33.6K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.78K+ 3.04% |
$77.6K - $87.2K
|
94.2K
$3.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.67K+ 7.67% |
$74.7K - $83.9K
|
37.5K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.64K+ 8.25% |
$73.8K - $82.9K
|
34.6K
$1.12M
|