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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.2K+ 37.55% |
$334K - $371K
|
41K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
11KNew |
$328K - $364K
|
11K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11K+ 150.1% |
$327K - $364K
|
18.3K
$512K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
10.8K+ 4.07% |
$322K - $358K
|
277K
$7.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$316K - $351K
|
10.6K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
10.3KNew |
$306K - $340K
|
10.3K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10K+ 98.07% |
$299K - $332K
|
20.3K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
9.94K+ 1.81% |
$296K - $329K
|
560K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.48KNew |
$282K - $314K
|
9.48K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.77K+ 138.33% |
$261K - $290K
|
15.1K
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.79KNew |
$232K - $258K
|
7.79K
$218K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.69K+ 16.52% |
$229K - $254K
|
54.2K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
7.35K+ 0.51% |
$219K - $243K
|
1.44M
$40.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.18KNew |
$214K - $238K
|
7.18K
$201K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.04KNew |
$210K - $233K
|
7.04K
$197K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.03KNew |
$209K - $233K
|
7.03K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.01KNew |
$209K - $232K
|
7.01K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.95KNew |
$207K - $230K
|
6.95K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
6.9K+ 0.76% |
$205K - $228K
|
911K
$25.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.88KNew |
$205K - $228K
|
6.88K
$192K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.67K+ 22.55% |
$199K - $221K
|
36.3K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.58K+ 98.86% |
$196K - $218K
|
13.2K
$370K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.54K+ 12.28% |
$195K - $216K
|
59.8K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.27K+ 184.22% |
$187K - $207K
|
9.67K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.99K+ 19.3% |
$179K - $198K
|
37.1K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
5.99K+ 7.25% |
$178K - $198K
|
88.6K
$2.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5.97K+ 13.0% |
$178K - $198K
|
51.9K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.68K+ 2.58% |
$169K - $188K
|
226K
$6.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.68K+ 27.11% |
$169K - $188K
|
26.6K
$744K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
5.39K+ 5.44% |
$161K - $178K
|
104K
$2.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.39K+ 8.37% |
$160K - $178K
|
69.8K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.25K+ 16.96% |
$156K - $174K
|
36.2K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.24K+ 1.02% |
$156K - $173K
|
517K
$14.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.22K+ 2.72% |
$155K - $173K
|
197K
$5.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.97K+ 9.64% |
$148K - $164K
|
56.5K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.91K+ 12.98% |
$146K - $162K
|
42.8K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.68K+ 49.31% |
$139K - $155K
|
14.2K
$395K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.22K+ 4.09% |
$126K - $140K
|
107K
$3M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.18K+ 5.6% |
$124K - $138K
|
78.7K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.08K+ 11.31% |
$121K - $135K
|
40.1K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.07KNew |
$121K - $135K
|
4.07K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.03K+ 17.74% |
$120K - $133K
|
26.7K
$746K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.01K+ 1.57% |
$119K - $133K
|
260K
$7.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.74K+ 11.15% |
$111K - $124K
|
37.3K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.68K+ 74.54% |
$110K - $122K
|
8.62K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.65K+ 2.58% |
$109K - $121K
|
145K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.63K+ 14.94% |
$108K - $120K
|
28K
$781K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.58K+ 3.43% |
$107K - $119K
|
108K
$3.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.39K+ 0.5% |
$101K - $112K
|
678K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.17K+ 24.67% |
$94.3K - $105K
|
16K
$447K
|