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
Nov 14, 2024 Q3 2024
Ieq Capital, LLC

BUY
 -
1.67K
+ 10.63%
$46.6K - $52.3K
17.3K $613K
Oct 22, 2024 Q3 2024
Pictet & Cie (Europe) Sa

BUY
 -
1.5K
+ 17.22%
$42K - $47.1K
10.2K $361K
Oct 21, 2024 Q3 2024
Whittier Trust CO

BUY
 -
1.5K
+ 17.34%
$42K - $47.1K
10.2K $359K
Nov 12, 2024 Q3 2024
Mitchell Capital Management CO

BUY
 -
1.45K
+ 1.35%
$40.6K - $45.6K
109K $3.85M
Oct 16, 2024 Q3 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
1.41K
+ 13.36%
$39.4K - $44.3K
12K $423K
Nov 14, 2024 Q3 2024
Aquatic Capital Management LLC

Chicago, IL
BUY
 -
1.32K
New
$37K - $41.5K
1.32K $46.8K
Nov 07, 2024 Q3 2024
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
1.32K
+ 3.02%
$36.8K - $41.3K
44.9K $1.59M
Oct 28, 2024 Q3 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.27K
+ 6.21%
$35.4K - $39.8K
21.7K $766K
Nov 05, 2024 Q3 2024
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
1.05K
+ 5.8%
$29.2K - $32.8K
19.1K $674K
Nov 14, 2024 Q3 2024
Centiva Capital, LP

New York, NY
BUY
 CALL
1K
New
$28K - $31.4K
1K $35.4K
Nov 12, 2024 Q3 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
857
+ 2.33%
$24K - $26.9K
37.6K $1.33M
Nov 14, 2024 Q3 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
837
+ 3.56%
$23.4K - $26.3K
24.3K $860K
Oct 22, 2024 Q3 2024
Private Advisor Group, LLC

BUY
 -
817
+ 2.39%
$22.9K - $25.7K
35K $1.24M
Nov 12, 2024 Q3 2024
Northwestern Mutual Wealth Management CO

BUY
 -
811
+ 2.79%
$22.7K - $25.5K
29.8K $1.06M
Oct 10, 2024 Q3 2024
Valeo Financial Advisors, LLC

BUY
 -
810
+ 2.79%
$22.7K - $25.5K
29.9K $1.06M
Oct 17, 2024 Q3 2024
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
797
+ 5.44%
$22.3K - $25K
15.5K $547K
Nov 08, 2024 Q3 2024
Altman Advisors, Inc.

Chicago, IL
BUY
 -
669
+ 0.99%
$18.7K - $21K
68.6K $2.43M
Nov 14, 2024 Q3 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 PUT
600
New
$16.8K - $18.9K
600 $21.2K
Oct 07, 2024 Q3 2024
Clean Yield Group

BUY
 -
591
New
$16.5K - $18.6K
591 $20.9K
Nov 13, 2024 Q3 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
542
+ 1.18%
$15.2K - $17K
46.3K $1.64M
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
528
New
$14.8K - $16.6K
528 $18.7K
Nov 08, 2024 Q3 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
521
+ 0.51%
$14.6K - $16.4K
103K $3.64M
Nov 12, 2024 Q3 2024
Studio Investment Management LLC

Chicago, IL
BUY
 -
464
+ 3.07%
$13K - $14.6K
15.6K $550K
Nov 13, 2024 Q3 2024
Seven Mile Advisory

Ewing, NJ
BUY
 -
459
+ 6.43%
$12.8K - $14.4K
7.6K $269K
Nov 14, 2024 Q3 2024
Integrated Wealth Concepts LLC

BUY
 -
457
+ 0.7%
$12.8K - $14.4K
65.6K $2.32M
Oct 18, 2024 Q3 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
454
+ 6.59%
$12.7K - $14.3K
7.35K $260K
Nov 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
450
+ 41.59%
$12.6K - $14.1K
1.53K $54.2K
Nov 13, 2024 Q3 2024
Stamos Capital Partners, L.P.

Menlo Park, CA
BUY
 -
440
+ 1.06%
$12.3K - $13.8K
41.9K $1.48M
Oct 07, 2024 Q3 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
399
New
$11.2K - $12.5K
399 $14.1K
Nov 18, 2024 Q3 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
394
+ 3.17%
$11K - $12.4K
12.8K $453K
Oct 09, 2024 Q3 2024
Pinnacle Bancorp, Inc.

BUY
 -
382
New
$10.7K - $12K
382 $13.5K
Oct 28, 2024 Q3 2024
Rosenberg Matthew Hamilton

BUY
 -
355
+ 15.65%
$9.93K - $11.2K
2.62K $92.8K
Nov 08, 2024 Q3 2024
Commerce Bank

Kansas City, MO
BUY
 -
346
+ 3.87%
$9.68K - $10.9K
9.28K $328K
Nov 12, 2024 Q3 2024
Sterling Capital Management LLC

Charlotte, NC
BUY
 -
315
New
$8.81K - $9.9K
315 $11.1K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
313
New
$8.75K - $9.83K
313 $11.1K
Oct 11, 2024 Q3 2024
Paladin Wealth, LLC

Arden Hills, MN
BUY
 -
311
New
$8.7K - $9.77K
311 $11K
Nov 05, 2024 Q3 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
303
+ 4.42%
$8.47K - $9.52K
7.15K $253K
Oct 18, 2024 Q3 2024
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
295
+ 3.25%
$8.25K - $9.27K
9.38K $332K
Oct 11, 2024 Q3 2024
Grove Bank & Trust

BUY
 -
294
+ 140.0%
$8.22K - $9.24K
504 $17.8K
Nov 12, 2024 Q3 2024
Columbia Asset Management

Ann Arbor, MI
BUY
 -
284
+ 3.43%
$7.94K - $8.92K
8.55K $302K
Oct 23, 2024 Q3 2024
Allworth Financial LP

BUY
 -
273
+ 5.55%
$7.64K - $8.58K
5.19K $184K
Nov 13, 2024 Q3 2024
Parallel Advisors, LLC

BUY
 -
272
+ 1.64%
$7.61K - $8.55K
16.8K $595K
Oct 30, 2024 Q3 2024
Bailard, Inc.

BUY
 -
265
+ 0.74%
$7.41K - $8.33K
36.2K $1.28M
Oct 18, 2024 Q3 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
234
+ 6.64%
$6.54K - $7.35K
3.76K $133K
Nov 04, 2024 Q3 2024
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
225
+ 1.01%
$6.29K - $7.07K
22.6K $799K
Oct 09, 2024 Q3 2024
Hoese & CO LLP

BUY
 -
200
New
$5.59K - $6.28K
200 $7.07K
Oct 11, 2024 Q3 2024
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
181
New
$5.06K - $5.69K
181 $6.4K
Oct 21, 2024 Q3 2024
Copeland Capital Management, LLC

BUY
 -
171
New
$4.78K - $5.37K
171 $6.05K
Nov 12, 2024 Q3 2024
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
159
+ 0.78%
$4.45K - $5K
20.4K $722K

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