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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.2KNew |
$176K - $221K
|
5.2K
$203K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
5.01KNew |
$169K - $212K
|
5.01K
$195K
|
|
|
Nov 13, 2025
Q3 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.99KNew |
$168K - $211K
|
4.99K
$194K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.95KNew |
$167K - $210K
|
4.95K
$193K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.9KNew |
$165K - $207K
|
4.9K
$191K
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4.85KNew |
$164K - $205K
|
4.85K
$189K
|
|
|
Nov 12, 2025
Q3 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
4.81K+ 26.99% |
$163K - $204K
|
22.6K
$881K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.78K+ 9.83% |
$162K - $203K
|
53.4K
$2.08M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.27KNew |
$144K - $181K
|
4.27K
$166K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.71K+ 5.76% |
$125K - $157K
|
68.1K
$2.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.37K+ 63.13% |
$114K - $143K
|
8.71K
$339K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.33K+ 61.99% |
$112K - $141K
|
8.7K
$339K
|
|
|
Nov 14, 2025
Q3 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
3.31K+ 0.38% |
$112K - $140K
|
882K
$34.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.27K+ 34.65% |
$111K - $139K
|
12.7K
$495K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.25K+ 3.06% |
$110K - $138K
|
110K
$4.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.04K+ 6.76% |
$103K - $129K
|
48.1K
$1.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Gator Capital Management, LLC
|
BUY
|
CALL |
2.71KNew |
$91.6K - $115K
|
2.71K
$106K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.7K+ 6.74% |
$91.2K - $114K
|
42.8K
$1.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.69KNew |
$90.8K - $114K
|
2.69K
$105K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.57K+ 6.86% |
$86.7K - $109K
|
40K
$1.56M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.48K+ 11.95% |
$83.7K - $105K
|
23.2K
$904K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.45K+ 31.85% |
$82.6K - $104K
|
10.1K
$394K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.28K+ 3.6% |
$77K - $96.6K
|
65.6K
$2.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 16.54% |
$76.7K - $96.2K
|
16K
$622K
|
|
|
Nov 13, 2025
Q3 2025
|
Gator Capital Management, LLC
|
BUY
|
- |
2.25K+ 4.73% |
$76K - $95.4K
|
49.9K
$1.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.19K+ 33.4% |
$74.1K - $92.9K
|
8.76K
$341K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.15K+ 10.5% |
$72.6K - $91.2K
|
22.6K
$881K
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.13K+ 3.95% |
$71.9K - $90.3K
|
56K
$2.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2K+ 21.36% |
$67.6K - $84.9K
|
11.4K
$443K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.99K+ 28.87% |
$67.3K - $84.5K
|
8.9K
$346K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.98K+ 29.03% |
$66.8K - $83.8K
|
8.79K
$342K
|
|
|
Nov 13, 2025
Q3 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.93K+ 1.43% |
$65.1K - $81.7K
|
137K
$5.33M
|
|
|
Nov 05, 2025
Q3 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.92K+ 14.9% |
$64.8K - $81.3K
|
14.8K
$576K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
1.91K+ 25.68% |
$64.5K - $80.9K
|
9.34K
$364K
|
|
|
Nov 14, 2025
Q3 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.89KNew |
$63.7K - $80K
|
1.89K
$73.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.86K+ 14.69% |
$62.8K - $78.8K
|
14.5K
$565K
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.78K+ 19.0% |
$59.9K - $75.2K
|
11.1K
$433K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.74K+ 18.51% |
$58.8K - $73.8K
|
11.1K
$434K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.7K+ 4.97% |
$57.3K - $72K
|
35.9K
$1.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.63K+ 7.7% |
$55.1K - $69.2K
|
22.8K
$889K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.62K+ 11.51% |
$54.8K - $68.8K
|
15.7K
$612K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.56K+ 9.91% |
$52.6K - $66K
|
17.3K
$672K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.55K+ 45.48% |
$52.3K - $65.6K
|
4.95K
$193K
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
1.39K+ 1.44% |
$47.1K - $59.1K
|
97.9K
$3.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.36K+ 14.0% |
$45.8K - $57.5K
|
11.1K
$430K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.32K+ 6.54% |
$44.6K - $55.9K
|
21.5K
$837K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.27K+ 112.47% |
$43K - $53.9K
|
2.4K
$93.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.15K+ 0.21% |
$38.9K - $48.8K
|
549K
$21.4M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.14K+ 6.04% |
$38.5K - $48.3K
|
20K
$779K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.11K+ 4.25% |
$37.6K - $47.2K
|
27.3K
$1.06M
|
|