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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.08K+ 2566.67% |
$36.4K - $45.7K
|
1.12K
$43.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.08K+ 215.0% |
$36.3K - $45.6K
|
1.58K
$61.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.04K+ 10.43% |
$35K - $43.9K
|
11K
$427K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 10.16% |
$34.8K - $43.7K
|
11.2K
$435K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
979+ 5.24% |
$33.1K - $41.5K
|
19.6K
$765K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
958+ 84.26% |
$32.4K - $40.6K
|
2.1K
$81.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
910+ 11.91% |
$30.7K - $38.6K
|
8.55K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
908New |
$30.7K - $38.5K
|
908
$35.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
886+ 0.61% |
$29.9K - $37.5K
|
145K
$5.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
835+ 7.49% |
$28.2K - $35.4K
|
12K
$466K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
805+ 2.11% |
$27.2K - $34.1K
|
39K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
797+ 9.06% |
$26.9K - $33.8K
|
9.59K
$373K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
766+ 1.1% |
$25.9K - $32.5K
|
70.2K
$2.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
747+ 0.58% |
$25.2K - $31.7K
|
130K
$5.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
702+ 5.51% |
$23.7K - $29.8K
|
13.4K
$523K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
700New |
$23.6K - $29.7K
|
700
$27.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
691+ 14.11% |
$23.3K - $29.3K
|
5.59K
$217K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
650+ 3.48% |
$22K - $27.5K
|
19.3K
$751K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
648+ 6.18% |
$21.9K - $27.5K
|
11.1K
$433K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
602+ 7.51% |
$20.3K - $25.5K
|
8.62K
$336K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
585+ 0.55% |
$19.8K - $24.8K
|
107K
$4.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
556+ 0.64% |
$18.8K - $23.6K
|
87.3K
$3.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
524+ 1.35% |
$17.7K - $22.2K
|
39.2K
$1.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
475New |
$16K - $20.1K
|
475
$18.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
456+ 5.49% |
$15.4K - $19.3K
|
8.76K
$341K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
450+ 52.94% |
$15.2K - $19.1K
|
1.3K
$50.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
449+ 4.22% |
$15.2K - $19K
|
11.1K
$432K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
445+ 118.35% |
$15K - $18.9K
|
821
$32K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
431+ 4.9% |
$14.6K - $18.3K
|
9.23K
$359K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
420+ 6.45% |
$14.2K - $17.8K
|
6.93K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
413+ 19.62% |
$13.9K - $17.5K
|
2.52K
$98K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
384+ 4.69% |
$13K - $16.3K
|
8.57K
$334K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
366+ 75.15% |
$12.4K - $15.5K
|
853
$33.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
354+ 5.4% |
$12K - $15K
|
6.92K
$269K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
341New |
$11.5K - $14.5K
|
341
$13.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
324+ 9.05% |
$10.9K - $13.7K
|
3.91K
$152K
|
|
|
Nov 14, 2025
Q3 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
321+ 0.21% |
$10.8K - $13.6K
|
152K
$5.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
301+ 3.14% |
$10.2K - $12.8K
|
9.88K
$384K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
289+ 87.31% |
$9.76K - $12.2K
|
620
$24.1K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
288+ 4.22% |
$9.73K - $12.2K
|
7.12K
$277K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
287+ 1.17% |
$9.69K - $12.2K
|
24.9K
$968K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
286New |
$9.66K - $12.1K
|
286
$11.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
271+ 1.85% |
$9.15K - $11.5K
|
14.9K
$580K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
262New |
$8.85K - $11.1K
|
262
$10.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
254New |
$8.58K - $10.8K
|
254
$9.89K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
228New |
$7.7K - $9.66K
|
228
$8.87K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
225+ 33.33% |
$7.6K - $9.54K
|
900
$35K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
219+ 0.45% |
$7.4K - $9.28K
|
48.9K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
217New |
$7.33K - $9.2K
|
217
$8.45K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
199New |
$6.72K - $8.43K
|
199
$7.75K
|
|