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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14.5K+ 0.2% |
$392K - $463K
|
7.2M
$255M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
13.7KNew |
$370K - $437K
|
13.7K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
13.3KNew |
$360K - $424K
|
13.3K
$470K
|
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
10.7KNew |
$290K - $342K
|
10.7K
$379K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
10K+ 79.42% |
$271K - $319K
|
22.6K
$799K
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.16KNew |
$248K - $293K
|
9.16K
$324K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
8.7KNew |
$235K - $278K
|
8.7K
$308K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.6KNew |
$206K - $243K
|
7.6K
$269K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.1K+ 35.47% |
$138K - $163K
|
19.5K
$689K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.51K+ 4.65% |
$67.8K - $80K
|
56.4K
$1.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
1.71K+ 1536.94% |
$46.1K - $54.5K
|
1.82K
$64.3K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.49K+ 5742.31% |
$40.4K - $47.7K
|
1.52K
$53.7K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.47K+ 18.79% |
$39.7K - $46.9K
|
9.28K
$328K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.25K+ 5681.82% |
$33.8K - $39.9K
|
1.27K
$45K
|
|
|
Oct 07, 2024
Q1 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
879+ 1.59% |
$23.8K - $28.1K
|
56.1K
$1.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
800+ 19.54% |
$21.6K - $25.5K
|
4.89K
$173K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
676New |
$18.3K - $21.6K
|
676
$23.9K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
524New |
$14.2K - $16.7K
|
524
$18.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
475New |
$12.8K - $15.2K
|
475
$16.8K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
437New |
$11.8K - $14K
|
437
$15.5K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
167New |
$4.52K - $5.33K
|
167
$5.91K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
113+ 96.58% |
$3.06K - $3.61K
|
230
$8.14K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
102New |
$2.76K - $3.26K
|
102
$3.61K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
97New |
$2.62K - $3.1K
|
97
$3.43K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
93+ 25.07% |
$2.52K - $2.97K
|
464
$16.4K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
75New |
$2.03K - $2.39K
|
75
$2.65K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
75New |
$2.03K - $2.39K
|
75
$2.65K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
21New |
$568 - $671
|
21
$743
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 23.91% |
$298 - $351
|
57
$2.02K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.03% |
$81.2 - $95.8
|
10.1K
$356K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Cevian Capital Ii Gp LTD
St. Helier, Y9 |
BUY
|
- |
43.8MNew |
$1.02B - $1.37B
|
43.8M
$1.55B
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
2.26MNew |
$52.9M - $70.6M
|
2.26M
$80.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Kite Lake Capital Management (Uk) LLP
London, X0 |
BUY
|
CALL |
900K+ 45.0% |
$21M - $28.1M
|
2.9M
$103M
|
|
|
Feb 14, 2024
Q4 2023
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
231K+ 10.59% |
$5.4M - $7.21M
|
2.41M
$85.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
160K+ 282.83% |
$3.74M - $4.99M
|
216K
$7.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
98.2KNew |
$2.29M - $3.06M
|
98.2K
$3.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
85KNew |
$1.99M - $2.65M
|
85K
$3.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
60KNew |
$1.4M - $1.87M
|
60K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
40KNew |
$933K - $1.25M
|
40K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
PUT |
35.9KNew |
$839K - $1.12M
|
35.9K
$1.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
16.5K+ 501.43% |
$385K - $514K
|
19.8K
$699K
|
|
|
Feb 14, 2024
Q4 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
15KNew |
$350K - $468K
|
15K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
13KNew |
$304K - $405K
|
13K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
10.3K+ 7.25% |
$242K - $322K
|
153K
$5.41M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
9.22KNew |
$215K - $287K
|
9.22K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.7KNew |
$180K - $240K
|
7.7K
$272K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
7.27KNew |
$170K - $227K
|
7.27K
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.93KNew |
$162K - $216K
|
6.93K
$245K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.91KNew |
$161K - $215K
|
6.91K
$244K
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
6.54KNew |
$153K - $204K
|
6.54K
$231K
|
|