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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
64+ 110.34% |
$1.67K - $2.16K
|
122
$4.75K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
42+ 0.34% |
$1.1K - $1.42K
|
12.6K
$489K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
40New |
$1.04K - $1.35K
|
40
$1.56K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38+ 3.7% |
$993 - $1.29K
|
1.07K
$41.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
38New |
$993 - $1.29K
|
38
$1.48K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
30New |
$784 - $1.01K
|
30
$1.17K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
23New |
$601 - $778
|
23
$895
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
8+ 5.33% |
$209 - $271
|
158
$6.15K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 2.64% |
$157 - $203
|
233
$9.07K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 2.7% |
$78.4 - $101
|
114
$4.44K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
154KNew |
$4.67M - $5.52M
|
154K
$6.01M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
149KNew |
$4.52M - $5.34M
|
149K
$5.81M
|
|
|
May 08, 2025
Q1 2025
|
Monaco Asset Management Sam
|
BUY
|
- |
62.5KNew |
$1.89M - $2.24M
|
62.5K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
43.9KNew |
$1.33M - $1.57M
|
43.9K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
39.4K+ 82.92% |
$1.19M - $1.41M
|
86.9K
$3.38M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.9KNew |
$631K - $746K
|
20.9K
$811K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20.9KNew |
$631K - $746K
|
20.9K
$811K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
20KNew |
$606K - $716K
|
20K
$778K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
19.8KNew |
$600K - $709K
|
19.8K
$771K
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
16.6KNew |
$503K - $594K
|
16.6K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$457K - $540K
|
15.1K
$588K
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
11.3K+ 47.87% |
$341K - $403K
|
34.8K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
10.8K+ 3.1% |
$328K - $388K
|
361K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$327K - $387K
|
10.8K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
8.22KNew |
$249K - $294K
|
8.22K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.08KNew |
$214K - $253K
|
7.08K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
6.04KNew |
$183K - $216K
|
6.04K
$235K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
5.58KNew |
$169K - $200K
|
5.58K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.83K+ 13.04% |
$146K - $173K
|
41.9K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.62K+ 16.29% |
$110K - $130K
|
25.9K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.29KNew |
$99.7K - $118K
|
3.29K
$128K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.18K+ 16.08% |
$35.8K - $42.3K
|
8.53K
$332K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
827New |
$25K - $29.6K
|
827
$32.2K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
822+ 7.31% |
$24.9K - $29.4K
|
12.1K
$470K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
559+ 5.49% |
$16.9K - $20K
|
10.7K
$418K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
461+ 45.87% |
$14K - $16.5K
|
1.47K
$57.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
378New |
$11.4K - $13.5K
|
378
$14.7K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
332+ 1509.09% |
$10.1K - $11.9K
|
354
$13.8K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
299+ 29900.0% |
$9.05K - $10.7K
|
300
$11.7K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
181+ 235.06% |
$5.48K - $6.48K
|
258
$10K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
69New |
$2.09K - $2.47K
|
69
$2.69K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
40New |
$1.21K - $1.43K
|
40
$1.56K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
36New |
$1.09K - $1.29K
|
36
$1.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
35New |
$1.06K - $1.25K
|
35
$1.36K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16New |
$484 - $572
|
16
$623
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8New |
$242 - $286
|
8
$311
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 14.58% |
$212 - $250
|
55
$2.14K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.78MNew |
$53M - $58.9M
|
1.78M
$69.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
816K+ 7.37% |
$24.3M - $27M
|
11.9M
$463M
|
|