Latest Institutional Sells of Ubs Group Ag (UBS)
This list provides information on the latest institutional transactions involving Ubs Group Ag (UBS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-70.1K- 25.28% |
$2.12M - $2.51M
|
207K
$5.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-31.3K- 77.8% |
$947K - $1.12M
|
8.93K
$249K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-25.5K- 12.34% |
$773K - $913K
|
181K
$5.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-24.8K- 96.74% |
$750K - $886K
|
836
$23.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-16.9K- 31.08% |
$512K - $606K
|
37.5K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.68K- 24.43% |
$172K - $203K
|
17.6K
$491K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.84K- 6.91% |
$55.8K - $65.9K
|
24.8K
$693K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.78K- 19.93% |
$54K - $63.8K
|
7.16K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1.64K- 2.96% |
$49.7K - $58.7K
|
53.8K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.26K- 12.34% |
$38.2K - $45.1K
|
8.95K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.12K- 29.0% |
$34K - $40.2K
|
2.75K
$76.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.09K- 5.71% |
$33.1K - $39.1K
|
18K
$504K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1K- 13.16% |
$30.3K - $35.8K
|
6.6K
$184K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-900- 2.26% |
$27.3K - $32.2K
|
39K
$1.09M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-651- 2.4% |
$19.7K - $23.3K
|
26.5K
$739K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-644- 89.94% |
$19.5K - $23K
|
72
$2.01K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-471- 28.58% |
$14.3K - $16.9K
|
1.18K
$32.9K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-435- 5.66% |
$13.2K - $15.6K
|
7.25K
$202K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-308- 0.51% |
$9.33K - $11K
|
60K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-290- 2.25% |
$8.78K - $10.4K
|
12.6K
$352K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-281- 3.93% |
$8.51K - $10.1K
|
6.88K
$192K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-179- 1.93% |
$5.42K - $6.4K
|
9.09K
$254K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 68.03% |
$3.03K - $3.58K
|
47
$1.31K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-26- 0.38% |
$787 - $930
|
6.75K
$189K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-23- 0.21% |
$696 - $823
|
11.2K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-19- 40.43% |
$575 - $680
|
28
$782
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-11- 0.29% |
$333 - $394
|
3.8K
$106K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24.6M- 48.17% |
$733M - $814M
|
26.5M
$740M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-10M- 11.0% |
$299M - $332M
|
81.2M
$2.27B
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-5.97M- 10.41% |
$178M - $198M
|
51.4M
$1.44B
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-3.02M- 32.98% |
$90.1M - $100M
|
6.15M
$172M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.41M- 20.62% |
$71.8M - $79.7M
|
9.28M
$259M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.22M- 2.93% |
$66.1M - $73.5M
|
73.5M
$2.05B
|
|
|
Feb 13, 2025
Q4 2024
|
Kite Lake Capital Management (Uk) LLP
London, X0 |
SELL
|
CALL |
-2MClosed |
$59.6M - $66.2M
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-1.95M- 4.95% |
$58.1M - $64.5M
|
37.4M
$1.05B
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.88M- 1.21% |
$56M - $62.2M
|
154M
$4.29B
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-1.64M- 17.32% |
$48.8M - $54.2M
|
7.83M
$219M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.45M- 6.54% |
$43.1M - $47.9M
|
20.7M
$578M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-1.33M- 30.41% |
$39.5M - $43.9M
|
3.03M
$84.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.21M- 3.94% |
$36.1M - $40.1M
|
29.6M
$827M
|
|
|
Feb 13, 2025
Q4 2024
|
Kite Lake Capital Management (Uk) LLP
London, X0 |
SELL
|
- |
-953KClosed |
$28.4M - $31.5M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-871K- 49.73% |
$25.9M - $28.8M
|
881K
$24.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-787K- 5.74% |
$23.4M - $26M
|
12.9M
$361M
|
|
|
Feb 12, 2025
Q4 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-614K- 18.88% |
$18.3M - $20.3M
|
2.64M
$73.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-494K- 46.65% |
$14.7M - $16.3M
|
565K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-395K- 38.6% |
$11.8M - $13.1M
|
628K
$17.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-373K- 5.22% |
$11.1M - $12.3M
|
6.78M
$189M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-331K- 14.73% |
$9.86M - $11M
|
1.92M
$53.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
CALL |
-293K- 5.32% |
$8.72M - $9.69M
|
5.21M
$146M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-240K- 19.96% |
$7.14M - $7.93M
|
961K
$26.9M
|
|