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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.8K- 1.52% |
$769K - $855K
|
1.68M
$57.5M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-21.4K- 42.97% |
$637K - $708K
|
28.4K
$972K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.3K- 2.54% |
$635K - $705K
|
817K
$28M
|
|
Feb 13, 2025
Q4 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-20K- 10.33% |
$596K - $662K
|
174K
$5.94M
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-19.6K- 11.97% |
$584K - $648K
|
144K
$4.93M
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-18K- 59.78% |
$535K - $595K
|
12.1K
$414K
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-17.3K- 3.06% |
$515K - $573K
|
548K
$18.8M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.1K- 99.9% |
$510K - $566K
|
17
$582
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-16.8K- 56.33% |
$501K - $557K
|
13.1K
$447K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-16.3K- 90.81% |
$485K - $539K
|
1.65K
$56.4K
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-14.3K- 36.08% |
$427K - $475K
|
25.4K
$870K
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-14.3K- 42.87% |
$427K - $475K
|
19.1K
$654K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.8K- 19.86% |
$353K - $392K
|
47.8K
$1.64M
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-10.8K- 21.9% |
$322K - $358K
|
38.6K
$1.32M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.6K- 0.49% |
$317K - $352K
|
2.15M
$73.6M
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-9.8K- 18.22% |
$292K - $324K
|
44K
$1.51M
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-9.78K- 11.92% |
$291K - $324K
|
72.3K
$2.47M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.35K- 28.69% |
$279K - $309K
|
23.2K
$796K
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-9.22K- 1.84% |
$275K - $305K
|
491K
$16.8M
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-8.98K- 11.12% |
$267K - $297K
|
71.8K
$2.46M
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.83K- 3.01% |
$263K - $292K
|
285K
$9.75M
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-8.8K- 4.19% |
$262K - $291K
|
201K
$6.88M
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-8.42K- 0.16% |
$251K - $279K
|
5.19M
$177M
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-8.26K- 26.45% |
$246K - $273K
|
23K
$786K
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-8.02K- 1.7% |
$239K - $265K
|
464K
$15.9M
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-7.71K- 2.44% |
$230K - $255K
|
309K
$10.6M
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-7.61K- 21.46% |
$227K - $252K
|
27.9K
$954K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.85K- 5.29% |
$204K - $226K
|
123K
$4.2M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.85K- 14.77% |
$204K - $226K
|
39.5K
$1.35M
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-6.64K- 5.49% |
$198K - $220K
|
114K
$3.91M
|
|
Feb 12, 2025
Q4 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-5.77K- 1.53% |
$172K - $191K
|
372K
$12.7M
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-5.31K- 21.43% |
$158K - $176K
|
19.5K
$666K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.67K- 3.32% |
$139K - $154K
|
136K
$4.65M
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-4.46K- 15.93% |
$133K - $148K
|
23.5K
$806K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.34K- 3.7% |
$129K - $143K
|
113K
$3.87M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.63K- 5.82% |
$108K - $120K
|
58.7K
$2.01M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.63K- 10.52% |
$108K - $120K
|
30.9K
$1.06M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.51K- 6.05% |
$104K - $116K
|
54.5K
$1.86M
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.42K- 11.29% |
$102K - $113K
|
26.9K
$921K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.42K- 5.55% |
$102K - $113K
|
58.2K
$1.99M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.4K- 25.91% |
$101K - $112K
|
9.72K
$333K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
PUT |
-3.3K- 0.19% |
$98.3K - $109K
|
1.75M
$59.7M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.26K- 6.4% |
$96.9K - $108K
|
47.6K
$1.63M
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3.04K- 0.95% |
$90.4K - $100K
|
317K
$10.8M
|
|
Feb 10, 2025
Q4 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-3K- 6.52% |
$89.3K - $99.2K
|
43K
$1.47M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.84K- 15.43% |
$84.6K - $94K
|
15.6K
$533K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.77K- 11.72% |
$82.6K - $91.7K
|
20.9K
$715K
|
|
Feb 14, 2025
Q4 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-2.65K- 17.97% |
$79K - $87.8K
|
12.1K
$415K
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-2.63K- 2.42% |
$78.3K - $87K
|
106K
$3.64M
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.62K- 21.48% |
$78.1K - $86.8K
|
9.59K
$328K
|