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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-780- 13.1% |
$26.3K - $33.1K
|
5.18K
$201K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-766- 5.83% |
$25.9K - $32.5K
|
12.4K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-752- 12.5% |
$25.4K - $31.9K
|
5.26K
$205K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-725- 1.14% |
$24.5K - $30.7K
|
62.7K
$2.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-627- 0.06% |
$21.2K - $26.6K
|
1.06M
$41.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-618- 0.53% |
$20.9K - $26.2K
|
116K
$4.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-608- 4.21% |
$20.5K - $25.8K
|
13.8K
$538K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-600- 9.69% |
$20.3K - $25.4K
|
5.59K
$218K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-585- 9.39% |
$19.8K - $24.8K
|
5.65K
$220K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-564- 7.2% |
$19K - $23.9K
|
7.27K
$283K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-530- 3.1% |
$17.9K - $22.5K
|
16.6K
$644K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-525- 4.69% |
$17.7K - $22.2K
|
10.7K
$415K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-525- 2.63% |
$17.7K - $22.2K
|
19.5K
$758K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-522- 7.47% |
$17.6K - $22.1K
|
6.46K
$252K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-504- 6.51% |
$17K - $21.4K
|
7.24K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-500- 1.43% |
$16.9K - $21.2K
|
34.5K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-461- 1.31% |
$15.6K - $19.5K
|
34.9K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-429- 0.28% |
$14.5K - $18.2K
|
155K
$6.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-322- 3.65% |
$10.9K - $13.6K
|
8.5K
$331K
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-300- 2.45% |
$10.1K - $12.7K
|
11.9K
$465K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-266- 75.35% |
$8.98K - $11.3K
|
87
$3.39K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-207- 1.65% |
$6.99K - $8.77K
|
12.3K
$480K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-186- 72.94% |
$6.28K - $7.88K
|
69
$2.69K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-179- 62.37% |
$6.04K - $7.59K
|
108
$4.2K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-172- 1.81% |
$5.81K - $7.29K
|
9.32K
$363K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-156- 0.37% |
$5.27K - $6.61K
|
41.6K
$1.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-156- 35.7% |
$5.27K - $6.61K
|
281
$10.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-152- 4.29% |
$5.13K - $6.44K
|
3.39K
$132K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-151- 1.72% |
$5.1K - $6.4K
|
8.62K
$335K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-150- 12.23% |
$5.07K - $6.36K
|
1.08K
$41.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-134- 0.43% |
$4.53K - $5.68K
|
30.8K
$1.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-134- 74.03% |
$4.53K - $5.68K
|
47
$1.83K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-102- 0.02% |
$3.44K - $4.32K
|
628K
$24.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-90- 0.03% |
$3.04K - $3.81K
|
305K
$11.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-77- 42.78% |
$2.6K - $3.26K
|
103
$4.01K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-72- 0.39% |
$2.43K - $3.05K
|
18.4K
$715K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-72- 26.67% |
$2.43K - $3.05K
|
198
$7.71K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-66- 16.18% |
$2.23K - $2.8K
|
342
$13.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-60- 0.09% |
$2.03K - $2.54K
|
64.5K
$2.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-53- 0.07% |
$1.79K - $2.25K
|
71.8K
$2.79M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-51- 0.47% |
$1.72K - $2.16K
|
10.8K
$420K
|
|
|
Nov 14, 2025
Q3 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-48- 50.0% |
$1.62K - $2.03K
|
48
$1.87K
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-45- 26.32% |
$1.52K - $1.91K
|
126
$4.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-40- 0.48% |
$1.35K - $1.7K
|
8.36K
$325K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 17.65% |
$1.11K - $1.4K
|
154
$5.99K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-29- 2.97% |
$979 - $1.23K
|
949
$36.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-26- 9.96% |
$878 - $1.1K
|
235
$9.15K
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-25- 0.38% |
$844 - $1.06K
|
6.47K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-20- 0.17% |
$675 - $848
|
11.9K
$461K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-16- 11.27% |
$540 - $678
|
126
$4.9K
|
|