Latest Institutional Transactions on Ubiquiti Inc. (UI)
This table provides information on the latest institutional transactions involving Ubiquiti Inc. (UI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-41- 0.12% |
$9.17K - $14.9K
|
33K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-368- 13.89% |
$82.3K - $133K
|
2.28K
$730K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.75KNew |
$839K - $1.36M
|
3.75K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.2K+ 102.97% |
$1.16M - $1.89M
|
10.3K
$3.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-126- 13.32% |
$28.2K - $45.7K
|
820
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
46.5KNew |
$10.4M - $16.9M
|
46.5K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
2.8K+ 254.55% |
$626K - $1.02M
|
3.9K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10- 0.65% |
$2.24K - $3.63K
|
1.53K
$489K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 2.7% |
$447 - $725
|
76
$24.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17+ 9.83% |
$3.8K - $6.17K
|
190
$60.8K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
885New |
$198K - $321K
|
885
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
27New |
$6.04K - $9.79K
|
27
$8.64K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-59- 78.67% |
$13.2K - $21.4K
|
16
$5.12K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
687+ 46.23% |
$154K - $249K
|
2.17K
$695K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
26KNew |
$5.81M - $9.42M
|
26K
$8.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-437- 2.59% |
$97.7K - $159K
|
16.4K
$5.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1New |
$224 - $363
|
1
$320
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-49- 46.67% |
$11K - $17.8K
|
56
$17.9K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 3.33% |
$447 - $725
|
62
$19.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
877New |
$196K - $318K
|
877
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
94+ 5.32% |
$21K - $34.1K
|
1.86K
$596K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
54+ 71.05% |
$12.1K - $19.6K
|
130
$41.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
6.57KNew |
$1.47M - $2.38M
|
6.57K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.5K+ 169.75% |
$783K - $1.27M
|
5.57K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
102+ 152.24% |
$22.8K - $37K
|
169
$54.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-137- 95.8% |
$30.6K - $49.7K
|
6
$1.92K
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-514- 13.87% |
$115K - $186K
|
3.19K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-354- 7.27% |
$79.2K - $128K
|
4.52K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
1.07KNew |
$238K - $386K
|
1.07K
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
108+ 89.26% |
$24.1K - $39.2K
|
229
$73.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3- 3.57% |
$671 - $1.09K
|
81
$25.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1- 5.26% |
$224 - $363
|
18
$5.76K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
621New |
$139K - $225K
|
621
$199K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
919New |
$205K - $333K
|
919
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
608New |
$136K - $221K
|
608
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-640- 33.25% |
$143K - $232K
|
1.29K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
114+ 3.51% |
$25.5K - $41.4K
|
3.36K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.27KNew |
$284K - $461K
|
1.27K
$406K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
24+ 2.26% |
$5.37K - $8.71K
|
1.09K
$347K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3New |
$671 - $1.09K
|
3
$960
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
30.1K+ 94.99% |
$6.73M - $10.9M
|
61.8K
$19.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
957New |
$214K - $347K
|
957
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.33K+ 138.57% |
$298K - $484K
|
2.3K
$734K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 61.54% |
$1.79K - $2.9K
|
21
$6.72K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
74+ 34.91% |
$16.5K - $26.8K
|
286
$91.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.11KNew |
$471K - $764K
|
2.11K
$674K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9.19KNew |
$2.05M - $3.33M
|
9.19K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6New |
$1.34K - $2.18K
|
6
$1.92K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
759New |
$170K - $275K
|
759
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
28+ 116.67% |
$6.26K - $10.2K
|
52
$16.6K
|