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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
600New |
$164K - $274K
|
600
$335K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$273 - $457
|
1
$559
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$273 - $457
|
3
$1.68K
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
507New |
$139K - $232K
|
507
$283K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
132New |
$36.1K - $60.3K
|
132
$73.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
25+ 2.5% |
$6.84K - $11.4K
|
1.03K
$573K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
515New |
$141K - $235K
|
515
$288K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
17+ 3.17% |
$4.65K - $7.76K
|
554
$309K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
210+ 16.64% |
$57.4K - $95.9K
|
1.47K
$822K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
531New |
$145K - $243K
|
531
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-396- 14.63% |
$108K - $181K
|
2.31K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$27.3K - $45.7K
|
100
$55.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
529New |
$145K - $242K
|
529
$295K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2- 50.0% |
$547 - $913
|
2
$1.12K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$273 - $457
|
1
$559
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
186+ 0.56% |
$50.9K - $84.9K
|
33.3K
$18.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
460+ 67.35% |
$126K - $210K
|
1.14K
$638K
|
|
| Q1 2025 | |||||||
|
Oct 08, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-500- 17.64% |
$150K - $216K
|
2.34K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
SELL
|
- |
-117- 13.95% |
$35.2K - $50.4K
|
722
$403K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1New |
$301 - $431
|
1
$559
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
374New |
$113K - $161K
|
374
$209K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50New |
$15K - $21.6K
|
50
$27.9K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
806New |
$243K - $347K
|
806
$450K
|
|
|
May 15, 2025
Q1 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
4.17KNew |
$1.25M - $1.8M
|
4.17K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
813New |
$245K - $350K
|
813
$454K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
1.08KNew |
$324K - $464K
|
1.08K
$601K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
132+ 1.23% |
$39.7K - $56.9K
|
10.8K
$6.06M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-867- 15.58% |
$261K - $374K
|
4.7K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.37KNew |
$413K - $592K
|
1.37K
$767K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
42New |
$12.6K - $18.1K
|
42
$23.5K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-5- 20.0% |
$1.5K - $2.16K
|
20
$11.2K
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
765New |
$230K - $330K
|
765
$427K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
50+ 2.69% |
$15K - $21.6K
|
1.91K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
12New |
$3.61K - $5.17K
|
12
$6.7K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.06KNew |
$317K - $455K
|
1.06K
$589K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
7New |
$2.11K - $3.02K
|
7
$3.91K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-18- 32.73% |
$5.42K - $7.76K
|
37
$20.7K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
70New |
$21.1K - $30.2K
|
70
$39.1K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12- 16.0% |
$3.61K - $5.17K
|
63
$35.2K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
748New |
$225K - $322K
|
748
$418K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5New |
$1.5K - $2.16K
|
5
$2.79K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-193- 10.87% |
$58.1K - $83.2K
|
1.58K
$884K
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2.71K- 41.28% |
$816K - $1.17M
|
3.86K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.86KNew |
$558K - $800K
|
1.86K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
159+ 73.95% |
$47.8K - $68.5K
|
374
$209K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
107+ 11.18% |
$32.2K - $46.1K
|
1.06K
$594K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3+ 27.27% |
$903 - $1.29K
|
14
$7.82K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-600- 25.03% |
$181K - $259K
|
1.8K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$301 - $431
|
1
$559
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13+ 20.97% |
$3.91K - $5.6K
|
75
$41.9K
|
|