Captrust Financial Advisors United Bankshares Inc Transaction History

Captrust Financial Advisors

$30.9 Billion
Q2 2024

A detailed history of Captrust Financial Advisors transactions in United Bankshares Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 65,863 shares of UBSI stock, worth $2.74 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

65,863

Previous 67,247 2.06%

Holding current value

$2.74 Million

Previous $2.41 Million 11.22%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$31.07 - $35.15 $43,000 - $48,647	-1,384 Reduced 2.06%	65,863 $2.14 Million
Q1 2024 May 15, 2024	SELL	$33.1 - $37.76 $551,810 - $629,496	-16,671 Reduced 19.87%	67,247 $2.41 Million
Q4 2023 Feb 14, 2024	BUY	$25.99 - $38.3 $307,435 - $453,050	11,829 Added 16.41%	83,918 $3.15 Million
Q3 2023 Nov 14, 2023	BUY	$26.74 - $33.81 $393,586 - $497,649	14,719 Added 25.66%	72,089 $1.99 Million
Q2 2023 Aug 14, 2023	SELL	$27.93 - $34.98 $85,354 - $106,898	-3,056 Reduced 5.06%	57,370 $1.7 Million
Q1 2023 May 15, 2023	BUY	$35.03 - $42.3 $58,675 - $70,852	1,675 Added 2.85%	60,426 $2.13 Million
Q4 2022 Feb 15, 2023	BUY	$36.4 - $43.77 $136,245 - $163,831	3,743 Added 6.8%	58,751 $2.38 Million
Q3 2022 Nov 16, 2022	SELL	$34.17 - $40.68 $141,566 - $168,537	-4,143 Reduced 7.0%	55,008 $1.97 Million
Q2 2022 Aug 23, 2022	SELL	$33.26 - $37.57 $731 - $826	-22 Reduced 0.04%	59,151 $2.1 Million
Q2 2022 Aug 16, 2022	BUY	$33.26 - $37.57 $20,787 - $23,481	625 Added 1.07%	59,173 $2.08 Million
Q1 2022 May 16, 2022	SELL	$33.73 - $39.41 $356,020 - $415,972	-10,555 Reduced 15.27%	58,548 $2.07 Million
Q4 2021 Feb 14, 2022	BUY	$34.13 - $39.1 $81,877 - $93,800	2,399 Added 3.6%	69,103 $2.53 Million
Q3 2021 Nov 16, 2021	BUY	$32.14 - $36.86 $1.87 Million - $2.14 Million	58,091 Added 674.46%	66,704 $2.45 Million
Q2 2021 Aug 16, 2021	BUY	$36.36 - $42.31 $4,108 - $4,781	113 Added 1.33%	8,613 $317,000
Q1 2021 May 17, 2021	BUY	$31.66 - $40.74 $129,362 - $166,463	4,086 Added 92.57%	8,500 $329,000
Q4 2020 Feb 16, 2021	BUY	$22.2 - $32.43 $3,441 - $5,026	155 Added 3.64%	4,414 $145,000
Q3 2020 Nov 17, 2020	BUY	$20.86 - $29.22 $23,550 - $32,989	1,129 Added 36.07%	4,259 $95,000
Q2 2020 Aug 14, 2020	BUY	$21.96 - $32.31 $68,734 - $101,130	3,130 New	3,130 $83,000
Q4 2019 Feb 14, 2020	SELL	$36.48 - $40.59 $142,527 - $158,585	-3,907 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$34.94 - $39.59 $524 - $593	-15 Reduced 0.38%	3,907 $149,000
Q2 2019 Aug 13, 2019	BUY	$35.78 - $39.71 $28,337 - $31,450	792 Added 25.3%	3,922 $147,000
Q1 2019 May 15, 2019	SELL	$31.59 - $38.72 $13,552 - $16,610	-429 Reduced 12.05%	3,130 $114,000
Q3 2018 Nov 15, 2018	BUY	$35.3 - $39.75 $114,054 - $128,432	3,231 Added 985.06%	3,559 $131,000
Q1 2018 May 15, 2018	SELL	$33.65 - $37.8 $10,364 - $11,642	-308 Reduced 48.43%	328 $11,000
Q4 2017 Feb 14, 2018	BUY	$34.05 - $37.9 $21,655 - $24,104	636	636 $22,000

Others Institutions Holding UBSI

# of Institutions

341

Shares Held

95.6M

Call Options Held

59.1K

Put Options Held

37.2K

View Full List

About UNITED BANKSHARES INC

Ticker UBSI
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 134,592,000
Market Cap $5.6B
Description
United Bankshares, Inc., a financial holding company, primarily provides commercial and retail banking products and services in the United States. It operates through two segments, Community Banking and Mortgage Banking. The company accepts checking, savings, and time and money market accounts; individual retirement accounts; and demand deposits...

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Captrust Financial Advisors United Bankshares Inc Transaction History