Latest Institutional Transactions on United Bancorp Inc (UBCP)
This table provides information on the latest institutional transactions involving United Bancorp Inc (UBCP) 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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17New |
$211 - $247
|
17
$249
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Raffles Associates LP
New York, NY |
BUY
|
- |
2.35K+ 15.28% |
$29.1K - $32.9K
|
17.7K
$259K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.25K- 12.52% |
$15.5K - $17.5K
|
8.73K
$128K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3+ 3.9% |
$37.2 - $42.1
|
80
$1.17K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
201+ 372.22% |
$2.49K - $2.82K
|
255
$3.73K
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
150+ 0.35% |
$1.86K - $2.1K
|
43.1K
$629K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-169- 0.67% |
$2.1K - $2.37K
|
25.1K
$368K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6+ 0.11% |
$74.5 - $84.2
|
5.37K
$78.6K
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
3.3K+ 6.71% |
$40.9K - $46.2K
|
52.4K
$766K
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.49K+ 6.09% |
$30.9K - $35K
|
43.4K
$635K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-933- 2.55% |
$11.6K - $13.1K
|
35.7K
$522K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.01K+ 1.23% |
$12.5K - $14.1K
|
82.5K
$1.21M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.25K+ 11.88% |
$102K - $116K
|
77.7K
$1.14M
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
710+ 1.94% |
$8.81K - $9.96K
|
37.2K
$544K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.9KNew |
$172K - $195K
|
13.9K
$203K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-58- 81.69% |
$720 - $814
|
13
$190
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.33K+ 3.0% |
$16.4K - $18.6K
|
45.4K
$664K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
14+ 2.72% |
$174 - $196
|
528
$7.72K
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-8K- 19.02% |
$99.3K - $112K
|
34.1K
$498K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.33K+ 79.63% |
$16.2K - $19.5K
|
2.99K
$43.7K
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
20KNew |
$245K - $294K
|
20K
$293K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$151K - $181K
|
12.3K
$180K
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
44.1KNew |
$540K - $648K
|
44.1K
$645K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
10KNew |
$115K - $138K
|
10K
$146K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$11.5 - $13.8
|
1
$14.6
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.77K- 11.96% |
$20.4K - $26.4K
|
13K
$191K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
17.6K+ 79.06% |
$202K - $262K
|
39.8K
$581K
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
23.3KNew |
$268K - $348K
|
23.3K
$341K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
802New |
$9.22K - $12K
|
802
$11.7K
|
|
Q1 2024 | |||||||
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37- 44.05% |
$431 - $567
|
47
$687
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
173New |
$1.71K - $2.41K
|
173
$2.53K
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.26K+ 26.44% |
$91.7K - $129K
|
44.3K
$647K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
200New |
$1.98K - $2.79K
|
200
$2.92K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$1.98K - $2.79K
|
200
$2.92K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-19.7K- 47.61% |
$221K - $241K
|
21.7K
$317K
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-100- 0.98% |
$1.12K - $1.22K
|
10.1K
$147K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1New |
$11.2 - $12.2
|
1
$14.6
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32New |
$359 - $392
|
32
$468
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-8.02K- 30.22% |
$89.3K - $115K
|
18.5K
$271K
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-8.62K- 55.48% |
$96K - $124K
|
6.92K
$101K
|
|
Q1 2023 | |||||||
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-546Closed |
$6.69K - $8.42K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
815+ 79.67% |
$9.99K - $12.6K
|
1.84K
$26.9K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12KNew |
$147K - $185K
|
12K
$176K
|
|
Q4 2022 | |||||||
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
6.12KNew |
$87.8K - $102K
|
6.12K
$89.4K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
1New |
$15 - $18
|
1
$14.6
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.22K- 38.83% |
$111K - $149K
|
11.4K
$166K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.75KNew |
$73.2K - $97.9K
|
4.75K
$69.5K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
546New |
$9.01K - $10K
|
546
$7.98K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-252Closed |
$4.16K - $4.63K
|
0
$0
|