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 |
---|---|---|---|---|---|---|---|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
24+ 0.06% |
$276 - $358
|
37.5K
$493K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.77K- 11.96% |
$20.4K - $26.4K
|
13K
$171K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37+ 78.72% |
$426 - $552
|
84
$1.1K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27+ 2.26% |
$311 - $403
|
1.22K
$16K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-251- 1.38% |
$2.89K - $3.75K
|
17.9K
$236K
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-8.05K- 8.27% |
$92.5K - $120K
|
89.2K
$1.17M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-377Closed |
$4.34K - $5.63K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
33+ 0.05% |
$380 - $493
|
69.4K
$912K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
164+ 21.33% |
$1.89K - $2.45K
|
933
$12.3K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
17.6K+ 79.06% |
$202K - $262K
|
39.8K
$522K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
5+ 1.3% |
$57.5 - $74.7
|
390
$5.12K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.5K+ 411.18% |
$28.8K - $37.3K
|
3.11K
$40.8K
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.58K+ 8.36% |
$29.6K - $38.4K
|
33.4K
$438K
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.54K+ 3.1% |
$17.7K - $22.9K
|
51.1K
$672K
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
23.3KNew |
$268K - $348K
|
23.3K
$306K
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
36.4KNew |
$419K - $544K
|
36.4K
$478K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
802New |
$9.22K - $12K
|
802
$10.5K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-875- 7.64% |
$10.2K - $13.4K
|
10.6K
$139K
|
|
May 15, 2024
Q1 2024
|
Raffles Associates LP
New York, NY |
BUY
|
- |
346+ 2.31% |
$4.03K - $5.3K
|
15.3K
$201K
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
22.4K+ 90.42% |
$260K - $343K
|
47.1K
$618K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.5KNew |
$104K - $146K
|
10.5K
$138K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
173New |
$1.71K - $2.41K
|
173
$2.27K
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.26K+ 26.44% |
$91.7K - $129K
|
44.3K
$581K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
200New |
$1.98K - $2.79K
|
200
$2.63K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$1.98K - $2.79K
|
200
$2.63K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-100- 0.98% |
$1.12K - $1.22K
|
10.1K
$132K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1New |
$11.2 - $12.2
|
1
$13.1
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-19.7K- 47.61% |
$221K - $241K
|
21.7K
$285K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32New |
$359 - $392
|
32
$420
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-8.02K- 30.22% |
$89.3K - $115K
|
18.5K
$243K
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-8.62K- 55.48% |
$96K - $124K
|
6.92K
$90.8K
|
|
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
$24.1K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12KNew |
$147K - $185K
|
12K
$158K
|
|
Q4 2022 | |||||||
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
6.12KNew |
$87.8K - $102K
|
6.12K
$80.3K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
1New |
$15 - $18
|
1
$13.1
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.22K- 38.83% |
$111K - $149K
|
11.4K
$149K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.75KNew |
$73.2K - $97.9K
|
4.75K
$62.4K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
500New |
$8.26K - $9.19K
|
500
$6.57K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
546New |
$9.01K - $10K
|
546
$7.17K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-252Closed |
$4.16K - $4.63K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1KClosed |
$16.5K - $18.4K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.5KClosed |
$230K - $258K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-51.3KClosed |
$661K - $810K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.4KNew |
$146K - $179K
|
11.4K
$149K
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-11.4KClosed |
$163K - $179K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-142Closed |
$2.02K - $2.22K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.5KNew |
$19.1K - $23.8K
|
1.5K
$19.7K
|
|
Q3 2020 | |||||||
Nov 09, 2020
Q3 2020
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-166Closed |
$1.74K - $2.1K
|
0
$0
|