Latest Institutional Purchases of United Bancorp Inc (UBCP)
This list provides information on the latest institutional transactions involving United Bancorp Inc (UBCP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10.1K+ 12.96% |
$125K - $146K
|
87.7K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.4KNew |
$54.6K - $63.8K
|
4.4K
$64.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.97KNew |
$36.9K - $43.1K
|
2.97K
$43.6K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.43K+ 399.18% |
$30.1K - $35.2K
|
3.04K
$44.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.89K+ 2.3% |
$23.5K - $27.5K
|
84.4K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.63K+ 3.75% |
$20.2K - $23.6K
|
45.1K
$662K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.29K+ 9.28% |
$16K - $18.7K
|
15.2K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
300New |
$3.72K - $4.35K
|
300
$4.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
45+ 0.18% |
$558 - $653
|
25.2K
$370K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
34+ 0.06% |
$422 - $493
|
52.5K
$770K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17New |
$211 - $247
|
17
$250
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 1.33% |
$86.9 - $102
|
535
$7.85K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5+ 6.25% |
$62.1 - $72.5
|
85
$1.25K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4+ 0.07% |
$49.6 - $58
|
5.38K
$78.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 7.69% |
$12.4 - $14.5
|
14
$206
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Raffles Associates LP
New York, NY |
BUY
|
- |
2.35K+ 15.28% |
$29.1K - $32.9K
|
17.7K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.33K+ 3.0% |
$16.4K - $18.6K
|
45.4K
$667K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
710+ 1.94% |
$8.81K - $9.96K
|
37.2K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
150+ 0.35% |
$1.86K - $2.1K
|
43.1K
$632K
|
|
| Q4 2024 | |||||||
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
44.1KNew |
$540K - $648K
|
44.1K
$647K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
20KNew |
$245K - $294K
|
20K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$151K - $181K
|
12.3K
$181K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
10KNew |
$115K - $138K
|
10K
$147K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
23.3KNew |
$268K - $348K
|
23.3K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
17.6K+ 79.06% |
$202K - $262K
|
39.8K
$584K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
802New |
$9.22K - $12K
|
802
$11.8K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.26K+ 26.44% |
$91.7K - $129K
|
44.3K
$650K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
200New |
$1.98K - $2.79K
|
200
$2.94K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$1.98K - $2.79K
|
200
$2.94K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
173New |
$1.71K - $2.41K
|
173
$2.54K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32New |
$359 - $392
|
32
$470
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1New |
$11.2 - $12.2
|
1
$14.7
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12KNew |
$147K - $185K
|
12K
$176K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
815+ 79.67% |
$9.99K - $12.6K
|
1.84K
$27K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
6.12KNew |
$87.8K - $102K
|
6.12K
$89.8K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
1New |
$15 - $18
|
1
$14.7
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.75KNew |
$73.2K - $97.9K
|
4.75K
$69.8K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
546New |
$9.01K - $10K
|
546
$8.02K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.4KNew |
$146K - $179K
|
11.4K
$167K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.5KNew |
$19.1K - $23.8K
|
1.5K
$22K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.96KNew |
$97.4K - $137K
|
8.96K
$132K
|
|