Institutional Ownership United Bancorp Inc (UBCP)
This table provides information about the institutional ownership of United Bancorp Inc (UBCP). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 683,459 shares, which have been reported (via 13F filing form) to have a value of $9.99 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
82,462
shares
|
$1.21 Million
0.23% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
77,677
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
52,423
shares
|
$766,424
0.0% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
45,425
shares
|
$664,113
0.63% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
44,270
shares
|
$647,227
0.17% of portfolio
|
Q4 2023
Added 26.44%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
44,100
shares
|
$644,742
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
43,449
shares
|
$635,224
0.0% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
43,050
shares
|
$629,391
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
39,765
shares
|
$581,364
0.0% of portfolio
|
Q2 2024
Added 79.06%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
37,226
shares
|
$544,244
0.28% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
35,709
shares
|
$522,065
0.12% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
34,055
shares
|
$497,884
0.01% of portfolio
|
Q1 2025
Reduced 19.02%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
25,145
shares
|
$367,619
0.0% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
23,338
shares
|
$341,201
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Raffles Associates LP
New York, NY |
May 15, 2025 Q1 2025 |
17,699
shares
|
$258,759
0.32% of portfolio
|
Q1 2025
Added 15.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
13,886
shares
|
$203,013
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
8,731
shares
|
$127,647
0.0% of portfolio
|
Q1 2025
Reduced 12.52%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
6,917
shares
|
$101,126
0.0% of portfolio
|
Q2 2023
Reduced 55.48%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,374
shares
|
$78,567
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,664
shares
|
$24,327
0.0% of portfolio
|
Q4 2024
Added 79.63%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
528
shares
|
$7,719
0.0% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
255
shares
|
$3,728
0.0% of portfolio
|
Q1 2025
Added 372.22%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
200
shares
|
$2,924
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
80
shares
|
$1,169
0.0% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
17
shares
|
$248
0.0% of portfolio
|
Q2 2025
New holding
|