Latest Institutional Transactions on United Security Bancshares (UBFO)
This table provides information on the latest institutional transactions involving United Security Bancshares (UBFO) 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
SELL
|
- |
-58K- 69.42% |
$509K - $588K
|
25.6K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
29New |
$254 - $294
|
29
$271
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.45K+ 20.59% |
$21.5K - $24.8K
|
14.4K
$134K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12.3KNew |
$108K - $125K
|
12.3K
$115K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
36.3KNew |
$296K - $374K
|
36.3K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
52.9KNew |
$430K - $545K
|
52.9K
$494K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-840- 60.09% |
$6.84K - $8.66K
|
558
$5.22K
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
SELL
|
- |
-8.89K- 32.84% |
$72.4K - $91.7K
|
18.2K
$170K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7K+ 43.75% |
$57K - $72.2K
|
23K
$215K
|
|
| Q3 2024 | |||||||
|
Jul 24, 2025
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.61K- 8.13% |
$11.4K - $14.4K
|
18.2K
$171K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
4.56KNew |
$32.2K - $40.6K
|
4.56K
$42.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
76New |
$537 - $677
|
76
$711
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-8.6K- 1.4% |
$61.2K - $64.7K
|
606K
$5.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-273- 0.35% |
$1.94K - $2.06K
|
77.9K
$728K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
757+ 0.65% |
$5.39K - $5.7K
|
118K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
125New |
$890 - $941
|
125
$1.17K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-484- 4.48% |
$3.45K - $3.64K
|
10.3K
$96.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
433New |
$3.08K - $3.26K
|
433
$4.05K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.79K+ 6227.96% |
$41.1K - $50.1K
|
5.89K
$55K
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
84.8KNew |
$602K - $734K
|
84.8K
$793K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
36KNew |
$256K - $312K
|
36K
$337K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-7.5K- 8.17% |
$48.5K - $57.1K
|
84.2K
$788K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
33.8KNew |
$186K - $232K
|
33.8K
$316K
|
|
|
Jul 24, 2023
Q2 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
11KNew |
$60.7K - $75.6K
|
11K
$103K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.07K+ 43.79% |
$16.9K - $21.1K
|
10.1K
$94.1K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Bhz Capital Management, LP
San Jose, CA |
BUY
|
- |
6.58K+ 34.83% |
$40.6K - $54.8K
|
25.5K
$238K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.01KNew |
$18.5K - $25K
|
3.01K
$28.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-42.7K- 13.65% |
$278K - $312K
|
270K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-1.76K- 6.15% |
$11.5K - $12.9K
|
26.9K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-7.59K- 37.95% |
$49.4K - $55.5K
|
12.4K
$116K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.8KNew |
$103K - $115K
|
15.8K
$148K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-14.8KClosed |
$96.3K - $112K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.22K+ 1.92% |
$7.91K - $9.17K
|
64.4K
$602K
|
|
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-5.2K- 51.49% |
$33.9K - $39.3K
|
4.9K
$45.8K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-2.05KClosed |
$16.5K - $17.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-200Closed |
$1.61K - $1.74K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
BUY
|
- |
47.6K+ 11.33% |
$384K - $414K
|
468K
$4.37M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-595- 4.34% |
$4.8K - $5.17K
|
13.1K
$123K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
145New |
$1.17K - $1.26K
|
145
$1.36K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10KClosed |
$77.5K - $82.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-125Closed |
$969 - $1.03K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9Closed |
$69.8 - $73.9
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
100+ 0.58% |
$775 - $821
|
17.2K
$161K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Value Bank Partners LLC
Cleveland, OH |
BUY
|
- |
932KNew |
$7.23M - $7.66M
|
932K
$8.72M
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-138Closed |
$1.07K - $1.14K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-12KClosed |
$92.9K - $98.7K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-44.8KClosed |
$348K - $369K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.35KClosed |
$18.2K - $19.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-42.2KClosed |
$325K - $361K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-10.8KClosed |
$83.4K - $92.7K
|
0
$0
|
|