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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
76New |
$537 - $677
|
76
$682
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-8.6K- 1.4% |
$61.2K - $64.7K
|
606K
$5.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-273- 0.35% |
$1.94K - $2.06K
|
77.9K
$699K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
757+ 0.65% |
$5.39K - $5.7K
|
118K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
125New |
$890 - $941
|
125
$1.12K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-484- 4.48% |
$3.45K - $3.64K
|
10.3K
$92.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
433New |
$3.08K - $3.26K
|
433
$3.89K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.79K+ 6227.96% |
$41.1K - $50.1K
|
5.89K
$52.8K
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
84.8KNew |
$602K - $734K
|
84.8K
$762K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
36KNew |
$256K - $312K
|
36K
$324K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-7.5K- 8.17% |
$48.5K - $57.1K
|
84.2K
$757K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
33.8KNew |
$186K - $232K
|
33.8K
$303K
|
|
|
Jul 24, 2023
Q2 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
11KNew |
$60.7K - $75.6K
|
11K
$98.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.07K+ 43.79% |
$16.9K - $21.1K
|
10.1K
$90.4K
|
|
| 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
$229K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.01KNew |
$18.5K - $25K
|
3.01K
$27K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-7.59K- 37.95% |
$49.4K - $55.5K
|
12.4K
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-1.76K- 6.15% |
$11.5K - $12.9K
|
26.9K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-42.7K- 13.65% |
$278K - $312K
|
270K
$2.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.8KNew |
$103K - $115K
|
15.8K
$142K
|
|
| 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
$578K
|
|
|
Nov 07, 2022
Q3 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-5.2K- 51.49% |
$33.9K - $39.3K
|
4.9K
$44K
|
|
| 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
$4.2M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-595- 4.34% |
$4.8K - $5.17K
|
13.1K
$118K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
145New |
$1.17K - $1.26K
|
145
$1.3K
|
|
| 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
$154K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Value Bank Partners LLC
Cleveland, OH |
BUY
|
- |
932KNew |
$7.23M - $7.66M
|
932K
$8.37M
|
|
| 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
|
|
|
Nov 02, 2021
Q3 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-99Closed |
$769 - $817
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-32.3KClosed |
$249K - $276K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-20.3KClosed |
$156K - $174K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-42.2KClosed |
$325K - $361K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-7.85KClosed |
$60.4K - $67.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-10.8KClosed |
$83.4K - $92.7K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.19KClosed |
$9.19K - $10.2K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-13.6KClosed |
$104K - $116K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.14KClosed |
$8.8K - $9.78K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-22.5KClosed |
$174K - $193K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.4KClosed |
$90.4K - $118K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-50.7KClosed |
$343K - $449K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 25, 2021
Q4 2020
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.4KClosed |
$8.25K - $10.9K
|
0
$0
|
|