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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2020
Q1 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.83KClosed |
$9.52K - $19.4K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Destination Wealth Management
|
BUY
|
- |
94.5KNew |
$948K - $1.02M
|
94.5K
$907K
|
|
|
Jan 29, 2020
Q4 2019
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.93KNew |
$39.4K - $42.5K
|
3.93K
$37.7K
|
|
| Q3 2019 | |||||||
|
Nov 07, 2019
Q3 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-17KClosed |
$173K - $193K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Ae Wealth Management LLC
|
SELL
|
- |
-17KClosed |
$173K - $193K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-11.2KClosed |
$112K - $128K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Aspiriant, LLC
|
SELL
|
- |
-11.2KClosed |
$113K - $128K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-59.9KClosed |
$564K - $670K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 09, 2018
Q3 2018
|
Hilton Capital Management, LLC
|
SELL
|
- |
-3.72KClosed |
$39.6K - $42.7K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-635Closed |
$6.76K - $7.3K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15.1KClosed |
$162K - $173K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.97KClosed |
$20K - $22.9K
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-11.8KClosed |
$119K - $136K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-7.27KClosed |
$66.9K - $80.7K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-10.9KClosed |
$95K - $105K
|
0
$0
|
|