Latest Institutional Purchases of United Security Bancshares (UBFO)
This list provides information on the latest institutional transactions involving United Security Bancshares (UBFO) 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
29New |
$254 - $294
|
29
$281
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
36.3KNew |
$296K - $374K
|
36.3K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7K+ 43.75% |
$57K - $72.2K
|
23K
$223K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
4.56KNew |
$32.2K - $40.6K
|
4.56K
$44.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
76New |
$537 - $677
|
76
$737
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
757+ 0.65% |
$5.39K - $5.7K
|
118K
$1.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
433New |
$3.08K - $3.26K
|
433
$4.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
125New |
$890 - $941
|
125
$1.21K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
84.8KNew |
$602K - $734K
|
84.8K
$823K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
36KNew |
$256K - $312K
|
36K
$349K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
33.8KNew |
$186K - $232K
|
33.8K
$328K
|
|
|
Jul 24, 2023
Q2 2023
|
Saratoga Research & Investment Management
|
BUY
|
- |
11KNew |
$60.7K - $75.6K
|
11K
$107K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.07K+ 43.79% |
$16.9K - $21.1K
|
10.1K
$97.6K
|
|
| 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
$247K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.01KNew |
$18.5K - $25K
|
3.01K
$29.2K
|
|
| Q4 2022 | |||||||
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.8KNew |
$103K - $115K
|
15.8K
$153K
|
|
| Q3 2022 | |||||||
|
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
$624K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
BUY
|
- |
47.6K+ 11.33% |
$384K - $414K
|
468K
$4.54M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
145New |
$1.17K - $1.26K
|
145
$1.41K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Strategic Value Bank Partners LLC
Cleveland, OH |
BUY
|
- |
932KNew |
$7.23M - $7.66M
|
932K
$9.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
100+ 0.58% |
$775 - $821
|
17.2K
$167K
|
|