Purchases and Sales Made in Q3 2025 in United Security Bancshares (UBFO)
This table provides information about the institutional ownership of United Security Bancshares (UBFO) during Q3 2025. The information is specifically focused on institutions that hold shares of UNITED SECURITY BANCSHARES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History | 
|---|---|---|---|---|---|---|---|
| 
               
                  Oct 20, 2025
                  Q3 2025
                 
               |   
            
              
   
      Salzhauer Michael
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              9.8K+ 53.92% | 
            
                                   
                  $81.3K - $96.5K
                 
             |    
            
                                 
                28K
                $259K
                
             |               
            |
| 
               
                  Oct 15, 2025
                  Q3 2025
                 
               |   
            
              
   
      Cwm, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              327New | 
            
                                   
                  $2.71K - $3.22K
                 
             |    
            
                                 
                327
                $3.03K
                
             |               
            |
| 
               
                  Oct 22, 2025
                  Q3 2025
                 
               |   
            
              
   
      Cerity Partners LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              312+ 0.59% | 
            
                                   
                  $2.59K - $3.07K
                 
             |    
            
                                 
                53.2K
                $492K
                
             |               
            |
| 
               
                  Oct 30, 2025
                  Q3 2025
                 
               |   
            
              
   
      Covestor LTD
       
           
            Boston, MA  | 
            
               BUY                   
             | 
            - | 
              24New | 
            
                                   
                  $199 - $236
                 
             |    
            
                                 
                24
                $222
                
             |               
            |
| 
               
                  Oct 23, 2025
                  Q3 2025
                 
               |   
            
              
   
      Bridgewealth Advisory Group, LLC
       
           
            Fresno, CA  | 
            
               BUY                   
             | 
            - | 
              20+ 0.0% | 
            
                                   
                  $166 - $197
                 
             |    
            
                                 
                1.22M
                $11.3M
                
             |               
            |
| 
               
                  Oct 21, 2025
                  Q3 2025
                 
               |   
            
              
   
      True Wealth Design, LLC
       
           
            Akron, OH  | 
            
               BUY                   
             | 
            - | 
              10New | 
            
                                   
                  $82.9 - $98.4
                 
             |    
            
                                 
                10
                $92.6
                
             |               
            |
| 
               
                  Nov 03, 2025
                  Q3 2025
                 
               |   
            
              
   
      New York State Common Retirement Fund
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -2.9K- 24.17% | 
            
                                   
                  $24K - $28.5K
                 
             |    
            
                                 
                9.1K
                $84.3K
                
             |