Purchases and Sales Made in Q4 2023 in United Security Bancshares (UBFO)
This table provides information about the institutional ownership of United Security Bancshares (UBFO) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
300K+ 122.99% |
$2.13M - $2.6M
|
544K
$5.1M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
84.8KNew |
$602K - $734K
|
84.8K
$794K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
38.7K+ 3761.17% |
$275K - $335K
|
39.8K
$372K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
36KNew |
$256K - $312K
|
36K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35.1K+ 56.72% |
$249K - $303K
|
96.8K
$906K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
28.5KNew |
$202K - $246K
|
28.5K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
27.1KNew |
$193K - $235K
|
27.1K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.6KNew |
$168K - $204K
|
23.6K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
22.5KNew |
$159K - $194K
|
22.5K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20.4K+ 9.46% |
$145K - $176K
|
236K
$2.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
19.7K+ 2.4% |
$140K - $170K
|
839K
$7.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.7K+ 78.53% |
$75.6K - $92.1K
|
24.2K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.3KNew |
$66K - $80.4K
|
9.3K
$87K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.91KNew |
$63.2K - $77K
|
8.91K
$83.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
6.15K+ 5.35% |
$43.6K - $53.2K
|
121K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.79K+ 6227.96% |
$41.1K - $50.1K
|
5.89K
$55.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.62K+ 2.95% |
$25.7K - $31.3K
|
126K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.93KNew |
$20.8K - $25.3K
|
2.93K
$27.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
951+ 0.08% |
$6.75K - $8.23K
|
1.19M
$11.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
700+ 0.89% |
$4.97K - $6.06K
|
79.3K
$743K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
560+ 1.66% |
$3.98K - $4.84K
|
34.2K
$320K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
330+ 30.9% |
$2.34K - $2.85K
|
1.4K
$13.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
29+ 0.05% |
$206 - $251
|
58.5K
$547K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6+ 5.88% |
$42.6 - $51.9
|
108
$1.01K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-648- 0.63% |
$4.6K - $5.61K
|
102K
$952K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-698- 3.61% |
$4.96K - $6.04K
|
18.6K
$174K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.01K- 4.15% |
$7.16K - $8.73K
|
23.3K
$218K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.28K- 11.24% |
$23.3K - $28.4K
|
25.9K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.77K- 86.34% |
$33.9K - $41.3K
|
755
$7.07K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.4K- 36.81% |
$45.4K - $55.4K
|
11K
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.7K- 29.24% |
$54.7K - $66.6K
|
18.6K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-15.7K- 33.59% |
$112K - $136K
|
31.1K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-16.3K- 49.64% |
$116K - $141K
|
16.5K
$155K
|