Latest Institutional Transactions on United Bankshares Inc (UBSI)
This table provides information on the latest institutional transactions involving United Bankshares Inc (UBSI) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
356+ 3.45% |
$11.2K - $13.3K
|
10.7K
$400K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
1.31K+ 0.18% |
$41.2K - $48.8K
|
713K
$26.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.1K+ 81.82% |
$317K - $376K
|
22.4K
$839K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
242+ 1.95% |
$7.62K - $9.03K
|
12.7K
$475K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-832- 8.25% |
$26.2K - $31.1K
|
9.26K
$347K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 1.14% |
$158 - $187
|
445
$16.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17.6KNew |
$553K - $656K
|
17.6K
$659K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 8.33% |
$63 - $74.6
|
26
$974
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
958+ 2280.95% |
$30.2K - $35.8K
|
1K
$37.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
33KNew |
$1.04M - $1.23M
|
33K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-800- 4.78% |
$25.2K - $29.9K
|
15.9K
$597K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-442- 26.02% |
$13.9K - $16.5K
|
1.26K
$47.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 6.16% |
$51.6K - $61.2K
|
25K
$935K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
68+ 0.38% |
$2.14K - $2.54K
|
18.1K
$678K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-971- 3.91% |
$30.6K - $36.2K
|
23.9K
$895K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 34.48% |
$315 - $373
|
19
$712
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
141+ 5.98% |
$4.44K - $5.26K
|
2.5K
$93.6K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
21+ 4.17% |
$662 - $784
|
525
$19.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
39New |
$1.23K - $1.46K
|
39
$1.46K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17+ 17.89% |
$536 - $634
|
112
$4.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-379- 39.19% |
$11.9K - $14.1K
|
588
$22K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
14New |
$441 - $522
|
14
$525
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-919- 35.39% |
$28.9K - $34.3K
|
1.68K
$62.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.9K+ 60.35% |
$439K - $520K
|
37K
$1.39M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
155+ 1.77% |
$4.88K - $5.78K
|
8.9K
$333K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
31+ 6.71% |
$977 - $1.16K
|
493
$18.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.78K+ 19.71% |
$55.9K - $66.3K
|
10.8K
$404K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-60- 0.67% |
$1.89K - $2.24K
|
8.87K
$332K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-68- 0.06% |
$2.14K - $2.54K
|
119K
$4.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
41+ 30.83% |
$1.29K - $1.53K
|
174
$6.52K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4+ 1.02% |
$126 - $149
|
397
$14.9K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
11.8KNew |
$402K - $463K
|
11.8K
$442K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-744- 6.98% |
$25.3K - $29.2K
|
9.92K
$372K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
7New |
$238 - $275
|
7
$262
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.8K+ 9589.58% |
$470K - $542K
|
14K
$523K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$34 - $39.3
|
10.1K
$380K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
10.7K+ 20.79% |
$363K - $419K
|
62K
$2.32M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
28.4K+ 7.44% |
$965K - $1.11M
|
409K
$15.3M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$136 - $157
|
4
$150
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-14.2K- 39.72% |
$482K - $556K
|
21.5K
$805K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-95.4K- 28.07% |
$3.25M - $3.75M
|
244K
$9.16M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-175K- 18.93% |
$5.95M - $6.87M
|
749K
$28.1M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.71K+ 3.07% |
$160K - $185K
|
158K
$5.93M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.66K- 0.55% |
$227K - $261K
|
1.19M
$44.7M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-64.5K- 2.75% |
$2.19M - $2.53M
|
2.28M
$85.5M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
273KNew |
$9.31M - $10.7M
|
273K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-9.45K- 80.8% |
$322K - $371K
|
2.25K
$84.1K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
564New |
$19.2K - $22.1K
|
564
$21.1K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
428New |
$14.6K - $16.8K
|
428
$16K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.39K- 1.1% |
$47.1K - $54.4K
|
125K
$4.68M
|
|