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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
8.7KNew |
$226K - $333K
|
8.7K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.54KNew |
$144K - $212K
|
5.54K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-99- 0.9% |
$2.57K - $3.79K
|
10.8K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.81K- 30.35% |
$47.1K - $69.4K
|
4.16K
$156K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3.17KNew |
$82.5K - $122K
|
3.17K
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.17KNew |
$82.5K - $122K
|
3.17K
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
91New |
$2.37K - $3.49K
|
91
$3.41K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
252New |
$6.55K - $9.65K
|
252
$9.44K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 71.43% |
$520 - $766
|
48
$1.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 1.34% |
$52 - $76.6
|
151
$5.66K
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-616- 0.59% |
$16K - $23.6K
|
104K
$3.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
19.4KNew |
$504K - $742K
|
19.4K
$726K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-348- 1.12% |
$9.04K - $13.3K
|
30.6K
$1.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
BUY
|
- |
7.04KNew |
$183K - $270K
|
7.04K
$264K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
195+ 319.67% |
$5.07K - $7.47K
|
256
$9.59K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
685+ 8.5% |
$17.8K - $26.2K
|
8.74K
$328K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
74New |
$1.92K - $2.83K
|
74
$2.77K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 20.0% |
$2.6K - $3.83K
|
400
$15K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-96- 5.95% |
$2.5K - $3.68K
|
1.52K
$56.9K
|
|
| Q3 2023 | |||||||
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
9.35KNew |
$250K - $316K
|
9.35K
$350K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
280New |
$7.49K - $9.47K
|
280
$10.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.77K- 10.31% |
$47.3K - $59.8K
|
15.4K
$576K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
28.6KNew |
$765K - $968K
|
28.6K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.2K+ 6.32% |
$32.1K - $40.5K
|
20.2K
$756K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-9.95K- 62.46% |
$266K - $336K
|
5.98K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
43.9KNew |
$1.17M - $1.48M
|
43.9K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-544- 5.54% |
$14.5K - $18.4K
|
9.27K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
17.9KNew |
$479K - $606K
|
17.9K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
14.8K+ 119.65% |
$395K - $500K
|
27.1K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.41K- 19.47% |
$64.4K - $81.4K
|
9.96K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-14.2K- 12.08% |
$379K - $479K
|
103K
$3.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
24.4KNew |
$652K - $825K
|
24.4K
$915K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-39- 67.24% |
$1.04K - $1.32K
|
19
$712
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
14.7KNew |
$393K - $497K
|
14.7K
$551K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-7.83K- 49.83% |
$209K - $265K
|
7.88K
$295K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.61K+ 735.62% |
$43.1K - $54.5K
|
1.83K
$68.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
30+ 0.37% |
$802 - $1.01K
|
8.18K
$307K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-898- 9.44% |
$24K - $30.4K
|
8.61K
$323K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
36New |
$963 - $1.22K
|
36
$1.35K
|
|
|
Oct 27, 2023
Q3 2023
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-5.5K- 22.73% |
$147K - $186K
|
18.7K
$701K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
232New |
$6.2K - $7.84K
|
232
$8.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-950- 33.33% |
$25.4K - $32.1K
|
1.9K
$71.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8- 28.57% |
$214 - $270
|
20
$750
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
100New |
$2.67K - $3.38K
|
100
$3.75K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-16.3K- 41.3% |
$435K - $550K
|
23.1K
$867K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
11+ 13.41% |
$294 - $372
|
93
$3.49K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-139- 38.08% |
$3.88K - $4.86K
|
226
$8.47K
|
|
|
Aug 16, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
135KNew |
$3.77M - $4.72M
|
135K
$5.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
27.4KNew |
$766K - $959K
|
27.4K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.59KNew |
$240K - $301K
|
8.59K
$322K
|
|