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 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
46.5KNew |
$1.69M - $2.03M
|
46.5K
$1.66M
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
22.6KNew |
$823K - $989K
|
22.6K
$808K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.73MNew |
$62.8M - $75.5M
|
1.73M
$61.7M
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-2.33K- 16.12% |
$84.8K - $102K
|
12.1K
$433K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.22KNew |
$299K - $360K
|
8.22K
$294K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.93K+ 116.92% |
$179K - $216K
|
9.14K
$327K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19- 0.34% |
$692 - $832
|
5.64K
$201K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.02KNew |
$183K - $220K
|
5.02K
$179K
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.57KNew |
$203K - $244K
|
5.57K
$199K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
233New |
$8.48K - $10.2K
|
233
$8.33K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.75K+ 12.03% |
$63.6K - $76.4K
|
16.3K
$581K
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.22KNew |
$190K - $229K
|
5.22K
$187K
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
5.12KNew |
$186K - $224K
|
5.12K
$183K
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
15.2KNew |
$554K - $667K
|
15.2K
$544K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 26.67% |
$146 - $175
|
19
$679
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
588New |
$21.4K - $25.7K
|
588
$21K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
121New |
$4.4K - $5.3K
|
121
$4.32K
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-444- 3.43% |
$16.2K - $19.4K
|
12.5K
$447K
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.47K- 6.93% |
$53.4K - $64.2K
|
19.7K
$704K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.49KNew |
$54.4K - $65.4K
|
1.49K
$53.4K
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.12KNew |
$186K - $224K
|
5.12K
$183K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
20New |
$728 - $875
|
20
$715
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
122New |
$4.44K - $5.34K
|
122
$4.36K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-55- 3.32% |
$2K - $2.41K
|
1.6K
$57.2K
|
|
Q3 2022 | |||||||
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.24KClosed |
$42.2K - $50.2K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.49KNew |
$84.9K - $101K
|
2.49K
$88.8K
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.68KNew |
$296K - $353K
|
8.68K
$310K
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
9.68KNew |
$331K - $394K
|
9.68K
$346K
|
|
Nov 14, 2022
Q3 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.38KNew |
$218K - $260K
|
6.38K
$228K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-356- 0.83% |
$12.2K - $14.5K
|
42.3K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
23New |
$786 - $936
|
23
$822
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5.2K+ 2.34% |
$178K - $212K
|
227K
$8.13M
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-7.11K- 83.88% |
$243K - $289K
|
1.37K
$48.9K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-41.6K- 84.98% |
$1.42M - $1.69M
|
7.36K
$263K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
18.5K+ 71.19% |
$632K - $752K
|
44.5K
$1.59M
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4+ 1.08% |
$137 - $163
|
376
$13.4K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
77New |
$2.63K - $3.13K
|
77
$2.75K
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
31.4KNew |
$1.07M - $1.28M
|
31.4K
$1.12M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.17KNew |
$39.9K - $47.5K
|
1.17K
$41.7K
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
1.05KNew |
$36K - $42.9K
|
1.05K
$37.7K
|
|
Q2 2022 | |||||||
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
9.45KNew |
$314K - $355K
|
9.45K
$338K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-49Closed |
$1.63K - $1.84K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
56.1KNew |
$1.87M - $2.11M
|
56.1K
$2.01M
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-214Closed |
$7.12K - $8.04K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-30Closed |
$998 - $1.13K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.67KNew |
$189K - $213K
|
5.67K
$203K
|
|
Aug 15, 2022
Q2 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-11.1KClosed |
$368K - $416K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-30KClosed |
$998K - $1.13M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
North Reef Capital Management LP
Laguna Beach, CA |
SELL
|
- |
-20KClosed |
$665K - $751K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-20.4KClosed |
$680K - $768K
|
0
$0
|