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 |
---|---|---|---|---|---|---|---|
May 15, 2020
Q1 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.04KClosed |
$21.4K - $40.1K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-41Closed |
$848 - $1.59K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Td Asset Management Inc
|
SELL
|
- |
-8.48KClosed |
$175K - $328K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-217Closed |
$4.49K - $8.4K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-665Closed |
$13.8K - $25.7K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.89KClosed |
$184K - $344K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-5.83KClosed |
$120K - $225K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-23KClosed |
$476K - $890K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
21.3KNew |
$440K - $823K
|
21.3K
$760K
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-170Closed |
$3.52K - $6.58K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-1.3KClosed |
$26.9K - $50.3K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Assetmark, Inc
|
SELL
|
- |
-690Closed |
$14.3K - $26.7K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-6.26KClosed |
$129K - $242K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-817Closed |
$16.9K - $31.6K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.71KClosed |
$159K - $298K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Crewe Advisors LLC
|
SELL
|
- |
-87Closed |
$1.8K - $3.37K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-8.84KClosed |
$183K - $342K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.85KClosed |
$38.2K - $71.4K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-20Closed |
$414 - $774
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-191Closed |
$3.95K - $7.39K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-27Closed |
$558 - $1.04K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
First Hawaiian Bank
|
SELL
|
- |
-5.78KClosed |
$120K - $224K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-55Closed |
$1.14K - $2.13K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
557New |
$20.3K - $22.6K
|
557
$19.9K
|
|
Feb 14, 2020
Q4 2019
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-10KClosed |
$365K - $406K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Homestead Advisers Corp
|
SELL
|
- |
-81.5KClosed |
$2.97M - $3.31M
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-482Closed |
$17.6K - $19.6K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-71Closed |
$2.59K - $2.88K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.6KClosed |
$388K - $432K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-355Closed |
$13K - $14.4K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Clear Investment Research, LLC
|
SELL
|
- |
-9Closed |
$328 - $365
|
0
$0
|
|
Q3 2019 | |||||||
Mar 06, 2020
Q3 2019
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-18.1KClosed |
$634K - $718K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-68Closed |
$2.38K - $2.69K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-30.7KClosed |
$1.07M - $1.22M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-6.58KClosed |
$230K - $260K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.82KClosed |
$238K - $270K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.11KClosed |
$38.6K - $43.7K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-100KClosed |
$3.49M - $3.96M
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-52.2KClosed |
$1.82M - $2.07M
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
131New |
$4.58K - $5.19K
|
131
$4.68K
|
|
Oct 28, 2019
Q3 2019
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-3.7KClosed |
$129K - $146K
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Cutler Group LP
|
SELL
|
- |
-200Closed |
$6.99K - $7.92K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Cx Institutional
|
SELL
|
- |
-14Closed |
$489 - $554
|
0
$0
|
|
Q2 2019 | |||||||
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
10.9K+ 162.12% |
$389K - $431K
|
17.6K
$628K
|
|
Aug 14, 2019
Q2 2019
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-30.2KClosed |
$1.08M - $1.2M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-560Closed |
$20K - $22.2K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-9.48KClosed |
$339K - $376K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Cardinal Capital Management LLC
Greenwich, CT |
SELL
|
- |
-266KClosed |
$9.5M - $10.5M
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Parametrica Management LTD
|
SELL
|
- |
-6.21KClosed |
$222K - $247K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-414Closed |
$14.8K - $16.4K
|
0
$0
|