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 27, 2018
Q2 2018
|
Advisor Net Financial, Inc
|
SELL
|
- |
-29Closed |
$983 - $1.11K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
64K+ 2298.49% |
$2.15M - $2.42M
|
66.8K
$2.39M
|
|
|
May 14, 2018
Q1 2018
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.01KClosed |
$202K - $227K
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.16KClosed |
$308K - $346K
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-28.1KClosed |
$947K - $1.06M
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-11Closed |
$370 - $416
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-1KClosed |
$33.7K - $37.8K
|
0
$0
|
|
|
Apr 12, 2018
Q1 2018
|
Viking Fund Management LLC
|
SELL
|
- |
-29KClosed |
$976K - $1.1M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
170New |
$5.79K - $6.44K
|
170
$6.08K
|
|
|
Feb 14, 2018
Q4 2017
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-102KClosed |
$3.47M - $3.87M
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-121Closed |
$4.12K - $4.59K
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Jupiter Asset Management LTD
|
SELL
|
- |
-71.8KClosed |
$2.44M - $2.72M
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-10.8KClosed |
$368K - $409K
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
Ing Groep Nv
|
SELL
|
- |
-12.9KClosed |
$438K - $487K
|
0
$0
|
|
|
Feb 02, 2018
Q4 2017
|
Opus Capital Group, LLC
|
SELL
|
- |
-6.15KClosed |
$209K - $233K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-244KClosed |
$8.29M - $9.23M
|
0
$0
|
|
|
Jan 31, 2018
Q4 2017
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-500Closed |
$17K - $19K
|
0
$0
|
|
| Q3 2017 | |||||||
|
May 07, 2020
Q3 2017
|
Royal Fund Management, LLC
|
SELL
|
- |
-24Closed |
$769 - $898
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.9KClosed |
$317K - $370K
|
0
$0
|
|
|
Nov 02, 2017
Q3 2017
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9KClosed |
$289K - $337K
|
0
$0
|
|
|
Oct 12, 2017
Q3 2017
|
Bogart Wealth, LLC
|
BUY
|
- |
71New |
$2.28K - $2.66K
|
71
$2.54K
|
|