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 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
139+ 289.58% |
$4.73K - $5.46K
|
187
$7.01K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3K+ 7.67% |
$102K - $118K
|
42.2K
$1.58M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-228- 3.77% |
$7.76K - $8.95K
|
5.82K
$218K
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
4.33K+ 14.54% |
$147K - $170K
|
34.1K
$1.28M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.7K- 59.49% |
$1.08M - $1.25M
|
21.6K
$810K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.67K- 8.65% |
$125K - $144K
|
38.7K
$1.45M
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-66.1K- 0.84% |
$2.25M - $2.6M
|
7.8M
$292M
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$68.1 - $78.5
|
2
$75
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-674- 2.83% |
$22.9K - $26.5K
|
23.2K
$868K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.95K- 22.86% |
$169K - $194K
|
16.7K
$626K
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.35K- 2.48% |
$79.8K - $92.1K
|
92.3K
$3.46M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.81K- 22.42% |
$334K - $385K
|
34K
$1.27M
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-645- 3.78% |
$21.9K - $25.3K
|
16.4K
$616K
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
76.7K+ 11.69% |
$2.61M - $3.01M
|
733K
$27.5M
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
276New |
$9.39K - $10.8K
|
276
$10.3K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-39.6K- 2.23% |
$1.35M - $1.56M
|
1.73M
$65M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-486K- 43.98% |
$16.5M - $19.1M
|
619K
$23.2M
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-9.87K- 16.5% |
$336K - $387K
|
49.9K
$1.87M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.3K- 2.08% |
$282K - $326K
|
390K
$14.6M
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-9.76K- 0.65% |
$332K - $383K
|
1.5M
$56.1M
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
177K+ 5.36% |
$6.03M - $6.95M
|
3.48M
$130M
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
745+ 5.63% |
$25.4K - $29.3K
|
14K
$524K
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2.16K- 3.59% |
$73.6K - $84.9K
|
58.2K
$2.18M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.1% |
$68.1 - $78.5
|
2.08K
$77.8K
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-19K- 8.14% |
$646K - $745K
|
214K
$8.02M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
60.3KNew |
$2.05M - $2.37M
|
60.3K
$2.26M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$102 - $118
|
3
$112
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
612+ 1.5% |
$20.8K - $24K
|
41.5K
$1.55M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-397- 31.36% |
$13.5K - $15.6K
|
869
$32.6K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
207New |
$7.04K - $8.13K
|
207
$7.76K
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4K- 1.5% |
$136K - $157K
|
262K
$9.82M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-239K- 28.81% |
$8.14M - $9.4M
|
591K
$22.2M
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-19K- 15.93% |
$648K - $748K
|
101K
$3.77M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-23.2K- 11.88% |
$790K - $912K
|
172K
$6.46M
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-224- 1.77% |
$7.62K - $8.8K
|
12.5K
$467K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.81K- 7.59% |
$61.6K - $71.1K
|
22K
$826K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.81KNew |
$61.6K - $71K
|
1.81K
$67.8K
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.07K- 5.11% |
$104K - $121K
|
57K
$2.14M
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
20.6KNew |
$701K - $809K
|
20.6K
$772K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
43New |
$1.46K - $1.69K
|
43
$1.61K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
80.2K+ 8.9% |
$2.73M - $3.15M
|
981K
$36.8M
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
823KNew |
$28M - $32.3M
|
823K
$30.8M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.27K- 5.6% |
$43.3K - $49.9K
|
21.4K
$803K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-11.8K- 0.08% |
$402K - $464K
|
14.3M
$536M
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-1.37K- 16.85% |
$46.5K - $53.6K
|
6.74K
$252K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-673K- 51.14% |
$22.9M - $26.4M
|
643K
$24.1M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
61+ 0.73% |
$2.08K - $2.4K
|
8.41K
$315K
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
46.2KNew |
$1.57M - $1.82M
|
46.2K
$1.73M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.43K+ 3.97% |
$48.7K - $56.2K
|
37.5K
$1.4M
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 4.15% |
$272 - $314
|
201
$7.53K
|