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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
232New |
$6.2K - $7.84K
|
232
$8.29K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 16.13% |
$267 - $338
|
52
$1.86K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-950- 33.33% |
$25.4K - $32.1K
|
1.9K
$67.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8- 28.57% |
$214 - $270
|
20
$715
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
100New |
$2.67K - $3.38K
|
100
$3.57K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
11+ 13.41% |
$294 - $372
|
93
$3.32K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-16.3K- 41.3% |
$435K - $550K
|
23.1K
$827K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-139- 38.08% |
$3.88K - $4.86K
|
226
$8.08K
|
|
|
Aug 16, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
135KNew |
$3.77M - $4.72M
|
135K
$4.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.59KNew |
$240K - $301K
|
8.59K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-214- 1.64% |
$5.98K - $7.49K
|
12.8K
$457K
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
29.8K+ 267.81% |
$833K - $1.04M
|
40.9K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
27.4KNew |
$766K - $959K
|
27.4K
$980K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-76.6K- 75.68% |
$2.14M - $2.68M
|
24.6K
$879K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
134KNew |
$3.75M - $4.7M
|
134K
$4.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6+ 0.07% |
$168 - $210
|
8.66K
$309K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
25.6KNew |
$716K - $897K
|
25.6K
$917K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
325New |
$9.08K - $11.4K
|
325
$11.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.03K- 43.02% |
$28.7K - $35.9K
|
1.36K
$48.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-827- 38.54% |
$23.1K - $28.9K
|
1.32K
$47.1K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
150KNew |
$4.19M - $5.25M
|
150K
$5.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-498- 3.19% |
$13.9K - $17.4K
|
15.1K
$540K
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-4.05K- 1.53% |
$113K - $142K
|
260K
$9.28M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 10.0% |
$83.8 - $105
|
27
$965
|
|
| Q1 2023 | |||||||
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
13.6KNew |
$476K - $575K
|
13.6K
$486K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3Closed |
$105 - $127
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-73.2K- 91.94% |
$2.56M - $3.1M
|
6.42K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-236- 3.75% |
$8.27K - $9.98K
|
6.06K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
3.1K+ 28.7% |
$109K - $131K
|
13.9K
$497K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-88- 1.38% |
$3.08K - $3.72K
|
6.29K
$225K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.34K+ 103.76% |
$117K - $141K
|
6.56K
$234K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-4K- 32.52% |
$140K - $169K
|
8.3K
$297K
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
32.7KNew |
$1.15M - $1.38M
|
32.7K
$1.17M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-231Closed |
$8.09K - $9.77K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8New |
$280 - $338
|
8
$286
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.15% |
$35 - $42.3
|
679
$24.3K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-15- 16.67% |
$525 - $635
|
75
$2.68K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
131New |
$4.59K - $5.54K
|
131
$4.68K
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
10.8KNew |
$378K - $456K
|
10.8K
$385K
|
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
362+ 0.93% |
$12.7K - $15.3K
|
39.3K
$1.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
691New |
$24.2K - $29.2K
|
691
$24.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
SELL
|
- |
-3.1K- 15.54% |
$109K - $131K
|
16.9K
$602K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 3.44% |
$420 - $508
|
337
$12K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
144New |
$5.04K - $6.09K
|
144
$5.15K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-70.6K- 88.66% |
$2.47M - $2.99M
|
9.03K
$323K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
408New |
$14.3K - $17.3K
|
408
$14.6K
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
122New |
$4.27K - $5.16K
|
122
$4.36K
|
|
| Q4 2022 | |||||||
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.96% |
$328 - $394
|
945
$33.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
56+ 0.82% |
$2.04K - $2.45K
|
6.86K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
5.03KNew |
$183K - $220K
|
5.03K
$180K
|
|