Latest Institutional Purchases of United Bankshares Inc (UBSI)
This list provides information on the latest institutional transactions involving United Bankshares Inc (UBSI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
119+ 0.98% |
$4.05K - $4.67K
|
12.3K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
105New |
$3.57K - $4.12K
|
105
$4K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
99New |
$3.37K - $3.89K
|
99
$3.77K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
76+ 0.09% |
$2.59K - $2.98K
|
83.7K
$3.19M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
61+ 0.73% |
$2.08K - $2.4K
|
8.41K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
52+ 0.28% |
$1.77K - $2.04K
|
18.6K
$709K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
52New |
$1.77K - $2.04K
|
52
$1.98K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
50+ 36.5% |
$1.7K - $1.96K
|
187
$7.13K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
49+ 1.89% |
$1.67K - $1.92K
|
2.64K
$101K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45New |
$1.53K - $1.77K
|
45
$1.72K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 37.5% |
$1.53K - $1.77K
|
165
$6.29K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
43New |
$1.46K - $1.69K
|
43
$1.64K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
43+ 82.69% |
$1.46K - $1.69K
|
95
$3.62K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40New |
$1.36K - $1.57K
|
40
$1.53K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
28New |
$953 - $1.1K
|
28
$1.07K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
27New |
$919 - $1.06K
|
27
$1.03K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
25+ 0.98% |
$851 - $982
|
2.58K
$98.4K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
24New |
$817 - $942
|
24
$915
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
23+ 0.18% |
$783 - $903
|
12.6K
$479K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
18+ 0.09% |
$613 - $707
|
20.8K
$794K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
12+ 0.15% |
$408 - $471
|
8.17K
$311K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12+ 150.0% |
$408 - $471
|
20
$763
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11+ 0.16% |
$374 - $432
|
7.03K
$268K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 4.15% |
$272 - $314
|
201
$7.66K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
7New |
$238 - $275
|
7
$267
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$238 - $275
|
5.66K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6+ 0.03% |
$204 - $236
|
19.3K
$736K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$136 - $157
|
4
$153
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.92% |
$136 - $157
|
440
$16.8K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$102 - $118
|
3
$114
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$68.1 - $78.5
|
2
$76.3
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.1% |
$68.1 - $78.5
|
2.08K
$79.2K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$34 - $39.3
|
10.1K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$34 - $39.3
|
8.27K
$315K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.92% |
$34 - $39.3
|
53
$2.02K
|
|
| Q4 2024 | |||||||
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
197KNew |
$6.99M - $8.51M
|
197K
$7.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
63K+ 92.24% |
$2.24M - $2.73M
|
131K
$5.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
54.1K+ 3.47% |
$1.92M - $2.34M
|
1.61M
$61.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
28.1KNew |
$1M - $1.22M
|
28.1K
$1.07M
|
|
|
May 13, 2025
Q4 2024
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
23.2KNew |
$824K - $1M
|
23.2K
$885K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
17.9KNew |
$636K - $775K
|
17.9K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.9KNew |
$635K - $774K
|
17.9K
$681K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
11.9K+ 112.26% |
$423K - $515K
|
22.5K
$858K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9.11K+ 8.7% |
$324K - $394K
|
114K
$4.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.03KNew |
$321K - $391K
|
9.03K
$344K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.45KNew |
$300K - $366K
|
8.45K
$322K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
8.43KNew |
$299K - $365K
|
8.43K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
7.41KNew |
$263K - $321K
|
7.41K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.52KNew |
$196K - $239K
|
5.52K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.45KNew |
$194K - $236K
|
5.45K
$208K
|
|