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 |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
10.8KNew |
$378K - $456K
|
10.8K
$410K
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.34K+ 103.76% |
$117K - $141K
|
6.56K
$249K
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
3.1K+ 28.7% |
$109K - $131K
|
13.9K
$528K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
691New |
$24.2K - $29.2K
|
691
$26.3K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
408New |
$14.3K - $17.3K
|
408
$15.5K
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
362+ 0.93% |
$12.7K - $15.3K
|
39.3K
$1.49M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
144New |
$5.04K - $6.09K
|
144
$5.47K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
131New |
$4.59K - $5.54K
|
131
$4.98K
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
122New |
$4.27K - $5.16K
|
122
$4.64K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8New |
$280 - $338
|
8
$304
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.73MNew |
$62.8M - $75.5M
|
1.73M
$65.6M
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
46.5KNew |
$1.69M - $2.03M
|
46.5K
$1.77M
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
22.6KNew |
$823K - $989K
|
22.6K
$859K
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
15.2KNew |
$554K - $667K
|
15.2K
$579K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.22KNew |
$299K - $360K
|
8.22K
$312K
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.57KNew |
$203K - $244K
|
5.57K
$212K
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.22KNew |
$190K - $229K
|
5.22K
$198K
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
5.12KNew |
$186K - $224K
|
5.12K
$194K
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.12KNew |
$186K - $224K
|
5.12K
$194K
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
5.03KNew |
$183K - $220K
|
5.03K
$191K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.02KNew |
$183K - $220K
|
5.02K
$191K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.93K+ 116.92% |
$179K - $216K
|
9.14K
$347K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.75K+ 12.03% |
$63.6K - $76.4K
|
16.3K
$618K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.49KNew |
$54.4K - $65.4K
|
1.49K
$56.8K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
588New |
$21.4K - $25.7K
|
588
$22.3K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
233New |
$8.48K - $10.2K
|
233
$8.85K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
122New |
$4.44K - $5.34K
|
122
$4.64K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
121New |
$4.4K - $5.3K
|
121
$4.6K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
56+ 0.82% |
$2.04K - $2.45K
|
6.86K
$260K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
20New |
$728 - $875
|
20
$760
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.96% |
$328 - $394
|
945
$35.9K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 26.67% |
$146 - $175
|
19
$722
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
31.4KNew |
$1.07M - $1.28M
|
31.4K
$1.19M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
18.5K+ 71.19% |
$632K - $752K
|
44.5K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
9.68KNew |
$331K - $394K
|
9.68K
$368K
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.68KNew |
$296K - $353K
|
8.68K
$330K
|
|
Nov 14, 2022
Q3 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.38KNew |
$218K - $260K
|
6.38K
$243K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5.2K+ 2.34% |
$178K - $212K
|
227K
$8.64M
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.49KNew |
$84.9K - $101K
|
2.49K
$94.4K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.17KNew |
$39.9K - $47.5K
|
1.17K
$44.3K
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
1.05KNew |
$36K - $42.9K
|
1.05K
$40.1K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
77New |
$2.63K - $3.13K
|
77
$2.93K
|
|
Nov 14, 2022
Q3 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
23New |
$786 - $936
|
23
$874
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4+ 1.08% |
$137 - $163
|
376
$14.3K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
56.1KNew |
$1.87M - $2.11M
|
56.1K
$2.13M
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
13.1KNew |
$435K - $491K
|
13.1K
$497K
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
12.2KNew |
$406K - $458K
|
12.2K
$464K
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
9.45KNew |
$314K - $355K
|
9.45K
$359K
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8.46KNew |
$281K - $318K
|
8.46K
$322K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.67KNew |
$189K - $213K
|
5.67K
$216K
|