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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
765+ 25.7% |
$25.4K - $28.7K
|
3.74K
$134K
|
|
|
Aug 09, 2022
Q2 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
708+ 8.5% |
$23.5K - $26.6K
|
9.04K
$323K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
300New |
$9.98K - $11.3K
|
300
$10.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
298+ 1103.7% |
$9.91K - $11.2K
|
325
$11.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
245New |
$8.15K - $9.2K
|
245
$8.76K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
103New |
$3.43K - $3.87K
|
103
$3.68K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
13.6KNew |
$459K - $536K
|
13.6K
$486K
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.08KNew |
$36.4K - $42.6K
|
1.08K
$38.6K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
50New |
$1.69K - $1.97K
|
50
$1.79K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
10KNew |
$343K - $393K
|
10K
$359K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
200New |
$6.83K - $7.82K
|
200
$7.15K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
57New |
$1.95K - $2.23K
|
57
$2.04K
|
|
| Q3 2021 | |||||||
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
1.5KNew |
$48.2K - $55.3K
|
1.5K
$53.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
501New |
$16.1K - $18.5K
|
501
$17.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
55New |
$1.77K - $2.03K
|
55
$1.97K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
81.9K+ 3550.02% |
$2.98M - $3.47M
|
84.2K
$3.01M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
8.15KNew |
$296K - $345K
|
8.15K
$291K
|
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
967+ 589.63% |
$35.2K - $40.9K
|
1.13K
$40.4K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
11.5K+ 5.17% |
$363K - $467K
|
233K
$8.33M
|
|
|
May 13, 2021
Q1 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.54KNew |
$48.7K - $62.7K
|
1.54K
$55K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
10.4KNew |
$230K - $336K
|
10.4K
$371K
|
|
|
Feb 10, 2021
Q4 2020
|
Advisor Os, LLC
|
BUY
|
- |
8.84KNew |
$196K - $287K
|
8.84K
$316K
|
|
|
Feb 04, 2021
Q4 2020
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
8.47KNew |
$188K - $275K
|
8.47K
$303K
|
|
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.2KNew |
$26.6K - $38.9K
|
1.2K
$42.9K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
21.3KNew |
$440K - $823K
|
21.3K
$760K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
557New |
$20.3K - $22.6K
|
557
$19.9K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
131New |
$4.58K - $5.19K
|
131
$4.68K
|
|
| Q2 2019 | |||||||
|
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
10.9K+ 162.12% |
$389K - $431K
|
17.6K
$628K
|
|
|
Jul 17, 2019
Q2 2019
|
Toth Financial Advisory Corp
|
BUY
|
- |
10.6K+ 912.77% |
$379K - $420K
|
11.7K
$420K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
14.9KNew |
$470K - $576K
|
14.9K
$532K
|
|
|
May 06, 2019
Q1 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
400+ 3.2% |
$12.6K - $15.5K
|
12.9K
$461K
|
|
| 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
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
170New |
$5.79K - $6.44K
|
170
$6.08K
|
|
| Q3 2017 | |||||||
|
Oct 12, 2017
Q3 2017
|
Bogart Wealth, LLC
|
BUY
|
- |
71New |
$2.28K - $2.66K
|
71
$2.54K
|
|