Institutional Ownership United Bankshares Inc (UBSI)
This table provides information about the institutional ownership of United Bankshares Inc (UBSI). We have compiled data on the 349 institutions that hold shares in the stock, with a total of 93.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
81
shares
|
$3,467
0.0% of portfolio
|
Q4 2023
Added 28.57%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
80
shares
|
$3,424
0.0% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
76
shares
|
$3,253
0.0% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
71
shares
|
$3,039
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
63
shares
|
$2,697
0.0% of portfolio
|
Q3 2024
Reduced 84.6%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
52
shares
|
$2,226
0.0% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
52
shares
|
$2,226
0.0% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
46
shares
|
$1,969
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
42
shares
|
$1,798
0.0% of portfolio
|
Q2 2024
Reduced 40.85%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
34
shares
|
$1,455
0.0% of portfolio
|
Q4 2023
Added 41.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
28
shares
|
$1,198
0.0% of portfolio
|
Q3 2024
Reduced 68.89%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
28
shares
|
$1,198
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
24
shares
|
$1,027
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
23
shares
|
$984
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
22
shares
|
$941
0.0% of portfolio
|
Q3 2024
Reduced 88.17%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
19
shares
|
$813
0.0% of portfolio
|
Q3 2023
Reduced 67.24%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9
shares
|
$385
0.0% of portfolio
|
Q2 2024
Reduced 98.97%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
9
shares
|
$385
0.0% of portfolio
|
Q3 2024
New holding
|