Purchases and Sales Made in Q1 2023 in United Bankshares Inc (UBSI)
This table provides information about the institutional ownership of United Bankshares Inc (UBSI) during Q1 2023. The information is specifically focused on institutions that hold shares of UNITED BANKSHARES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
450+ 0.26% |
$15.8K - $19K
|
174K
$6.71M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
408New |
$14.3K - $17.3K
|
408
$15.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
408New |
$14.3K - $17.3K
|
408
$15.7K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
384+ 1.5% |
$13.5K - $16.2K
|
25.9K
$998K
|
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
362+ 0.93% |
$12.7K - $15.3K
|
39.3K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
335+ 4.11% |
$11.7K - $14.2K
|
8.49K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
323+ 0.42% |
$11.3K - $13.7K
|
78K
$3M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
288+ 1.99% |
$10.1K - $12.2K
|
14.7K
$568K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
280+ 1.02% |
$9.81K - $11.8K
|
27.8K
$1.07M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
267+ 0.32% |
$9.35K - $11.3K
|
83.6K
$3.22M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
241+ 0.54% |
$8.44K - $10.2K
|
45K
$1.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
212+ 37.92% |
$7.43K - $8.97K
|
771
$29.7K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
207+ 0.96% |
$7.25K - $8.76K
|
21.7K
$834K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
185+ 1.1% |
$6.48K - $7.83K
|
17K
$653K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
166+ 0.12% |
$5.81K - $7.02K
|
137K
$5.28M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
164+ 1.74% |
$5.74K - $6.94K
|
9.58K
$369K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
151+ 3.48% |
$5.29K - $6.39K
|
4.49K
$173K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
144New |
$5.04K - $6.09K
|
144
$5.54K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
139+ 61.5% |
$4.87K - $5.88K
|
365
$14.1K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
131New |
$4.59K - $5.54K
|
131
$5.04K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
126+ 0.88% |
$4.41K - $5.33K
|
14.5K
$556K
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
122New |
$4.27K - $5.16K
|
122
$4.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
108+ 0.52% |
$3.78K - $4.57K
|
20.8K
$799K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
106+ 8.51% |
$3.71K - $4.48K
|
1.35K
$52.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
99+ 0.89% |
$3.47K - $4.19K
|
11.3K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
93+ 0.76% |
$3.26K - $3.93K
|
12.3K
$472K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
91+ 18.2% |
$3.19K - $3.85K
|
591
$22.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
85+ 6.45% |
$2.98K - $3.6K
|
1.4K
$54K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31+ 0.08% |
$1.09K - $1.31K
|
40.8K
$1.57M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
26+ 0.13% |
$911 - $1.1K
|
20K
$771K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15+ 0.7% |
$525 - $635
|
2.15K
$82.6K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
15+ 0.18% |
$525 - $635
|
8.13K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
14+ 1.01% |
$490 - $592
|
1.41K
$54.2K
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
14+ 1.01% |
$490 - $592
|
1.41K
$54.2K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8New |
$280 - $338
|
8
$308
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
5+ 0.05% |
$175 - $212
|
9.64K
$371K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.15% |
$35 - $42.3
|
679
$26.1K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3Closed |
$105 - $127
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 14.29% |
$175 - $212
|
30
$1.16K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 12.5% |
$175 - $212
|
35
$1.35K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.1% |
$210 - $254
|
6.16K
$237K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 3.44% |
$420 - $508
|
337
$13K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 5.33% |
$420 - $508
|
213
$8.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 9.6% |
$420 - $508
|
113
$4.35K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-14- 0.35% |
$490 - $592
|
3.94K
$152K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-15- 16.67% |
$525 - $635
|
75
$2.89K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-19- 86.36% |
$666 - $804
|
3
$116
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-20- 0.19% |
$701 - $846
|
10.7K
$411K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-21- 52.5% |
$736 - $888
|
19
$732
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-23- 1.84% |
$806 - $973
|
1.23K
$47.3K
|