Purchases and Sales Made in Q1 2024 in United Bankshares Inc (UBSI)
This table provides information about the institutional ownership of United Bankshares Inc (UBSI) during Q1 2024. 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 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
273+ 3.37% |
$9.04K - $10.3K
|
8.39K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
207New |
$6.85K - $7.82K
|
207
$7.18K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
179+ 1.08% |
$5.92K - $6.76K
|
16.7K
$579K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
158New |
$5.23K - $5.97K
|
158
$5.48K
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
116+ 1.0% |
$3.84K - $4.38K
|
11.8K
$409K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
102+ 33.44% |
$3.38K - $3.85K
|
407
$14.1K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
96+ 5.41% |
$3.18K - $3.62K
|
1.87K
$64.9K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
72+ 800.0% |
$2.38K - $2.72K
|
81
$2.81K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
66+ 1.07% |
$2.18K - $2.49K
|
6.23K
$216K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
64New |
$2.12K - $2.42K
|
64
$2.22K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
61New |
$2.02K - $2.3K
|
61
$2.12K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57+ 0.24% |
$1.89K - $2.15K
|
23.6K
$820K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
57+ 15.0% |
$1.89K - $2.15K
|
437
$15.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
54+ 5.53% |
$1.79K - $2.04K
|
1.03K
$35.8K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
49+ 0.23% |
$1.62K - $1.85K
|
21.8K
$757K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
46+ 0.06% |
$1.52K - $1.74K
|
83.3K
$2.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
44+ 0.03% |
$1.46K - $1.66K
|
169K
$5.87M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
42+ 17.8% |
$1.39K - $1.59K
|
278
$9.65K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
40+ 3.88% |
$1.32K - $1.51K
|
1.07K
$37.2K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
29+ 69.05% |
$960 - $1.1K
|
71
$2.46K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
29+ 0.73% |
$960 - $1.1K
|
3.99K
$138K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27+ 77.14% |
$894 - $1.02K
|
62
$2.15K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26New |
$861 - $982
|
26
$902
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.15% |
$397 - $453
|
8.2K
$285K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 1.74% |
$331 - $378
|
586
$20.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
8+ 15.38% |
$265 - $302
|
60
$2.08K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
7+ 0.02% |
$232 - $264
|
30K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
6+ 0.07% |
$199 - $227
|
8.05K
$279K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.96% |
$132 - $151
|
422
$14.6K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 16.67% |
$99.3 - $113
|
21
$729
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3+ 0.01% |
$99.3 - $113
|
29.8K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$66.2 - $75.5
|
2
$69.4
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$33.1 - $37.8
|
68.6K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 1.06% |
$33.1 - $37.8
|
93
$3.23K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2- 0.02% |
$66.2 - $75.5
|
8.91K
$309K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-25- 29.07% |
$828 - $944
|
61
$2.12K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-27- 0.27% |
$894 - $1.02K
|
9.95K
$345K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-28- 0.13% |
$927 - $1.06K
|
22K
$764K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-47- 0.15% |
$1.56K - $1.77K
|
30.6K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-56- 0.7% |
$1.85K - $2.11K
|
7.96K
$276K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-74- 0.24% |
$2.45K - $2.79K
|
31K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-102- 1.61% |
$3.38K - $3.85K
|
6.22K
$216K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-110- 0.51% |
$3.64K - $4.15K
|
21.3K
$740K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-124- 4.18% |
$4.1K - $4.68K
|
2.85K
$98.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-145- 10.78% |
$4.8K - $5.48K
|
1.2K
$41.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-147- 1.31% |
$4.87K - $5.55K
|
11K
$383K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-161- 2.0% |
$5.33K - $6.08K
|
7.87K
$273K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-167- 2.76% |
$5.53K - $6.31K
|
5.88K
$204K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-168- 0.21% |
$5.56K - $6.34K
|
78.7K
$2.73M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-169- 5.94% |
$5.59K - $6.38K
|
2.68K
$92.9K
|