Purchases and Sales Made in Q1 2025 in United Bankshares Inc (UBSI)
This table provides information about the institutional ownership of United Bankshares Inc (UBSI) during Q1 2025. 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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
190+ 1.98% |
$6.47K - $7.46K
|
9.79K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
182+ 0.5% |
$6.19K - $7.15K
|
36.6K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
139+ 289.58% |
$4.73K - $5.46K
|
187
$7.13K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
119+ 0.98% |
$4.05K - $4.67K
|
12.3K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
105New |
$3.57K - $4.12K
|
105
$4K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
99New |
$3.37K - $3.89K
|
99
$3.77K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
76+ 0.09% |
$2.59K - $2.98K
|
83.7K
$3.19M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
61+ 0.73% |
$2.08K - $2.4K
|
8.41K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
52+ 0.28% |
$1.77K - $2.04K
|
18.6K
$709K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
52New |
$1.77K - $2.04K
|
52
$1.98K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
50+ 36.5% |
$1.7K - $1.96K
|
187
$7.13K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
49+ 1.89% |
$1.67K - $1.92K
|
2.64K
$101K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45New |
$1.53K - $1.77K
|
45
$1.72K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 37.5% |
$1.53K - $1.77K
|
165
$6.29K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
44+ 49.44% |
$1.5K - $1.73K
|
133
$5.07K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
43+ 82.69% |
$1.46K - $1.69K
|
95
$3.62K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
43New |
$1.46K - $1.69K
|
43
$1.64K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
42+ 10.0% |
$1.43K - $1.65K
|
462
$17.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40New |
$1.36K - $1.57K
|
40
$1.53K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
28New |
$953 - $1.1K
|
28
$1.07K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
27New |
$919 - $1.06K
|
27
$1.03K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
25+ 0.98% |
$851 - $982
|
2.58K
$98.4K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
24New |
$817 - $942
|
24
$915
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
23+ 0.18% |
$783 - $903
|
12.6K
$479K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
18+ 0.09% |
$613 - $707
|
20.8K
$794K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12+ 150.0% |
$408 - $471
|
20
$763
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
12+ 0.15% |
$408 - $471
|
8.17K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11+ 0.16% |
$374 - $432
|
7.03K
$268K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 4.15% |
$272 - $314
|
201
$7.66K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
7+ 0.08% |
$238 - $275
|
8.93K
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$238 - $275
|
5.66K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6+ 0.03% |
$204 - $236
|
19.3K
$736K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.92% |
$136 - $157
|
440
$16.8K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$136 - $157
|
4
$153
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4+ 1.03% |
$136 - $157
|
393
$15K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$102 - $118
|
3
$114
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.1% |
$68.1 - $78.5
|
2.08K
$79.2K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$68.1 - $78.5
|
2
$76.3
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.92% |
$34 - $39.3
|
53
$2.02K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$34 - $39.3
|
10.1K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$34 - $39.3
|
8.27K
$315K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.58% |
$68.1 - $78.5
|
340
$13K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8- 88.89% |
$272 - $314
|
1
$38.1
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-16- 3.99% |
$544 - $628
|
385
$14.7K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-25- 13.16% |
$851 - $982
|
165
$6.29K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-28- 0.01% |
$953 - $1.1K
|
206K
$7.86M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28Closed |
$953 - $1.1K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-54- 4.77% |
$1.84K - $2.12K
|
1.08K
$41.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-59- 0.88% |
$2.01K - $2.32K
|
6.61K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-81- 42.86% |
$2.76K - $3.18K
|
108
$4.12K
|