Purchases and Sales Made in Q2 2023 in United Bankshares Inc (UBSI)
This table provides information about the institutional ownership of United Bankshares Inc (UBSI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
210+ 2.98% |
$5.87K - $7.35K
|
7.27K
$280K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
200+ 1.41% |
$5.59K - $7K
|
14.4K
$556K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
152+ 1.05% |
$4.25K - $5.32K
|
14.6K
$562K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
146+ 0.43% |
$4.08K - $5.11K
|
34.2K
$1.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
143+ 0.15% |
$3.99K - $5K
|
97.8K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
136+ 1.32% |
$3.8K - $4.76K
|
10.4K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
121+ 0.41% |
$3.38K - $4.23K
|
29.9K
$1.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
115+ 1.02% |
$3.21K - $4.02K
|
11.4K
$438K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
111+ 8.21% |
$3.1K - $3.88K
|
1.46K
$56.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
108+ 0.88% |
$3.02K - $3.78K
|
12.4K
$476K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
106+ 1.5% |
$2.96K - $3.71K
|
7.16K
$276K
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
105+ 7.46% |
$2.93K - $3.67K
|
1.51K
$58.2K
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
105+ 7.46% |
$2.93K - $3.67K
|
1.51K
$58.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
93+ 3100.0% |
$2.6K - $3.25K
|
96
$3.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
82New |
$2.29K - $2.87K
|
82
$3.16K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
76+ 0.14% |
$2.12K - $2.66K
|
54.1K
$2.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
74+ 4.87% |
$2.07K - $2.59K
|
1.59K
$61.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
33+ 471.43% |
$922 - $1.15K
|
40
$1.54K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
30+ 0.31% |
$838 - $1.05K
|
9.58K
$369K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
26+ 0.32% |
$726 - $909
|
8.15K
$314K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
18+ 0.05% |
$503 - $630
|
38.2K
$1.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13+ 0.16% |
$363 - $455
|
8.16K
$314K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
6+ 0.06% |
$168 - $210
|
9.64K
$371K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6+ 0.07% |
$168 - $210
|
8.66K
$333K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 21.05% |
$112 - $140
|
23
$886
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3+ 0.01% |
$83.8 - $105
|
30.8K
$1.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 10.0% |
$83.8 - $105
|
27
$1.04K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 14.29% |
$140 - $175
|
30
$1.16K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-12- 0.03% |
$335 - $420
|
42.8K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-13- 15.12% |
$363 - $455
|
73
$2.81K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-18- 0.3% |
$503 - $630
|
5.97K
$230K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-22- 0.56% |
$614 - $770
|
3.92K
$151K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-23- 0.06% |
$642 - $805
|
39.4K
$1.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-30- 26.55% |
$838 - $1.05K
|
83
$3.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-71- 0.12% |
$1.98K - $2.48K
|
60.6K
$2.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-99- 46.48% |
$2.77K - $3.46K
|
114
$4.39K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-102- 37.23% |
$2.85K - $3.57K
|
172
$6.62K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-103- 0.09% |
$2.88K - $3.6K
|
117K
$4.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-105- 80.15% |
$2.93K - $3.67K
|
26
$1K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-139- 38.08% |
$3.88K - $4.86K
|
226
$8.7K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-139- 38.08% |
$3.88K - $4.86K
|
226
$8.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-178- 1.84% |
$4.97K - $6.23K
|
9.51K
$366K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-181- 0.84% |
$5.06K - $6.33K
|
21.5K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-214- 1.64% |
$5.98K - $7.49K
|
12.8K
$493K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-225- 2.13% |
$6.28K - $7.87K
|
10.3K
$398K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-239- 1.95% |
$6.68K - $8.36K
|
12K
$462K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-239- 0.31% |
$6.68K - $8.36K
|
76.6K
$2.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-245- 0.55% |
$6.84K - $8.57K
|
44.4K
$1.71M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-291- 1.33% |
$8.13K - $10.2K
|
21.6K
$833K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 0.77% |
$8.38K - $10.5K
|
38.9K
$1.5M
|