Purchases and Sales Made in Q2 2024 in United Bankshares Inc (UBSI)
This table provides information about the institutional ownership of United Bankshares Inc (UBSI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
256+ 0.25% |
$7.95K - $9K
|
103K
$3.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
251+ 1.32% |
$7.8K - $8.82K
|
19.3K
$743K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
245+ 12.41% |
$7.61K - $8.61K
|
2.22K
$85.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
220+ 20.54% |
$6.84K - $7.73K
|
1.29K
$49.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
209+ 7.79% |
$6.49K - $7.35K
|
2.89K
$111K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
207New |
$6.43K - $7.28K
|
207
$7.97K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
189New |
$5.87K - $6.64K
|
189
$7.28K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
186New |
$5.78K - $6.54K
|
186
$7.16K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
171+ 14.25% |
$5.31K - $6.01K
|
1.37K
$52.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
159+ 0.79% |
$4.94K - $5.59K
|
20.3K
$780K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
147+ 0.42% |
$4.57K - $5.17K
|
35.2K
$1.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
122+ 1.04% |
$3.79K - $4.29K
|
11.9K
$458K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
117+ 0.39% |
$3.64K - $4.11K
|
29.9K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100+ 11.11% |
$3.11K - $3.52K
|
1K
$38.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
98+ 1.19% |
$3.04K - $3.44K
|
8.3K
$320K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96+ 3.45% |
$2.98K - $3.37K
|
2.88K
$111K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
96+ 9.32% |
$2.98K - $3.37K
|
1.13K
$43.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
91+ 1.55% |
$2.83K - $3.2K
|
5.97K
$230K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
76+ 0.25% |
$2.36K - $2.67K
|
30.1K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
71+ 0.3% |
$2.21K - $2.5K
|
23.5K
$903K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
71New |
$2.21K - $2.5K
|
71
$2.73K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
65New |
$2.02K - $2.28K
|
65
$2.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
61+ 3.26% |
$1.9K - $2.14K
|
1.93K
$74.3K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
56+ 0.26% |
$1.74K - $1.97K
|
21.9K
$842K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
55+ 0.23% |
$1.71K - $1.93K
|
23.7K
$911K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
51New |
$1.58K - $1.79K
|
51
$1.96K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
50+ 0.56% |
$1.55K - $1.76K
|
8.96K
$345K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
28New |
$870 - $984
|
28
$1.08K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25+ 40.98% |
$777 - $879
|
86
$3.31K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
19+ 31.67% |
$590 - $668
|
79
$3.04K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15+ 0.1% |
$466 - $527
|
15K
$576K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
10+ 0.01% |
$311 - $352
|
164K
$6.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 12.35% |
$311 - $352
|
91
$3.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10+ 0.04% |
$311 - $352
|
25.6K
$987K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
6+ 0.07% |
$186 - $211
|
8.06K
$310K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 1.18% |
$155 - $176
|
427
$16.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 14.29% |
$93.2 - $105
|
24
$924
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.49% |
$62.1 - $70.3
|
409
$15.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$31.1 - $35.2
|
1
$38.5
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-11- 4.37% |
$342 - $387
|
241
$9.28K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11- 0.44% |
$342 - $387
|
2.49K
$95.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 11.83% |
$342 - $387
|
82
$3.16K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23- 20.35% |
$715 - $808
|
90
$3.47K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-28- 10.07% |
$870 - $984
|
250
$9.63K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-29- 40.85% |
$901 - $1.02K
|
42
$1.62K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-31- 0.33% |
$963 - $1.09K
|
9.29K
$358K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-55- 0.55% |
$1.71K - $1.93K
|
9.89K
$381K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-57- 0.34% |
$1.77K - $2K
|
16.6K
$640K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-67- 0.8% |
$2.08K - $2.36K
|
8.32K
$320K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-109- 36.95% |
$3.39K - $3.83K
|
186
$7.16K
|