Purchases and Sales Made in Q4 2022 in United Bankshares Inc (UBSI)
This table provides information about the institutional ownership of United Bankshares Inc (UBSI) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.96% |
$328 - $394
|
945
$36.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
9+ 0.04% |
$328 - $394
|
20.6K
$793K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 7.76% |
$328 - $394
|
125
$4.81K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9New |
$328 - $394
|
9
$347
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.96% |
$328 - $394
|
945
$36.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7+ 0.02% |
$255 - $306
|
40.8K
$1.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
7+ 8.43% |
$255 - $306
|
90
$3.47K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
6+ 0.06% |
$218 - $263
|
9.63K
$371K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 1.81% |
$146 - $175
|
225
$8.66K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 26.67% |
$146 - $175
|
19
$732
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 11.11% |
$146 - $175
|
40
$1.54K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 2.4% |
$109 - $131
|
128
$4.93K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.15% |
$36.4 - $43.8
|
680
$26.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.94% |
$36.4 - $43.8
|
35
$1.35K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 12.5% |
$36.4 - $43.8
|
7
$270
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 2.27% |
$72.8 - $87.5
|
86
$3.31K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2- 0.01% |
$72.8 - $87.5
|
34.2K
$1.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3- 0.01% |
$109 - $131
|
20K
$770K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 0.23% |
$182 - $219
|
2.19K
$84.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-12- 70.59% |
$437 - $525
|
5
$193
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 40.54% |
$546 - $657
|
22
$847
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19- 0.34% |
$692 - $832
|
5.64K
$217K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-25- 6.01% |
$910 - $1.09K
|
391
$15.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-34- 1.67% |
$1.24K - $1.49K
|
2.01K
$77.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-45- 0.07% |
$1.64K - $1.97K
|
68.7K
$2.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-45- 0.1% |
$1.64K - $1.97K
|
44.8K
$1.72M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-46- 11.65% |
$1.67K - $2.01K
|
349
$13.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-50- 0.11% |
$1.82K - $2.19K
|
47.2K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-51- 0.59% |
$1.86K - $2.23K
|
8.57K
$330K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-55- 3.32% |
$2K - $2.41K
|
1.6K
$61.6K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-55- 3.32% |
$2K - $2.41K
|
1.6K
$61.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-56- 13.83% |
$2.04K - $2.45K
|
349
$13.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
SELL
|
- |
-57- 0.28% |
$2.07K - $2.49K
|
20.7K
$795K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-75- 35.38% |
$2.73K - $3.28K
|
137
$5.27K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 1.09% |
$3.64K - $4.38K
|
9.05K
$348K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-103- 2.14% |
$3.75K - $4.51K
|
4.71K
$181K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-144- 39.34% |
$5.24K - $6.3K
|
222
$8.55K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-155- 1.06% |
$5.64K - $6.78K
|
14.5K
$557K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-158- 1.64% |
$5.75K - $6.92K
|
9.48K
$365K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-158- 1.57% |
$5.75K - $6.92K
|
9.89K
$381K
|
|
|
Feb 13, 2023
Q4 2022
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-201- 2.31% |
$7.32K - $8.8K
|
8.5K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-208- 88.14% |
$7.57K - $9.1K
|
28
$1.08K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-210- 2.51% |
$7.64K - $9.19K
|
8.15K
$314K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-238- 3.6% |
$8.66K - $10.4K
|
6.38K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-247- 2.74% |
$8.99K - $10.8K
|
8.76K
$337K
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-259- 15.68% |
$9.43K - $11.3K
|
1.39K
$53.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-283- 2.58% |
$10.3K - $12.4K
|
10.7K
$412K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-284- 18.56% |
$10.3K - $12.4K
|
1.25K
$48K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-348- 1.89% |
$12.7K - $15.2K
|
18K
$694K
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-351- 0.06% |
$12.8K - $15.4K
|
589K
$22.7M
|