Purchases and Sales Made in Q4 2023 in United Bankshares Inc (UBSI)
This table provides information about the institutional ownership of United Bankshares Inc (UBSI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
75+ 0.13% |
$1.95K - $2.87K
|
56K
$2.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
74New |
$1.92K - $2.83K
|
74
$2.86K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
72+ 800.0% |
$1.87K - $2.76K
|
81
$3.13K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
70+ 0.79% |
$1.82K - $2.68K
|
8.91K
$344K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
67+ 0.31% |
$1.74K - $2.57K
|
21.8K
$840K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
67+ 0.31% |
$1.74K - $2.57K
|
21.8K
$840K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
25+ 0.25% |
$650 - $957
|
10.1K
$391K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 28.41% |
$650 - $957
|
113
$4.36K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 30.56% |
$572 - $843
|
94
$3.63K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 71.43% |
$520 - $766
|
48
$1.85K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 28.57% |
$468 - $689
|
81
$3.13K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
18New |
$468 - $689
|
18
$695
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17+ 0.21% |
$442 - $651
|
8.19K
$316K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.19% |
$390 - $575
|
8.03K
$310K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 41.67% |
$260 - $383
|
34
$1.31K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 1.21% |
$130 - $192
|
418
$16.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4+ 0.01% |
$104 - $153
|
30.6K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 1.34% |
$52 - $76.6
|
151
$5.83K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$26 - $38.3
|
2.5K
$96.5K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 14.29% |
$78 - $115
|
18
$695
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-13- 0.13% |
$338 - $498
|
9.98K
$385K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-19- 26.76% |
$494 - $728
|
52
$2.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-37- 0.17% |
$962 - $1.42K
|
22.1K
$851K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-64- 64.65% |
$1.66K - $2.45K
|
35
$1.35K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-75- 1.15% |
$1.95K - $2.87K
|
6.45K
$249K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-84- 0.37% |
$2.18K - $3.22K
|
22.7K
$877K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-96- 5.95% |
$2.5K - $3.68K
|
1.52K
$58.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-97- 69.78% |
$2.52K - $3.72K
|
42
$1.62K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-99- 0.9% |
$2.57K - $3.79K
|
10.8K
$419K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 20.0% |
$2.6K - $3.83K
|
400
$15.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.88% |
$2.6K - $3.83K
|
11.3K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-233- 1.21% |
$6.06K - $8.92K
|
19K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-255- 0.59% |
$6.63K - $9.77K
|
43K
$1.66M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-275- 0.52% |
$7.15K - $10.5K
|
52.1K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-275- 0.52% |
$7.15K - $10.5K
|
52.1K
$2.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-275- 1.43% |
$7.15K - $10.5K
|
19K
$733K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.79% |
$7.8K - $11.5K
|
37.9K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-348- 1.12% |
$9.04K - $13.3K
|
30.6K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-451- 0.7% |
$11.7K - $17.3K
|
63.8K
$2.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-463- 1.14% |
$12K - $17.7K
|
40.2K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-500- 5.88% |
$13K - $19.2K
|
8K
$309K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-591- 0.5% |
$15.4K - $22.6K
|
117K
$4.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-594- 0.76% |
$15.4K - $22.8K
|
77.8K
$3M
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-616- 0.59% |
$16K - $23.6K
|
104K
$4.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-629- 72.72% |
$16.3K - $24.1K
|
236
$9.11K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-642- 1.79% |
$16.7K - $24.6K
|
35.1K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-654- 6.69% |
$17K - $25K
|
9.12K
$352K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-699- 1.82% |
$18.2K - $26.8K
|
37.7K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-699- 3.04% |
$18.2K - $26.8K
|
22.3K
$862K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-750- 6.6% |
$19.5K - $28.7K
|
10.6K
$409K
|