Latest Institutional Transactions on United Community Banks Inc (UCBI)
This table provides information on the latest institutional transactions involving United Community Banks Inc (UCBI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
32.8KNew |
$723K - $991K
|
32.8K
$961K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
18.9KNew |
$416K - $570K
|
18.9K
$553K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
10.5KNew |
$231K - $317K
|
10.5K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-9.48KClosed |
$209K - $286K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.2K- 11.92% |
$26.4K - $36.3K
|
8.87K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
600New |
$13.2K - $18.1K
|
600
$17.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
293New |
$6.45K - $8.85K
|
293
$8.58K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.95KNew |
$153K - $210K
|
6.95K
$204K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-287- 2.27% |
$6.32K - $8.67K
|
12.4K
$362K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
55New |
$1.21K - $1.66K
|
55
$1.61K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
9.91KNew |
$218K - $299K
|
9.91K
$290K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
16.8KNew |
$369K - $507K
|
16.8K
$491K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
276New |
$6.08K - $8.34K
|
276
$8.08K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-9.24K- 31.28% |
$203K - $279K
|
20.3K
$594K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.88K- 28.91% |
$63.3K - $86.9K
|
7.07K
$207K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18New |
$396 - $544
|
18
$527
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-6.67K- 15.02% |
$147K - $201K
|
37.7K
$1.1M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-10K- 48.1% |
$220K - $302K
|
10.8K
$316K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
109New |
$2.4K - $3.29K
|
109
$3.19K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.1MNew |
$27.1M - $33.1M
|
1.1M
$32.1M
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
692New |
$17.1K - $20.9K
|
692
$20.3K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
8.08K+ 131.0% |
$199K - $244K
|
14.2K
$417K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.68K+ 2.61% |
$189K - $232K
|
302K
$8.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
15.6KNew |
$386K - $471K
|
15.6K
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-2.02K- 10.19% |
$49.9K - $61K
|
17.8K
$522K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$371K - $454K
|
15.1K
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-7- 0.87% |
$173 - $211
|
795
$23.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
4.23K+ 1.62% |
$104K - $127K
|
264K
$7.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
64.7K+ 19.42% |
$1.6M - $1.95M
|
398K
$11.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Jcsd Capital, LLC
|
SELL
|
- |
-4.34K- 22.42% |
$107K - $131K
|
15K
$439K
|
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
5.86K+ 2.07% |
$144K - $177K
|
289K
$8.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
665New |
$16.4K - $20K
|
665
$19.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-6.36K- 40.93% |
$157K - $192K
|
9.18K
$269K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
20New |
$493 - $603
|
20
$586
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
61New |
$1.5K - $1.84K
|
61
$1.79K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
40New |
$987 - $1.21K
|
40
$1.17K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4+ 5.19% |
$98.7 - $121
|
81
$2.37K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
75New |
$1.85K - $2.26K
|
75
$2.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.52K- 0.55% |
$37.4K - $45.7K
|
273K
$8.01M
|
|
| Q2 2023 | |||||||
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8.41KNew |
$177K - $235K
|
8.41K
$246K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.86K+ 5.83% |
$39.3K - $52K
|
33.8K
$989K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-253- 29.66% |
$5.34K - $7.07K
|
600
$17.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
80+ 0.74% |
$1.69K - $2.24K
|
10.8K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-255- 0.14% |
$5.38K - $7.13K
|
178K
$5.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.17K+ 15.88% |
$24.7K - $32.7K
|
8.54K
$250K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.88K+ 15.1% |
$39.7K - $52.6K
|
14.3K
$420K
|
|
|
Aug 10, 2023
Q2 2023
|
Gmt Capital Corp
Atlanta, GA |
BUY
|
- |
105KNew |
$2.21M - $2.93M
|
105K
$3.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
875+ 0.76% |
$18.5K - $24.5K
|
116K
$3.41M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
5.54KNew |
$117K - $155K
|
5.54K
$162K
|
|
|
Jul 28, 2023
Q2 2023
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-5K- 21.55% |
$105K - $140K
|
18.2K
$533K
|
|