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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9KNew |
$222K - $271K
|
9K
$264K
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
4.23K+ 1.62% |
$104K - $127K
|
264K
$7.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23+ 104.55% |
$567 - $693
|
45
$1.32K
|
|
|
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 | |||||||
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-232K- 19.28% |
$4.9M - $6.49M
|
972K
$28.5M
|
|
|
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
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-255- 0.14% |
$5.38K - $7.13K
|
178K
$5.23M
|
|
|
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
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-253- 29.66% |
$5.34K - $7.07K
|
600
$17.6K
|
|
|
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
|
Gmt Capital Corp
Atlanta, GA |
BUY
|
- |
105KNew |
$2.21M - $2.93M
|
105K
$3.07M
|
|
|
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 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
|
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
128K+ 99.03% |
$2.7M - $3.58M
|
258K
$7.55M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
174New |
$3.67K - $4.86K
|
174
$5.09K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
250+ 1.27% |
$5.27K - $6.99K
|
19.9K
$584K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.03KNew |
$21.8K - $28.9K
|
1.03K
$30.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 11.11% |
$42.2 - $55.9
|
16
$468
|
|
| Q1 2023 | |||||||
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-6.6KClosed |
$175K - $232K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
37+ 23.72% |
$981 - $1.3K
|
193
$5.65K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
735+ 113.08% |
$19.5K - $25.8K
|
1.39K
$40.6K
|
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-470- 4.59% |
$12.5K - $16.5K
|
9.76K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
584+ 1.08% |
$15.5K - $20.5K
|
54.4K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-28Closed |
$742 - $983
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13KNew |
$345K - $456K
|
13K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.7KNew |
$390K - $516K
|
14.7K
$430K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1New |
$26.5 - $35.1
|
1
$29.3
|
|
|
May 12, 2023
Q1 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-197K- 78.59% |
$5.21M - $6.9M
|
53.6K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
28New |
$742 - $983
|
28
$820
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15KNew |
$396K - $525K
|
15K
$438K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10K- 25.0% |
$265K - $351K
|
30K
$878K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.73KNew |
$205K - $271K
|
7.73K
$226K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-650- 99.24% |
$17.2K - $22.8K
|
5
$146
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
9.61K+ 283.37% |
$255K - $337K
|
13K
$381K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$133 - $176
|
5
$146
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
156+ 3.02% |
$4.14K - $5.48K
|
5.32K
$156K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-29- 59.18% |
$769 - $1.02K
|
20
$586
|
|