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 |
---|---|---|---|---|---|---|---|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
174New |
$3.67K - $4.86K
|
174
$5.09K
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
128K+ 99.03% |
$2.7M - $3.58M
|
258K
$7.55M
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
250+ 1.27% |
$5.27K - $6.99K
|
19.9K
$584K
|
|
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
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
28New |
$742 - $983
|
28
$820
|
|
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
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15KNew |
$396K - $525K
|
15K
$438K
|
|
May 12, 2023
Q1 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-197K- 78.59% |
$5.21M - $6.9M
|
53.6K
$1.57M
|
|
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
|
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 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-650- 99.24% |
$17.2K - $22.8K
|
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
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.5K+ 20.0% |
$39.8K - $52.7K
|
9K
$264K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.59K+ 37.15% |
$68.8K - $91K
|
9.58K
$280K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-315- 2.84% |
$8.35K - $11.1K
|
10.8K
$315K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.72MNew |
$55.1M - $67.2M
|
1.72M
$50.2M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
271New |
$8.7K - $10.6K
|
271
$7.93K
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
18KNew |
$578K - $705K
|
18K
$527K
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-32.2K- 13.0% |
$1.03M - $1.26M
|
215K
$6.3M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
688New |
$22.1K - $26.9K
|
688
$20.1K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
216New |
$6.94K - $8.46K
|
216
$6.32K
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
1New |
$32.1 - $39.2
|
1
$29.3
|
|
Feb 14, 2023
Q4 2022
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-477K- 61.79% |
$15.3M - $18.7M
|
295K
$8.63M
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-60- 0.9% |
$1.93K - $2.35K
|
6.59K
$193K
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.3KNew |
$202K - $247K
|
6.3K
$184K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
13.3K+ 103.53% |
$428K - $522K
|
26.2K
$768K
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
443New |
$14.2K - $17.4K
|
443
$13K
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
49KNew |
$1.57M - $1.92M
|
49K
$1.43M
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.84K- 17.77% |
$59K - $72K
|
8.51K
$249K
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
14KNew |
$448K - $547K
|
14K
$409K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
14+ 0.11% |
$450 - $548
|
13.2K
$386K
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.81K- 4.06% |
$90.3K - $110K
|
66.4K
$1.94M
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
139New |
$4.46K - $5.44K
|
139
$4.07K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
117New |
$3.76K - $4.58K
|
117
$3.43K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
450+ 35.89% |
$14.5K - $17.6K
|
1.7K
$49.9K
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.06K- 4.76% |
$34K - $41.5K
|
21.2K
$621K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-132- 1.5% |
$4.24K - $5.17K
|
8.69K
$254K
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-19.5K- 63.98% |
$627K - $764K
|
11K
$322K
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
6KNew |
$193K - $235K
|
6K
$176K
|