Institutional Ownership United Community Banks Inc (UCBI)
This table provides information about the institutional ownership of United Community Banks Inc (UCBI). We have compiled data on the 285 institutions that hold shares in the stock, with a total of 84.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,112
shares
|
$32,559
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
970
shares
|
$28,401
0.0% of portfolio
|
Q1 2024
Added 97.96%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
929
shares
|
$27,201
0.0% of portfolio
|
Q3 2024
Added 99.78%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
836
shares
|
$24,478
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
826
shares
|
$24,185
0.01% of portfolio
|
Q4 2023
Reduced 15.63%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
803
shares
|
$23,511
0.0% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
665
shares
|
$19,471
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
648
shares
|
$18,973
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
600
shares
|
$17,568
0.0% of portfolio
|
Q2 2023
Reduced 29.66%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
583
shares
|
$17,070
0.0% of portfolio
|
Q3 2024
Added 20.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
509
shares
|
$14,903
0.0% of portfolio
|
Q2 2024
Reduced 5.39%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
476
shares
|
$13,937
0.01% of portfolio
|
Q2 2024
Added 42.94%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
411
shares
|
$12,034
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
400
shares
|
$11,712
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
385
shares
|
$11,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
345
shares
|
$10,101
0.0% of portfolio
|
Q3 2024
Added 11.65%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
333
shares
|
$9,750
0.01% of portfolio
|
Q1 2022
Added 12.12%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
331
shares
|
$9,691
0.0% of portfolio
|
Q3 2024
Added 106.88%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
318
shares
|
$9,311
0.0% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
300
shares
|
$8,784
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
300
shares
|
$8,784
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
293
shares
|
$8,579
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
263
shares
|
$7,700
0.0% of portfolio
|
Q3 2024
Added 155.34%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
240
shares
|
$7,027
0.0% of portfolio
|
Q2 2022
Reduced 73.91%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
194
shares
|
$5,680
0.0% of portfolio
|
Q1 2024
Reduced 48.27%
|