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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
159
shares
|
$4,655
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
140
shares
|
$4,099
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
128
shares
|
$3,747
0.0% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
125
shares
|
$3,660
0.0% of portfolio
|
Q2 2021
Reduced 14.38%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
120
shares
|
$3,513
0.0% of portfolio
|
Q3 2024
Added 71.43%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
94
shares
|
$2,752
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
91
shares
|
$2,664
0.0% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
89
shares
|
$2,605
0.0% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
85
shares
|
$2,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
81
shares
|
$2,371
0.0% of portfolio
|
Q3 2023
Added 5.19%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
76
shares
|
$2,225
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
75
shares
|
$2,196
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
72
shares
|
$2,108
0.0% of portfolio
|
Q2 2024
Reduced 38.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
70
shares
|
$2,049
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
70
shares
|
$2,049
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
61
shares
|
$1,786
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
40
shares
|
$1,171
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
37
shares
|
$1,083
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
31
shares
|
$907
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
29
shares
|
$849
0.0% of portfolio
|
Q3 2024
Reduced 73.87%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
26
shares
|
$761
0.0% of portfolio
|
Q3 2024
Added 23.81%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
24
shares
|
$702
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
20
shares
|
$585
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
20
shares
|
$585
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
20
shares
|
$585
0.0% of portfolio
|
Q1 2019
New holding
|