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 321 institutions that hold shares in the stock, with a total of 91.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
20
shares
|
$585
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
20
shares
|
$585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
18
shares
|
$527
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
18
shares
|
$527
0.0% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
18
shares
|
$527
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
17
shares
|
$497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
16
shares
|
$468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
15
shares
|
$439
0.0% of portfolio
|
Q1 2025
Reduced 53.13%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
10
shares
|
$292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$292
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
9
shares
|
$263
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
5
shares
|
$146
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
5
shares
|
$146
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5
shares
|
$146
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
3
shares
|
$87
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q4 2024
Reduced 93.33%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q1 2025
Reduced 99.42%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|