Purchases and Sales Made in Q4 2023 in United Community Banks Inc (UCBI)
This table provides information about the institutional ownership of United Community Banks Inc (UCBI) during Q4 2023. The information is specifically focused on institutions that hold shares of UNITED COMMUNITY BANKS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
335+ 3.65% |
$7.38K - $10.1K
|
9.52K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
303+ 10.28% |
$6.67K - $9.15K
|
3.25K
$95.2K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
303+ 0.03% |
$6.67K - $9.15K
|
1.03M
$30.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
293New |
$6.45K - $8.85K
|
293
$8.58K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
285+ 0.78% |
$6.28K - $8.61K
|
36.8K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
276New |
$6.08K - $8.34K
|
276
$8.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
229+ 0.39% |
$5.04K - $6.92K
|
58.8K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
220New |
$4.84K - $6.65K
|
220
$6.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
218+ 0.26% |
$4.8K - $6.59K
|
84.1K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
204+ 2.37% |
$4.49K - $6.16K
|
8.79K
$257K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
169+ 2.45% |
$3.72K - $5.11K
|
7.07K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
144+ 0.82% |
$3.17K - $4.35K
|
17.8K
$520K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
123+ 48.81% |
$2.71K - $3.72K
|
375
$11K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
115+ 11.49% |
$2.53K - $3.47K
|
1.12K
$32.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
109New |
$2.4K - $3.29K
|
109
$3.19K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
109+ 0.88% |
$2.4K - $3.29K
|
12.6K
$368K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
97+ 0.93% |
$2.14K - $2.93K
|
10.5K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
97+ 1.17% |
$2.14K - $2.93K
|
8.42K
$246K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
86+ 0.91% |
$1.89K - $2.6K
|
9.56K
$280K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
76New |
$1.67K - $2.3K
|
76
$2.23K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
75+ 9.05% |
$1.65K - $2.27K
|
904
$26.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
55New |
$1.21K - $1.66K
|
55
$1.61K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
46New |
$1.01K - $1.39K
|
46
$1.35K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
40New |
$881 - $1.21K
|
40
$1.17K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
37+ 308.33% |
$815 - $1.12K
|
49
$1.43K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
30+ 0.05% |
$661 - $906
|
58.9K
$1.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 61.9% |
$573 - $785
|
68
$1.99K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
20New |
$440 - $604
|
20
$586
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 14.08% |
$440 - $604
|
162
$4.74K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18New |
$396 - $544
|
18
$527
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13+ 14.44% |
$286 - $393
|
103
$3.02K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11New |
$242 - $332
|
11
$322
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 3.14% |
$220 - $302
|
328
$9.6K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 8.33% |
$22 - $30.2
|
11
$322
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5- 0.02% |
$110 - $151
|
20.8K
$610K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 28.57% |
$132 - $181
|
15
$439
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 33.33% |
$154 - $211
|
14
$410
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10- 0.02% |
$220 - $302
|
54.4K
$1.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-11- 3.2% |
$242 - $332
|
333
$9.75K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 1.51% |
$528 - $725
|
1.56K
$45.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-27- 0.01% |
$595 - $816
|
216K
$6.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-41- 9.65% |
$903 - $1.24K
|
384
$11.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-44- 7.75% |
$969 - $1.33K
|
524
$15.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-49- 0.43% |
$1.08K - $1.48K
|
11.3K
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-51- 0.61% |
$1.12K - $1.54K
|
8.25K
$241K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-153- 15.63% |
$3.37K - $4.62K
|
826
$24.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-236- 1.74% |
$5.2K - $7.13K
|
13.4K
$391K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-287- 2.27% |
$6.32K - $8.67K
|
12.4K
$362K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-337- 98.25% |
$7.42K - $10.2K
|
6
$176
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-498- 59.78% |
$11K - $15K
|
335
$9.81K
|