Purchases and Sales Made in Q1 2025 in Uscb Financial Holdings, Inc. (USCB)
This table provides information about the institutional ownership of Uscb Financial Holdings, Inc. (USCB) during Q1 2025. The information is specifically focused on institutions that hold shares of USCB FINANCIAL HOLDINGS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
283K+ 63.57% |
$4.66M - $5.67M
|
729K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
102K+ 35.77% |
$1.68M - $2.04M
|
387K
$6.54M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
65.8KNew |
$1.08M - $1.32M
|
65.8K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
16.1K+ 16.01% |
$265K - $322K
|
117K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
15.6KNew |
$256K - $311K
|
15.6K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
9.04K+ 36.38% |
$149K - $181K
|
33.9K
$573K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.88KNew |
$146K - $178K
|
8.88K
$150K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
7.09K+ 15.42% |
$116K - $142K
|
53.1K
$896K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
6.88K+ 2.9% |
$113K - $138K
|
244K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.55K+ 21.12% |
$74.8K - $91K
|
26.1K
$441K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
4.48K+ 3.63% |
$73.6K - $89.6K
|
128K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.69K+ 20.53% |
$27.8K - $33.8K
|
9.92K
$168K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.58K+ 5.21% |
$26K - $31.6K
|
31.9K
$539K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
671+ 4.35% |
$11K - $13.4K
|
16.1K
$272K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
237+ 54.23% |
$3.89K - $4.74K
|
674
$11.4K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
234+ 3.92% |
$3.84K - $4.68K
|
6.21K
$105K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
211+ 3.64% |
$3.47K - $4.22K
|
6.01K
$102K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
148New |
$2.43K - $2.96K
|
148
$2.5K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
53+ 48.18% |
$871 - $1.06K
|
163
$2.75K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
33New |
$542 - $660
|
33
$557
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 13.64% |
$197 - $240
|
100
$1.69K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8New |
$131 - $160
|
8
$135
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$16.4 - $20
|
1
$16.9
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1+ 0.33% |
$16.4 - $20
|
301
$5.08K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 11.38% |
$230 - $280
|
109
$1.84K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-121- 46.54% |
$1.99K - $2.42K
|
139
$2.35K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-140- 94.59% |
$2.3K - $2.8K
|
8
$135
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-439- 5.01% |
$7.21K - $8.78K
|
8.32K
$140K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-620- 3.46% |
$10.2K - $12.4K
|
17.3K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-708- 47.84% |
$11.6K - $14.2K
|
772
$13K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-755- 0.9% |
$12.4K - $15.1K
|
82.9K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-944- 83.03% |
$15.5K - $18.9K
|
193
$3.26K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-995- 3.89% |
$16.3K - $19.9K
|
24.6K
$415K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.21K- 8.24% |
$19.9K - $24.3K
|
13.5K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.6K- 8.55% |
$26.3K - $32K
|
17.1K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.48K- 5.31% |
$57.2K - $69.6K
|
62K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.35K- 11.07% |
$71.4K - $86.9K
|
34.9K
$590K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-4.63K- 10.65% |
$76.1K - $92.7K
|
38.9K
$657K
|
|
|
May 20, 2025
Q1 2025
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-4.63K- 0.69% |
$76.1K - $92.7K
|
670K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.09K- 17.66% |
$149K - $182K
|
42.4K
$716K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-14.2K- 1.57% |
$234K - $284K
|
893K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-16.8K- 5.48% |
$275K - $335K
|
289K
$4.88M
|
|
|
May 08, 2025
Q1 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-18.4K- 4.8% |
$302K - $368K
|
365K
$6.16M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-21.2K- 18.15% |
$349K - $425K
|
95.8K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24.7K- 48.47% |
$406K - $495K
|
26.3K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-27K- 2.07% |
$444K - $541K
|
1.28M
$21.6M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-31.2K- 50.25% |
$513K - $624K
|
30.9K
$522K
|