Latest Institutional Transactions on United Bancorp Inc (UBCP)
This table provides information on the latest institutional transactions involving United Bancorp Inc (UBCP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
173New |
$2.25K - $2.56K
|
173
$2.27K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15+ 0.49% |
$195 - $222
|
3.05K
$40K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
149+ 62.87% |
$1.94K - $2.21K
|
386
$5.06K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43- 50.59% |
$559 - $637
|
42
$550
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
300+ 3.44% |
$3.9K - $4.44K
|
9.03K
$118K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.76K- 14.94% |
$48.9K - $55.7K
|
21.4K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8KNew |
$140K - $160K
|
10.8K
$141K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
342+ 6.36% |
$4.45K - $5.07K
|
5.72K
$74.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
500New |
$6.5K - $7.41K
|
500
$6.55K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-483- 3.18% |
$6.28K - $7.15K
|
14.7K
$192K
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
759+ 1.45% |
$9.87K - $11.2K
|
53.2K
$697K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
37.4KNew |
$487K - $554K
|
37.4K
$490K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.78K+ 11.3% |
$49.2K - $56K
|
37.3K
$488K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7.61K+ 8.67% |
$98.9K - $113K
|
95.3K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.7K- 4.98% |
$22K - $25.1K
|
32.4K
$424K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.02K+ 1.21% |
$13.3K - $15.2K
|
85.4K
$1.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 70.59% |
$156 - $178
|
5
$65.5
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.4KNew |
$54.6K - $63.8K
|
4.4K
$57.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
300New |
$3.72K - $4.35K
|
300
$3.93K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.97KNew |
$36.9K - $43.1K
|
2.97K
$38.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.63K+ 3.75% |
$20.2K - $23.6K
|
45.1K
$591K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 7.69% |
$12.4 - $14.5
|
14
$183
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 1.33% |
$86.9 - $102
|
535
$7.01K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Raffles Associates LP
New York, NY |
BUY
|
- |
2.35K+ 15.28% |
$29.1K - $32.9K
|
17.7K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
150+ 0.35% |
$1.86K - $2.1K
|
43.1K
$564K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.33K+ 3.0% |
$16.4K - $18.6K
|
45.4K
$595K
|
|
| Q4 2024 | |||||||
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
20KNew |
$245K - $294K
|
20K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
44.1KNew |
$540K - $648K
|
44.1K
$578K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
10KNew |
$115K - $138K
|
10K
$131K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.77K- 11.96% |
$20.4K - $26.4K
|
13K
$171K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
17.6K+ 79.06% |
$202K - $262K
|
39.8K
$521K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
23.3KNew |
$268K - $348K
|
23.3K
$306K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
802New |
$9.22K - $12K
|
802
$10.5K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37- 44.05% |
$431 - $567
|
47
$616
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.26K+ 26.44% |
$91.7K - $129K
|
44.3K
$580K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
200New |
$1.98K - $2.79K
|
200
$2.62K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$1.98K - $2.79K
|
200
$2.62K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1New |
$11.2 - $12.2
|
1
$13.1
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-100- 0.98% |
$1.12K - $1.22K
|
10.1K
$132K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-19.7K- 47.61% |
$221K - $241K
|
21.7K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32New |
$359 - $392
|
32
$419
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-8.02K- 30.22% |
$89.3K - $115K
|
18.5K
$242K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-8.62K- 55.48% |
$96K - $124K
|
6.92K
$90.6K
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-546Closed |
$6.69K - $8.42K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12KNew |
$147K - $185K
|
12K
$157K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
815+ 79.67% |
$9.99K - $12.6K
|
1.84K
$24.1K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
6.12KNew |
$87.8K - $102K
|
6.12K
$80.1K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
1New |
$15 - $18
|
1
$13.1
|
|