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 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39+ 3.19% |
$447 - $537
|
1.26K
$16.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-564- 60.45% |
$6.46K - $7.77K
|
369
$4.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.97K+ 1275.13% |
$57K - $68.5K
|
5.36K
$69.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
10KNew |
$115K - $138K
|
10K
$130K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
110+ 0.61% |
$1.26K - $1.52K
|
18.1K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-134- 4.31% |
$1.54K - $1.85K
|
2.97K
$38.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$11.5 - $13.8
|
1
$13
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.02K- 3.95% |
$23.1K - $27.8K
|
49.1K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
42.9KNew |
$492K - $591K
|
42.9K
$558K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
5.46K+ 16.34% |
$62.5K - $75.2K
|
38.8K
$505K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 1.4% |
$80.2 - $96.5
|
507
$6.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
108+ 0.3% |
$1.24K - $1.49K
|
36.5K
$475K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.51K- 12.02% |
$51.7K - $62.1K
|
33K
$429K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
988+ 1.11% |
$11.3K - $13.6K
|
90.2K
$1.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-19.6K- 41.58% |
$224K - $270K
|
27.5K
$358K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-300- 2.84% |
$3.45K - $4.48K
|
10.3K
$134K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.77K- 11.96% |
$20.4K - $26.4K
|
13K
$170K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
17.6K+ 79.06% |
$202K - $262K
|
39.8K
$517K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
33+ 0.05% |
$380 - $493
|
69.4K
$903K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
23.3KNew |
$268K - $348K
|
23.3K
$304K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
802New |
$9.22K - $12K
|
802
$10.4K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37- 44.05% |
$431 - $567
|
47
$611
|
|
|
May 15, 2024
Q1 2024
|
Raffles Associates LP
New York, NY |
BUY
|
- |
346+ 2.31% |
$4.03K - $5.3K
|
15.3K
$200K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.5KNew |
$104K - $146K
|
10.5K
$136K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
173New |
$1.71K - $2.41K
|
173
$2.25K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.26K+ 26.44% |
$91.7K - $129K
|
44.3K
$576K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
200New |
$1.98K - $2.79K
|
200
$2.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$1.98K - $2.79K
|
200
$2.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-19.7K- 47.61% |
$221K - $241K
|
21.7K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-100- 0.98% |
$1.12K - $1.22K
|
10.1K
$131K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1New |
$11.2 - $12.2
|
1
$13
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32New |
$359 - $392
|
32
$416
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-8.02K- 30.22% |
$89.3K - $115K
|
18.5K
$241K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-8.62K- 55.48% |
$96K - $124K
|
6.92K
$90K
|
|
| 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
|
Belpointe Asset Management LLC
|
BUY
|
- |
815+ 79.67% |
$9.99K - $12.6K
|
1.84K
$23.9K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12KNew |
$147K - $185K
|
12K
$156K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
6.12KNew |
$87.8K - $102K
|
6.12K
$79.6K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
1New |
$15 - $18
|
1
$13
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.22K- 38.83% |
$111K - $149K
|
11.4K
$148K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.75KNew |
$73.2K - $97.9K
|
4.75K
$61.8K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
546New |
$9.01K - $10K
|
546
$7.1K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-252Closed |
$4.16K - $4.63K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1KClosed |
$16.5K - $18.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.5KClosed |
$230K - $258K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-51.3KClosed |
$661K - $810K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.4KNew |
$146K - $179K
|
11.4K
$148K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-11.4KClosed |
$163K - $179K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-142Closed |
$2.02K - $2.22K
|
0
$0
|
|