Latest Institutional Transactions on United Bankshares Inc (UBSI)
This table provides information on the latest institutional transactions involving United Bankshares Inc (UBSI) 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 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
614New |
$19.4K - $24.1K
|
614
$22.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.9KNew |
$186K - $232K
|
5.9K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-28.2K- 10.08% |
$890K - $1.11M
|
252K
$9.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
23New |
$726 - $904
|
23
$838
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$284 - $354
|
9
$328
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.52KNew |
$174K - $217K
|
5.52K
$201K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.08KNew |
$192K - $239K
|
6.08K
$222K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
5.79KNew |
$183K - $228K
|
5.79K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-240- 0.4% |
$7.57K - $9.44K
|
60.1K
$2.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.08K- 1.05% |
$34.1K - $42.5K
|
102K
$3.72M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
642New |
$20.3K - $25.2K
|
642
$23.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.17% |
$442 - $550
|
8.2K
$299K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2K- 78.68% |
$62.1K - $70.3K
|
542
$19.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.46K+ 49.81% |
$107K - $122K
|
10.4K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
7.4KNew |
$230K - $260K
|
7.4K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
13.5KNew |
$419K - $474K
|
13.5K
$491K
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
9.88KNew |
$307K - $347K
|
9.88K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
13.6KNew |
$422K - $478K
|
13.6K
$495K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-170K- 0.87% |
$5.29M - $5.98M
|
19.3M
$705M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-11- 4.37% |
$342 - $387
|
241
$8.78K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1K- 11.57% |
$31.1K - $35.2K
|
7.65K
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100+ 11.11% |
$3.11K - $3.52K
|
1K
$36.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3.59KNew |
$112K - $126K
|
3.59K
$131K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$31.1 - $35.2
|
1
$36.4
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-109- 36.95% |
$3.39K - $3.83K
|
186
$6.78K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.06K- 55.18% |
$32.8K - $37.1K
|
857
$31.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
71New |
$2.21K - $2.5K
|
71
$2.59K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-200- 2.99% |
$6.21K - $7.03K
|
6.5K
$237K
|
|
| Q1 2024 | |||||||
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
7.3K+ 365.0% |
$242K - $276K
|
9.3K
$339K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
8.64KNew |
$286K - $326K
|
8.64K
$315K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.9K+ 482.19% |
$62.7K - $71.6K
|
2.29K
$83.4K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.48K+ 37.61% |
$82.1K - $93.6K
|
9.07K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
120KNew |
$3.96M - $4.52M
|
120K
$4.36M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-20.5K- 50.97% |
$679K - $774K
|
19.7K
$718K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
6.36K+ 57.59% |
$211K - $240K
|
17.4K
$634K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.09K+ 130.27% |
$36.2K - $41.3K
|
1.93K
$70.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
66+ 1.07% |
$2.18K - $2.49K
|
6.23K
$227K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.22KNew |
$73.4K - $83.8K
|
2.22K
$80.8K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-659- 8.74% |
$21.8K - $24.9K
|
6.88K
$251K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.77K- 99.79% |
$125K - $142K
|
8
$291
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.63K- 1.88% |
$153K - $175K
|
242K
$8.8M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$66.2 - $75.5
|
2
$72.9
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.93K+ 2.23% |
$130K - $148K
|
180K
$6.57M
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-20.6K- 62.07% |
$683K - $779K
|
12.6K
$459K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26New |
$861 - $982
|
26
$947
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-147- 1.31% |
$4.87K - $5.55K
|
11K
$402K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.8K- 38.06% |
$1.15M - $1.31M
|
56.7K
$2.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
775New |
$25.7K - $29.3K
|
775
$28.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
158New |
$5.23K - $5.97K
|
158
$5.76K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
700+ 2.62% |
$23.2K - $26.4K
|
27.4K
$998K
|
|