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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2019
Q4 2018
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.5KClosed |
$131K - $163K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-20.9KClosed |
$612K - $760K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-772Closed |
$22.6K - $28K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-13.5KClosed |
$395K - $491K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-15.5KClosed |
$453K - $564K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-157KClosed |
$4.59M - $5.71M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-619Closed |
$18.1K - $22.5K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-6.65KClosed |
$194K - $241K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-25Closed |
$730 - $908
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.59KClosed |
$46.3K - $57.6K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Jnba Financial Advisors
|
SELL
|
- |
-489Closed |
$14.3K - $17.8K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Cutler Group LP
|
SELL
|
PUT |
-2.5KClosed |
$73K - $90.8K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.59KClosed |
$163K - $203K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-254Closed |
$7.42K - $9.22K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Paragon Capital Management LTD
|
SELL
|
- |
-7.58KClosed |
$221K - $275K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Regions Financial Corp
|
SELL
|
- |
-320Closed |
$9.35K - $11.6K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.81KClosed |
$170K - $211K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.62KClosed |
$304K - $342K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Boston Partners
Boston, MA |
SELL
|
- |
-35.2KClosed |
$1.24M - $1.4M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Washington Trust CO
|
SELL
|
- |
-1.5KClosed |
$52.9K - $59.6K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-66Closed |
$2.33K - $2.62K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-129Closed |
$4.55K - $5.13K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-790Closed |
$27.9K - $31.4K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-30.1KClosed |
$1.06M - $1.2M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-500Closed |
$17K - $19.2K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Sound Income Strategies, LLC
|
SELL
|
- |
-230Closed |
$7.8K - $8.83K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-845Closed |
$28.6K - $32.4K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-256KClosed |
$8.69M - $9.85M
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-11.5KClosed |
$388K - $440K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
64K+ 2298.49% |
$2.15M - $2.42M
|
66.8K
$2.53M
|
|
|
May 14, 2018
Q1 2018
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.01KClosed |
$202K - $227K
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.16KClosed |
$308K - $346K
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-28.1KClosed |
$947K - $1.06M
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-11Closed |
$370 - $416
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-1KClosed |
$33.7K - $37.8K
|
0
$0
|
|
|
Apr 12, 2018
Q1 2018
|
Viking Fund Management LLC
|
SELL
|
- |
-29KClosed |
$976K - $1.1M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
170New |
$5.79K - $6.44K
|
170
$6.45K
|
|
|
Feb 14, 2018
Q4 2017
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-102KClosed |
$3.47M - $3.87M
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-121Closed |
$4.12K - $4.59K
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-10.8KClosed |
$368K - $409K
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Jupiter Asset Management LTD
|
SELL
|
- |
-71.8KClosed |
$2.44M - $2.72M
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
Ing Groep Nv
|
SELL
|
- |
-12.9KClosed |
$438K - $487K
|
0
$0
|
|
|
Feb 02, 2018
Q4 2017
|
Opus Capital Group, LLC
|
SELL
|
- |
-6.15KClosed |
$209K - $233K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-244KClosed |
$8.29M - $9.23M
|
0
$0
|
|
|
Jan 31, 2018
Q4 2017
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-500Closed |
$17K - $19K
|
0
$0
|
|
| Q3 2017 | |||||||
|
May 07, 2020
Q3 2017
|
Royal Fund Management, LLC
|
SELL
|
- |
-24Closed |
$769 - $898
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.9KClosed |
$317K - $370K
|
0
$0
|
|
|
Nov 02, 2017
Q3 2017
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9KClosed |
$289K - $337K
|
0
$0
|
|
|
Oct 12, 2017
Q3 2017
|
Bogart Wealth, LLC
|
BUY
|
- |
71New |
$2.28K - $2.66K
|
71
$2.69K
|
|