Latest Institutional Purchases of United Bankshares Inc (UBSI)
This list provides information on the latest institutional transactions involving United Bankshares Inc (UBSI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.57KNew |
$203K - $244K
|
5.57K
$180K
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.22KNew |
$190K - $229K
|
5.22K
$169K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
5.12KNew |
$186K - $224K
|
5.12K
$165K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.12KNew |
$186K - $224K
|
5.12K
$165K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
5.03KNew |
$183K - $220K
|
5.03K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.02KNew |
$183K - $220K
|
5.02K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.93K+ 116.92% |
$179K - $216K
|
9.14K
$295K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.75K+ 12.03% |
$63.6K - $76.4K
|
16.3K
$525K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.49KNew |
$54.4K - $65.4K
|
1.49K
$48.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
588New |
$21.4K - $25.7K
|
588
$19K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
233New |
$8.48K - $10.2K
|
233
$7.52K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
122New |
$4.44K - $5.34K
|
122
$3.94K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
121New |
$4.4K - $5.3K
|
121
$3.91K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
56+ 0.82% |
$2.04K - $2.45K
|
6.86K
$221K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
20New |
$728 - $875
|
20
$646
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.96% |
$328 - $394
|
945
$30.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 26.67% |
$146 - $175
|
19
$613
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
31.4KNew |
$1.07M - $1.28M
|
31.4K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
18.5K+ 71.19% |
$632K - $752K
|
44.5K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
9.68KNew |
$331K - $394K
|
9.68K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.68KNew |
$296K - $353K
|
8.68K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.38KNew |
$218K - $260K
|
6.38K
$206K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5.2K+ 2.34% |
$178K - $212K
|
227K
$7.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.49KNew |
$84.9K - $101K
|
2.49K
$80.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.17KNew |
$39.9K - $47.5K
|
1.17K
$37.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
1.05KNew |
$36K - $42.9K
|
1.05K
$34K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
77New |
$2.63K - $3.13K
|
77
$2.49K
|
|
|
Nov 14, 2022
Q3 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
23New |
$786 - $936
|
23
$742
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4+ 1.08% |
$137 - $163
|
376
$12.1K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
56.1KNew |
$1.87M - $2.11M
|
56.1K
$1.81M
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
13.1KNew |
$435K - $491K
|
13.1K
$422K
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
12.2KNew |
$406K - $458K
|
12.2K
$394K
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
9.45KNew |
$314K - $355K
|
9.45K
$305K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8.46KNew |
$281K - $318K
|
8.46K
$273K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.67KNew |
$189K - $213K
|
5.67K
$183K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
765+ 25.7% |
$25.4K - $28.7K
|
3.74K
$121K
|
|
|
Aug 09, 2022
Q2 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
708+ 8.5% |
$23.5K - $26.6K
|
9.04K
$292K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
300New |
$9.98K - $11.3K
|
300
$9.68K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
298+ 1103.7% |
$9.91K - $11.2K
|
325
$10.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
245New |
$8.15K - $9.2K
|
245
$7.91K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
103New |
$3.43K - $3.87K
|
103
$3.32K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
13.6KNew |
$459K - $536K
|
13.6K
$439K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
50New |
$1.69K - $1.97K
|
50
$1.61K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
10KNew |
$343K - $393K
|
10K
$324K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
200New |
$6.83K - $7.82K
|
200
$6.46K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
57New |
$1.95K - $2.23K
|
57
$1.84K
|
|
| Q3 2021 | |||||||
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
1.5KNew |
$48.2K - $55.3K
|
1.5K
$48.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
501New |
$16.1K - $18.5K
|
501
$16.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
55New |
$1.77K - $2.03K
|
55
$1.78K
|
|