Institutional Ownership United Bankshares Inc (UBSI)
This table provides information about the institutional ownership of United Bankshares Inc (UBSI). We have compiled data on the 347 institutions that hold shares in the stock, with a total of 93.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
80
shares
|
$3,080
0.0% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
71
shares
|
$2,733
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
63
shares
|
$2,425
0.0% of portfolio
|
Q3 2024
Reduced 84.6%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
52
shares
|
$2,002
0.0% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
52
shares
|
$2,002
0.0% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
46
shares
|
$1,771
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
42
shares
|
$1,617
0.0% of portfolio
|
Q2 2024
Reduced 40.85%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
29
shares
|
$1,116
0.0% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
28
shares
|
$1,078
0.0% of portfolio
|
Q3 2024
Reduced 68.89%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
24
shares
|
$924
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
22
shares
|
$847
0.0% of portfolio
|
Q3 2024
Reduced 88.17%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
19
shares
|
$731
0.0% of portfolio
|
Q3 2023
Reduced 67.24%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9
shares
|
$346
0.0% of portfolio
|
Q2 2024
Reduced 98.97%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
9
shares
|
$346
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
8
shares
|
$308
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1
shares
|
$38
0.0% of portfolio
|
Q4 2024
New holding
|