Purchases and Sales Made in Q3 2023 in United Bankshares Inc (UBSI)
This table provides information about the institutional ownership of United Bankshares Inc (UBSI) during Q3 2023. The information is specifically focused on institutions that hold shares of UNITED BANKSHARES INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.2K+ 6.32% |
$32.1K - $40.5K
|
20.2K
$721K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.2K+ 18.67% |
$32K - $40.4K
|
7.6K
$271K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.07K+ 6.25% |
$28.5K - $36K
|
18.1K
$647K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.01K+ 2.75% |
$26.9K - $34K
|
37.6K
$1.34M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
964+ 9.66% |
$25.8K - $32.6K
|
10.9K
$391K
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
806+ 5.54% |
$21.6K - $27.3K
|
15.4K
$549K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
715+ 7.11% |
$19.1K - $24.2K
|
10.8K
$385K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
671+ 1.61% |
$17.9K - $22.7K
|
42.4K
$1.52M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
601+ 2.8% |
$16.1K - $20.3K
|
22.1K
$789K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
563+ 1.49% |
$15.1K - $19K
|
38.4K
$1.37M
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
522+ 4.94% |
$14K - $17.6K
|
11.1K
$397K
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
377+ 5.27% |
$10.1K - $12.7K
|
7.54K
$269K
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
348+ 1.14% |
$9.31K - $11.8K
|
30.9K
$1.11M
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
321+ 1.54% |
$8.58K - $10.9K
|
21.1K
$754K
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
317+ 4.36% |
$8.48K - $10.7K
|
7.59K
$271K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
280New |
$7.49K - $9.47K
|
280
$10K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
260+ 2.64% |
$6.95K - $8.79K
|
10.1K
$361K
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
251+ 0.73% |
$6.71K - $8.49K
|
34.4K
$1.23M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
232New |
$6.2K - $7.84K
|
232
$8.29K
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
200+ 0.54% |
$5.35K - $6.76K
|
37.4K
$1.34M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
183+ 2.43% |
$4.89K - $6.19K
|
7.72K
$276K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
149+ 155.21% |
$3.98K - $5.04K
|
245
$8.76K
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
140+ 9.26% |
$3.74K - $4.73K
|
1.65K
$59K
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
140+ 9.26% |
$3.74K - $4.73K
|
1.65K
$59K
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
137+ 1.21% |
$3.66K - $4.63K
|
11.5K
$411K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
131+ 1.2% |
$3.5K - $4.43K
|
11K
$395K
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
129+ 0.25% |
$3.45K - $4.36K
|
52.4K
$1.87M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
100New |
$2.67K - $3.38K
|
100
$3.57K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
100New |
$2.67K - $3.38K
|
100
$3.57K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100+ 1.33% |
$2.67K - $3.38K
|
7.61K
$272K
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
60+ 0.28% |
$1.6K - $2.03K
|
21.7K
$775K
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
60+ 0.63% |
$1.6K - $2.03K
|
9.64K
$345K
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
60+ 0.28% |
$1.6K - $2.03K
|
21.7K
$775K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
56+ 1120.0% |
$1.5K - $1.89K
|
61
$2.18K
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
48+ 0.39% |
$1.28K - $1.62K
|
12.4K
$444K
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
44+ 0.07% |
$1.18K - $1.49K
|
64.3K
$2.3M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
36New |
$963 - $1.22K
|
36
$1.29K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
36+ 0.41% |
$963 - $1.22K
|
8.71K
$311K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34+ 30.36% |
$909 - $1.15K
|
146
$5.22K
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
30+ 0.37% |
$802 - $1.01K
|
8.18K
$292K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 1.38% |
$588 - $744
|
1.61K
$57.7K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.81% |
$535 - $676
|
2.5K
$89.3K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 19.28% |
$428 - $541
|
99
$3.54K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.05% |
$428 - $541
|
29.9K
$1.07M
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15+ 0.18% |
$401 - $507
|
8.17K
$292K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
11+ 13.41% |
$294 - $372
|
93
$3.32K
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
7+ 0.07% |
$187 - $237
|
9.65K
$345K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
6+ 0.41% |
$160 - $203
|
1.47K
$52.5K
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 1.23% |
$134 - $169
|
413
$14.8K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 4.35% |
$26.7 - $33.8
|
24
$858
|