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
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 1.37% |
$26.7 - $33.8
|
72
$2.57K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8- 28.57% |
$214 - $270
|
20
$715
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9- 34.62% |
$241 - $304
|
17
$608
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 16.13% |
$267 - $338
|
52
$1.86K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26- 22.81% |
$695 - $879
|
88
$3.15K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-33- 82.5% |
$882 - $1.12K
|
7
$250
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 19.19% |
$882 - $1.12K
|
139
$4.97K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-39- 67.24% |
$1.04K - $1.32K
|
19
$679
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-50- 0.5% |
$1.34K - $1.69K
|
9.9K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-52- 26.26% |
$1.39K - $1.76K
|
146
$5.22K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-60- 0.61% |
$1.6K - $2.03K
|
9.78K
$349K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-61- 1.56% |
$1.63K - $2.06K
|
3.86K
$138K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-83- 20.65% |
$2.22K - $2.81K
|
319
$11.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-85- 0.11% |
$2.27K - $2.87K
|
75.7K
$2.71M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-95- 4.73% |
$2.54K - $3.21K
|
1.91K
$68.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-114- 61.62% |
$3.05K - $3.85K
|
71
$2.54K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-119- 0.42% |
$3.18K - $4.02K
|
27.9K
$997K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-145- 0.24% |
$3.88K - $4.9K
|
59.4K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-197- 1.14% |
$5.27K - $6.66K
|
17.1K
$611K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-201- 1.04% |
$5.37K - $6.8K
|
19.2K
$687K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-221- 0.72% |
$5.91K - $7.47K
|
30.6K
$1.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-232- 0.57% |
$6.2K - $7.84K
|
40.7K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-342- 3.31% |
$9.15K - $11.6K
|
9.99K
$357K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-364- 29.62% |
$9.73K - $12.3K
|
865
$30.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-418- 3.44% |
$11.2K - $14.1K
|
11.7K
$420K
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-439- 18.57% |
$11.7K - $14.8K
|
1.93K
$68.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-543- 4.99% |
$14.5K - $18.4K
|
10.3K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-544- 5.54% |
$14.5K - $18.4K
|
9.27K
$331K
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-561- 4.68% |
$15K - $19K
|
11.4K
$408K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-645- 3.87% |
$17.2K - $21.8K
|
16K
$573K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-654- 95.89% |
$17.5K - $22.1K
|
28
$1K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-662- 0.81% |
$17.7K - $22.4K
|
80.7K
$2.89M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-898- 9.44% |
$24K - $30.4K
|
8.61K
$308K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-900- 2.72% |
$24.1K - $30.4K
|
32.2K
$1.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-950- 33.33% |
$25.4K - $32.1K
|
1.9K
$67.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-951- 1.41% |
$25.4K - $32.2K
|
66.4K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-984- 0.93% |
$26.3K - $33.3K
|
105K
$3.74M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1K- 2.57% |
$26.7K - $33.8K
|
37.9K
$1.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.05K- 5.19% |
$28.2K - $35.6K
|
19.3K
$688K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 2.8% |
$29.4K - $37.2K
|
38.2K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.15K- 2.59% |
$30.8K - $38.9K
|
43.3K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.21K- 0.97% |
$32.3K - $40.8K
|
123K
$4.39M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.59K- 2.37% |
$42.6K - $53.9K
|
65.7K
$2.35M
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.6K- 1.2% |
$42.8K - $54.1K
|
132K
$4.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.77K- 10.31% |
$47.3K - $59.8K
|
15.4K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.93K- 6.56% |
$51.5K - $65.2K
|
27.4K
$980K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.93K- 2.4% |
$51.6K - $65.3K
|
78.4K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.41K- 19.47% |
$64.4K - $81.4K
|
9.96K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.58K- 24.72% |
$69K - $87.2K
|
7.86K
$281K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.64K- 3.84% |
$70.5K - $89.1K
|
65.9K
$2.36M
|