Latest Institutional Transactions on United Overseas Bank Spons Adr (UOVEY)
This table provides information on the latest institutional transactions involving United Overseas Bank Spons Adr (UOVEY) 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
24.1K+ 103.94% |
$1.08M - $1.25M
|
47.4K
$2.52M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
9.87KNew |
$441K - $509K
|
9.87K
$524K
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
930+ 4.14% |
$41.5K - $48K
|
23.4K
$1.24M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
49+ 5.11% |
$2.19K - $2.53K
|
1.01K
$53.5K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.7KNew |
$75.7K - $87.5K
|
1.7K
$90K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-385- 2.85% |
$17.2K - $19.9K
|
13.1K
$697K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
934+ 42.8% |
$41.7K - $48.2K
|
3.12K
$165K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-4.55K- 3.32% |
$195K - $209K
|
133K
$7.05M
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
445New |
$18.5K - $19.6K
|
445
$23.6K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
553+ 392.2% |
$22.5K - $25.2K
|
694
$36.8K
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.06KClosed |
$246K - $276K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9New |
$366 - $410
|
9
$478
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 36.36% |
$488 - $546
|
45
$2.39K
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
300+ 22.62% |
$12.2K - $13.7K
|
1.63K
$86.3K
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.27K- 1.37% |
$51.6K - $57.7K
|
91.4K
$4.85M
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
27.2K+ 2.15% |
$1.11M - $1.24M
|
1.29M
$68.7M
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
37New |
$1.51K - $1.69K
|
37
$1.96K
|
|
Q1 2023 | |||||||
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
148+ 0.99% |
$6.15K - $6.91K
|
15K
$798K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
59New |
$2.15K - $2.75K
|
59
$3.13K
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
8+ 15.38% |
$291 - $372
|
60
$3.18K
|
|
Q3 2022 | |||||||
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-90Closed |
$3.26K - $3.7K
|
0
$0
|
|
Q2 2022 | |||||||
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
72+ 2.33% |
$2.72K - $3.41K
|
3.16K
$168K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
90New |
$3.4K - $4.26K
|
90
$4.78K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
179+ 20.32% |
$6.76K - $8.47K
|
1.06K
$56.3K
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
14.5KNew |
$546K - $685K
|
14.5K
$768K
|
|
Q1 2022 | |||||||
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 16.85% |
$599 - $737
|
74
$3.93K
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.87KClosed |
$259K - $287K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-85Closed |
$3.17K - $3.38K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-5.89KClosed |
$220K - $234K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-41KClosed |
$1.4M - $1.59M
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-6.59KClosed |
$225K - $255K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-56Closed |
$1.91K - $2.17K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Scout Investments, Inc.
|
SELL
|
- |
-113KClosed |
$3.85M - $4.36M
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-95KClosed |
$2.45M - $3.16M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-710Closed |
$18.3K - $23.7K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-86Closed |
$2.22K - $2.86K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20.4KClosed |
$488K - $818K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-110Closed |
$2.64K - $4.42K
|
0
$0
|
|
Apr 03, 2020
Q1 2020
|
Fulton Bank, N.A.
|
SELL
|
- |
-6.51KClosed |
$156K - $262K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-508Closed |
$18.7K - $19.6K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 24, 2019
Q2 2019
|
James Investment Research Inc
|
SELL
|
- |
-650Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Oct 11, 2018
Q3 2018
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-581Closed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Jul 27, 2018
Q2 2018
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.87KClosed |
N/A
|
0
$0
|
|
Q4 2017 | |||||||
Feb 21, 2018
Q4 2017
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-57Closed |
N/A
|
0
$0
|