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United Bancorp (UBCP) Institutional Ownership

United Bancorp logo
$12.70 -0.02 (-0.16%)
As of 01/17/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for United Bancorp (NASDAQ:UBCP)

Current
Institutional Ownership
Percentage
15.42%
Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$2.22M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$384.53K
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UBCP Institutional Buying and Selling by Quarter

United Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Wesbanco Bank Inc.42,055$547K0.0%+52.9%0.726%
1/15/2025 Tallon Kerry Patrick44,100$584K0.6%N/A0.762%
11/16/2024Geode Capital Management LLC49,128$645K0.0%-3.9%0.826%
11/14/2024BBR Partners LLC10,000$131K0.0%N/A0.168%
10/23/2024Commonwealth Financial Services LLC90,209$1.18M0.2%+1.1%1.516%
10/11/2024Wesbanco Bank Inc.27,505$361K0.0%-41.6%0.462%
8/14/2024Commonwealth Financial Services LLC89,221$1.08M0.2%-8.3%1.500%
8/9/2024Dimensional Fund Advisors LP33,376$419K0.0%+8.4%0.561%
8/6/2024Koss Olinger Consulting LLC23,338$293K0.0%N/A0.392%
8/2/2024Vawter Financial Ltd.36,408$457K0.3%N/A0.612%
4/23/2024Wesbanco Bank Inc.47,083$681K0.0%+90.4%0.826%
2/9/2024Founders Financial Alliance LLC32,053$412K0.2%+26.0%0.560%
2/5/2024Vantage Financial Partners LLC44,270$564K0.2%+26.4%0.774%
8/1/2023Loring Wolcott & Coolidge Fiduciary Advisors LLP MA6,917$83K0.0%-55.5%0.117%
5/8/2023Vantage Financial Partners LLC34,270$497K0.2%N/A0.580%
3/1/2023 Lakewood Asset Management LLC6,116$90K0.1%N/A0.103%
1/18/2023Wesbanco Bank Inc.29,957$441K0.0%+53.7%0.506%
10/13/2022Wesbanco Bank Inc.19,492$313K0.0%-30.2%0.330%
7/18/2022Wesbanco Bank Inc.27,919$457K0.0%-18.4%0.486%
5/4/2022Advisor Group Holdings Inc.89,875$1.64M0.0%+1.5%1.516%
2/3/2022Advisor Group Holdings Inc.88,579$1.48M0.0%-2.2%1.482%
2/2/2022Wesbanco Bank Inc.34,219$570K0.0%-83.4%0.573%
11/5/2021Advisor Group Holdings Inc.90,550$1.30M0.0%+1.7%1.559%
10/12/2021Wesbanco Bank Inc.206,135$2.95M0.1%+0.8%3.549%
8/16/2021Kennedy Capital Management Inc.51,273$731K0.0%-51.6%0.859%
8/13/2021Renaissance Technologies LLC15,800$225K0.0%+31.7%0.265%
8/12/2021Dimensional Fund Advisors LP26,329$386K0.0%+12.8%0.441%
8/9/2021Wesbanco Bank Inc.204,499$2.92M0.1%+3.3%3.427%
5/14/2021Kennedy Capital Management Inc.106,022$1.52M0.0%-21.4%1.777%
5/13/2021Renaissance Technologies LLC12,000$172K0.0%N/A0.201%
5/12/2021Northern Trust Corp10,309$147K0.0%-13.2%0.173%
5/7/2021Cambridge Investment Research Advisors Inc.15,490$222K0.0%N/A0.267%
5/6/2021Wesbanco Bank Inc.197,906$2.84M0.1%N/A3.417%
2/12/2021Kennedy Capital Management Inc.134,880$1.78M0.0%+0.8%2.257%
2/4/2021Founders Financial Alliance LLC11,332$150K0.1%+21.6%0.190%
11/13/2020Morgan Stanley7,942$100K0.0%-25.0%0.133%
(Data available from 1/1/2016 forward)

UBCP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UBCP shares?

During the previous two years, 12 institutional investors and hedge funds held shares of United Bancorp. The most heavily invested institutionals were Commonwealth Financial Services LLC ($1.18M), Geode Capital Management LLC ($645K), Tallon Kerry Patrick ($584K), Vantage Financial Partners LLC ($564K), Wesbanco Bank Inc. ($547K), Vawter Financial Ltd. ($457K), and Dimensional Fund Advisors LP ($419K).Learn more on UBCP's institutional investors.

What percentage of United Bancorp stock is owned by institutional investors?

15.42% of United Bancorp stock is owned by institutional investors. Learn more on UBCP's institutional investor holdings.

Which institutional investors have been buying United Bancorp stock?

Of the 10 institutional investors that purchased United Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tallon Kerry Patrick ($44.10K), Vantage Financial Partners LLC ($43.53K), Wesbanco Bank Inc. ($36.91K), Vawter Financial Ltd. ($36.41K), Koss Olinger Consulting LLC ($23.34K), BBR Partners LLC ($10K), and Founders Financial Alliance LLC ($6.62K).

How much institutional buying is happening at United Bancorp?

Institutional investors have bought a total of 210,582 shares in the last 24 months. This purchase volume represents approximately $2.80M in transactions.

Which United Bancorp major shareholders have been selling company stock?

The following institutional investors have sold United Bancorp stock in the last 24 months: Wesbanco Bank Inc. ($19.58K), Loring Wolcott & Coolidge Fiduciary Advisors LLP MA ($8.62K), Commonwealth Financial Services LLC ($8.05K), and Geode Capital Management LLC ($2.02K).

How much institutional selling is happening at United Bancorp?

Institutional investors have sold a total of 38,261 shares in the last 24 months. This volume of shares sold represents approximately $487.70K in transactions.



This page (NASDAQ:UBCP) was last updated on 1/19/2025 by MarketBeat.com Staff
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