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United Security Bancshares (UBFO) Institutional Ownership

United Security Bancshares logo
$10.26 +0.28 (+2.81%)
(As of 12/20/2024 05:16 PM ET)

Institutional Ownership Changes (13F Filings) for United Security Bancshares (NASDAQ:UBFO)

Current
Institutional Ownership
Percentage
30.88%
Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$2.22M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$78.29K
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UBFO Institutional Buying and Selling by Quarter

United Security Bancshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC28,576$248K0.0%+12.5%0.165%
11/16/2024 Geode Capital Management LLC145,776$1.27M0.0%+11.2%0.842%
11/15/2024 Barclays PLC28,576$248K0.0%+12.5%0.165%
11/15/2024 Banc Funds Co. LLC573,139$4.99M0.5%+2.5%3.309%
11/14/2024 Fourthstone LLC171,540$1.49M0.3%+314.5%0.990%
11/6/2024 Empowered Funds LLC49,201$429K0.0%+5.2%0.284%
11/5/2024 Private Wealth Advisors LLC83,044$716K0.3%+1.5%0.479%
10/23/2024 Mraz Amerine & Associates Inc.18,248$159K0.0%-8.1%0.105%
10/7/2024 Miracle Mile Advisors LLC16,000$139K0.0%+23.1%0.092%
8/9/2024 Dimensional Fund Advisors LP850,380$6.17M0.0%-0.2%4.910%
7/23/2024 Private Wealth Advisors LLC81,811$591K0.2%+1.6%0.472%
5/16/2024 Kennedy Capital Management LLC78,141$602K0.0%+33.6%0.451%
5/10/2024 Vanguard Group Inc.558,965$4.31M0.0%+2.7%3.228%
5/7/2024 Empowered Funds LLC43,549$336K0.0%+7.8%0.251%
4/27/2024 Salzhauer Michael27,071$209K0.2%+6.7%0.156%
4/18/2024 Miracle Mile Advisors LLC14,000$108K0.0%N/A0.081%
1/23/2024 Planning Center Inc.36,025$303K0.1%N/A0.210%
1/18/2024 Ritholtz Wealth Management10,987$92K0.0%-36.8%0.064%
11/15/2023 Kennedy Capital Management LLC58,454$435K0.0%+8.8%0.342%
11/15/2023 EJF Capital LLC84,246$627K0.3%-8.2%0.493%
11/14/2023 O Shaughnessy Asset Management LLC32,848$244K0.0%+13.6%0.192%
11/9/2023 Bridgewealth Advisory Group LLC1,193,088$8.88M10.9%+3.8%6.981%
11/8/2023 Kestra Private Wealth Services LLC33,640$250K0.0%N/A0.197%
11/7/2023 Barclays PLC29,191$217K0.0%+14.9%0.171%
8/14/2023 Bridgewealth Advisory Group LLC1,148,906$7.65M12.4%-0.2%6.723%
8/11/2023 Banc Funds Co. LLC346,563$2.31M0.3%+7.8%2.028%
8/11/2023 O Shaughnessy Asset Management LLC28,915$193K0.0%N/A0.169%
7/27/2023EA Series Trust33,773$225K0.0%N/A0.198%
7/24/2023 Saratoga Research & Investment Management11,000$73K0.0%N/A0.064%
7/17/2023 Ritholtz Wealth Management16,405$109K0.0%N/A0.096%
5/5/2023 Salzhauer Michael25,261$161K0.1%N/A0.148%
4/25/2023 Private Wealth Advisors LLC79,449$507K0.2%+6.6%0.465%
2/24/2023 Bridgewealth Advisory Group LLC1,151,554$8.42M16.5%N/A6.754%
2/13/2023BHZ Capital Management LP18,904$138K0.1%+24.0%0.111%
2/13/2023 Banc Funds Co. LLC35,000$256K0.0%+16.7%0.205%
2/10/2023 HRT Financial LP48,179$352K0.0%-7.7%0.283%
2/1/2023 Bank of Montreal Can15,800$117K0.0%N/A0.093%
11/14/2022Ergoteles LLC28,672$187K0.0%+68.7%0.168%
11/7/2022 LSV Asset Management4,900$32K0.0%-51.5%0.029%
8/11/2022 rhino investment partners Inc232,006$3.30M1.5%-46.4%1.361%
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5/17/2022 Private Wealth Advisors LLC71,479$593K0.2%-8.9%0.420%
5/13/2022 Elizabeth Park Capital Advisors Ltd.467,776$3.88M1.4%+11.3%2.747%
2/14/2022 Elizabeth Park Capital Advisors Ltd.420,179$3.41M1.3%+3.2%2.470%
2/11/2022 Private Wealth Advisors LLC78,493$637K0.1%-13.7%0.461%
2/9/2022 Dimensional Fund Advisors LP835,504$6.78M0.0%-2.7%4.912%
2/8/2022 Strategic Value Bank Partners LLC932,491$7.57M6.9%N/A5.482%
2/7/2022 American Century Companies Inc.51,135$415K0.0%+38.2%0.301%
12/3/2021 Private Wealth Advisors LLC91,001$719K0.2%+2.4%0.535%
11/15/2021 Dimensional Fund Advisors LP858,577$6.87M0.0%-5.4%5.047%
11/15/2021 FJ Capital Management LLC615,000$4.91M0.4%-1.9%3.616%
11/12/2021 Renaissance Technologies LLC160,748$1.28M0.0%-30.8%0.945%
11/12/2021 Hsbc Holdings PLC20,810$166K0.0%-12.6%0.122%
11/10/2021 American Century Companies Inc.37,003$296K0.0%+16.4%0.218%
11/10/2021 rhino investment partners Inc437,574$3.50M1.8%-16.5%2.572%
11/9/2021BlackRock Inc.73,713$589K0.0%-25.6%0.433%
9/3/2021Parametric Portfolio Associates LLC11,931$97K0.0%-28.9%0.070%
8/17/2021 Millennium Management LLC95,962$784K0.0%N/A0.564%
8/17/2021 Bridgeway Capital Management LLC68,000$556K0.0%-15.1%0.400%
8/16/2021 Kennedy Capital Management Inc.102,654$839K0.0%-82.7%0.603%
8/16/2021 State Street Corp23,899$195K0.0%-88.7%0.140%
8/16/2021Tibra Equities Europe Ltd24,900$203K0.1%N/A0.146%
8/16/2021 Goldman Sachs Group Inc.16,124$132K0.0%-8.4%0.095%
8/13/2021 EJF Capital LLC239,715$1.96M0.2%N/A1.409%
8/13/2021 Renaissance Technologies LLC232,429$1.90M0.0%+16.9%1.366%
8/13/2021 Northern Trust Corp25,781$211K0.0%-80.5%0.152%
8/13/2021 WBI Investments Inc.44,764$366K0.1%-38.0%0.263%
8/13/2021 California Public Employees Retirement System11,959$98K0.0%-77.1%0.070%
8/13/2021 LPL Financial LLC10,000$82K0.0%N/A0.059%
8/13/2021 Geode Capital Management LLC106,632$871K0.0%-43.0%0.627%
8/13/2021 Vanguard Group Inc.555,475$4.54M0.0%-7.5%3.266%
8/12/2021 Dimensional Fund Advisors LP907,680$7.42M0.0%+150.8%5.336%
8/12/2021 JPMorgan Chase & Co.15,515$127K0.0%-63.9%0.091%
8/12/2021Ergoteles LLC58,400$477K0.0%N/A0.343%
8/11/2021 Bank of New York Mellon Corp61,873$505K0.0%-35.9%0.364%
8/11/2021Susquehanna Fundamental Investments LLC21,200$173K0.0%N/A0.125%
8/9/2021 rhino investment partners Inc524,351$4.28M2.6%+135.2%3.083%
8/6/2021 FJ Capital Management LLC627,000$5.13M0.4%N/A3.686%
8/5/2021 Fourthstone LLC28,477$231K0.1%N/A0.167%
8/5/2021 American Century Companies Inc.31,799$260K0.0%+40.3%0.187%
7/31/2021 Private Wealth Advisors LLC88,883$726K0.2%-3.3%0.523%
7/30/2021 Alliancebernstein L.P.91,752$750K0.0%-46.0%0.539%
5/17/2021 Nuveen Asset Management LLC42,185$346K0.0%-3.3%0.248%
5/17/2021 Goldman Sachs Group Inc.17,598$144K0.0%+15.1%0.103%
5/14/2021 Kennedy Capital Management Inc.593,066$4.86M0.1%+9.9%3.487%
5/14/2021 Dimensional Fund Advisors LP361,895$2.96M0.0%-5.9%2.128%
5/13/2021 Barclays PLC38,159$312K0.0%+62.4%0.224%
5/13/2021 Renaissance Technologies LLC198,823$1.63M0.0%+5.2%1.169%
5/12/2021 Northern Trust Corp132,521$1.09M0.0%-6.8%0.779%
5/12/2021 Geode Capital Management LLC187,207$1.53M0.0%+37.5%1.101%
5/12/2021 WBI Investments72,251$592K0.1%N/A0.425%
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5/12/2021 JPMorgan Chase & Co.42,978$351K0.0%-3.8%0.253%
5/12/2021 Panagora Asset Management Inc.75,431$618K0.0%-18.6%0.443%
5/7/2021BlackRock Inc.957,933$7.85M0.0%+18.1%5.632%
5/7/2021 BNP Paribas Arbitrage SA6,251$51K0.0%+70.8%0.037%
5/6/2021 Alliancebernstein L.P.169,893$1.39M0.0%-46.4%0.999%
5/3/2021 The Manufacturers Life Insurance Company13,566$111K0.0%N/A0.080%
2/19/2021 JPMorgan Chase & Co.44,666$315K0.0%+278.9%0.263%
2/17/2021Zebra Capital Management LLC50,742$358K0.5%-3.6%0.299%
2/12/2021 Kennedy Capital Management Inc.539,557$3.80M0.1%+28.0%3.178%
2/11/2021 Northern Trust Corp142,173$1.00M0.0%-2.8%0.837%
(Data available from 1/1/2016 forward)

UBFO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UBFO shares?

During the previous two years, 23 institutional investors and hedge funds held shares of United Security Bancshares. The most heavily invested institutionals were Bridgewealth Advisory Group LLC ($8.88M), Dimensional Fund Advisors LP ($6.17M), Banc Funds Co. LLC ($4.99M), Vanguard Group Inc. ($4.31M), Fourthstone LLC ($1.49M), Geode Capital Management LLC ($1.27M), and Private Wealth Advisors LLC ($716K).Learn more on UBFO's institutional investors.

What percentage of United Security Bancshares stock is owned by institutional investors?

30.88% of United Security Bancshares stock is owned by institutional investors. Learn more on UBFO's institutional investor holdings.

Which institutional investors have been buying United Security Bancshares stock?

Of the 19 institutional investors that purchased United Security Bancshares stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bridgewealth Advisory Group LLC ($1.20M), Fourthstone LLC ($130.15K), Banc Funds Co. LLC ($43.91K), Planning Center Inc. ($36.03K), EA Series Trust ($33.77K), Kestra Private Wealth Services LLC ($33.64K), and O Shaughnessy Asset Management LLC ($32.85K).

How much institutional buying is happening at United Security Bancshares?

Institutional investors have bought a total of 1,673,558 shares in the last 24 months. This purchase volume represents approximately $12.44M in transactions.

Which United Security Bancshares major shareholders have been selling company stock?

The following institutional investors have sold United Security Bancshares stock in the last 24 months: EJF Capital LLC ($7.50K), Ritholtz Wealth Management ($6.40K), HRT Financial LP ($4.03K), Bridgewealth Advisory Group LLC ($2.65K), Mraz Amerine & Associates Inc. ($1.61K), and Dimensional Fund Advisors LP ($1.44K).

How much institutional selling is happening at United Security Bancshares?

Institutional investors have sold a total of 23,629 shares in the last 24 months. This volume of shares sold represents approximately $181.20K in transactions.



This page (NASDAQ:UBFO) was last updated on 12/21/2024 by MarketBeat.com Staff
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