Recent Quarter Total Invested
$6.90 M
Recent Quarter Institutional Ownership Percentage
10.05%
Total Invested of Last Quarter
$7.02 M
Ownership Percentage of Last Quarter
9.03%
United Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL SERVICES, LLC | 08/13/2024 | 89,221 | $1.08 M | -8.27% | 1.62% |
| VANGUARD GROUP INC | 08/13/2024 | 69,426 | $871,297 | 0.05% | 1.26% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 51,147 | $642,079 | 3.10% | 0.93% |
| WESBANCO BANK INC | 07/11/2024 | 47,083 | $590,892 | 0.00% | 0.86% |
| VANTAGE FINANCIAL PARTNERS, LLC | 08/13/2024 | 44,270 | $555,589 | 0.00% | 0.80% |
| BLACKROCK INC. | 08/13/2024 | 39,765 | $499,051 | 79.06% | 0.72% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/26/2024 | 37,518 | $470,858 | 0.06% | 0.68% |
| VAWTER FINANCIAL, LTD. | 08/02/2024 | 36,408 | $456,920 | 100.00% | 0.66% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 33,376 | $418,869 | 8.36% | 0.61% |
| KOSS-OLINGER CONSULTING, LLC | 08/06/2024 | 23,338 | $293,000 | 100.00% | 0.42% |
| NORTHERN TRUST CORP | 08/14/2024 | 17,940 | $225,147 | -1.38% | 0.33% |
| RAFFLES ASSOCIATES LP | 08/14/2024 | 15,346 | $192,592 | 0.00% | 0.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 13,035 | $163,589 | -11.96% | 0.24% |
| MORGAN STANLEY | 08/14/2024 | 10,281 | $129,034 | -2.84% | 0.19% |
| STATE STREET CORP | 08/14/2024 | 10,074 | $126,429 | 0.00% | 0.18% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 07/17/2024 | 6,917 | $89,921 | 0.00% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 3,108 | $39,005 | 411.18% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 1,221 | $15,323 | 2.26% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 933 | $11,709 | 21.33% | 0.02% |
| BOGART WEALTH, LLC | 07/31/2024 | 802 | $10,065 | 100.00% | 0.01% |
| BEACON CAPITAL MANAGEMENT, LLC | 07/24/2024 | 500 | $6,275 | 0.00% | 0.01% |
| UBS GROUP AG | 08/14/2024 | 390 | $4,895 | 1.30% | 0.01% |
| CWM, LLC | 07/10/2024 | 200 | $3,000 | 0.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 07/23/2024 | 200 | $2,510 | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2024 | 84 | $1,000 | 78.72% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| FMR LLC | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 0 | $0 | -100.00% | 0.00% |
United Bancorp, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of UBCP shares?
During the previous two years, 36 institutional investors and hedge funds held shares of United Bancorp, Inc.. The most heavily invested institutionals were:
Commonwealth Financial Services, LLC: 89,221
VANGUARD GROUP INC: 69,426
GEODE CAPITAL MANAGEMENT, LLC: 51,147
WESBANCO BANK INC: 47,083
Vantage Financial Partners, LLC: 44,270
BlackRock Inc.: 39,765
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What percentage of United Bancorp, Inc. stock is owned by institutional investors?
10.05% of United Bancorp, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at UBCP ?
Institutional investors have bought a total of 631,479 shares in the last 24 months. This purchase volume represents approximately $8.52 M in transactions.