United Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL SERVICES, LLC | 10/22/2024 | 90,209 | $1.18 M | 1.11% | 1.60% |
| VANGUARD GROUP INC | 11/13/2024 | 69,426 | $911,564 | 0.00% | 1.23% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 49,128 | $645,235 | -3.95% | 0.87% |
| VANTAGE FINANCIAL PARTNERS, LLC | 11/08/2024 | 44,270 | $581,265 | 0.00% | 0.79% |
| BAHL & GAYNOR INC | 11/12/2024 | 42,900 | $563,277 | 100.00% | 0.76% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 38,831 | $509,851 | 16.34% | 0.69% |
| VAWTER FINANCIAL, LTD. | 11/06/2024 | 36,516 | $479,455 | 0.30% | 0.65% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 11/01/2024 | 33,009 | $433,413 | -12.02% | 0.59% |
| WESBANCO BANK INC | 10/11/2024 | 27,505 | $361,141 | -41.58% | 0.49% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 24,758 | $325,073 | 100.00% | 0.44% |
| KOSS-OLINGER CONSULTING, LLC | 10/21/2024 | 23,338 | $306,000 | 0.00% | 0.41% |
| RAFFLES ASSOCIATES LP | 11/14/2024 | 15,346 | $201,493 | 0.00% | 0.27% |
| MORGAN STANLEY | 11/14/2024 | 10,281 | $134,992 | 0.00% | 0.18% |
| STATE STREET CORP | 11/14/2024 | 10,074 | $132,272 | 0.00% | 0.18% |
| BBR PARTNERS, LLC | 11/13/2024 | 10,000 | $131,300 | 100.00% | 0.18% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10/25/2024 | 6,917 | $90,613 | 0.00% | 0.12% |
| UBS GROUP AG | 11/14/2024 | 5,363 | $70,416 | 1,275.13% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 2,974 | $39,046 | -4.31% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1,260 | $16,544 | 3.19% | 0.02% |
| BEACON CAPITAL MANAGEMENT, LLC | 11/07/2024 | 507 | $6,657 | 1.40% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 369 | $4,845 | -60.45% | 0.01% |
| CWM, LLC | 10/08/2024 | 200 | $3,000 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1 | $11 | 100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| BOGART WEALTH, LLC | 10/23/2024 | 0 | $0 | -100.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
United Bancorp, Inc.institutional Ownership - FAQ's
During the previous two years, 35 institutional investors and hedge funds held shares of United Bancorp, Inc.. The most heavily invested institutionals were:
Commonwealth Financial Services, LLC: 90,209
VANGUARD GROUP INC: 69,426
GEODE CAPITAL MANAGEMENT, LLC: 49,128
Vantage Financial Partners, LLC: 44,270
BAHL & GAYNOR INC: 42,900
DIMENSIONAL FUND ADVISORS LP: 38,831
9.97% of United Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 661,867 shares in the last 24 months. This purchase volume represents approximately $8.46 M in transactions.