United Security Bancshares Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BRIDGEWEALTH ADVISORY GROUP, LLC | 11/13/2024 | 1.19 M | $10.35 M | -0.40% | 6.91% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 869,924 | $7.58 M | 2.30% | 5.06% |
| VANGUARD GROUP INC | 11/13/2024 | 668,196 | $5.82 M | 19.39% | 3.89% |
| BANC FUNDS CO LLC | 11/14/2024 | 573,139 | $4.99 M | 2.49% | 3.33% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 180,104 | $1.57 M | -17.80% | 1.05% |
| FOURTHSTONE LLC | 11/14/2024 | 171,540 | $1.49 M | 314.46% | 1.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 145,776 | $1.27 M | 11.19% | 0.85% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 138,062 | $1.20 M | 45.41% | 0.80% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 135,301 | $1.18 M | 1.82% | 0.79% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 121,614 | $1.06 M | 100.00% | 0.71% |
| DESTINATION WEALTH MANAGEMENT | 11/25/2024 | 94,506 | $823,147 | 0.00% | 0.55% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 84,805 | $738,652 | 0.00% | 0.49% |
| PRIVATE WEALTH ADVISORS, LLC | 11/05/2024 | 83,044 | $715,839 | 1.51% | 0.48% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 77,868 | $678,230 | 0.00% | 0.45% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 49,201 | $428,541 | 5.16% | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 45,435 | $395,739 | -48.57% | 0.26% |
| PLANNING CENTER, INC. | 11/12/2024 | 36,025 | $313,778 | 0.00% | 0.21% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/13/2024 | 35,840 | $312,166 | 1.51% | 0.21% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 34,303 | $298,779 | 4,786.47% | 0.20% |
| STATE STREET CORP | 11/14/2024 | 31,760 | $276,630 | 0.00% | 0.18% |
| BARCLAYS PLC | 11/19/2024 | 28,576 | $248,000 | 12.48% | 0.17% |
| SALZHAUER MICHAEL | 11/07/2024 | 27,071 | $235,786 | 0.00% | 0.16% |
| MORGAN STANLEY | 11/14/2024 | 18,342 | $159,760 | -5.14% | 0.11% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 10/23/2024 | 18,248 | $158,940 | -8.13% | 0.11% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 16,185 | $140,971 | 18.89% | 0.09% |
| MIRACLE MILE ADVISORS, LLC | 10/07/2024 | 16,000 | $139,360 | 23.08% | 0.09% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 15,239 | $129,836 | 28.78% | 0.09% |
| CITADEL ADVISORS LLC | 11/14/2024 | 14,534 | $126,591 | 100.00% | 0.08% |
| UBS GROUP AG | 11/14/2024 | 13,901 | $121,078 | 843.72% | 0.08% |
| SARATOGA RESEARCH & INVESTMENT MANAGEMENT | 11/22/2024 | 11,000 | $95,810 | 0.00% | 0.06% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 10,910 | $95,026 | 100.00% | 0.06% |
| CALDWELL SUTTER CAPITAL, INC. | 10/25/2024 | 10,065 | $87,666 | 0.00% | 0.06% |
| ROYAL BANK OF CANADA | 11/14/2024 | 9,300 | $81,000 | 0.00% | 0.05% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 4,900 | $43,000 | 0.00% | 0.03% |
| ARCHVEST WEALTH ADVISORS, INC. | 11/04/2024 | 4,559 | $39,709 | 100.00% | 0.03% |
| CWM, LLC | 10/08/2024 | 1,398 | $12,000 | 0.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 262 | $2,282 | 125.86% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 114 | $993 | -93.10% | 0.00% |
| JPMORGAN CHASE & CO | 11/08/2024 | 93 | $810 | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 34 | $296 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1 | $6 | 100.00% | 0.00% |
| JANE STREET GROUP, LLC | 11/15/2024 | 0 | $0 | -100.00% | 0.00% |
| FJ CAPITAL MANAGEMENT LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| RITHOLTZ WEALTH MANAGEMENT | 10/10/2024 | 0 | $0 | -100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| INNEALTA CAPITAL, LLC | 10/29/2024 | 0 | $0 | -100.00% | 0.00% |
United Security Bancsharesinstitutional Ownership - FAQ's
During the previous two years, 56 institutional investors and hedge funds held shares of United Security Bancshares. The most heavily invested institutionals were:
Bridgewealth Advisory Group, LLC: 1.19 M
DIMENSIONAL FUND ADVISORS LP: 869,924
VANGUARD GROUP INC: 668,196
BANC FUNDS CO LLC: 573,139
ALLIANCEBERNSTEIN L.P.: 180,104
Fourthstone LLC: 171,540
29.31% of United Security Bancshares stock is owned by institutional investors.
Institutional investors have bought a total of 5.27 M shares in the last 24 months. This purchase volume represents approximately $53.61 M in transactions.