Recent Quarter Total Invested
$38.74 M
Recent Quarter Institutional Ownership Percentage
31.12%
Total Invested of Last Quarter
$41.54 M
Ownership Percentage of Last Quarter
31.38%
United Security Bancshares Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BRIDGEWEALTH ADVISORY GROUP, LLC | 08/13/2024 | 1.19 M | $8.65 M | 0.00% | 6.95% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 850,380 | $6.17 M | -0.17% | 4.95% |
| FJ CAPITAL MANAGEMENT LLC | 08/14/2024 | 606,434 | $4.40 M | -1.40% | 3.53% |
| VANGUARD GROUP INC | 08/13/2024 | 559,660 | $4.06 M | 0.12% | 3.26% |
| BANC FUNDS CO LLC | 08/14/2024 | 559,227 | $4.05 M | 0.00% | 3.26% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 219,104 | $1.59 M | -5.03% | 1.28% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 132,889 | $963,445 | 2.50% | 0.77% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 131,108 | $950,799 | 4.22% | 0.76% |
| BLACKROCK INC. | 08/13/2024 | 117,804 | $854,079 | 0.65% | 0.69% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 94,948 | $688,373 | -1.14% | 0.55% |
| DESTINATION WEALTH MANAGEMENT | 07/25/2024 | 94,506 | $685,168 | 0.00% | 0.55% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 88,341 | $640,472 | 2.38% | 0.51% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 84,805 | $614,836 | 0.00% | 0.49% |
| PRIVATE WEALTH ADVISORS, LLC | 07/23/2024 | 81,811 | $591,082 | 1.61% | 0.48% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 77,868 | $564,543 | -0.35% | 0.45% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 46,789 | $339,220 | 7.44% | 0.27% |
| FOURTHSTONE LLC | 08/14/2024 | 41,389 | $300,070 | 100.00% | 0.24% |
| PLANNING CENTER, INC. | 08/08/2024 | 36,025 | $261,181 | 0.00% | 0.21% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 08/12/2024 | 35,306 | $255,965 | 1.66% | 0.21% |
| STATE STREET CORP | 08/14/2024 | 31,760 | $230,260 | 2.25% | 0.19% |
| SALZHAUER MICHAEL | 08/09/2024 | 27,071 | $196,263 | 0.00% | 0.16% |
| JANE STREET GROUP, LLC | 08/15/2024 | 26,807 | $194,351 | -58.36% | 0.16% |
| BARCLAYS PLC | 08/14/2024 | 25,405 | $184,000 | 0.00% | 0.15% |
| NORTHERN TRUST CORP | 08/14/2024 | 23,282 | $168,795 | -0.09% | 0.14% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 08/01/2024 | 19,862 | $144,000 | 0.00% | 0.12% |
| MORGAN STANLEY | 08/14/2024 | 19,335 | $140,185 | -4.71% | 0.11% |
| CITIGROUP INC | 08/12/2024 | 14,521 | $105,277 | -25.51% | 0.08% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 13,613 | $98,694 | 0.24% | 0.08% |
| HSBC HOLDINGS PLC | 08/12/2024 | 13,388 | $97,866 | 0.00% | 0.08% |
| MIRACLE MILE ADVISORS, LLC | 07/18/2024 | 13,000 | $94,250 | -7.14% | 0.08% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/14/2024 | 11,833 | $85,789 | -26.78% | 0.07% |
| SARATOGA RESEARCH & INVESTMENT MANAGEMENT | 08/16/2024 | 11,000 | $79,750 | 0.00% | 0.06% |
| RITHOLTZ WEALTH MANAGEMENT | 08/01/2024 | 10,310 | $74,746 | -4.48% | 0.06% |
| CALDWELL SUTTER CAPITAL, INC. | 07/23/2024 | 10,065 | $72,971 | 0.00% | 0.06% |
| ROYAL BANK OF CANADA | 08/14/2024 | 9,300 | $67,000 | 0.00% | 0.05% |
| LSV ASSET MANAGEMENT | 08/06/2024 | 4,900 | $36,000 | 0.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 1,651 | $11,970 | 49.68% | 0.01% |
| UBS GROUP AG | 08/14/2024 | 1,473 | $10,679 | 1,974.65% | 0.01% |
| CWM, LLC | 07/10/2024 | 1,398 | $10,000 | 0.00% | 0.01% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 702 | $5,089 | -97.92% | 0.00% |
| INNEALTA CAPITAL, LLC | 07/29/2024 | 433 | $3,139 | 100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/08/2024 | 125 | $906 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 116 | $841 | -90.33% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2024 | 93 | $674 | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 34 | $247 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | 07/17/2024 | 0 | $0 | -100.00% | 0.00% |
United Security Bancsharesinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of UBFO shares?
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: 850,380
FJ Capital Management LLC: 606,434
VANGUARD GROUP INC: 559,660
BANC FUNDS CO LLC: 559,227
ALLIANCEBERNSTEIN L.P.: 219,104
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What percentage of United Security Bancshares stock is owned by institutional investors?
31.12% of United Security Bancshares stock is owned by institutional investors.
-
How much institutional buying is happening at UBFO ?
Institutional investors have bought a total of 5.51 M shares in the last 24 months. This purchase volume represents approximately $47.23 M in transactions.