UBCP icon

United Bancorp
UBCP

Overview Fund Activity

29 hedge funds and large institutions have $7.33M invested in United Bancorp in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WB
WesBanco Bank
West Virginia
$441K
2
BAM
Belpointe Asset Management
Nevada
$15.1K
3
Osaic Holdings
Osaic Holdings
Arizona
$1.36M
4
FFA
Founders Financial Alliance
North Carolina
$272K
5
UBS Group
UBS Group
Switzerland
$29.9K

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$1.12M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$745K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$1.36M +$11.9K +808 +0.9%
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.12M -$199K -13,536 -15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.1M +$1.96K +133 +0.2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$745K -$1.96K -133 -0.3%
WB
5
WesBanco Bank
West Virginia
$441K +$154K +10,465 +54%
BCM
6
Bridgeway Capital Management
Texas
$399K – – –
KOC
7
Koss-Olinger Consulting
Florida
$335K +$3.37K +229 +1%
BlackRock
8
BlackRock
New York
$285K +$1.47K +100 +0.5%
FFA
9
Founders Financial Alliance
North Carolina
$272K +$11.2K +762 +4%
LWCFA
10
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K – – –
RA
11
Raffles Associates
New York
$221K – – –
Financial Engines Advisors
12
Financial Engines Advisors
California
$167K – – –
LPL Financial
13
LPL Financial
California
$151K +$236 +16 +0.2%
State Street
14
State Street
Massachusetts
$150K – – –
LAM
15
Lakewood Asset Management
Illinois
$90K +$90K +6,116 New
Morgan Stanley
16
Morgan Stanley
New York
$87.3K +$44 +3 +0.1%
HNB
17
Huntington National Bank
Ohio
$70K – – –
Wells Fargo
18
Wells Fargo
California
$30K – – –
UBS Group
19
UBS Group
Switzerland
$29.9K +$8.46K +575 +39%
BAM
20
Belpointe Asset Management
Nevada
$15.1K +$15.1K +1,023 New
BCWM
21
Bartlett & Co Wealth Management
Ohio
$8.07K – – –
BC
22
Bartlett & Co
Ohio
$8K – – –
BCMLT
23
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.36K – – –
TRCT
24
Tower Research Capital (TRC)
New York
$3K +$3K +183 New
ASN
25
Advisory Services Network
Georgia
$2.55K +$2.55K +173 New
1
2