UBCP Institutional Ownership
United Bancorp, Inc.
1W: -0.2%
1M: -3.9%
3M: -7.8%
YTD: +3.1%
1Y: +6.1%
3Y: +48.9%
5Y: +30.0%
$14.79
+0.49 (+3.43%)
Weekly Expected Move ±4.0%
$14
$14
$15
$15
$16
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Institutional Ownership — UBCP
37
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$12M
Total Invested
6
New Positions
15
Increased
9
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (42 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 112,925 | $$2M | +22,016 | +24.2% | 2Q | SEC ↗ |
| 2 | Commonwealth Financial Services, LLC | 89,160 | $$1M | +1,805 | +2.1% | 12Q | SEC ↗ |
| 3 | Post Resch Tallon Group Inc. | 55,675 | $$823K | +12,500 | +29.0% | 7Q | SEC ↗ |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 54,762 | $$810K | +5,093 | +10.3% | 44Q | SEC ↗ |
| 5 | Stratos Wealth Partners, LTD. NEW | 48,775 | $$721K | — | +0.0% | 1Q | SEC ↗ |
| 6 | DIMENSIONAL FUND ADVISORS LP | 45,509 | $$673K | +353 | +0.8% | 31Q | SEC ↗ |
| 7 | Bahl & Gaynor LLC | 40,050 | $$592K | — | +0.0% | 8Q | SEC ↗ |
| 8 | Vawter Financial, Ltd. | 36,392 | $$538K | +63 | +0.2% | 4Q | SEC ↗ |
| 9 | Appalachian Capital Management Ltd | 33,387 | $$494K | +15 | +0.0% | 3Q | SEC ↗ |
| 10 | WESBANCO BANK INC | 31,360 | $$464K | — | +0.0% | 22Q | SEC ↗ |
| 11 | BlackRock, Inc. | 29,194 | $$432K | +4,690 | +19.1% | 8Q | SEC ↗ |
| 12 | Founders Financial Alliance, LLC | 28,984 | $$429K | +1 | +0.0% | 24Q | SEC ↗ |
| 13 | VANGUARD FIDUCIARY TRUST CO | 28,971 | $$428K | -3,126 | -9.7% | 2Q | SEC ↗ |
| 14 | Koss-Olinger Consulting, LLC | 23,623 | $$349K | +285 | +1.2% | 9Q | SEC ↗ |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,063 | $$267K | +1,695 | +10.4% | 3Q | SEC ↗ |
| 16 | RAFFLES ASSOCIATES LP | 17,699 | $$262K | — | +0.0% | 33Q | SEC ↗ |
| 17 | LPL Financial LLC | 14,757 | $$218K | +17 | +0.1% | 6Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 10,451 | $$155K | -12,461 | -54.4% | 13Q | SEC ↗ |
| 19 | MORGAN STANLEY | 9,031 | $$134K | — | +0.0% | 43Q | SEC ↗ |
| 20 | Institute for Wealth Management, LLC. NEW | 8,471 | $$125K | — | +0.0% | 1Q | SEC ↗ |
| 21 | LORING WOLCOTT & COOLIDGE FIDUCIARY AD | 6,917 | $$102K | — | +0.0% | 78Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 3,175 | $$47K | +595 | +23.1% | 26Q | SEC ↗ |
| 23 | Russell Investments Group, Ltd. | 2,199 | $$33K | -351 | -13.8% | 5Q | SEC ↗ |
| 24 | Vanguard Global Advisers, LLC | 1,881 | $$28K | — | +0.0% | 2Q | SEC ↗ |
| 25 | MERCER GLOBAL ADVISORS INC /ADV NEW | 500 | $$7K | — | +0.0% | 1Q | SEC ↗ |
| 26 | UBS Group AG | 430 | $$6K | +5 | +1.2% | 43Q | SEC ↗ |
| 27 | JONES FINANCIAL COMPANIES LLLP NEW | 400 | $$6K | — | +0.0% | 1Q | SEC ↗ |
| 28 | FMR LLC | 220 | $$3K | — | +0.0% | 7Q | SEC ↗ |
| 29 | CWM, LLC | 200 | $$3K | — | +0.0% | 10Q | SEC ↗ |
| 30 | SBI Securities Co., Ltd. | 199 | $$3K | +188 | +1709.1% | 7Q | SEC ↗ |
| 31 | Integrated Wealth Concepts LLC NEW | 92 | $$1K | — | +0.0% | 1Q | SEC ↗ |
| 32 | BARCLAYS PLC NEW | 14 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 33 | BANK OF AMERICA CORP /DE | 0 | $$0K | -42 | -100.0% | 10Q | SEC ↗ |
| 34 | CITADEL ADVISORS LLC | 0 | $$0K | -10,679 | -100.0% | 3Q | SEC ↗ |
| 35 | CITIGROUP INC | 0 | $$0K | -1 | -100.0% | 1Q | SEC ↗ |
| 36 | Wealth Watch Advisors, INC | 0 | $$0K | -500 | -100.0% | 2Q | SEC ↗ |
| 37 | Tower Research Capital LLC (TRC) | 0 | $$0K | -197 | -100.0% | 14Q | SEC ↗ |
| 38 | Advisory Services Network, LLC | 0 | $$0K | -173 | -100.0% | 1Q | SEC ↗ |
| 39 | WELLS FARGO & COMPANY/MN | 0 | $$0K | -1 | -100.0% | 19Q | SEC ↗ |
| 40 | Empowered Funds, LLC | 0 | $$0K | -1,509 | -100.0% | 1Q | SEC ↗ |
| 41 | Garton & Associates Financial Advisors | 0 | $$0K | -650 | -100.0% | 1Q | SEC ↗ |
| 42 | Virginia Estate & Retirement Planning | 0 | $$0K | -56 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Stratos Wealth Partners, LTD. | 48,775 | $$721K |
| Institute for Wealth Management, LL | 8,471 | $$125K |
| MERCER GLOBAL ADVISORS INC /ADV | 500 | $$7K |
| JONES FINANCIAL COMPANIES LLLP | 400 | $$6K |
| Integrated Wealth Concepts LLC | 92 | $$1K |
| BARCLAYS PLC | 14 | $$0K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 10,679 | $$158K |
| Empowered Funds, LLC | 1,509 | $$22K |
| Garton & Associates Financial Advis | 650 | $$10K |
| Wealth Watch Advisors, INC | 500 | $$7K |
| Tower Research Capital LLC (TRC) | 197 | $$3K |
| Advisory Services Network, LLC | 173 | $$3K |
| Virginia Estate & Retirement Planni | 56 | $$1K |
| BANK OF AMERICA CORP /DE | 42 | $$1K |
| CITIGROUP INC | 1 | $$0K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +22,016 | +24.2% | 112,925 |
| Post Resch Tallon Group Inc. | +12,500 | +29.0% | 55,675 |
| GEODE CAPITAL MANAGEMENT, LLC | +5,093 | +10.3% | 54,762 |
| BlackRock, Inc. | +4,690 | +19.1% | 29,194 |
| Commonwealth Financial Services, LL | +1,805 | +2.1% | 89,160 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +1,695 | +10.4% | 18,063 |
| OSAIC HOLDINGS, INC. | +595 | +23.1% | 3,175 |
| DIMENSIONAL FUND ADVISORS LP | +353 | +0.8% | 45,509 |
| Koss-Olinger Consulting, LLC | +285 | +1.2% | 23,623 |
| SBI Securities Co., Ltd. | +188 | +1709.1% | 199 |
| Vawter Financial, Ltd. | +63 | +0.2% | 36,392 |
| LPL Financial LLC | +17 | +0.1% | 14,757 |
| Appalachian Capital Management Ltd | +15 | +0.0% | 33,387 |
| UBS Group AG | +5 | +1.2% | 430 |
| Founders Financial Alliance, LLC | +1 | +0.0% | 28,984 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NORTHERN TRUST CORP | -12,461 | -54.4% | 10,451 |
| VANGUARD FIDUCIARY TRUST CO | -3,126 | -9.7% | 28,971 |
| Russell Investments Group, Ltd. | -351 | -13.8% | 2,199 |
| WELLS FARGO & COMPANY/MN | -1 | -100.0% | 0 |