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Get Institutions for : 
United Bancorp Inc (UBCP)  
$12.28 0.24 (1.99%) as of 4:30 Mon 6/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    3
Total shares held : 
503,733  
% of shares held : 
9.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
27,640  
% of shares held change : 
  0.51%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$11.60  
Last Quarter's Ending Price : 
$12.84  
Last Quarter's Average Price
$11.05  
Change from last quarter's     
avg. price to the last closing  : 
1.23 (11.13%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 23,842
 4.73%
 
Increased Positions :
10
 33,122
 6.58%
 
Unchanged Positions :
10
 154,751
 30.72%
 
Decreased Positions :
4
-7,607
-1.51%
 
Closed Positions :
2
-21,717
-4.31%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Commonwealth Financial Services LLC 48 - 2024-03-31 97,266 $1,239,000 0
   VANGUARD GROUP INC 3808 - 2024-03-31 69,393 $1,004,000 19
   GEODE CAPITAL MANAGEMENT LLC 3481 - 2024-03-31 49,611 $718,000 0
   WESBANCO BANK INC 362 - 2024-03-31 47,083 $681,000 22,357
   Vantage Financial Partners LLC 66 - 2024-03-31 44,270 $641,000 0
   Founders Financial Alliance LLC 126 - 2024-03-31 37,494 $543,000 5,441
   DIMENSIONAL FUND ADVISORS INC 3062 - 2024-03-31 30,801 $446,000 0
   BLACKROCK INC. 4175 - 2024-03-31 22,208 $321,000 -276
   BRIDGEWAY CAPITAL MANAGEMENT INC 1058 - 2024-03-31 18,509 $268,000 0
   NORTHERN TRUST CORP 3788 - 2024-03-31 18,191 $263,000 -1,317
   RAFFLES ASSOCIATES LP 44 - 2024-03-31 15,346 $222,000 346
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4447 - 2024-03-31 14,806 $214,000 2,018
   MORGAN STANLEY 5620 - 2024-03-31 10,581 $153,000 -875
   STATE STREET CORP 3751 - 2024-03-31 10,074 $146,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 338 - 2024-03-31 6,917 $95,000 0
   BANK OF AMERICA CORP /DE/ 5694 - 2024-03-31 1,194 $17,000 -49
   TOWER RESEARCH CAPITAL LLC 3617 - 2024-03-31 769 $11,000 -321
   Advisor Group Holdings Inc. 5626 - 2024-03-31 608 $9,000 0
   Beacon Capital Management LLC 655 - 2024-03-31 500 $7,000 0
   UBS Group AG 6212 - 2024-03-31 385 $6,000 -165
   WELLS FARGO & CO/MN 5286 - 2024-03-31 377 $5,000 0
   Geneos Wealth Management Inc. 1813 - 2024-03-31 200 $3,000 0
   CWM LLC 3866 - 2024-03-31 200 $3,000 0
   ROYAL BANK OF CANADA 6218 - 2024-03-31 47 $1,000 -88
   Koss-Olinger Consulting LLC 50 *Closed 2024-03-31 0 $0 -23,338
   Goss Wealth Management LLC 3645 - 2024-03-31 1 $0 0
   FMR LLC 4944 *New 2024-03-31 11 $0 11
   ADVISORY SERVICES NETWORK, LLC 2856 *Closed 2024-03-31 0 $0 -173
   LPL FINANCIAL CORP 4868 *Closed 2024-03-31 0 $0 -10,481
   PROEQUITIES INC. 9822 - 2024-03-31 0 $0 0

  30 Records found
  1    
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