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Get Institutions for : 
United Bancorp Inc (UBCP)  
$12.49 0.31 (2.39%) as of 4:30 Tue 4/30


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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  : 
1.44 (13.03%)  




 
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 - 2023-12-31 97,266 $1,239,000 1,036
   VANGUARD GROUP INC 3861 - 2023-12-31 69,374 $891,000 413
   WESBANCO BANK INC 362 - 2024-03-31 47,083 $681,000 22,357
   GEODE CAPITAL MANAGEMENT LLC 3522 - 2023-12-31 49,611 $632,000 0
   Vantage Financial Partners LLC 63 - 2023-12-31 44,270 $564,000 9,258
   Founders Financial Alliance LLC 137 - 2023-12-31 32,053 $412,000 6,622
   DIMENSIONAL FUND ADVISORS INC 3076 - 2023-12-31 30,801 $392,000 0
   BLACKROCK INC. 4212 - 2023-12-31 22,484 $289,000 -147
   NORTHERN TRUST CORP 3806 - 2023-12-31 19,508 $250,000 8,835
   BRIDGEWAY CAPITAL MANAGEMENT INC 1104 - 2023-12-31 18,509 $236,000 0
   RAFFLES ASSOCIATES LP 42 - 2023-12-31 15,000 $193,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4979 *New 2023-12-31 12,788 $163,000 12,788
   MORGAN STANLEY 5606 - 2023-12-31 11,456 $147,000 6,431
   LPL FINANCIAL CORP 4404 *New 2023-12-31 10,481 $135,000 10,481
   STATE STREET CORP 3798 - 2023-12-31 10,074 $128,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 338 - 2024-03-31 6,917 $95,000 0
   BANK OF AMERICA CORP /DE/ 5695 - 2023-12-31 1,243 $16,000 68
   TOWER RESEARCH CAPITAL LLC 3939 - 2023-12-31 1,090 $14,000 -142
   Advisor Group Holdings Inc. 5788 - 2023-12-31 608 $8,000 -2,391
   UBS Group AG 6250 - 2023-12-31 550 $7,000 24
   Beacon Capital Management LLC 624 - 2023-12-31 500 $6,000 0
   WELLS FARGO & CO/MN 5254 - 2023-12-31 377 $5,000 336
   Geneos Wealth Management Inc. *New 2023-12-31 200 $3,000 200
   CWM LLC 3866 - 2024-03-31 200 $3,000 0
   ROYAL BANK OF CANADA 6044 - 2023-12-31 135 $2,000 99
   ADVISORY SERVICES NETWORK, LLC 3400 *New 2023-12-31 173 $2,000 173
   Qube Research & Technologies Ltd 3512 *Closed 2023-12-31 0 $0 -32
   Koss-Olinger Consulting LLC 50 *Closed 2024-03-31 0 $0 -23,338
   PROEQUITIES INC. 3835 - 2023-12-31 0 $0 0
   ALLIANCEBERNSTEIN L.P. 3193 *Closed 2023-12-31 0 $0 -21,685
   Goss Wealth Management LLC 3884 - 2023-12-31 1 $0 0

  31 Records found
  1    
  Page 1 of 1
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