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Get Institutions for : 
United Security Bancshares (UBFO)  
$7.40 0.00 (0.00%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    3
Total shares held : 
 5,292,788  
% of shares held : 
 31.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 290,972  
% of shares held change : 
   1.72%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $7.32  
Last Quarter's Ending Price : 
 $8.41  
Last Quarter's Average Price : 
 $7.82  
Change from last quarter's     
avg. price to the last closing  : 
0.42 (5.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 160,627
 3.03%
 
Increased Positions :
18
 464,567
 8.78%
 
Unchanged Positions :
12
 1,443,232
 27.27%
 
Decreased Positions :
8
-55,831
-1.05%
 
Closed Positions :
4
-278,391
-5.26%
 
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
   Bridgewealth Advisory Group LLC 5 - 2024-03-31 1,193,088 $9,199,000 -951
   DIMENSIONAL FUND ADVISORS INC 2458 - 2023-12-31 839,073 $7,057,000 19,650
   FJ Capital Management LLC 41 - 2023-12-31 615,032 $5,172,000 0
   BANC FUNDS CO LLC 66 - 2023-12-31 564,227 $4,745,000 0
   VANGUARD GROUP INC 3324 - 2023-12-31 544,493 $4,579,000 300,318
   ALLIANCEBERNSTEIN L.P. 1932 - 2023-12-31 235,960 $1,984,000 20,384
   BRIDGEWAY CAPITAL MANAGEMENT INC 740 - 2023-12-31 126,499 $1,064,000 3,624
   GEODE CAPITAL MANAGEMENT LLC 3341 - 2023-12-31 121,065 $1,018,000 6,145
   BLACKROCK INC. 3968 - 2023-12-31 101,762 $856,000 -648
   RENAISSANCE TECHNOLOGIES LLC 2535 - 2023-12-31 96,848 $814,000 35,053
   YCMNET ADVISORS INC 129 - 2023-12-31 94,506 $795,000 0
   AMERICAN CENTURY COMPANIES INC 2201 - 2023-12-31 84,805 $713,000 0
   Private Wealth Advisors LLC - 2023-12-31 79,344 $667,000 700
   KENNEDY CAPITAL MANAGEMENT INC 626 - 2023-12-31 58,483 $492,000 29
   Empowered Funds LLC 1082 - 2023-12-31 40,399 $335,000 3,624
   Qube Research & Technologies Ltd 2176 - 2023-12-31 39,770 $334,000 38,740
   Planning Center Inc. *New 2023-12-31 36,025 $303,000 36,025
   KESTRA PRIVATE WEALTH SERVICES LLC 957 - 2023-12-31 34,200 $288,000 560
   STATE STREET CORP 3630 - 2023-12-31 31,060 $261,000 -15,713
   BALYASNY ASSET MANAGEMENT LLC 1660 *New 2023-12-31 28,470 $239,000 28,470
   683 CAPITAL MANAGEMENT, LLC 160 *New 2023-12-31 27,127 $228,000 27,127
   EA Series Trust 1041 - 2023-06-30 33,773 $225,000 0
   BARCLAYS PLC 3345 - 2023-12-31 25,911 $218,000 -3,280
   SALZHAUER MICHAEL 64 - 2023-12-31 25,371 $213,000 0
   GOLDMAN SACHS GROUP INC/ 4184 - 2023-12-31 24,218 $204,000 10,653
   JANE STREET GROUP LLC 4764 *New 2023-12-31 23,598 $198,000 23,598
   NORTHERN TRUST CORP 3900 - 2023-12-31 23,289 $196,000 -1,009
   CITIGROUP INC 3031 *New 2023-12-31 22,452 $189,000 22,452
   ExodusPoint Capital Management LP 1236 *New 2023-12-31 20,027 $168,000 20,027
   MRAZ, AMERINE & ASSOCIATES, INC. 164 - 2023-12-31 19,862 $167,000 0
   MORGAN STANLEY 5586 - 2023-12-31 18,637 $157,000 -7,703
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1456 - 2023-12-31 16,541 $139,000 -16,307
   HSBC HOLDINGS PLC 2104 - 2023-12-31 13,388 $115,000 0
   Miracle Mile Advisors LLC 489 *New 2024-03-31 14,000 $108,000 14,000
   Comprehensive Portfolio Management LLC 731 - 2023-12-31 10,987 $92,000 -6,400
   SARATOGA RESEARCH & INVESTMENT MANAGEMENT 45 - 2024-03-31 11,000 $85,000 0
   CALDWELL SUTTER CAPITAL INC. 301 - 2024-03-31 10,065 $78,000 0
   ROYAL BANK OF CANADA 5083 - 2023-12-31 9,300 $78,000 9,300
   BANK OF AMERICA CORP /DE/ 5383 - 2023-12-31 8,905 $75,000 8,708
   J P MORGAN CHASE & CO 4732 - 2023-12-31 5,885 $49,000 5,792
   LSV ASSET MANAGEMENT 856 - 2023-12-31 4,900 $41,000 0
   UBS Group AG 5638 *New 2023-12-31 2,928 $25,000 2,928
   CWM LLC 3270 - 2024-03-31 1,398 $11,000 0
   TOWER RESEARCH CAPITAL LLC 4801 - 2023-12-31 755 $6,000 -4,771
   WELLS FARGO & CO/MN 5474 - 2023-12-31 108 $1,000 6
   PROEQUITIES INC. 2873 - 2023-12-31 0 $0 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 76 $0 0
   Fourthstone LLC 79 *Closed 2023-12-31 0 $0 -165,563
   Advisor Group Holdings Inc. 7100 *Closed 2023-12-31 0 $0 -11,631
   EJF CAPITAL LLC 100 *Closed 2023-12-31 0 $0 -84,246
   RB Capital Management LLC 180 *Closed 2023-12-31 0 $0 -16,951
  51 Records found
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