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Get Institutions for : 
United Security Bancshares (UBFO)  
$7.25 0.14 (1.89%) as of 4:30 Fri 5/10


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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  : 
0.57 (7.29%)  




 
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

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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
   STATE STREET CORP 3630 - 2023-12-31 31,060 $261,000 -15,713
   BARCLAYS PLC 3345 - 2023-12-31 25,911 $218,000 -3,280
   NORTHERN TRUST CORP 3900 - 2023-12-31 23,289 $196,000 -1,009
   MORGAN STANLEY 5586 - 2023-12-31 18,637 $157,000 -7,703
   CITIGROUP INC 3242 - 2024-03-31 19,493 $150,000 -2,959
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1456 - 2023-12-31 16,541 $139,000 -16,307
   Comprehensive Portfolio Management LLC 772 - 2024-03-31 10,794 $83,000 -193
   TOWER RESEARCH CAPITAL LLC 4801 - 2023-12-31 755 $6,000 -4,771
   J P MORGAN CHASE & CO 5329 - 2024-03-31 93 $1,000 -5,792

  10 Records found
  1    
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