United Bancorp Ownership | Who Owns United Bancorp?


OverviewRevenueFinancialsChart

United Bancorp Ownership Summary


United Bancorp is owned by 10.05% institutional investors, 13.08% insiders, and 76.87% retail investors. Commonwealth financial services is the largest institutional shareholder, holding 1.62% of UBCP shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.17% of its assets in United Bancorp shares.

UBCP Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockUnited Bancorp10.05%13.08%76.87%
SectorFinancial Services Stocks 43.07%12.53%44.40%
IndustryRegional Banks Stocks49.28%11.59%39.13%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Commonwealth financial services89.22K1.62%$1.08M
Vanguard group69.43K1.26%$871.30K
Geode capital management51.15K0.93%$642.08K
Wesbanco bank47.08K0.86%$590.89K
Vantage financial partners44.27K0.80%$555.59K
Blackrock39.77K0.72%$499.05K
Founders financial alliance37.52K0.68%$470.86K
Vawter financial36.41K0.66%$456.92K
Dimensional fund advisors lp33.38K0.61%$418.87K
Koss-olinger consulting23.34K0.42%$293.00K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Vawter financial36.41K0.31%$456.92K
Commonwealth financial services89.22K0.22%$1.08M
Raffles associates lp15.35K0.22%$192.59K
Vantage financial partners44.27K0.14%$555.59K
Founders financial alliance37.52K0.14%$470.86K
Koss-olinger consulting23.34K0.03%$293.00K
Wesbanco bank47.08K0.02%$590.89K
Beacon capital management500.000.00%$6.28K
Loring wolcott & coolidge fiduciary advisors llp/ma6.92K0.00%$89.92K
Bogart wealth802.000.00%$10.06K

Top Buyers

HolderShares% AssetsChange
Vawter financial36.41K0.31%36.41K
Koss-olinger consulting23.34K0.03%23.34K
Blackrock39.77K-17.56K
Dimensional fund advisors lp33.38K0.00%2.58K
Advisor group3.11K0.00%2.50K

Top Sellers

HolderShares% AssetsChange
Bridgeway capital management---18.51K
Commonwealth financial services89.22K0.22%-8.04K
Susquehanna group, llp13.04K--1.77K
Wells fargo & company/mn---377.00
Morgan stanley10.28K--300.00

New Positions

HolderShares% AssetsChangeValue
Vawter financial36.41K0.31%36.41K$456.92K
Bogart wealth802.000.00%802.00$10.06K

Sold Out

HolderChange
Newedge advisors-1.00
Fmr-11.00
Wells fargo & company/mn-377.00
Bridgeway capital management-18.51K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202425-3.85%552,58311.22%1012.31%13116.67%4-42.86%
Mar 31, 202426-7.14%496,842-1.37%910.74%6-60.00%775.00%
Dec 31, 20232816.67%503,7335.81%912.19%1566.67%4-33.33%
Sep 30, 20232414.29%476,05719.18%816.42%912.50%620.00%
Jun 30, 202321-8.70%399,442-21.72%78.40%8-5-28.57%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Institutional Extnd Mkt Idx Tr67.55K1.17%-
Fidelity Extended Market Index28.98K0.50%-2.35K
DFA US Core Equity 2 I11.08K0.19%-
iShares Micro-Cap ETF10.68K0.18%-
BlackRock Extended Equity Market K9.17K0.16%-4.00
Fidelity Total Market Index8.95K0.16%-22.00
Bridgeway Omni Small-Cap Value N8.40K0.15%-8.60K
Bridgeway Omni Small-Cap Value8.40K0.15%-8.60K
Fidelity Series Total Market Index6.74K0.12%-1.30K
DFA US Core Equity 1 I5.66K0.10%-

Recent Insider Transactions


DateNameRoleActivityValue
Jun 21, 2024Branstetter Matthew Fredrick SVP COOBuy$7.25K
Jun 21, 2024Glessner Gary W-Buy$41.05K
Jun 21, 2024Hendershot Brian M-Buy$19.97K
Jun 21, 2024Schunn Bethany E-Buy$19.35K
Jun 21, 2024EVERSON SCOTT A President and CEOBuy$25.79K

Insider Transactions Trends


DateBuySell
2024 Q1--
2023 Q481
2023 Q31-
2023 Q22-
2023 Q1--

UBCP Ownership FAQ


Who Owns United Bancorp?

United Bancorp shareholders are primarily institutional investors at 10.05%, followed by 13.08% insiders and 76.87% retail investors. The average institutional ownership in United Bancorp's industry, Regional Banks Stocks, is 49.28%, which United Bancorp falls below.

Who owns the most shares of United Bancorp?

United Bancorp’s largest shareholders are Commonwealth financial services (89.22K shares, 1.62%), Vanguard group (69.43K shares, 1.26%), and Geode capital management (51.15K shares, 0.93%). Together, they hold 3.81% of United Bancorp’s total shares outstanding.

Does Blackrock own United Bancorp?

Yes, BlackRock owns 0.72% of United Bancorp, totaling 39.76K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 499.05K$. In the last quarter, BlackRock increased its holdings by 17.56K shares, a 79.06% change.

Who is United Bancorp’s biggest shareholder by percentage of total assets invested?

Vawter financial is United Bancorp’s biggest shareholder by percentage of total assets invested, with 0.31% of its assets in 36.41K United Bancorp shares, valued at 456.92K$.

Who is the top mutual fund holder of United Bancorp shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of United Bancorp shares, with 1.17% of its total shares outstanding invested in 67.54K United Bancorp shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools