United Bancorp Ownership | Who Owns United Bancorp?
United Bancorp Ownership Summary
United Bancorp is owned by 9.97% institutional investors, 13.45% insiders, and 76.58% 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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | United Bancorp | 9.97% | 13.45% | 76.58% |
Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Commonwealth financial services | 89.22K | 1.62% | $1.08M |
Vanguard group | 69.43K | 1.26% | $871.30K |
Geode capital management | 51.15K | 0.93% | $642.08K |
Wesbanco bank | 47.08K | 0.86% | $590.89K |
Vantage financial partners | 44.27K | 0.80% | $555.59K |
Blackrock | 39.77K | 0.72% | $499.05K |
Founders financial alliance | 37.52K | 0.68% | $470.86K |
Vawter financial | 36.41K | 0.66% | $456.92K |
Dimensional fund advisors lp | 33.38K | 0.61% | $418.87K |
Koss-olinger consulting | 23.34K | 0.42% | $293.00K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Vawter financial | 36.41K | 0.31% | $456.92K |
Commonwealth financial services | 89.22K | 0.22% | $1.08M |
Raffles associates lp | 15.35K | 0.22% | $192.59K |
Vantage financial partners | 44.27K | 0.14% | $555.59K |
Founders financial alliance | 37.52K | 0.14% | $470.86K |
Koss-olinger consulting | 23.34K | 0.03% | $293.00K |
Wesbanco bank | 47.08K | 0.02% | $590.89K |
Beacon capital management | 500.00 | 0.00% | $6.28K |
Loring wolcott & coolidge fiduciary advisors llp/ma | 6.92K | 0.00% | $89.92K |
Tower research capital llc (trc) | 933.00 | 0.00% | $11.71K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Vawter financial | 36.41K | 0.31% | 36.41K |
Koss-olinger consulting | 23.34K | 0.03% | 23.34K |
Blackrock | 39.77K | - | 17.56K |
Dimensional fund advisors lp | 33.38K | 0.00% | 2.58K |
Advisor group | 3.11K | 0.00% | 2.50K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Bridgeway capital management | - | - | -18.51K |
Commonwealth financial services | 89.22K | 0.22% | -8.04K |
Susquehanna group, llp | 13.04K | - | -1.77K |
Bogart wealth | - | - | -802.00 |
Wells fargo & company/mn | - | - | -377.00 |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Vawter financial | 36.41K | 0.31% | 36.41K | $456.92K |
Sold Out
Holder | Change |
---|---|
Newedge advisors | -1.00 |
Fmr | -11.00 |
Geneos wealth management | -200.00 |
Wells fargo & company/mn | -377.00 |
Bogart wealth | -802.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 24 | -4.00% | 561,232 | 1.57% | 9 | 9.88% | 11 | -15.38% | 5 | 25.00% |
Jun 30, 2024 | 25 | -3.85% | 552,583 | 11.22% | 10 | 12.31% | 13 | 116.67% | 4 | -42.86% |
Mar 31, 2024 | 26 | -7.14% | 496,842 | -1.37% | 9 | 10.74% | 6 | -60.00% | 7 | 75.00% |
Dec 31, 2023 | 28 | 16.67% | 503,733 | 5.81% | 9 | 12.19% | 15 | 66.67% | 4 | -33.33% |
Sep 30, 2023 | 24 | 14.29% | 476,057 | 19.18% | 8 | 16.42% | 9 | 12.50% | 6 | 20.00% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Institutional Extnd Mkt Idx Tr | 67.55K | 1.17% | - |
Fidelity Extended Market Index | 28.98K | 0.50% | -2.35K |
DFA US Core Equity 2 I | 11.08K | 0.19% | - |
iShares Micro-Cap ETF | 10.68K | 0.18% | - |
BlackRock Extended Equity Market K | 9.17K | 0.16% | -4.00 |
Fidelity Total Market Index | 8.95K | 0.16% | -22.00 |
Bridgeway Omni Small-Cap Value N | 8.40K | 0.15% | - |
Bridgeway Omni Small-Cap Value | 8.40K | 0.14% | - |
Fidelity Series Total Market Index | 6.74K | 0.12% | -1.30K |
DFA US Core Equity 1 I | 5.66K | 0.10% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jun 21, 2024 | Branstetter Matthew Fredrick | SVP COO | Buy | $7.25K |
Jun 21, 2024 | Glessner Gary W | - | Buy | $41.05K |
Jun 21, 2024 | Hendershot Brian M | - | Buy | $19.97K |
Jun 21, 2024 | Schunn Bethany E | - | Buy | $19.35K |
Jun 21, 2024 | EVERSON SCOTT A | President and CEO | Buy | $25.79K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q1 | - | - |
2023 Q4 | 8 | 1 |
2023 Q3 | 1 | - |
2023 Q2 | 2 | - |
2023 Q1 | - | - |
UBCP Ownership FAQ
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