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United Bancshares Ownership | Who Owns United Bancshares?

OverviewRevenueFinancialsChart

United Bancshares Ownership Summary

United Bancshares is owned by 0.76% institutional investors, 4.57% insiders, and 94.67% retail investors. Pinnacle is the largest institutional shareholder, holding 0.75% of UBOH shares. DFA US Small Cap Value I is the top mutual fund, with 0.88% of its assets in United Bancshares shares.

UBOH Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockUnited Bancshares0.76%4.57%94.67%
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
Pinnacle22.80K0.75%$428.68K
Innealta capital172.000.01%$3.23K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Pinnacle22.80K0.17%$428.68K
Innealta capital172.000.00%$3.23K

Top Buyers

HolderShares% AssetsChange
Innealta capital172.000.00%172.00
Pinnacle22.80K0.17%-57.00

Top Sellers

HolderShares% AssetsChange
Pinnacle22.80K0.17%-57.00
Innealta capital172.000.00%172.00

New Positions

HolderShares% AssetsChangeValue
Innealta capital172.000.00%172.00$3.23K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20242100.00%22,9740.50%-135.92%1-1-
Mar 31, 20241-22,859-26.72%-71.86%--1-
Dec 31, 20231-31,192-10.35%179.32%--1-
Sep 30, 20231-34,795-12.54%170.19%--1-
Jun 30, 20231-39,785-178.68%----

Top Mutual Funds Shareholders

HolderShares% HoldingChange
DFA US Small Cap Value I28.53K0.88%-1.30K
Bridgeway Omni Small-Cap Value N19.90K0.61%-
Bridgeway Omni Small-Cap Value19.90K0.61%-
Bridgeway Omni Tax-Managed Sm-Cp Val N12.92K0.40%-
DFA US Micro Cap I8.37K0.26%-
Bridgeway Ultra-Small Company Market7.70K0.24%-
DFA US Targeted Value I7.31K0.23%-
DFA US Core Equity 2 I6.38K0.20%-
Dimensional US Targeted Value ETF3.92K0.12%-
DFA US Core Equity 1 I3.44K0.11%-

Recent Insider Transactions

DateNameRoleActivityValue
Sep 07, 2022RIGEL H EDWARD-Buy$19.88K
Sep 07, 2022RIGEL H EDWARD-Buy$19.83K
Aug 29, 2022YOUNG BRIAN D President/CEOBuy$499.75
Jul 22, 2022Schnipke Norman V Sr Compliance OfficerSell$951.59
Dec 20, 2021Schnipke Norman V Sr Compliance OfficerSell$14.17K

Insider Transactions Trends

DateBuySell
2022 Q4--
2022 Q331
2022 Q2--
2022 Q1--
2021 Q4-2

UBOH Ownership FAQ

Who Owns United Bancshares?

United Bancshares shareholders are primarily institutional investors at 0.76%, followed by 4.57% insiders and 94.67% retail investors. The average institutional ownership in United Bancshares's industry, Regional Banks Stocks, is 49.28%, which United Bancshares falls below.

Does Blackrock own United Bancshares?

BlackRock is not among the top 10 institutional shareholders of United Bancshares.

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

Pinnacle is United Bancshares’s biggest shareholder by percentage of total assets invested, with 0.17% of its assets in 22.8K United Bancshares shares, valued at 428.68K$.

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

DFA US Small Cap Value I is the top mutual fund holder of United Bancshares shares, with 0.88% of its total shares outstanding invested in 28.53K United Bancshares shares.

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