United Bancshares Ownership | Who Owns United Bancshares?
United Bancshares Ownership Summary
United Bancshares is owned by 0.77% institutional investors, 4.57% insiders, and 94.66% 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.
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Pinnacle | 22.80K | 0.75% | $428.68K |
| Innealta capital | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pinnacle | 22.80K | 0.17% | $428.68K |
| Innealta capital | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pinnacle | 22.80K | 0.17% | -57.00 |
| Innealta capital | - | - | -172.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Innealta capital | - | - | -172.00 |
| Pinnacle | 22.80K | 0.17% | -57.00 |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -172.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 1 | -50.00% | 22,802 | -0.75% | - | 132.76% | - | -100.00% | - | -100.00% |
| Jun 30, 2024 | 2 | 100.00% | 22,974 | 0.50% | - | 135.92% | 1 | - | 1 | - |
| Mar 31, 2024 | 1 | - | 22,859 | -26.72% | - | 71.86% | - | - | 1 | - |
| Dec 31, 2023 | 1 | - | 31,192 | -10.35% | 1 | 79.32% | - | - | 1 | - |
| Sep 30, 2023 | 1 | - | 34,795 | -12.54% | 1 | 70.19% | - | - | 1 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| DFA US Small Cap Value I | 28.53K | 0.88% | -1.30K |
| Bridgeway Omni Small-Cap Value N | 19.90K | 0.61% | - |
| Bridgeway Omni Small-Cap Value | 19.90K | 0.61% | - |
| Bridgeway Omni Tax-Managed Sm-Cp Val N | 12.92K | 0.40% | - |
| DFA US Micro Cap I | 8.37K | 0.26% | - |
| Bridgeway Ultra-Small Company Market | 7.70K | 0.24% | - |
| DFA US Targeted Value I | 7.31K | 0.23% | - |
| DFA US Core Equity 2 I | 6.38K | 0.20% | - |
| Dimensional US Targeted Value ETF | 3.92K | 0.12% | - |
| DFA US Core Equity 1 I | 3.44K | 0.11% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 07, 2022 | RIGEL H EDWARD | - | Buy | $19.88K |
| Sep 07, 2022 | RIGEL H EDWARD | - | Buy | $19.83K |
| Aug 29, 2022 | YOUNG BRIAN D | President/CEO | Buy | $499.75 |
| Jul 22, 2022 | Schnipke Norman V | Sr Compliance Officer | Sell | $951.59 |
| Dec 20, 2021 | Schnipke Norman V | Sr Compliance Officer | Sell | $14.17K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2022 Q4 | - | - |
| 2022 Q3 | 3 | 1 |
| 2022 Q2 | - | - |
| 2022 Q1 | - | - |
| 2021 Q4 | - | 2 |
UBOH Ownership FAQ
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