United Security Bancshares (UBFO) Institutional Ownership

$7.40
0.00 (0.00%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for United Security Bancshares (NASDAQ:UBFO)

Current
Institutional Ownership
Percentage
30.88%
Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$2.02M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$127.26K
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UBFO Institutional Buying and Selling by Quarter

United Security Bancshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2024Salzhauer Michael27,071$209K0.2%+6.7%0.156%
4/18/2024 Miracle Mile Advisors LLC14,000$108K0.0%N/A0.081%
1/23/2024 Planning Center Inc.36,025$303K0.1%N/A0.210%
1/18/2024 Ritholtz Wealth Management10,987$92K0.0%-36.8%0.064%
11/15/2023Kennedy Capital Management LLC58,454$435K0.0%+8.8%0.342%
11/15/2023EJF Capital LLC84,246$627K0.3%-8.2%0.493%
11/14/2023O Shaughnessy Asset Management LLC32,848$244K0.0%+13.6%0.192%
11/9/2023 Bridgewealth Advisory Group LLC1,193,088$8.88M10.9%+3.8%6.981%
11/8/2023Kestra Private Wealth Services LLC33,640$250K0.0%N/A0.197%
11/7/2023Barclays PLC29,191$217K0.0%+14.9%0.171%
8/14/2023 Bridgewealth Advisory Group LLC1,148,906$7.65M12.4%-0.2%6.723%
8/11/2023Banc Funds Co. LLC346,563$2.31M0.3%+7.8%2.028%
8/11/2023O Shaughnessy Asset Management LLC28,915$193K0.0%N/A0.169%
7/27/2023EA Series Trust33,773$225K0.0%N/A0.198%
7/24/2023 Saratoga Research & Investment Management11,000$73K0.0%N/A0.064%
7/17/2023 Ritholtz Wealth Management16,405$109K0.0%N/A0.096%
5/5/2023Salzhauer Michael25,261$161K0.1%N/A0.148%
4/25/2023Private Wealth Advisors LLC79,449$507K0.2%+6.6%0.465%
2/24/2023 Bridgewealth Advisory Group LLC1,151,554$8.42M16.5%N/A6.754%
2/13/2023BHZ Capital Management LP18,904$138K0.1%+24.0%0.111%
2/13/2023Banc Funds Co. LLC35,000$256K0.0%+16.7%0.205%
2/10/2023HRT Financial LP48,179$352K0.0%-7.7%0.283%
2/1/2023Bank of Montreal Can15,800$117K0.0%N/A0.093%
11/14/2022Ergoteles LLC28,672$187K0.0%+68.7%0.168%
11/7/2022LSV Asset Management4,900$32K0.0%-51.5%0.029%
8/11/2022rhino investment partners Inc232,006$3.30M1.5%-46.4%1.361%
5/17/2022Private Wealth Advisors LLC71,479$593K0.2%-8.9%0.420%
5/13/2022Elizabeth Park Capital Advisors Ltd.467,776$3.88M1.4%+11.3%2.747%
2/14/2022Elizabeth Park Capital Advisors Ltd.420,179$3.41M1.3%+3.2%2.470%
2/11/2022Private Wealth Advisors LLC78,493$637K0.1%-13.7%0.461%
2/9/2022Dimensional Fund Advisors LP835,504$6.78M0.0%-2.7%4.912%
2/8/2022Strategic Value Bank Partners LLC932,491$7.57M6.9%N/A5.482%
2/7/2022American Century Companies Inc.51,135$415K0.0%+38.2%0.301%
12/3/2021Private Wealth Advisors LLC91,001$719K0.2%+2.4%0.535%
11/15/2021Dimensional Fund Advisors LP858,577$6.87M0.0%-5.4%5.047%
11/15/2021FJ Capital Management LLC615,000$4.91M0.4%-1.9%3.616%
11/12/2021Renaissance Technologies LLC160,748$1.28M0.0%-30.8%0.945%
11/12/2021Hsbc Holdings PLC20,810$166K0.0%-12.6%0.122%
11/10/2021American Century Companies Inc.37,003$296K0.0%+16.4%0.218%
11/10/2021rhino investment partners Inc437,574$3.50M1.8%-16.5%2.572%
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11/9/2021BlackRock Inc.73,713$589K0.0%-25.6%0.433%
9/3/2021Parametric Portfolio Associates LLC11,931$97K0.0%-28.9%0.070%
8/17/2021Millennium Management LLC95,962$784K0.0%N/A0.564%
8/17/2021Bridgeway Capital Management LLC68,000$556K0.0%-15.1%0.400%
8/16/2021Kennedy Capital Management Inc.102,654$839K0.0%-82.7%0.603%
8/16/2021State Street Corp23,899$195K0.0%-88.7%0.140%
8/16/2021Tibra Equities Europe Ltd24,900$203K0.1%N/A0.146%
8/16/2021Goldman Sachs Group Inc.16,124$132K0.0%-8.4%0.095%
8/13/2021EJF Capital LLC239,715$1.96M0.2%N/A1.409%
8/13/2021Renaissance Technologies LLC232,429$1.90M0.0%+16.9%1.366%
8/13/2021Northern Trust Corp25,781$211K0.0%-80.5%0.152%
8/13/2021WBI Investments Inc.44,764$366K0.1%-38.0%0.263%
8/13/2021California Public Employees Retirement System11,959$98K0.0%-77.1%0.070%
8/13/2021LPL Financial LLC10,000$82K0.0%N/A0.059%
8/13/2021Geode Capital Management LLC106,632$871K0.0%-43.0%0.627%
8/13/2021Vanguard Group Inc.555,475$4.54M0.0%-7.5%3.266%
8/12/2021Dimensional Fund Advisors LP907,680$7.42M0.0%+150.8%5.336%
8/12/2021JPMorgan Chase & Co.15,515$127K0.0%-63.9%0.091%
8/12/2021Ergoteles LLC58,400$477K0.0%N/A0.343%
8/11/2021Bank of New York Mellon Corp61,873$505K0.0%-35.9%0.364%
8/11/2021Susquehanna Fundamental Investments LLC21,200$173K0.0%N/A0.125%
8/9/2021rhino investment partners Inc524,351$4.28M2.6%+135.2%3.083%
8/6/2021FJ Capital Management LLC627,000$5.13M0.4%N/A3.686%
8/5/2021Fourthstone LLC28,477$231K0.1%N/A0.167%
8/5/2021American Century Companies Inc.31,799$260K0.0%+40.3%0.187%
7/31/2021Private Wealth Advisors LLC88,883$726K0.2%-3.3%0.523%
7/30/2021Alliancebernstein L.P.91,752$750K0.0%-46.0%0.539%
5/17/2021Nuveen Asset Management LLC42,185$346K0.0%-3.3%0.248%
5/17/2021Goldman Sachs Group Inc.17,598$144K0.0%+15.1%0.103%
5/14/2021Kennedy Capital Management Inc.593,066$4.86M0.1%+9.9%3.487%
5/14/2021Dimensional Fund Advisors LP361,895$2.96M0.0%-5.9%2.128%
5/13/2021Barclays PLC38,159$312K0.0%+62.4%0.224%
5/13/2021Renaissance Technologies LLC198,823$1.63M0.0%+5.2%1.169%
5/12/2021Northern Trust Corp132,521$1.09M0.0%-6.8%0.779%
5/12/2021Geode Capital Management LLC187,207$1.53M0.0%+37.5%1.101%
5/12/2021WBI Investments72,251$592K0.1%N/A0.425%
5/12/2021JPMorgan Chase & Co.42,978$351K0.0%-3.8%0.253%
5/12/2021Panagora Asset Management Inc.75,431$618K0.0%-18.6%0.443%
5/7/2021BlackRock Inc.957,933$7.85M0.0%+18.1%5.632%
5/7/2021BNP Paribas Arbitrage SA6,251$51K0.0%+70.8%0.037%
5/6/2021Alliancebernstein L.P.169,893$1.39M0.0%-46.4%0.999%
5/3/2021The Manufacturers Life Insurance Company13,566$111K0.0%N/A0.080%
2/19/2021JPMorgan Chase & Co.44,666$315K0.0%+278.9%0.263%
2/17/2021Zebra Capital Management LLC50,742$358K0.5%-3.6%0.299%
2/12/2021Kennedy Capital Management Inc.539,557$3.80M0.1%+28.0%3.178%
2/11/2021Northern Trust Corp142,173$1.00M0.0%-2.8%0.837%
2/11/2021Barclays PLC23,498$166K0.0%-7.7%0.138%
2/10/2021Rhumbline Advisers22,534$159K0.0%+13.0%0.133%
2/10/2021Renaissance Technologies LLC188,930$1.33M0.0%-1.8%1.113%
2/9/2021Wells Fargo & Company MN32,462$229K0.0%-15.6%0.191%
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2/9/2021Bank of New York Mellon Corp97,629$688K0.0%-4.9%0.575%
2/8/2021Alliancebernstein L.P.316,914$2.23M0.0%-15.0%1.867%
2/5/2021BlackRock Inc.811,351$5.72M0.0%+7.6%4.779%
11/17/2020Zebra Capital Management LLC52,637$322K0.5%+53.0%0.310%
11/10/2020State Street Corp222,598$1.36M0.0%+2.8%1.311%
11/6/2020BlackRock Inc.754,305$4.61M0.0%-4.5%4.443%
8/31/2020Bridgeway Capital Management Inc.55,055$368K0.0%+6.0%0.324%
8/14/2020Bank of America Corp DE20,641$139K0.0%+13.8%0.122%
8/12/2020Goldman Sachs Group Inc.14,285$96K0.0%-14.2%0.084%
8/12/2020Bank of New York Mellon Corp107,415$718K0.0%-5.7%0.633%
(Data available from 1/1/2016 forward)

UBFO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UBFO shares?

During the previous two years, 21 institutional investors and hedge funds held shares of United Security Bancshares. The most heavily invested institutionals were Bridgewealth Advisory Group LLC ($8.88M), Elizabeth Park Capital Advisors Ltd. ($3.88M), rhino investment partners Inc ($3.30M), Banc Funds Co. LLC ($2.31M), EJF Capital LLC ($627K), Private Wealth Advisors LLC ($507K), and Kennedy Capital Management LLC ($435K).Learn more on UBFO's institutional investors.

What percentage of United Security Bancshares stock is owned by institutional investors?

30.88% of United Security Bancshares stock is owned by institutional investors. Learn more on UBFO's institutional investor holdings.

Which institutional investors have been buying United Security Bancshares stock?

Of the 17 institutional investors that purchased United Security Bancshares stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bridgewealth Advisory Group LLC ($1.20M), Elizabeth Park Capital Advisors Ltd. ($47.60K), Planning Center Inc. ($36.03K), EA Series Trust ($33.77K), Kestra Private Wealth Services LLC ($33.64K), O Shaughnessy Asset Management LLC ($32.85K), and Banc Funds Co. LLC ($30K).

How much institutional buying is happening at United Security Bancshares?

Institutional investors have bought a total of 1,522,534 shares in the last 24 months. This purchase volume represents approximately $11.12M in transactions.

Which United Security Bancshares major shareholders have been selling company stock?

The following institutional investors have sold United Security Bancshares stock in the last 24 months: rhino investment partners Inc ($200.45K), EJF Capital LLC ($7.50K), Private Wealth Advisors LLC ($7.01K), Ritholtz Wealth Management ($6.40K), LSV Asset Management ($5.20K), HRT Financial LP ($4.03K), and Bridgewealth Advisory Group LLC ($2.65K).

How much institutional selling is happening at United Security Bancshares?

Institutional investors have sold a total of 233,239 shares in the last 24 months. This volume of shares sold represents approximately $1.78M in transactions.


This page (NASDAQ:UBFO) was last updated on 4/27/2024 by MarketBeat.com Staff

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