Vault-13

UNITED BANCORP INC OHIO UBCP

COM · Common Stock · CUSIP 909911109

27 institutional holders +0 vs Q1 2024
552,583552.6k shares reported held*
9.3% of all shares outstanding*
$6.9mreported value*
3 new 10 added 5 reduced 3 sold out net bought ≈ $534.6k (+34.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 6.0m as of 2024-08-09, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $12.48.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 24Q4 22: 30Q1 23: 24Q2 23: 22Q3 23: 26Q4 23: 29Q1 24: 27Q2 24: 2727Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202224
Q4 202230
Q1 202324
Q2 202322
Q3 202326
Q4 202329
Q1 202427
Q2 202427

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q4 22: 15 bought or addedQ4 22: 2 cut or sold outQ4 22Q1 23: 8 bought or addedQ1 23: 15 cut or sold outQ2 23: 8 bought or addedQ2 23: 8 cut or sold outQ2 23Q3 23: 8 bought or addedQ3 23: 7 cut or sold outQ4 23: 15 bought or addedQ4 23: 6 cut or sold outQ4 23Q1 24: 7 bought or addedQ1 24: 9 cut or sold outQ2 24: 13 bought or addedQ2 24: 8 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022152
Q1 2023815
Q2 202388
Q3 202387
Q4 2023156
Q1 202479
Q2 2024138

Biggest buyers

Vawter Financial, Ltd. New +36,408+36.4k
Koss-Olinger Consulting, LLC New +23,338+23.3k
BlackRock Inc. Added +17,557+17.6k
DIMENSIONAL FUND ADVISORS LP Added +2,575+2.6k
OSAIC HOLDINGS, INC. Added +2,500+2.5k
GEODE CAPITAL MANAGEMENT, LLC Added +1,536+1.5k
Bogart Wealth, LLC New +802+802
Tower Research Capital LLC (TRC) Added +164+164
ROYAL BANK OF CANADA Added +37+37
VANGUARD GROUP INC Added +33+33

Biggest sellers

MORGAN STANLEY Reduced -21,462-21.5k
BRIDGEWAY CAPITAL MANAGEMENT, LLC Sold out -18,509-18.5k
Commonwealth Financial Services, LLC Reduced -8,045-8.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -1,771-1.8k
WELLS FARGO & COMPANY/MN Reduced -377-377
NORTHERN TRUST CORP Reduced -251-251
FMR LLC Sold out -11-11
NewEdge Advisors, LLC Sold out -1-1

Insider purchases and sales in Q2 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q3 22: 3 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 2 buyingQ2 23: 0 sellingQ2 23Q3 23: 1 buyingQ3 23: 0 sellingQ4 23: 8 buyingQ4 23: 1 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 7 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20223$12.6k0——
Q4 20220—0——
Q1 20230—0——
Q2 20232$12.4k0——
Q3 20231$16.3k0——
Q4 20238$121.6k1$201.8k—
Q1 20240—0——
Q2 20247$144.2k0——
DateInsiderTradeSharesPrice ValueTheir holding
2024-06-21 Glessner Gary W Director Bought 3,329 $12.33 $41.0k3.3k shares +4%
2024-06-21 EVERSON SCOTT A President and CEO Bought 2,092 $12.33 $25.8k2.1k shares +1%
2024-06-21 Hendershot Brian M Director Bought 1,620 $12.33 $20.0k1.6k shares +3%
2024-06-21 Schunn Bethany E Director Bought 1,569 $12.33 $19.3k1.6k shares +11%
2024-06-21 GREENWOOD RANDALL M SVP CFO Bought 1,050 $12.33 $12.9k1.1k shares +1%
2024-06-21 HOOPINGARNER JOHN M Director Bought 872 $12.33 $10.8k872 shares +2%
2024-06-21 Branstetter Matthew Fredrick SVP COO Bought 588 $12.33 $7.3k588 shares +1%
2024-06-21 Glessner Gary W Director Bought 580 $12.16 $7.1k580 shares +1%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Commonwealth Financial Services, LLC 0.22% of their portfolio VIENNA, WV 89,22189.2k $1.1m $1.1m 0.22% Reduced -8.0k -8,045
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 69,42669.4k $871.3k $871.3k 0.00% Added +33 +33
3 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 51,14751.1k $642.1k $642.1k 0.00% Added +1.5k +1,536
4 WESBANCO BANK INC 0.02% of their portfolio WHEELING, WV 47,08347.1k $590.9k $590.9k 0.02% Unchanged
5 Vantage Financial Partners, LLC 0.14% of their portfolio ELM GROVE, WI 44,27044.3k $555.6k $555.6k 0.14% Unchanged
6 BlackRock Inc. 0.00% of their portfolio New York, NY 39,76539.8k $499.1k $499.1k 0.00% Added +17.6k +17,557
7 Founders Financial Alliance, LLC 0.14% of their portfolio RALEIGH, NC 37,51837.5k $470.9k $470.9k 0.14% Added +24 +24
8 Vawter Financial, Ltd. 0.31% of their portfolio COLUMBUS, OH 36,40836.4k $456.9k $456.9k 0.31% New
9 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 33,37633.4k $418.9k $418.9k 0.00% Added +2.6k +2,575
10 Koss-Olinger Consulting, LLC 0.03% of their portfolio GAINESVILLE, FL 23,33823.3k $293.0k $293.0k 0.03% New
11 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 17,94017.9k $225.1k $225.1k 0.00% Reduced -251 -251
12 RAFFLES ASSOCIATES LP 0.22% of their portfolio NEW YORK, NY 15,34615.3k $192.6k $192.6k 0.22% Unchanged
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,03513.0k $163.6k $163.6k 0.00% Reduced -1.8k -1,771
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 10,28110.3k $129.0k $129.0k 0.00% Reduced -21.5k -21,462
15 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 10,07410.1k $126.4k $126.4k 0.00% Unchanged
16 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0.00% of their portfolio BOSTON, MA 6,9176.9k $89.9k $89.9k 0.00% Unchanged
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,1083.1k $39.0k $39.0k 0.00% Added +2.5k +2,500
18 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,2211.2k $15.3k $15.3k 0.00% Added +27 +27
19 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 933933 $11.7k $11.7k 0.00% Added +164 +164
20 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 802802 $10.1k $10.1k 0.00% New
21 Beacon Capital Management, LLC 0.00% of their portfolio FRANKLIN, TN 500500 $6.3k $6.3k 0.00% Unchanged
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 390390 $4.9k $4.9k 0.00% Added +5 +5
23 CWM, LLC 0.00% of their portfolio OMAHA, NE 200200 $3.0k $3.0k 0.00% Unchanged
24 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 200200 $2.5k $2.5k 0.00% Unchanged
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 8484 $1.0k $1.0k 0.00% Added +37 +37
26 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $5 $5 0.00% Reduced -377 -377
27 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged