United Security Bancshares Ownership 2024 | Who Owns United Security Bancshares Now?
Institutional Ownership
8.78%
Insider Ownership
21.18%
Retail Ownership
70.04%
Institutional Holders
17.00
United Security Bancshares Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BRIDGEWEALTH ADVISORY GROUP, LLC | 6.95% | 3.83% | 1,193,088 | - | - | 8,649,887 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 4.95% | 0.00% | 850,380 | -1,435 | -0.17% | 6,165,322 | Jun 30, 2024 |
FJ CAPITAL MANAGEMENT LLC | 3.53% | 0.46% | 606,434 | -8,598 | -1.40% | 4,396,647 | Jun 30, 2024 |
VANGUARD GROUP INC | 3.26% | 0.00% | 559,660 | 695 | 0.12% | 4,057,535 | Jun 30, 2024 |
BANC FUNDS CO LLC | 3.26% | 0.48% | 559,227 | - | - | 4,054,396 | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 1.28% | 0.00% | 219,104 | -11,614 | -5.03% | 1,588,504 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.77% | 0.02% | 132,889 | 3,240 | 2.50% | 963,445 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.76% | 0.00% | 131,108 | 5,309 | 4.22% | 950,799 | Jun 30, 2024 |
BLACKROCK INC. | 0.69% | - | 117,804 | 757 | 0.65% | 854,079 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.55% | 0.00% | 94,948 | -1,096 | -1.14% | 688,373 | Jun 30, 2024 |
DESTINATION WEALTH MANAGEMENT | 0.55% | 0.02% | 94,506 | - | - | 685,168 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 0.49% | 0.00% | 84,805 | - | - | 614,836 | Jun 30, 2024 |
PRIVATE WEALTH ADVISORS, LLC | 0.48% | 0.23% | 81,811 | 1,299 | 1.61% | 591,082 | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.45% | 0.01% | 77,868 | -273 | -0.35% | 564,543 | Jun 30, 2024 |
EMPOWERED FUNDS, LLC | 0.27% | 0.01% | 46,789 | 3,240 | 7.44% | 339,220 | Jun 30, 2024 |
FOURTHSTONE LLC | 0.24% | 0.10% | 41,389 | 41,389 | 100.00% | 300,070 | Jun 30, 2024 |
PLANNING CENTER, INC. | 0.21% | 0.03% | 36,025 | - | - | 261,181 | Jun 30, 2024 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 0.21% | 0.01% | 35,306 | 578 | 1.66% | 255,965 | Jun 30, 2024 |
STATE STREET CORP | 0.18% | - | 31,760 | 700 | 2.25% | 230,260,000 | Jun 30, 2024 |
SALZHAUER MICHAEL | 0.16% | 0.15% | 27,071 | - | - | 196,263 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BRIDGEWEALTH ADVISORY GROUP, LLC | 6.95% | 3.83% | 1,193,088 | - | - | 8,649,887 | Jun 30, 2024 |
BANC FUNDS CO LLC | 3.26% | 0.48% | 559,227 | - | - | 4,054,396 | Jun 30, 2024 |
FJ CAPITAL MANAGEMENT LLC | 3.53% | 0.46% | 606,434 | -8,598 | -1.40% | 4,396,647 | Jun 30, 2024 |
PRIVATE WEALTH ADVISORS, LLC | 0.48% | 0.23% | 81,811 | 1,299 | 1.61% | 591,082 | Jun 30, 2024 |
SALZHAUER MICHAEL | 0.16% | 0.15% | 27,071 | - | - | 196,263 | Jun 30, 2024 |
FOURTHSTONE LLC | 0.24% | 0.10% | 41,389 | 41,389 | 100.00% | 300,070 | Jun 30, 2024 |
CALDWELL SUTTER CAPITAL, INC. | 0.06% | 0.04% | 10,065 | - | - | 72,971 | Jun 30, 2024 |
PLANNING CENTER, INC. | 0.21% | 0.03% | 36,025 | - | - | 261,181 | Jun 30, 2024 |
MRAZ, AMERINE & ASSOCIATES, INC. | 0.12% | 0.03% | 19,862 | - | - | 144,000 | Jun 30, 2024 |
DESTINATION WEALTH MANAGEMENT | 0.55% | 0.02% | 94,506 | - | - | 685,168 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.77% | 0.02% | 132,889 | 3,240 | 2.50% | 963,445 | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.45% | 0.01% | 77,868 | -273 | -0.35% | 564,543 | Jun 30, 2024 |
EMPOWERED FUNDS, LLC | 0.27% | 0.01% | 46,789 | 3,240 | 7.44% | 339,220 | Jun 30, 2024 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 0.21% | 0.01% | 35,306 | 578 | 1.66% | 255,965 | Jun 30, 2024 |
SARATOGA RESEARCH & INVESTMENT MANAGEMENT | 0.06% | 0.00% | 11,000 | - | - | 79,750 | Jun 30, 2024 |
RITHOLTZ WEALTH MANAGEMENT | 0.06% | 0.00% | 10,310 | -484 | -4.48% | 74,746 | Jun 30, 2024 |
MIRACLE MILE ADVISORS, LLC | 0.08% | 0.00% | 13,000 | -1,000 | -7.14% | 94,250 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 4.95% | 0.00% | 850,380 | -1,435 | -0.17% | 6,165,322 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.55% | 0.00% | 94,948 | -1,096 | -1.14% | 688,373 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 433 | 433 | 100.00% | 3,139 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FOURTHSTONE LLC | 0.24% | 0.10% | 41,389 | 41,389 | 100.00% | 300,070 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.76% | 0.00% | 131,108 | 5,309 | 4.22% | 950,799 | Jun 30, 2024 |
EMPOWERED FUNDS, LLC | 0.27% | 0.01% | 46,789 | 3,240 | 7.44% | 339,220 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.77% | 0.02% | 132,889 | 3,240 | 2.50% | 963,445 | Jun 30, 2024 |
UBS GROUP AG | 0.01% | - | 1,473 | 1,402 | 1974.65% | 10,679 | Jun 30, 2024 |
PRIVATE WEALTH ADVISORS, LLC | 0.48% | 0.23% | 81,811 | 1,299 | 1.61% | 591,082 | Jun 30, 2024 |
BLACKROCK INC. | 0.69% | - | 117,804 | 757 | 0.65% | 854,079 | Jun 30, 2024 |
STATE STREET CORP | 0.18% | - | 31,760 | 700 | 2.25% | 230,260,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 3.26% | 0.00% | 559,660 | 695 | 0.12% | 4,057,535 | Jun 30, 2024 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 0.21% | 0.01% | 35,306 | 578 | 1.66% | 255,965 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 1,651 | 548 | 49.68% | 11,970 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 433 | 433 | 100.00% | 3,139 | Jun 30, 2024 |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.00% | - | 125 | 125 | 100.00% | 906 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 34 | 34 | 100.00% | 247 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.08% | - | 13,613 | 33 | 0.24% | 98,694 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.00% | - | 93 | - | - | 674 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.05% | - | 9,300 | - | - | 67,000 | Jun 30, 2024 |
CWM, LLC | 0.01% | - | 1,398 | - | - | 10,000 | Jun 30, 2024 |
BARCLAYS PLC | 0.15% | 0.00% | 25,405 | - | - | 184,000 | Jun 30, 2024 |
HSBC HOLDINGS PLC | 0.08% | 0.00% | 13,388 | - | - | 97,866 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 702 | -33,079 | -97.92% | 5,089 | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 1.28% | 0.00% | 219,104 | -11,614 | -5.03% | 1,588,504 | Jun 30, 2024 |
FJ CAPITAL MANAGEMENT LLC | 3.53% | 0.46% | 606,434 | -8,598 | -1.40% | 4,396,647 | Jun 30, 2024 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.07% | 0.00% | 11,833 | -4,327 | -26.78% | 85,789 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 4.95% | 0.00% | 850,380 | -1,435 | -0.17% | 6,165,322 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.55% | 0.00% | 94,948 | -1,096 | -1.14% | 688,373 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 116 | -1,084 | -90.33% | 841 | Jun 30, 2024 |
MIRACLE MILE ADVISORS, LLC | 0.08% | 0.00% | 13,000 | -1,000 | -7.14% | 94,250 | Jun 30, 2024 |
MORGAN STANLEY | 0.11% | - | 19,335 | -956 | -4.71% | 140,185 | Jun 30, 2024 |
RITHOLTZ WEALTH MANAGEMENT | 0.06% | 0.00% | 10,310 | -484 | -4.48% | 74,746 | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.45% | 0.01% | 77,868 | -273 | -0.35% | 564,543 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -110 | -100.00% | - | Jun 30, 2024 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | - | - | - | -76 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.14% | - | 23,282 | -22 | -0.09% | 168,795,000 | Jun 30, 2024 |
BRIDGEWEALTH ADVISORY GROUP, LLC | 6.95% | 3.83% | 1,193,088 | - | - | 8,649,887 | Jun 30, 2024 |
BANC FUNDS CO LLC | 3.26% | 0.48% | 559,227 | - | - | 4,054,396 | Jun 30, 2024 |
SALZHAUER MICHAEL | 0.16% | 0.15% | 27,071 | - | - | 196,263 | Jun 30, 2024 |
CALDWELL SUTTER CAPITAL, INC. | 0.06% | 0.04% | 10,065 | - | - | 72,971 | Jun 30, 2024 |
PLANNING CENTER, INC. | 0.21% | 0.03% | 36,025 | - | - | 261,181 | Jun 30, 2024 |
MRAZ, AMERINE & ASSOCIATES, INC. | 0.12% | 0.03% | 19,862 | - | - | 144,000 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FOURTHSTONE LLC | 0.24% | 0.10% | 41,389 | 41,389 | 100.00% | 300,070 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 433 | 433 | 100.00% | 3,139 | Jun 30, 2024 |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.00% | - | 125 | 125 | 100.00% | 906 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 34 | 34 | 100.00% | 247 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WELLS FARGO & COMPANY/MN | - | - | - | -110 | -100.00% | - | Jun 30, 2024 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | - | - | - | -76 | -100.00% | - | Jun 30, 2024 |
United Security Bancshares Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Absolute Shares Trust | 0.12% | 44,764 | - | - | Mar 31, 2024 |
BRIDGEWAY FUNDS INC | 0.03% | 83,000 | - | - | Mar 28, 2024 |
CLEARWATER INVESTMENT TRUST | 0.01% | 69,894 | - | - | Mar 28, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.00% | 24,184 | - | - | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,231 | - | - | Mar 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 510 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 541,233 | -159,080 | -22.72% | Mar 31, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 84,805 | - | - | Feb 29, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 662,604 | 62,245 | 10.37% | Jan 31, 2024 |
DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 8,637 | - | - | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 114,560 | 8,863 | 8.39% | Feb 29, 2024 |
Calvert Variable Products, Inc. | 0.00% | 1,143 | - | - | Mar 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 12,285 | - | - | Mar 31, 2024 |
Dimensional ETF Trust | 0.00% | 148,378 | 13,465 | 9.98% | Jan 31, 2024 |
AdvisorShares Trust | 0.00% | 1,000 | - | - | Mar 28, 2024 |
BlackRock Advantage SMID Cap Fund, Inc. | 0.00% | 46 | - | - | Mar 28, 2024 |
Meeder Funds | 0.00% | 1,045 | - | - | Mar 31, 2024 |
SunAmerica Specialty Series | 0.00% | 111 | - | - | Apr 30, 2021 |
SCHWAB CAPITAL TRUST | 0.00% | 6,461 | - | - | Jan 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 3,739 | - | - | Mar 31, 2024 |
RBC FUNDS TRUST | 0.00% | 9,300 | - | - | Mar 28, 2024 |
DFA INVESTMENT TRUST CO | 0.00% | 8,637 | - | - | Jan 31, 2024 |
NORTHERN FUNDS | 0.00% | 8,001 | - | - | Mar 28, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 113 | - | - | Mar 31, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 2,106 | - | - | Dec 31, 2023 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 2,500 | - | - | Mar 31, 2024 |
NORTHERN LIGHTS FUND TRUST II | 0.00% | 420 | - | - | Mar 31, 2024 |
PGIM ETF TRUST | 0.00% | 1,971 | - | - | Feb 29, 2024 |
Goldman Sachs ETF Trust | 0.00% | 2,739 | - | - | Feb 29, 2024 |
MASTER INVESTMENT PORTFOLIO | 0.00% | 2,450 | - | - | Mar 31, 2024 |
WisdomTree Trust | 0.00% | 56,156 | - | - | Feb 29, 2024 |
ProFunds | 0.00% | 292 | - | - | Mar 31, 2024 |
VALIC Co I | 0.00% | 6,391 | - | - | Feb 29, 2024 |
NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 2,744 | - | - | Mar 31, 2024 |
VANGUARD SCOTTSDALE FUNDS | 0.00% | 40,321 | - | - | Feb 29, 2024 |
FIDELITY SALEM STREET TRUST | 0.00% | 75,973 | - | - | Mar 31, 2024 |
Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 3,974 | - | - | Feb 29, 2024 |
COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 19,166 | - | - | Mar 31, 2024 |
NATIONWIDE MUTUAL FUNDS | 0.00% | 1,942 | - | - | Jan 31, 2024 |
ALLSPRING MASTER TRUST | 0.00% | 823 | - | - | Feb 29, 2024 |
PENN SERIES FUNDS INC | 0.00% | 300 | - | - | Mar 28, 2024 |
HC CAPITAL TRUST | 0.00% | 300 | - | - | Mar 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 1,814 | -301 | -14.23% | Jan 31, 2024 |
TIAA-CREF FUNDS | 0.00% | 22,396 | - | - | Mar 31, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 130 | - | - | Feb 29, 2024 |
MORGAN STANLEY PATHWAY FUNDS | 0.00% | 508 | - | - | Feb 29, 2024 |
JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 10,052 | - | - | Mar 31, 2024 |
SUNAMERICA SERIES TRUST | 0.00% | 1,456 | - | - | Mar 31, 2024 |
GMO TRUST | 0.00% | 5,421 | - | - | Feb 29, 2024 |
PACIFIC SELECT FUND | 0.00% | 10,884 | - | - | Mar 31, 2024 |
EQ ADVISORS TRUST | 0.00% | 2,443 | 9 | 0.37% | Mar 31, 2024 |
iSHARES TRUST | 0.00% | 30,932 | 295 | 0.96% | Mar 31, 2024 |
AMERICAN BEACON FUNDS | 0.00% | 6,179 | - | - | Feb 29, 2024 |
MASSMUTUAL SELECT FUNDS | 0.00% | 1,615 | - | - | Dec 31, 2023 |
WILSHIRE MUTUAL FUNDS INC | 0.00% | 406 | - | - | Dec 31, 2023 |
Franklin Templeton ETF Trust | 0.00% | 232 | - | - | Mar 31, 2024 |
Bridge Builder Trust | 0.00% | 4,046 | - | - | Mar 31, 2024 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 2,131 | - | - | Mar 31, 2024 |
BlackRock Variable Series Funds, Inc. | 0.00% | 2,649 | - | - | Mar 31, 2024 |
SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 938 | - | - | Dec 31, 2023 |
BLACKROCK FUNDS | 0.00% | 1,880 | - | - | Mar 28, 2024 |
John Hancock Funds II | 0.00% | 3,514 | - | - | Feb 29, 2024 |
PRINCIPAL FUNDS, INC. | 0.00% | 1,286 | - | - | Feb 29, 2024 |
SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 3,200 | - | - | Feb 29, 2024 |
United Security Bancshares Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 17 | -60.47% |
31 Mar, 24 | 43 | - |
31 Dec, 23 | 43 | 7.50% |
30 Sep, 23 | 40 | 5.26% |
30 Jun, 23 | 38 | -9.52% |
31 Mar, 23 | 42 | -4.55% |
31 Dec, 22 | 44 | - |
30 Sep, 22 | 44 | 18.92% |
30 Jun, 22 | 37 | -2.63% |
31 Mar, 22 | 38 | -5.00% |
31 Dec, 21 | 40 | 5.26% |
30 Sep, 21 | 38 | -19.15% |
30 Jun, 21 | 47 | -4.08% |
31 Mar, 21 | 49 | 4.26% |
31 Dec, 20 | 47 | - |
30 Sep, 20 | 47 | -6.00% |
30 Jun, 20 | 50 | - |
31 Mar, 20 | 50 | -12.28% |
31 Dec, 19 | 57 | 14.00% |
30 Sep, 19 | 50 | -5.66% |
30 Jun, 19 | 53 | -1.85% |
31 Mar, 19 | 54 | - |
31 Dec, 18 | 54 | -1.82% |
30 Sep, 18 | 55 | 1.85% |
30 Jun, 18 | 54 | 10.20% |
31 Mar, 18 | 49 | -5.77% |
31 Dec, 17 | 52 | 4.00% |
30 Sep, 17 | 50 | 6.38% |
30 Jun, 17 | 47 | 51.61% |
31 Mar, 17 | 31 | - |
31 Dec, 16 | 31 | 6.90% |
30 Sep, 16 | 29 | 7.41% |
30 Jun, 16 | 27 | 8.00% |
31 Mar, 16 | 25 | 4.17% |
31 Dec, 15 | 24 | 20.00% |
30 Sep, 15 | 20 | 11.11% |
30 Jun, 15 | 18 | - |
31 Mar, 15 | 18 | - |
31 Dec, 14 | 18 | -10.00% |
30 Sep, 14 | 20 | -9.09% |
30 Jun, 14 | 22 | 4.76% |
31 Mar, 14 | 21 | 16.67% |
31 Dec, 13 | 18 | 50.00% |
30 Sep, 13 | 12 | -7.69% |
30 Jun, 13 | 13 | 333.33% |
31 Mar, 13 | 3 | -25.00% |
31 Dec, 12 | 4 | -42.86% |
30 Sep, 12 | 7 | 16.67% |
30 Jun, 12 | 6 | - |
31 Mar, 12 | 6 | 20.00% |
31 Dec, 11 | 5 | -16.67% |
30 Sep, 11 | 6 | 50.00% |
30 Jun, 11 | 4 | - |
31 Mar, 11 | 4 | 33.33% |
31 Dec, 10 | 3 | - |
30 Sep, 10 | 3 | - |
30 Jun, 10 | 3 | 50.00% |
31 Mar, 10 | 2 | -33.33% |
31 Dec, 09 | 3 | -40.00% |
30 Sep, 09 | 5 | -37.50% |
30 Jun, 09 | 8 | 33.33% |
31 Mar, 09 | 6 | -14.29% |
31 Dec, 08 | 7 | -12.50% |
30 Sep, 08 | 8 | 60.00% |
30 Jun, 08 | 5 | -16.67% |
31 Mar, 08 | 6 | -14.29% |
31 Dec, 07 | 7 | 16.67% |
30 Sep, 07 | 6 | -14.29% |
30 Jun, 07 | 7 | 16.67% |
31 Mar, 07 | 6 | -14.29% |
31 Dec, 06 | 7 | -12.50% |
30 Sep, 06 | 8 | 14.29% |
30 Jun, 06 | 7 | 75.00% |
31 Mar, 06 | 4 | - |
31 Dec, 05 | 4 | 33.33% |
30 Sep, 05 | 3 | - |
30 Jun, 05 | 3 | 50.00% |
31 Mar, 05 | 2 | - |
31 Dec, 04 | 2 | -33.33% |
30 Sep, 04 | 3 | -25.00% |
30 Jun, 04 | 4 | - |
31 Mar, 04 | 4 | - |
31 Dec, 03 | 4 | -20.00% |
30 Sep, 03 | 5 | 150.00% |
30 Jun, 03 | 2 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 1,507,536 | -72.02% |
31 Mar, 24 | 5,387,812 | 1.80% |
31 Dec, 23 | 5,292,712 | 5.82% |
30 Sep, 23 | 5,001,816 | 1.83% |
30 Jun, 23 | 4,911,949 | -15.84% |
31 Mar, 23 | 5,836,105 | -5.09% |
31 Dec, 22 | 6,149,059 | 20.57% |
30 Sep, 22 | 5,100,121 | -5.60% |
30 Jun, 22 | 5,402,611 | 0.03% |
31 Mar, 22 | 5,400,800 | 0.87% |
31 Dec, 21 | 5,354,292 | 23.51% |
30 Sep, 21 | 4,335,019 | -1.74% |
30 Jun, 21 | 4,411,745 | -5.83% |
31 Mar, 21 | 4,684,628 | 7.31% |
31 Dec, 20 | 4,365,403 | 3.16% |
30 Sep, 20 | 4,231,839 | 3.56% |
30 Jun, 20 | 4,086,352 | 0.27% |
31 Mar, 20 | 4,075,469 | -3.09% |
31 Dec, 19 | 4,205,232 | 3.81% |
30 Sep, 19 | 4,050,886 | -1.33% |
30 Jun, 19 | 4,105,394 | -3.25% |
31 Mar, 19 | 4,243,195 | -1.56% |
31 Dec, 18 | 4,310,373 | 1.37% |
30 Sep, 18 | 4,252,093 | 6.38% |
30 Jun, 18 | 3,996,999 | 0.44% |
31 Mar, 18 | 3,979,680 | -22.31% |
31 Dec, 17 | 5,122,806 | 2.09% |
30 Sep, 17 | 5,018,176 | 2.35% |
30 Jun, 17 | 4,903,109 | 14.51% |
31 Mar, 17 | 4,281,633 | 3.11% |
31 Dec, 16 | 4,152,407 | 36.40% |
30 Sep, 16 | 3,044,186 | 13.42% |
30 Jun, 16 | 2,683,982 | 4.18% |
31 Mar, 16 | 2,576,274 | 18.68% |
31 Dec, 15 | 2,170,819 | 8.09% |
30 Sep, 15 | 2,008,367 | 17.13% |
30 Jun, 15 | 1,714,633 | 1.78% |
31 Mar, 15 | 1,684,712 | 9.33% |
31 Dec, 14 | 1,540,956 | 5.98% |
30 Sep, 14 | 1,453,996 | 1.79% |
30 Jun, 14 | 1,428,392 | 29.21% |
31 Mar, 14 | 1,105,445 | 14.09% |
31 Dec, 13 | 968,960 | 24.87% |
30 Sep, 13 | 775,956 | 0.92% |
30 Jun, 13 | 768,899 | 294.80% |
31 Mar, 13 | 194,755 | 136.69% |
31 Dec, 12 | 82,281 | -46.34% |
30 Sep, 12 | 153,348 | 22.85% |
30 Jun, 12 | 124,828 | -99.47% |
31 Mar, 12 | 23,661,976 | 43561.62% |
31 Dec, 11 | 54,194 | -61.69% |
30 Sep, 11 | 141,446 | -50.23% |
30 Jun, 11 | 284,183 | 0.81% |
31 Mar, 11 | 281,904 | 508.97% |
31 Dec, 10 | 46,292 | 8.09% |
30 Sep, 10 | 42,829 | -8.31% |
30 Jun, 10 | 46,709 | 15.93% |
31 Mar, 10 | 40,292 | -1.30% |
31 Dec, 09 | 40,823 | -88.28% |
30 Sep, 09 | 348,345 | -5.73% |
30 Jun, 09 | 369,534 | 25.27% |
31 Mar, 09 | 294,985 | -45.40% |
31 Dec, 08 | 540,266 | 25.47% |
30 Sep, 08 | 430,585 | 82.93% |
30 Jun, 08 | 235,381 | -1.51% |
31 Mar, 08 | 238,985 | 22.60% |
31 Dec, 07 | 194,923 | 10.02% |
30 Sep, 07 | 177,172 | 93.12% |
30 Jun, 07 | 91,744 | 6.88% |
31 Mar, 07 | 85,837 | -35.69% |
31 Dec, 06 | 133,467 | -3.69% |
30 Sep, 06 | 138,583 | 17.70% |
30 Jun, 06 | 117,743 | 206.44% |
31 Mar, 06 | 38,423 | 9.85% |
31 Dec, 05 | 34,977 | -2.75% |
30 Sep, 05 | 35,965 | - |
30 Jun, 05 | 35,965 | 1.42% |
31 Mar, 05 | 35,463 | -0.93% |
31 Dec, 04 | 35,797 | -0.56% |
30 Sep, 04 | 35,997 | -24.86% |
30 Jun, 04 | 47,906 | -37.44% |
31 Mar, 04 | 76,570 | 12.37% |
31 Dec, 03 | 68,142 | 59.48% |
30 Sep, 03 | 42,728 | 319.81% |
30 Jun, 03 | 10,178 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 8.78% | 0.89% |
31 Mar, 24 | 31.38% | 3.29% |
31 Dec, 23 | 30.87% | 3.62% |
30 Sep, 23 | 29.20% | 3.54% |
30 Jun, 23 | 28.72% | 2.46% |
31 Mar, 23 | 34.18% | 2.63% |
31 Dec, 22 | 36.06% | 4.03% |
30 Sep, 22 | 29.93% | 2.98% |
30 Jun, 22 | 31.71% | 3.15% |
31 Mar, 22 | 31.71% | 3.20% |
31 Dec, 21 | 31.47% | 4.85% |
30 Sep, 21 | 25.48% | 3.79% |
30 Jun, 21 | 25.94% | 3.42% |
31 Mar, 21 | 27.54% | 4.17% |
31 Dec, 20 | 25.71% | 4.14% |
30 Sep, 20 | 24.93% | 4.30% |
30 Jun, 20 | 24.07% | 4.18% |
31 Mar, 20 | 24.01% | 3.90% |
31 Dec, 19 | 24.81% | 4.35% |
30 Sep, 19 | 23.89% | 4.07% |
30 Jun, 19 | 24.22% | 3.86% |
31 Mar, 19 | 25.04% | 3.85% |
31 Dec, 18 | 25.51% | 4.03% |
30 Sep, 18 | 25.16% | 4.50% |
30 Jun, 18 | 23.65% | 4.26% |
31 Mar, 18 | 23.56% | 2.56% |
31 Dec, 17 | 30.34% | 3.44% |
30 Sep, 17 | 29.72% | 3.52% |
30 Jun, 17 | 29.05% | 4.51% |
31 Mar, 17 | 25.37% | 4.19% |
31 Dec, 16 | 24.60% | 7.56% |
30 Sep, 16 | 18.03% | 7.12% |
30 Jun, 16 | 15.91% | 6.96% |
31 Mar, 16 | 15.12% | 9.13% |
31 Dec, 15 | 12.87% | 9.26% |
30 Sep, 15 | 11.79% | 11.64% |
30 Jun, 15 | 10.06% | 10.09% |
31 Mar, 15 | 9.99% | 12.21% |
31 Dec, 14 | 9.04% | 12.40% |
30 Sep, 14 | 8.54% | 11.87% |
30 Jun, 14 | 8.48% | 20.08% |
31 Mar, 14 | 6.50% | 20.02% |
31 Dec, 13 | 5.70% | 27.38% |
30 Sep, 13 | 4.56% | 21.88% |
30 Jun, 13 | 4.57% | 348.11% |
31 Mar, 13 | 1.15% | 479.94% |
31 Dec, 12 | 0.49% | 58.93% |
30 Sep, 12 | 0.91% | 165.77% |
30 Jun, 12 | 0.74% | 0.00% |
31 Mar, 12 | 140.48% | 135680.33% |
31 Dec, 11 | 0.32% | 45.62% |
30 Sep, 11 | 0.84% | 29.50% |
30 Jun, 11 | 1.69% | 60.23% |
31 Mar, 11 | 1.67% | 2216.05% |
31 Dec, 10 | 0.27% | 425.05% |
30 Sep, 10 | 0.25% | 330.65% |
30 Jun, 10 | 0.28% | 484.66% |
31 Mar, 10 | 0.24% | 375.55% |
31 Dec, 09 | 0.25% | 5.90% |
30 Sep, 09 | 2.07% | 41.29% |
30 Jun, 09 | 2.24% | 72.98% |
31 Mar, 09 | 1.75% | 17.13% |
31 Dec, 08 | 3.20% | 49.13% |
30 Sep, 08 | 2.55% | 131.65% |
30 Jun, 08 | 1.39% | 68.63% |
31 Mar, 08 | 1.42% | 105.54% |
31 Dec, 07 | 1.16% | 105.71% |
30 Sep, 07 | 1.05% | 364.58% |
30 Jun, 07 | 0.54% | 208.44% |
31 Mar, 07 | 0.51% | 81.55% |
31 Dec, 06 | 0.79% | 105.91% |
30 Sep, 06 | 0.86% | 161.39% |
30 Jun, 06 | 0.73% | 1284.58% |
31 Mar, 06 | 0.24% | 505.76% |
31 Dec, 05 | 0.22% | 435.51% |
30 Sep, 05 | 0.22% | 447.87% |
30 Jun, 05 | 0.22% | 460.84% |
31 Mar, 05 | 0.22% | 437.17% |
31 Dec, 04 | 0.22% | 449.31% |
30 Sep, 04 | 0.22% | 243.07% |
30 Jun, 04 | 0.30% | 126.13% |
31 Mar, 04 | 0.49% | 257.55% |
31 Dec, 03 | 0.44% | 568.35% |
30 Sep, 03 | 0.28% | 6337.97% |
30 Jun, 03 | 0.07% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 5 | -72.22% |
31 Mar, 24 | 18 | -28.00% |
31 Dec, 23 | 25 | 8.70% |
30 Sep, 23 | 23 | 43.75% |
30 Jun, 23 | 16 | -33.33% |
31 Mar, 23 | 24 | 41.18% |
31 Dec, 22 | 17 | - |
30 Sep, 22 | 17 | 41.67% |
30 Jun, 22 | 12 | -14.29% |
31 Mar, 22 | 14 | -12.50% |
31 Dec, 21 | 16 | 45.45% |
30 Sep, 21 | 11 | -38.89% |
30 Jun, 21 | 18 | -5.26% |
31 Mar, 21 | 19 | - |
31 Dec, 20 | 19 | 35.71% |
30 Sep, 20 | 14 | -33.33% |
30 Jun, 20 | 21 | 5.00% |
31 Mar, 20 | 20 | -31.03% |
31 Dec, 19 | 29 | 38.10% |
30 Sep, 19 | 21 | -27.59% |
30 Jun, 19 | 29 | 107.14% |
31 Mar, 19 | 14 | -26.32% |
31 Dec, 18 | 19 | -32.14% |
30 Sep, 18 | 28 | 12.00% |
30 Jun, 18 | 25 | 47.06% |
31 Mar, 18 | 17 | -39.29% |
31 Dec, 17 | 28 | 16.67% |
30 Sep, 17 | 24 | -38.46% |
30 Jun, 17 | 39 | 85.71% |
31 Mar, 17 | 21 | -25.00% |
31 Dec, 16 | 28 | 3.70% |
30 Sep, 16 | 27 | 68.75% |
30 Jun, 16 | 16 | -20.00% |
31 Mar, 16 | 20 | -13.04% |
31 Dec, 15 | 23 | 21.05% |
30 Sep, 15 | 19 | 18.75% |
30 Jun, 15 | 16 | - |
31 Mar, 15 | 16 | -11.11% |
31 Dec, 14 | 18 | - |
30 Sep, 14 | 18 | -14.29% |
30 Jun, 14 | 21 | 10.53% |
31 Mar, 14 | 19 | 18.75% |
31 Dec, 13 | 16 | 45.45% |
30 Sep, 13 | 11 | -8.33% |
30 Jun, 13 | 12 | 300.00% |
31 Mar, 13 | 3 | - |
31 Dec, 12 | 3 | -57.14% |
30 Sep, 12 | 7 | 40.00% |
30 Jun, 12 | 5 | -16.67% |
31 Mar, 12 | 6 | 50.00% |
31 Dec, 11 | 4 | -20.00% |
30 Sep, 11 | 5 | 66.67% |
30 Jun, 11 | 3 | - |
31 Mar, 11 | 3 | - |
31 Dec, 10 | 3 | 200.00% |
30 Sep, 10 | 1 | -66.67% |
30 Jun, 10 | 3 | 50.00% |
31 Mar, 10 | 2 | - |
31 Dec, 09 | 2 | -33.33% |
30 Sep, 09 | 3 | -40.00% |
30 Jun, 09 | 5 | -16.67% |
31 Mar, 09 | 6 | - |
31 Dec, 08 | 6 | -14.29% |
30 Sep, 08 | 7 | 250.00% |
30 Jun, 08 | 2 | -60.00% |
31 Mar, 08 | 5 | 25.00% |
31 Dec, 07 | 4 | 100.00% |
30 Sep, 07 | 2 | -50.00% |
30 Jun, 07 | 4 | 33.33% |
31 Mar, 07 | 3 | - |
31 Dec, 06 | 3 | -40.00% |
30 Sep, 06 | 5 | -28.57% |
30 Jun, 06 | 7 | 600.00% |
31 Mar, 06 | 1 | -50.00% |
31 Dec, 05 | 2 | - |
30 Sep, 05 | - | -100.00% |
30 Jun, 05 | 2 | - |
31 Mar, 05 | - | - |
31 Dec, 04 | - | - |
30 Sep, 04 | - | -100.00% |
30 Jun, 04 | 1 | -50.00% |
31 Mar, 04 | 2 | - |
31 Dec, 03 | 2 | -50.00% |
30 Sep, 03 | 4 | 100.00% |
30 Jun, 03 | 2 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 4 | -69.23% |
31 Mar, 24 | 13 | 62.50% |
31 Dec, 23 | 8 | 33.33% |
30 Sep, 23 | 6 | -45.45% |
30 Jun, 23 | 11 | 120.00% |
31 Mar, 23 | 5 | -58.33% |
31 Dec, 22 | 12 | 20.00% |
30 Sep, 22 | 10 | -16.67% |
30 Jun, 22 | 12 | -7.69% |
31 Mar, 22 | 13 | -13.33% |
31 Dec, 21 | 15 | -11.76% |
30 Sep, 21 | 17 | -29.17% |
30 Jun, 21 | 24 | 26.32% |
31 Mar, 21 | 19 | 35.71% |
31 Dec, 20 | 14 | -36.36% |
30 Sep, 20 | 22 | 22.22% |
30 Jun, 20 | 18 | -28.00% |
31 Mar, 20 | 25 | 66.67% |
31 Dec, 19 | 15 | 7.14% |
30 Sep, 19 | 14 | 27.27% |
30 Jun, 19 | 11 | -50.00% |
31 Mar, 19 | 22 | 37.50% |
31 Dec, 18 | 16 | 60.00% |
30 Sep, 18 | 10 | -37.50% |
30 Jun, 18 | 16 | -11.11% |
31 Mar, 18 | 18 | 38.46% |
31 Dec, 17 | 13 | 8.33% |
30 Sep, 17 | 12 | 71.43% |
30 Jun, 17 | 7 | 16.67% |
31 Mar, 17 | 6 | 100.00% |
31 Dec, 16 | 3 | 50.00% |
30 Sep, 16 | 2 | -50.00% |
30 Jun, 16 | 4 | - |
31 Mar, 16 | 4 | 300.00% |
31 Dec, 15 | 1 | - |
30 Sep, 15 | 1 | -50.00% |
30 Jun, 15 | 2 | 100.00% |
31 Mar, 15 | 1 | - |
31 Dec, 14 | - | -100.00% |
30 Sep, 14 | 2 | - |
30 Jun, 14 | - | -100.00% |
31 Mar, 14 | 1 | -50.00% |
31 Dec, 13 | 2 | 100.00% |
30 Sep, 13 | 1 | - |
30 Jun, 13 | 1 | - |
31 Mar, 13 | - | -100.00% |
31 Dec, 12 | 1 | - |
30 Sep, 12 | - | -100.00% |
30 Jun, 12 | 1 | - |
31 Mar, 12 | - | -100.00% |
31 Dec, 11 | 1 | - |
30 Sep, 11 | 1 | - |
30 Jun, 11 | 1 | - |
31 Mar, 11 | 1 | - |
31 Dec, 10 | - | -100.00% |
30 Sep, 10 | 2 | - |
30 Jun, 10 | - | - |
31 Mar, 10 | - | -100.00% |
31 Dec, 09 | 1 | -50.00% |
30 Sep, 09 | 2 | -33.33% |
30 Jun, 09 | 3 | - |
31 Mar, 09 | - | -100.00% |
31 Dec, 08 | 1 | - |
30 Sep, 08 | - | -100.00% |
30 Jun, 08 | 1 | - |
31 Mar, 08 | - | -100.00% |
31 Dec, 07 | 1 | -50.00% |
30 Sep, 07 | 2 | 100.00% |
30 Jun, 07 | 1 | - |
31 Mar, 07 | - | -100.00% |
31 Dec, 06 | 2 | - |
30 Sep, 06 | - | - |
30 Jun, 06 | - | - |
31 Mar, 06 | - | - |
31 Dec, 05 | - | - |
30 Sep, 05 | - | -100.00% |
30 Jun, 05 | 1 | - |
31 Mar, 05 | 1 | - |
31 Dec, 04 | - | -100.00% |
30 Sep, 04 | 3 | - |
30 Jun, 04 | 3 | - |
31 Mar, 04 | - | -100.00% |
31 Dec, 03 | 1 | - |
30 Sep, 03 | - | - |
30 Jun, 03 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 17 | -60.47% | 1,507,536 | -72.02% | 8.78% | 0.89% | 5 | -72.22% | 4 | -69.23% |
31 Mar, 24 | 43 | - | 5,387,812 | 1.80% | 31.38% | 3.29% | 18 | -28.00% | 13 | 62.50% |
31 Dec, 23 | 43 | 7.50% | 5,292,712 | 5.82% | 30.87% | 3.62% | 25 | 8.70% | 8 | 33.33% |
30 Sep, 23 | 40 | 5.26% | 5,001,816 | 1.83% | 29.20% | 3.54% | 23 | 43.75% | 6 | -45.45% |
30 Jun, 23 | 38 | -9.52% | 4,911,949 | -15.84% | 28.72% | 2.46% | 16 | -33.33% | 11 | 120.00% |
31 Mar, 23 | 42 | -4.55% | 5,836,105 | -5.09% | 34.18% | 2.63% | 24 | 41.18% | 5 | -58.33% |
31 Dec, 22 | 44 | - | 6,149,059 | 20.57% | 36.06% | 4.03% | 17 | - | 12 | 20.00% |
30 Sep, 22 | 44 | 18.92% | 5,100,121 | -5.60% | 29.93% | 2.98% | 17 | 41.67% | 10 | -16.67% |
30 Jun, 22 | 37 | -2.63% | 5,402,611 | 0.03% | 31.71% | 3.15% | 12 | -14.29% | 12 | -7.69% |
31 Mar, 22 | 38 | -5.00% | 5,400,800 | 0.87% | 31.71% | 3.20% | 14 | -12.50% | 13 | -13.33% |
31 Dec, 21 | 40 | 5.26% | 5,354,292 | 23.51% | 31.47% | 4.85% | 16 | 45.45% | 15 | -11.76% |
30 Sep, 21 | 38 | -19.15% | 4,335,019 | -1.74% | 25.48% | 3.79% | 11 | -38.89% | 17 | -29.17% |
30 Jun, 21 | 47 | -4.08% | 4,411,745 | -5.83% | 25.94% | 3.42% | 18 | -5.26% | 24 | 26.32% |
31 Mar, 21 | 49 | 4.26% | 4,684,628 | 7.31% | 27.54% | 4.17% | 19 | - | 19 | 35.71% |
31 Dec, 20 | 47 | - | 4,365,403 | 3.16% | 25.71% | 4.14% | 19 | 35.71% | 14 | -36.36% |
30 Sep, 20 | 47 | -6.00% | 4,231,839 | 3.56% | 24.93% | 4.30% | 14 | -33.33% | 22 | 22.22% |
30 Jun, 20 | 50 | - | 4,086,352 | 0.27% | 24.07% | 4.18% | 21 | 5.00% | 18 | -28.00% |
31 Mar, 20 | 50 | -12.28% | 4,075,469 | -3.09% | 24.01% | 3.90% | 20 | -31.03% | 25 | 66.67% |
31 Dec, 19 | 57 | 14.00% | 4,205,232 | 3.81% | 24.81% | 4.35% | 29 | 38.10% | 15 | 7.14% |
30 Sep, 19 | 50 | -5.66% | 4,050,886 | -1.33% | 23.89% | 4.07% | 21 | -27.59% | 14 | 27.27% |
30 Jun, 19 | 53 | -1.85% | 4,105,394 | -3.25% | 24.22% | 3.86% | 29 | 107.14% | 11 | -50.00% |
31 Mar, 19 | 54 | - | 4,243,195 | -1.56% | 25.04% | 3.85% | 14 | -26.32% | 22 | 37.50% |
31 Dec, 18 | 54 | -1.82% | 4,310,373 | 1.37% | 25.51% | 4.03% | 19 | -32.14% | 16 | 60.00% |
30 Sep, 18 | 55 | 1.85% | 4,252,093 | 6.38% | 25.16% | 4.50% | 28 | 12.00% | 10 | -37.50% |
30 Jun, 18 | 54 | 10.20% | 3,996,999 | 0.44% | 23.65% | 4.26% | 25 | 47.06% | 16 | -11.11% |
31 Mar, 18 | 49 | -5.77% | 3,979,680 | -22.31% | 23.56% | 2.56% | 17 | -39.29% | 18 | 38.46% |
31 Dec, 17 | 52 | 4.00% | 5,122,806 | 2.09% | 30.34% | 3.44% | 28 | 16.67% | 13 | 8.33% |
30 Sep, 17 | 50 | 6.38% | 5,018,176 | 2.35% | 29.72% | 3.52% | 24 | -38.46% | 12 | 71.43% |
30 Jun, 17 | 47 | 51.61% | 4,903,109 | 14.51% | 29.05% | 4.51% | 39 | 85.71% | 7 | 16.67% |
31 Mar, 17 | 31 | - | 4,281,633 | 3.11% | 25.37% | 4.19% | 21 | -25.00% | 6 | 100.00% |
31 Dec, 16 | 31 | 6.90% | 4,152,407 | 36.40% | 24.60% | 7.56% | 28 | 3.70% | 3 | 50.00% |
30 Sep, 16 | 29 | 7.41% | 3,044,186 | 13.42% | 18.03% | 7.12% | 27 | 68.75% | 2 | -50.00% |
30 Jun, 16 | 27 | 8.00% | 2,683,982 | 4.18% | 15.91% | 6.96% | 16 | -20.00% | 4 | - |
31 Mar, 16 | 25 | 4.17% | 2,576,274 | 18.68% | 15.12% | 9.13% | 20 | -13.04% | 4 | 300.00% |
31 Dec, 15 | 24 | 20.00% | 2,170,819 | 8.09% | 12.87% | 9.26% | 23 | 21.05% | 1 | - |
30 Sep, 15 | 20 | 11.11% | 2,008,367 | 17.13% | 11.79% | 11.64% | 19 | 18.75% | 1 | -50.00% |
30 Jun, 15 | 18 | - | 1,714,633 | 1.78% | 10.06% | 10.09% | 16 | - | 2 | 100.00% |
31 Mar, 15 | 18 | - | 1,684,712 | 9.33% | 9.99% | 12.21% | 16 | -11.11% | 1 | - |
31 Dec, 14 | 18 | -10.00% | 1,540,956 | 5.98% | 9.04% | 12.40% | 18 | - | - | -100.00% |
30 Sep, 14 | 20 | -9.09% | 1,453,996 | 1.79% | 8.54% | 11.87% | 18 | -14.29% | 2 | - |
30 Jun, 14 | 22 | 4.76% | 1,428,392 | 29.21% | 8.48% | 20.08% | 21 | 10.53% | - | -100.00% |
31 Mar, 14 | 21 | 16.67% | 1,105,445 | 14.09% | 6.50% | 20.02% | 19 | 18.75% | 1 | -50.00% |
31 Dec, 13 | 18 | 50.00% | 968,960 | 24.87% | 5.70% | 27.38% | 16 | 45.45% | 2 | 100.00% |
30 Sep, 13 | 12 | -7.69% | 775,956 | 0.92% | 4.56% | 21.88% | 11 | -8.33% | 1 | - |
30 Jun, 13 | 13 | 333.33% | 768,899 | 294.80% | 4.57% | 348.11% | 12 | 300.00% | 1 | - |
31 Mar, 13 | 3 | -25.00% | 194,755 | 136.69% | 1.15% | 479.94% | 3 | - | - | -100.00% |
31 Dec, 12 | 4 | -42.86% | 82,281 | -46.34% | 0.49% | 58.93% | 3 | -57.14% | 1 | - |
30 Sep, 12 | 7 | 16.67% | 153,348 | 22.85% | 0.91% | 165.77% | 7 | 40.00% | - | -100.00% |
30 Jun, 12 | 6 | - | 124,828 | -99.47% | 0.74% | 0.00% | 5 | -16.67% | 1 | - |
31 Mar, 12 | 6 | 20.00% | 23,661,976 | 43561.62% | 140.48% | 135680.33% | 6 | 50.00% | - | -100.00% |
31 Dec, 11 | 5 | -16.67% | 54,194 | -61.69% | 0.32% | 45.62% | 4 | -20.00% | 1 | - |
30 Sep, 11 | 6 | 50.00% | 141,446 | -50.23% | 0.84% | 29.50% | 5 | 66.67% | 1 | - |
30 Jun, 11 | 4 | - | 284,183 | 0.81% | 1.69% | 60.23% | 3 | - | 1 | - |
31 Mar, 11 | 4 | 33.33% | 281,904 | 508.97% | 1.67% | 2216.05% | 3 | - | 1 | - |
31 Dec, 10 | 3 | - | 46,292 | 8.09% | 0.27% | 425.05% | 3 | 200.00% | - | -100.00% |
30 Sep, 10 | 3 | - | 42,829 | -8.31% | 0.25% | 330.65% | 1 | -66.67% | 2 | - |
30 Jun, 10 | 3 | 50.00% | 46,709 | 15.93% | 0.28% | 484.66% | 3 | 50.00% | - | - |
31 Mar, 10 | 2 | -33.33% | 40,292 | -1.30% | 0.24% | 375.55% | 2 | - | - | -100.00% |
31 Dec, 09 | 3 | -40.00% | 40,823 | -88.28% | 0.25% | 5.90% | 2 | -33.33% | 1 | -50.00% |
30 Sep, 09 | 5 | -37.50% | 348,345 | -5.73% | 2.07% | 41.29% | 3 | -40.00% | 2 | -33.33% |
30 Jun, 09 | 8 | 33.33% | 369,534 | 25.27% | 2.24% | 72.98% | 5 | -16.67% | 3 | - |
31 Mar, 09 | 6 | -14.29% | 294,985 | -45.40% | 1.75% | 17.13% | 6 | - | - | -100.00% |
31 Dec, 08 | 7 | -12.50% | 540,266 | 25.47% | 3.20% | 49.13% | 6 | -14.29% | 1 | - |
30 Sep, 08 | 8 | 60.00% | 430,585 | 82.93% | 2.55% | 131.65% | 7 | 250.00% | - | -100.00% |
30 Jun, 08 | 5 | -16.67% | 235,381 | -1.51% | 1.39% | 68.63% | 2 | -60.00% | 1 | - |
31 Mar, 08 | 6 | -14.29% | 238,985 | 22.60% | 1.42% | 105.54% | 5 | 25.00% | - | -100.00% |
31 Dec, 07 | 7 | 16.67% | 194,923 | 10.02% | 1.16% | 105.71% | 4 | 100.00% | 1 | -50.00% |
30 Sep, 07 | 6 | -14.29% | 177,172 | 93.12% | 1.05% | 364.58% | 2 | -50.00% | 2 | 100.00% |
30 Jun, 07 | 7 | 16.67% | 91,744 | 6.88% | 0.54% | 208.44% | 4 | 33.33% | 1 | - |
31 Mar, 07 | 6 | -14.29% | 85,837 | -35.69% | 0.51% | 81.55% | 3 | - | - | -100.00% |
31 Dec, 06 | 7 | -12.50% | 133,467 | -3.69% | 0.79% | 105.91% | 3 | -40.00% | 2 | - |
30 Sep, 06 | 8 | 14.29% | 138,583 | 17.70% | 0.86% | 161.39% | 5 | -28.57% | - | - |
30 Jun, 06 | 7 | 75.00% | 117,743 | 206.44% | 0.73% | 1284.58% | 7 | 600.00% | - | - |
31 Mar, 06 | 4 | - | 38,423 | 9.85% | 0.24% | 505.76% | 1 | -50.00% | - | - |
31 Dec, 05 | 4 | 33.33% | 34,977 | -2.75% | 0.22% | 435.51% | 2 | - | - | - |
30 Sep, 05 | 3 | - | 35,965 | - | 0.22% | 447.87% | - | -100.00% | - | -100.00% |
30 Jun, 05 | 3 | 50.00% | 35,965 | 1.42% | 0.22% | 460.84% | 2 | - | 1 | - |
31 Mar, 05 | 2 | - | 35,463 | -0.93% | 0.22% | 437.17% | - | - | 1 | - |
31 Dec, 04 | 2 | -33.33% | 35,797 | -0.56% | 0.22% | 449.31% | - | - | - | -100.00% |
30 Sep, 04 | 3 | -25.00% | 35,997 | -24.86% | 0.22% | 243.07% | - | -100.00% | 3 | - |
30 Jun, 04 | 4 | - | 47,906 | -37.44% | 0.30% | 126.13% | 1 | -50.00% | 3 | - |
31 Mar, 04 | 4 | - | 76,570 | 12.37% | 0.49% | 257.55% | 2 | - | - | -100.00% |
31 Dec, 03 | 4 | -20.00% | 68,142 | 59.48% | 0.44% | 568.35% | 2 | -50.00% | 1 | - |
30 Sep, 03 | 5 | 150.00% | 42,728 | 319.81% | 0.28% | 6337.97% | 4 | 100.00% | - | - |
30 Jun, 03 | 2 | - | 10,178 | - | 0.07% | - | 2 | - | - | - |
United Security Bancshares Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
United Security Bancshares Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 1 | - | - |
Q2 2024 | 28 | 1 | 2800.00% |
Q1 2024 | 34 | 2 | 1700.00% |
Q4 2023 | 44 | 21 | 209.52% |
Q3 2023 | 39 | 14 | 278.57% |
Q2 2023 | 35 | 17 | 205.88% |
Q1 2023 | 79 | 27 | 292.59% |
Q4 2022 | 37 | 21 | 176.19% |
Q3 2022 | 24 | 14 | 171.43% |
Q2 2022 | 23 | 15 | 153.33% |
Q1 2022 | 34 | 12 | 283.33% |
Q4 2021 | 45 | 20 | 225.00% |
Q3 2021 | 1 | 3 | 33.33% |
Q2 2021 | 3 | 3 | 100.00% |
Q1 2021 | 13 | - | - |
Q4 2020 | 10 | 7 | 142.86% |
Q3 2020 | 5 | - | - |
Q2 2020 | 1 | 1 | 100.00% |
Q1 2020 | 17 | - | - |
Q4 2019 | 11 | 6 | 183.33% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 1 | - | - |
Q2 2024 | 11 | 1 | 1100.00% |
Q1 2024 | 9 | - | - |
Q4 2023 | 1 | 2 | 50.00% |
Q3 2023 | 6 | - | - |
Q2 2023 | 4 | 3 | 133.33% |
Q1 2023 | 4 | - | - |
Q4 2022 | 1 | - | - |
Q3 2022 | 1 | - | - |
Q2 2022 | - | - | - |
Q1 2022 | 2 | - | - |
Q4 2021 | 7 | - | - |
Q3 2021 | - | - | - |
Q2 2021 | 1 | 1 | 100.00% |
Q1 2021 | - | - | - |
Q4 2020 | - | - | - |
Q3 2020 | 2 | - | - |
Q2 2020 | - | - | - |
Q1 2020 | 3 | - | - |
Q4 2019 | 1 | - | - |
United Security Bancshares Peer Ownership
Ticker | Company |
---|---|
OFED | Oconee Federal Financial Corp. |
CBAN | Colony Bankcorp, Inc. |
LSBK | Lake Shore Bancorp, Inc. |
FUNC | First United Corporation |
OVLY | Oak Valley Bancorp |
FCCO | First Community Corporation |
IROQ | IF Bancorp, Inc. |
OPOF | Old Point Financial Corporation |
CWBC | Community West Bancshares |
HMNF | HMN Financial, Inc. |
SMBC | Southern Missouri Bancorp, Inc. |
HVBC | HV Bancorp, Inc. |
CVCY | Central Valley Community Bancorp |
TCFC | The Community Financial Corporation |
GCBC | Greene County Bancorp, Inc. |
HFBL | Home Federal Bancorp, Inc. of Louisiana |
PBHC | Pathfinder Bancorp, Inc. |
CVLY | Codorus Valley Bancorp, Inc. |
FNWB | First Northwest Bancorp |
MGYR | Magyar Bancorp, Inc. |
UBFO Ownership FAQ
Who Owns United Security Bancshares?
United Security Bancshares is owned by institutional shareholders (8.78%), insiders (21.18%), and public (70.04%). The largest institutional shareholder of United Security Bancshares is BRIDGEWEALTH ADVISORY GROUP, LLC (6.95% of total shares) and the top mutual fund owner is Absolute Shares Trust (0.12% of total shares).
Who are the major institutional shareholders of United Security Bancshares?
United Security Bancshares's major institutional shareholders are BRIDGEWEALTH ADVISORY GROUP, LLC, DIMENSIONAL FUND ADVISORS LP, FJ CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC, and BANC FUNDS CO LLC. The top five shareholders own together 21.95% of the company's share outstanding.
How many United Security Bancshares shareholders are there?
As of Jun 2024, there are 17 institutional shareholders of United Security Bancshares.
What percentage of United Security Bancshares is owned by BRIDGEWEALTH ADVISORY GROUP, LLC?
BRIDGEWEALTH ADVISORY GROUP, LLC owns 1.19M shares of United Security Bancshares, representing 6.95% of the company's total shares outstanding, valued at $8.65M (as of Jun 2024).
What percentage of United Security Bancshares is owned by DIMENSIONAL FUND ADVISORS LP?
As of Jun 2024, DIMENSIONAL FUND ADVISORS LP holds 850.38K shares of United Security Bancshares (UBFO), compromising 4.95% of the company, valued at $6.17M.
What percentage of United Security Bancshares is owned by FJ CAPITAL MANAGEMENT LLC?
FJ CAPITAL MANAGEMENT LLC is the third largest holder of United Security Bancshares. The company owns 606.43K of the company's shares outstanding (worth $4.4M).