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First United (FUNC) Institutional Ownership

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$32.95 -0.10 (-0.30%)
Closing price 01/17/2025 04:00 PM Eastern
Extended Trading
$32.90 -0.05 (-0.17%)
As of 09:03 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for First United (NASDAQ:FUNC)

Current
Institutional Ownership
Percentage
33.27%
Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$8.84M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$5.15M
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FUNC Institutional Buying and Selling by Quarter

First United Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 Ritholtz Wealth Management20,786$701K0.0%+34.9%0.321%
11/19/2024Barclays PLC4,218$126K0.0%N/A0.065%
11/15/2024Barclays PLC4,218$126K0.0%N/A0.065%
11/15/2024State Street Corp19,596$585K0.0%-7.5%0.303%
11/15/2024Basswood Capital Management L.L.C.153,540$4.58M0.2%-1.3%2.373%
11/15/2024Point72 Asia Singapore Pte. Ltd.3,249$97K0.0%N/A0.050%
11/14/2024Fourthstone LLC441,143$13.16M2.9%+30.0%6.818%
11/14/2024De Lisle Partners LLP120,838$3.62M0.6%+9.0%1.868%
11/6/2024Empowered Funds LLC23,713$708K0.0%+5.4%0.367%
10/16/2024 SeaCrest Wealth Management LLC6,766$202K0.0%N/A0.102%
10/10/2024 Ritholtz Wealth Management15,412$460K0.0%N/A0.232%
8/13/2024Huber Capital Management LLC124,556$2.54M0.6%+4.2%1.873%
8/9/2024Renaissance Technologies LLC82,195$1.68M0.0%+14.3%1.236%
8/9/2024Dimensional Fund Advisors LP372,330$7.60M0.0%+7.0%5.600%
8/8/2024American Century Companies Inc.39,947$816K0.0%+13.2%0.601%
8/6/2024Acadian Asset Management LLC66,698$1.36M0.0%+72.2%1.003%
5/16/2024EJF Capital LLC35,000$802K0.6%-83.9%0.526%
5/15/2024Gendell Jeffrey L178,352$4.09M0.2%+6.3%2.682%
5/15/2024Price T Rowe Associates Inc. MD9,111$209K0.0%N/A0.137%
5/15/2024Quadrature Capital Ltd12,917$298K0.0%N/A0.194%
5/15/2024Huber Capital Management LLC119,556$2.74M0.6%-2.7%1.798%
5/13/2024O Shaughnessy Asset Management LLC22,805$522K0.0%+103.1%0.343%
5/11/2024Hillsdale Investment Management Inc.4,836$111K0.0%N/A0.073%
5/10/2024Acadian Asset Management LLC38,725$886K0.0%+283.2%0.583%
5/10/2024Vanguard Group Inc.308,612$7.07M0.0%+3.6%4.646%
5/10/2024PARK CIRCLE Co22,900$525K0.5%N/A0.345%
5/7/2024Empowered Funds LLC16,136$370K0.0%+8.0%0.243%
2/15/2024Gendell Jeffrey L167,704$3.94M0.2%+4.4%2.507%
2/14/2024Pinnacle Holdings LLC59,621$1.40M0.6%-7.4%0.891%
2/14/2024Basswood Capital Management L.L.C.156,098$3.67M0.2%-15.4%2.333%
2/6/2024AJOVista LLC2,084$49K0.1%N/A0.031%
11/15/2023EJF Capital LLC224,872$3.65M1.6%-8.0%3.361%
11/13/2023Gendell Jeffrey L160,640$2.61M0.1%+7.7%2.394%
8/7/2023Acadian Asset Management LLC10,106$142K0.0%-12.3%0.151%
8/2/2023Bank of Montreal Can17,423$277K0.0%N/A0.260%
7/27/2023EA Series Trust12,494$178K0.0%N/A0.187%
5/23/2023Royce & Associates LP24,307$410K0.0%+53.2%0.363%
5/12/2023Huber Capital Management LLC113,972$1.92M0.5%+163.5%1.709%
5/12/2023Pinnacle Holdings LLC64,621$1.09M0.5%+5.9%0.969%
5/4/2023Royce & Associates LP24,307$410K0.0%+53.2%0.364%
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2/14/2023Gendell Jeffrey L148,919$2.93M0.3%-7.4%2.236%
2/13/2023BHZ Capital Management LP11,355$223K0.1%N/A0.170%
1/19/2023 First United Bank & Trust14,025$275K0.1%N/A0.211%
11/15/2022EJF Capital LLC255,473$4.23M0.7%-1.2%3.836%
11/7/2022LSV Asset Management15,900$263K0.0%+14.2%0.240%
11/4/2022First Republic Investment Management Inc.12,818$212K0.0%N/A0.193%
11/3/2022Barclays PLC3,595$59K0.0%-18.0%0.054%
8/19/2022rhino investment partners Inc49,697$932K0.4%+81.5%0.748%
8/15/2022Basswood Capital Management L.L.C.236,398$4.44M0.3%+0.2%3.561%
8/11/2022rhino investment partners Inc19,290$932K0.4%-29.6%0.291%
8/11/2022O Shaughnessy Asset Management LLC20,759$389K0.0%+63.5%0.313%
8/9/2022 SeaCrest Wealth Management LLC7,451$140K0.0%N/A0.112%
5/27/2022EJF Capital LLC243,348$5.48M0.6%+0.5%3.666%
5/11/2022BHZ Capital Management LP19,601$442K0.1%-6.2%0.296%
5/4/2022rhino investment partners Inc27,382$617K0.3%N/A0.413%
2/9/2022Dimensional Fund Advisors LP308,615$5.82M0.0%-2.7%4.663%
2/7/2022American Century Companies Inc.21,471$405K0.0%+36.9%0.324%
2/7/2022BHZ Capital Management LP20,906$392K0.1%+37.5%0.316%
11/15/2021Dimensional Fund Advisors LP317,207$5.90M0.0%-1.1%5.134%
11/12/2021Renaissance Technologies LLC113,495$2.11M0.0%-18.1%1.716%
11/12/2021Pinnacle Holdings LLC61,286$1.14M0.5%+3.5%0.926%
11/10/2021American Century Companies Inc.15,689$292K0.0%+16.8%0.237%
11/10/2021Goldman Sachs Group Inc.20,220$376K0.0%-2.6%0.306%
11/9/2021BlackRock Inc.70,485$1.31M0.0%-18.1%1.066%
11/4/2021BHZ Capital Management LP15,209$283K0.1%N/A0.230%
8/17/2021Millennium Management LLC45,673$796K0.0%N/A0.692%
8/17/2021Basswood Capital Management L.L.C.127,159$2.22M0.1%N/A1.927%
8/17/2021Bridgeway Capital Management LLC68,093$1.19M0.0%-12.2%1.032%
8/16/2021Freestone Capital Holdings LLC16,000$279K0.0%N/A0.242%
8/16/2021Goldman Sachs Group Inc.20,765$362K0.0%-50.6%0.315%
8/13/2021EJF Capital LLC227,686$3.97M0.4%N/A3.450%
8/13/2021Gendell Jeffrey L160,991$2.81M0.2%+2.7%2.440%
8/13/2021Renaissance Technologies LLC138,495$2.41M0.0%+28.6%2.099%
8/13/2021Northern Trust Corp33,993$592K0.0%-60.6%0.515%
8/13/2021Geode Capital Management LLC47,118$821K0.0%-46.8%0.714%
8/13/2021Vanguard Group Inc.302,794$5.28M0.0%-17.5%4.588%
8/13/2021FMR LLC21,801$380K0.0%+13.0%0.330%
8/12/2021Dimensional Fund Advisors LP320,617$5.59M0.0%-0.5%4.859%
8/12/2021Ergoteles LLC29,700$518K0.0%N/A0.450%
8/11/2021Bank of New York Mellon Corp34,074$594K0.0%-33.3%0.516%
8/10/2021WINTON GROUP Ltd15,580$272K0.0%+17.0%0.236%
8/5/2021American Century Companies Inc.13,431$234K0.0%N/A0.204%
8/4/2021LSV Asset Management16,000$278K0.0%N/A0.242%
5/17/2021Nuveen Asset Management LLC21,410$377K0.0%-3.8%0.306%
5/17/2021Goldman Sachs Group Inc.42,029$741K0.0%+95.5%0.601%
5/14/2021Dimensional Fund Advisors LP322,111$5.68M0.0%+0.2%4.604%
5/14/2021Logan Capital Management Inc.4,951$87K0.0%N/A0.071%
5/14/2021M3F Inc.72,086$1.27M0.5%+1.6%1.030%
5/13/2021Barclays PLC10,110$178K0.0%+28.9%0.145%
5/13/2021Renaissance Technologies LLC107,711$1.90M0.0%+3.7%1.540%
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5/12/2021Northern Trust Corp86,260$1.52M0.0%-18.2%1.233%
5/12/2021Geode Capital Management LLC88,634$1.56M0.0%+0.7%1.267%
5/12/2021JPMorgan Chase & Co.21,917$386K0.0%+7.6%0.313%
5/7/2021BlackRock Inc.425,917$7.51M0.0%+8.8%6.088%
5/7/2021BNP Paribas Arbitrage SA3,219$57K0.0%+66.6%0.046%
3/8/2021Dimensional Fund Advisors LP321,451$4.98M0.0%+0.3%4.599%
2/25/2021Dimensional Fund Advisors LP321,451$4.98M0.0%+0.3%4.599%
2/19/2021JPMorgan Chase & Co.20,360$315K0.0%+188.1%0.291%
2/16/2021Nuveen Asset Management LLC22,256$345K0.0%+106.3%0.318%
2/11/2021Northern Trust Corp105,413$1.63M0.0%-6.2%1.508%
(Data available from 1/1/2016 forward)

FUNC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FUNC shares?

During the previous two years, 28 institutional investors and hedge funds held shares of First United. The most heavily invested institutionals were Fourthstone LLC ($13.16M), Dimensional Fund Advisors LP ($7.60M), Vanguard Group Inc. ($7.07M), Basswood Capital Management L.L.C. ($4.58M), Gendell Jeffrey L ($4.09M), De Lisle Partners LLP ($3.62M), and Huber Capital Management LLC ($2.54M).Learn more on FUNC's institutional investors.

What percentage of First United stock is owned by institutional investors?

33.27% of First United stock is owned by institutional investors. Learn more on FUNC's institutional investor holdings.

Which institutional investors have been buying First United stock?

Of the 25 institutional investors that purchased First United stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fourthstone LLC ($101.92K), Huber Capital Management LLC ($75.72K), Acadian Asset Management LLC ($56.59K), Gendell Jeffrey L ($29.13K), Dimensional Fund Advisors LP ($24.46K), PARK CIRCLE Co ($22.90K), and Ritholtz Wealth Management ($20.79K).

How much institutional buying is happening at First United?

Institutional investors have bought a total of 490,345 shares in the last 24 months. This purchase volume represents approximately $11.21M in transactions.

Which First United major shareholders have been selling company stock?

The following institutional investors have sold First United stock in the last 24 months: EJF Capital LLC ($202.23K), Basswood Capital Management L.L.C. ($30.37K), Gendell Jeffrey L ($11.87K), Pinnacle Holdings LLC ($4.78K), Huber Capital Management LLC ($3.30K), State Street Corp ($1.60K), and Acadian Asset Management LLC ($1.42K).

How much institutional selling is happening at First United?

Institutional investors have sold a total of 255,565 shares in the last 24 months. This volume of shares sold represents approximately $5.72M in transactions.


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This page (NASDAQ:FUNC) was last updated on 1/21/2025 by MarketBeat.com Staff
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