First United (FUNC) Institutional Ownership

$22.24
-0.05 (-0.22%)
(As of 05/17/2024 08:53 PM ET)

Institutional Ownership Changes (13F Filings) for First United (NASDAQ:FUNC)

Current
Institutional Ownership
Percentage
33.27%
Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$3.55M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$5.38M
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FUNC Institutional Buying and Selling by Quarter

First United Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 EJF Capital LLC35,000$802K0.6%-83.9%0.526%
5/15/2024 Gendell Jeffrey L178,352$4.09M0.2%+6.3%2.682%
5/15/2024 Price T Rowe Associates Inc. MD9,111$209K0.0%N/A0.137%
5/15/2024 Quadrature Capital Ltd12,917$298K0.0%N/A0.194%
5/15/2024 Huber Capital Management LLC119,556$2.74M0.6%-2.7%1.798%
5/13/2024 O Shaughnessy Asset Management LLC22,805$522K0.0%+103.1%0.343%
5/11/2024 Hillsdale Investment Management Inc.4,836$111K0.0%N/A0.073%
5/10/2024 Acadian Asset Management LLC38,725$886K0.0%+283.2%0.583%
5/10/2024 Vanguard Group Inc.308,612$7.07M0.0%+3.6%4.646%
5/10/2024 PARK CIRCLE Co22,900$525K0.5%N/A0.345%
5/7/2024 Empowered Funds LLC16,136$370K0.0%+8.0%0.243%
2/15/2024 Gendell Jeffrey L167,704$3.94M0.2%+4.4%2.507%
2/14/2024 Pinnacle Holdings LLC59,621$1.40M0.6%-7.4%0.891%
2/14/2024 Basswood Capital Management L.L.C.156,098$3.67M0.2%-15.4%2.333%
2/6/2024 AJOVista LLC2,084$49K0.1%N/A0.031%
11/15/2023 EJF Capital LLC224,872$3.65M1.6%-8.0%3.361%
11/13/2023 Gendell Jeffrey L160,640$2.61M0.1%+7.7%2.394%
8/7/2023 Acadian Asset Management LLC10,106$142K0.0%-12.3%0.151%
8/2/2023 Bank of Montreal Can17,423$277K0.0%N/A0.260%
7/27/2023EA Series Trust12,494$178K0.0%N/A0.187%
5/23/2023 Royce & Associates LP24,307$410K0.0%+53.2%0.363%
5/12/2023 Huber Capital Management LLC113,972$1.92M0.5%+163.5%1.709%
5/12/2023 Pinnacle Holdings LLC64,621$1.09M0.5%+5.9%0.969%
5/4/2023 Royce & Associates LP24,307$410K0.0%+53.2%0.364%
2/14/2023 Gendell Jeffrey L148,919$2.93M0.3%-7.4%2.236%
2/13/2023 BHZ Capital Management LP11,355$223K0.1%N/A0.170%
1/19/2023 First United Bank & Trust14,025$275K0.1%N/A0.211%
11/15/2022 EJF Capital LLC255,473$4.23M0.7%-1.2%3.836%
11/7/2022 LSV Asset Management15,900$263K0.0%+14.2%0.240%
11/4/2022First Republic Investment Management Inc.12,818$212K0.0%N/A0.193%
11/3/2022 Barclays PLC3,595$59K0.0%-18.0%0.054%
8/19/2022 rhino investment partners Inc49,697$932K0.4%+81.5%0.748%
8/15/2022 Basswood Capital Management L.L.C.236,398$4.44M0.3%+0.2%3.561%
8/11/2022 rhino investment partners Inc19,290$932K0.4%-29.6%0.291%
8/11/2022 O Shaughnessy Asset Management LLC20,759$389K0.0%+63.5%0.313%
8/9/2022 SeaCrest Wealth Management LLC7,451$140K0.0%N/A0.112%
5/27/2022 EJF Capital LLC243,348$5.48M0.6%+0.5%3.666%
5/11/2022 BHZ Capital Management LP19,601$442K0.1%-6.2%0.296%
5/4/2022 rhino investment partners Inc27,382$617K0.3%N/A0.413%
2/9/2022 Dimensional Fund Advisors LP308,615$5.82M0.0%-2.7%4.663%
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2/7/2022 American Century Companies Inc.21,471$405K0.0%+36.9%0.324%
2/7/2022 BHZ Capital Management LP20,906$392K0.1%+37.5%0.316%
11/15/2021 Dimensional Fund Advisors LP317,207$5.90M0.0%-1.1%5.134%
11/12/2021 Renaissance Technologies LLC113,495$2.11M0.0%-18.1%1.716%
11/12/2021 Pinnacle Holdings LLC61,286$1.14M0.5%+3.5%0.926%
11/10/2021 American Century Companies Inc.15,689$292K0.0%+16.8%0.237%
11/10/2021 Goldman Sachs Group Inc.20,220$376K0.0%-2.6%0.306%
11/9/2021 BlackRock Inc.70,485$1.31M0.0%-18.1%1.066%
11/4/2021 BHZ Capital Management LP15,209$283K0.1%N/A0.230%
8/17/2021 Millennium Management LLC45,673$796K0.0%N/A0.692%
8/17/2021 Basswood Capital Management L.L.C.127,159$2.22M0.1%N/A1.927%
8/17/2021 Bridgeway Capital Management LLC68,093$1.19M0.0%-12.2%1.032%
8/16/2021 Freestone Capital Holdings LLC16,000$279K0.0%N/A0.242%
8/16/2021 Goldman Sachs Group Inc.20,765$362K0.0%-50.6%0.315%
8/13/2021 EJF Capital LLC227,686$3.97M0.4%N/A3.450%
8/13/2021 Gendell Jeffrey L160,991$2.81M0.2%+2.7%2.440%
8/13/2021 Renaissance Technologies LLC138,495$2.41M0.0%+28.6%2.099%
8/13/2021 Northern Trust Corp33,993$592K0.0%-60.6%0.515%
8/13/2021 Geode Capital Management LLC47,118$821K0.0%-46.8%0.714%
8/13/2021 Vanguard Group Inc.302,794$5.28M0.0%-17.5%4.588%
8/13/2021 FMR LLC21,801$380K0.0%+13.0%0.330%
8/12/2021 Dimensional Fund Advisors LP320,617$5.59M0.0%-0.5%4.859%
8/12/2021Ergoteles LLC29,700$518K0.0%N/A0.450%
8/11/2021 Bank of New York Mellon Corp34,074$594K0.0%-33.3%0.516%
8/10/2021 WINTON GROUP Ltd15,580$272K0.0%+17.0%0.236%
8/5/2021 American Century Companies Inc.13,431$234K0.0%N/A0.204%
8/4/2021 LSV Asset Management16,000$278K0.0%N/A0.242%
5/17/2021 Nuveen Asset Management LLC21,410$377K0.0%-3.8%0.306%
5/17/2021 Goldman Sachs Group Inc.42,029$741K0.0%+95.5%0.601%
5/14/2021 Dimensional Fund Advisors LP322,111$5.68M0.0%+0.2%4.604%
5/14/2021 Logan Capital Management Inc.4,951$87K0.0%N/A0.071%
5/14/2021 M3F Inc.72,086$1.27M0.5%+1.6%1.030%
5/13/2021 Barclays PLC10,110$178K0.0%+28.9%0.145%
5/13/2021 Renaissance Technologies LLC107,711$1.90M0.0%+3.7%1.540%
5/12/2021 Northern Trust Corp86,260$1.52M0.0%-18.2%1.233%
5/12/2021 Geode Capital Management LLC88,634$1.56M0.0%+0.7%1.267%
5/12/2021 JPMorgan Chase & Co.21,917$386K0.0%+7.6%0.313%
5/7/2021 BlackRock Inc.425,917$7.51M0.0%+8.8%6.088%
5/7/2021 BNP Paribas Arbitrage SA3,219$57K0.0%+66.6%0.046%
3/8/2021 Dimensional Fund Advisors LP321,451$4.98M0.0%+0.3%4.599%
2/25/2021 Dimensional Fund Advisors LP321,451$4.98M0.0%+0.3%4.599%
2/19/2021 JPMorgan Chase & Co.20,360$315K0.0%+188.1%0.291%
2/16/2021 Nuveen Asset Management LLC22,256$345K0.0%+106.3%0.318%
2/11/2021 Northern Trust Corp105,413$1.63M0.0%-6.2%1.508%
2/11/2021 Barclays PLC7,843$122K0.0%-10.2%0.112%
2/10/2021 Renaissance Technologies LLC103,890$1.61M0.0%-7.0%1.486%
2/9/2021 Bank of New York Mellon Corp51,408$797K0.0%+7.9%0.736%
2/5/2021 BlackRock Inc.391,348$6.07M0.0%+6.5%5.599%
2/2/2021 HoldCo Asset Management L.P.87,261$1.35M0.3%N/A1.249%
12/14/2020 Strs Ohio12,500$146K0.0%N/A0.179%
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11/16/2020 Gendell Jeffrey L127,701$1.50M0.3%+4.1%1.827%
11/13/2020 Morgan Stanley28,081$328K0.0%-5.7%0.402%
11/13/2020 Pinnacle Holdings LLC59,265$694K0.3%-12.5%0.848%
11/12/2020 JPMorgan Chase & Co.7,068$83K0.0%+14.7%0.101%
11/12/2020 O Shaughnessy Asset Management LLC3,858$45K0.0%-47.3%0.055%
11/10/2020 State Street Corp69,621$815K0.0%-6.1%0.997%
11/6/2020 BlackRock Inc.367,465$4.30M0.0%+5.3%5.261%
10/30/2020 WINTON GROUP Ltd26,904$315K0.0%+17.8%0.385%
8/25/2020 Nuveen Asset Management LLC10,786$144K0.0%N/A0.154%
8/20/2020 Charles Schwab Investment Management Inc.16,966$227K0.0%N/A0.243%
(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, 24 institutional investors and hedge funds held shares of First United. The most heavily invested institutionals were Vanguard Group Inc. ($7.07M), Gendell Jeffrey L ($4.09M), Basswood Capital Management L.L.C. ($3.67M), Huber Capital Management LLC ($2.74M), Pinnacle Holdings LLC ($1.40M), rhino investment partners Inc ($932K), and Acadian Asset Management LLC ($886K).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 23 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: Huber Capital Management LLC ($70.72K), Gendell Jeffrey L ($29.13K), Acadian Asset Management LLC ($28.62K), PARK CIRCLE Co ($22.90K), rhino investment partners Inc ($22.32K), O Shaughnessy Asset Management LLC ($19.64K), and Bank of Montreal Can ($17.42K).

How much institutional buying is happening at First United?

Institutional investors have bought a total of 334,135 shares in the last 24 months. This purchase volume represents approximately $6.44M 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 ($205.43K), Basswood Capital Management L.L.C. ($28.43K), Gendell Jeffrey L ($11.87K), rhino investment partners Inc ($8.09K), Pinnacle Holdings LLC ($4.78K), Huber Capital Management LLC ($3.30K), and Acadian Asset Management LLC ($1.42K).

How much institutional selling is happening at First United?

Institutional investors have sold a total of 264,099 shares in the last 24 months. This volume of shares sold represents approximately $5.83M in transactions.


This page (NASDAQ:FUNC) was last updated on 5/20/2024 by MarketBeat.com Staff

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