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United-Guardian (UG) Institutional Ownership

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$8.96 -0.11 (-1.21%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for United-Guardian (NASDAQ:UG)

Current
Institutional Ownership
Percentage
23.16%
Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$743.43K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$62.74K
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UG Institutional Buying and Selling by Quarter

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United-Guardian Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/14/2025 Northern Trust Corp25,527$244K0.0%+69.5%0.556%
2/14/2025 Dimensional Fund Advisors LP74,994$724K0.0%-2.9%1.634%
2/13/2025 United Capital Financial Advisors LLC20,070$192K0.0%N/A0.437%
2/13/2025 Renaissance Technologies LLC190,163$1.82M0.0%+4.3%4.143%
2/12/2025 Geode Capital Management LLC31,264$302K0.0%+10.3%0.681%
2/12/2025 Rodgers Brothers Inc.95,377$912K0.1%-2.6%2.078%
2/11/2025 Heron Bay Capital Management13,966$135K0.0%N/A0.304%
11/16/2024 Geode Capital Management LLC28,335$450K0.0%+8.3%0.000%
11/6/2024 Parthenon LLC51,909$824K0.1%-2.1%1.131%
10/10/2024 Essex Investment Management Co. LLC7,925$126K0.0%N/A0.173%
8/9/2024 Renaissance Technologies LLC187,563$1.68M0.0%+1.1%0.000%
5/14/2024 Rodgers Brothers Inc.100,100$766K0.1%+5.0%2.179%
2/13/2024 Teton Advisors Inc.67,761$488K0.2%-2.7%1.476%
1/10/2024 Northstar Group Inc.13,673$98K0.0%-23.1%0.298%
11/8/2023 Gamco Investors INC. ET AL154,500$1.16M0.0%+4.7%3.366%
4/28/2023 Ameritas Advisory Services LLC45,165$463K0.0%+2.5%0.984%
4/27/2023 Northstar Group Inc.18,633$175K0.0%-8.8%0.406%
2/13/2023 Teton Advisors Inc.69,611$727K0.2%-1.3%1.517%
2/10/2023 Ameritas Advisory Services LLC44,062$458K0.0%N/A0.959%
2/6/2023 Heritage Investors Management Corp13,209$137K0.0%-6.4%0.288%
1/26/2023 Northstar Group Inc.20,434$213K0.1%-6.3%0.445%
11/2/2022 Rockefeller Capital Management L.P.7,001$79K0.0%+29.6%0.152%
7/29/2022 Parthenon LLC53,009$795K0.1%-24.8%1.155%
7/25/2022 Ellsworth Advisors LLC22,259$334K0.1%N/A0.485%
5/17/2022 Rodgers Brothers Inc.90,850$2.07M0.4%-7.6%0.000%
5/9/2022 Parthenon LLC70,495$1.60M0.2%-1.1%1.536%
5/5/2022 Northstar Group Inc.22,024$501K0.1%-14.7%0.480%
2/14/2022 Rodgers Brothers Inc.98,350$1.62M0.3%-8.2%2.143%
2/11/2022 Renaissance Technologies LLC230,263$3.79M0.0%-6.6%5.017%
2/9/2022 Dimensional Fund Advisors LP105,662$1.73M0.0%-3.3%2.302%
2/7/2022 Hillsdale Investment Management Inc.4,400$72K0.0%N/A0.096%
11/15/2021 Dimensional Fund Advisors LP109,266$1.55M0.0%-1.3%2.381%
11/15/2021 Neuberger Berman Group LLC56,540$803K0.0%-6.0%1.232%
11/12/2021 Renaissance Technologies LLC246,563$3.50M0.0%-3.6%5.372%
11/9/2021BlackRock Inc.33,996$483K0.0%-2.3%0.741%
8/17/2021 Bridgeway Capital Management LLC26,000$390K0.0%-11.9%0.566%
8/16/2021 Rodgers Brothers Inc.107,100$1.61M0.3%-6.3%2.333%
8/13/2021 Renaissance Technologies LLC255,663$3.84M0.0%-2.5%5.570%
8/13/2021 Neuberger Berman Group LLC60,130$903K0.0%+28.5%1.310%
8/13/2021 Vanguard Group Inc.130,065$1.95M0.0%+1.0%2.834%
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8/12/2021 Dimensional Fund Advisors LP110,722$1.66M0.0%+0.7%2.412%
8/5/2021 US Bancorp DE3,719$56K0.0%+25.7%0.081%
5/18/2021 Rodgers Brothers Inc.114,350$1.73M0.4%+2.2%2.491%
5/13/2021 Renaissance Technologies LLC262,263$3.97M0.0%-2.2%5.714%
5/13/2021 Neuberger Berman Group LLC46,780$709K0.0%-15.8%1.019%
5/12/2021 UBS Group AG15,620$237K0.0%-5.5%0.340%
5/11/2021 Acadian Asset Management LLC1,749$26K0.0%-69.3%0.038%
5/7/2021BlackRock Inc.32,104$486K0.0%+7.3%0.699%
3/8/2021 Dimensional Fund Advisors LP110,211$1.57M0.0%-2.4%2.401%
2/25/2021 Dimensional Fund Advisors LP110,211$1.57M0.0%-2.4%2.401%
2/17/2021 United Capital Financial Advisers LLC30,070$432K0.0%-5.4%0.655%
2/5/2021BlackRock Inc.29,933$431K0.0%+5.7%0.652%
(Data available from 1/1/2016 forward)

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UG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UG shares?

During the previous two years, 13 institutional investors and hedge funds held shares of United-Guardian. The most heavily invested institutionals were Renaissance Technologies LLC ($1.82M), Gamco Investors INC. ET AL ($1.16M), Rodgers Brothers Inc. ($912K), Parthenon LLC ($824K), Dimensional Fund Advisors LP ($724K), Teton Advisors Inc. ($488K), and Ameritas Advisory Services LLC ($463K).Learn more on UG's institutional investors.

What percentage of United-Guardian stock is owned by institutional investors?

23.16% of United-Guardian stock is owned by institutional investors. Learn more on UG's institutional investor holdings.

Which institutional investors have been buying United-Guardian stock?

Of the 9 institutional investors that purchased United-Guardian stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: United Capital Financial Advisors LLC ($20.07K), Heron Bay Capital Management ($13.97K), Northern Trust Corp ($10.47K), Renaissance Technologies LLC ($9.90K), Essex Investment Management Co. LLC ($7.93K), Gamco Investors INC. ET AL ($7K), and Geode Capital Management LLC ($5.10K).

How much institutional buying is happening at United-Guardian?

Institutional investors have bought a total of 80,279 shares in the last 24 months. This purchase volume represents approximately $806.51K in transactions.

Which United-Guardian major shareholders have been selling company stock?

The following institutional investors have sold United-Guardian stock in the last 24 months: Northstar Group Inc. ($5.90K), Rodgers Brothers Inc. ($2.50K), Dimensional Fund Advisors LP ($2.24K), Teton Advisors Inc. ($1.85K), and Parthenon LLC ($1.10K).

How much institutional selling is happening at United-Guardian?

Institutional investors have sold a total of 13,587 shares in the last 24 months. This volume of shares sold represents approximately $122.51K in transactions.



This page (NASDAQ:UG) was last updated on 3/25/2025 by MarketBeat.com Staff
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