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Union Bankshares (UNB) Institutional Ownership

Union Bankshares logo
$31.10 +0.07 (+0.23%)
(As of 11/22/2024 ET)

Institutional Ownership Changes (13F Filings) for Union Bankshares (NASDAQ:UNB)

Current
Institutional Ownership
Percentage
14.84%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.44M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$851.49K
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UNB Institutional Buying and Selling by Quarter

Union Bankshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/16/2024 Geode Capital Management LLC40,503$1.05M0.0%+3.0%0.896%
11/13/2024 FMR LLC214,725$5.57M0.0%-0.2%4.751%
10/21/2024 Community Financial Services Group LLC8,480$220K0.0%N/A0.188%
10/16/2024 Cardinal Capital Management74,413$1.93M0.3%+15.1%1.646%
8/9/2024 Renaissance Technologies LLC14,032$301K0.0%+7.7%0.310%
8/9/2024 Dimensional Fund Advisors LP30,924$664K0.0%+10.4%0.684%
7/12/2024 Cardinal Capital Management64,629$1.39M0.2%+17.4%1.430%
4/23/2024 Community Financial Services Group LLC8,480$259K0.1%N/A0.188%
4/16/2024 Cardinal Capital Management55,061$1.68M0.3%+29.9%1.218%
3/8/2024 Trust Co. of Vermont1,820$56K0.0%-93.6%0.040%
1/29/2024 Cardinal Capital Management42,371$1.30M0.2%-0.8%0.939%
11/27/2023 Trust Co. of Vermont28,268$607K0.0%-3.0%0.627%
10/16/2023 Cardinal Capital Management42,704$957K0.2%+4.3%0.948%
7/31/2023 LPL Financial LLC26,335$612K0.0%+15.1%0.584%
7/12/2023 Cardinal Capital Management40,950$940K0.2%+2.8%0.908%
4/19/2023 Cardinal Capital Management39,829$881K0.2%+1.9%0.883%
2/13/2023 Spears Abacus Advisors LLC47,292$1.14M0.1%-2.5%1.053%
2/7/2023 LPL Financial LLC19,154$460K0.0%+2.4%0.427%
1/23/2023 Cardinal Capital Management39,070$915K0.2%+13.9%0.869%
10/24/2022 Cardinal Capital Management34,316$776K0.2%-2.9%0.763%
8/4/2022 Cardinal Capital Management35,339$924K0.2%+3.8%0.786%
7/20/2022 Trust Co. of Vermont29,334$767K0.1%+5.0%0.652%
4/21/2022 Cardinal Capital Management34,051$1.05M0.2%+19.3%0.757%
2/15/2022 Spears Abacus Advisors LLC48,524$1.45M0.1%-3.2%1.082%
2/8/2022Raymond James Financial Services Advisors Inc.7,776$232K0.0%-8.8%0.173%
1/18/2022 Cardinal Capital Management28,531$829K0.2%+2.5%0.636%
11/12/2021 Renaissance Technologies LLC27,732$887K0.0%-9.8%0.618%
11/12/2021 Geode Capital Management LLC35,546$1.14M0.0%+10.9%0.793%
11/9/2021 Barclays PLC952$30K0.0%+23,700.0%0.021%
10/21/2021 Cardinal Capital Management27,837$890K0.2%+2.7%0.621%
8/26/2021 Penn Mutual Asset Management LLC6,000$217K0.3%+81.8%0.134%
8/17/2021 Bridgeway Capital Management LLC22,797$825K0.0%-12.0%0.509%
8/16/2021 State Street Corp6,112$221K0.0%N/A0.136%
8/13/2021 Renaissance Technologies LLC30,733$1.11M0.0%-12.3%0.686%
8/13/2021 WBI Investments Inc.11,307$409K0.1%-44.2%0.252%
8/13/2021 LPL Financial LLC21,748$787K0.0%+2.0%0.485%
8/13/2021 Stifel Financial Corp8,606$312K0.0%+4.2%0.192%
8/13/2021 Geode Capital Management LLC32,066$1.16M0.0%+1.0%0.715%
8/13/2021 Vanguard Group Inc.125,679$4.55M0.0%+18.3%2.804%
8/13/2021 FMR LLC79,522$2.88M0.0%+44.3%1.774%
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8/12/2021 Dimensional Fund Advisors LP29,838$1.08M0.0%+5.0%0.666%
8/12/2021 JPMorgan Chase & Co.3,336$121K0.0%+105.3%0.074%
8/2/2021 Trust Co. of Virginia VA5,973$217K0.0%N/A0.133%
7/15/2021 Cardinal Capital Management27,116$982K0.2%+3.9%0.605%
5/18/2021 Millennium Management LLC17,320$520K0.0%-1.9%0.386%
5/14/2021 Stifel Financial Corp8,260$248K0.0%-10.6%0.184%
5/13/2021 Renaissance Technologies LLC35,032$1.05M0.0%+9.0%0.782%
5/13/2021 Penn Mutual Asset Management LLC3,300$99K0.1%N/A0.074%
5/13/2021 Bank of New York Mellon Corp18,252$547K0.0%-1.9%0.407%
5/12/2021 Northern Trust Corp21,720$652K0.0%-31.7%0.485%
5/12/2021 WBI Investments20,271$608K0.1%+94.4%0.452%
5/12/2021 JPMorgan Chase & Co.1,625$49K0.0%+4,066.7%0.036%
5/7/2021BlackRock Inc.6,973$209K0.0%+11.3%0.156%
4/19/2021 Cardinal Capital Management26,094$783K0.2%+5.9%0.582%
2/12/2021 LPL Financial LLC20,591$529K0.0%-12.5%0.460%
2/11/2021 Northern Trust Corp31,809$818K0.0%-10.3%0.711%
2/10/2021 Renaissance Technologies LLC32,135$826K0.0%-12.9%0.718%
2/9/2021 Wells Fargo & Company MN4,858$125K0.0%-21.0%0.109%
2/9/2021 Bank of New York Mellon Corp18,598$478K0.0%+39.7%0.416%
2/5/2021BlackRock Inc.6,265$161K0.0%-37.8%0.140%
2/4/2021 WBI Investments10,429$268K0.0%N/A0.233%
2/1/2021 Cardinal Capital Management24,630$633K0.1%+6.7%0.550%
1/20/2021 Hudson Capital Management LLC23,653$608K0.3%N/A0.529%
11/13/2020 Morgan Stanley13,109$266K0.0%-7.0%0.293%
11/9/2020 LPL Financial LLC23,538$477K0.0%N/A0.526%
11/6/2020BlackRock Inc.10,079$205K0.0%-13.1%0.225%
(Data available from 1/1/2016 forward)

UNB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UNB shares?

During the previous two years, 9 institutional investors and hedge funds held shares of Union Bankshares. The most heavily invested institutionals were FMR LLC ($5.57M), Cardinal Capital Management ($1.93M), Spears Abacus Advisors LLC ($1.14M), Geode Capital Management LLC ($1.05M), Dimensional Fund Advisors LP ($664K), LPL Financial LLC ($612K), and Renaissance Technologies LLC ($301K).Learn more on UNB's institutional investors.

What percentage of Union Bankshares stock is owned by institutional investors?

14.84% of Union Bankshares stock is owned by institutional investors. Learn more on UNB's institutional investor holdings.

Which institutional investors have been buying Union Bankshares stock?

The following institutional investors have purchased Union Bankshares stock in the last 24 months: Cardinal Capital Management ($40.43K), Community Financial Services Group LLC ($16.96K), LPL Financial LLC ($3.90K), Dimensional Fund Advisors LP ($2.91K), Geode Capital Management LLC ($1.19K), and Renaissance Technologies LLC ($1K).

How much institutional buying is happening at Union Bankshares?

Institutional investors have bought a total of 66,390 shares in the last 24 months. This purchase volume represents approximately $1.73M in transactions.

Which Union Bankshares major shareholders have been selling company stock?

The following institutional investors have sold Union Bankshares stock in the last 24 months: Trust Co. of Vermont ($27.31K), Spears Abacus Advisors LLC ($1.22K), FMR LLC ($465.00), and Cardinal Capital Management ($333.00).

How much institutional selling is happening at Union Bankshares?

Institutional investors have sold a total of 29,334 shares in the last 24 months. This volume of shares sold represents approximately $880.83K in transactions.



This page (NASDAQ:UNB) was last updated on 11/23/2024 by MarketBeat.com Staff
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