Recent Quarter Total Invested
$50.26 M
Recent Quarter Institutional Ownership Percentage
37.07%
Total Invested of Last Quarter
$56.15 M
Ownership Percentage of Last Quarter
36.89%
First United Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 372,330 | $7.60 M | 7.03% | 5.61% |
| FOURTHSTONE LLC | 08/14/2024 | 339,228 | $6.93 M | 54.16% | 5.11% |
| VANGUARD GROUP INC | 08/13/2024 | 308,612 | $6.30 M | 0.00% | 4.65% |
| GENDELL JEFFREY L | 08/14/2024 | 178,352 | $3.64 M | 0.00% | 2.69% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 08/14/2024 | 155,485 | $3.18 M | -0.39% | 2.34% |
| HUBER CAPITAL MANAGEMENT LLC | 08/13/2024 | 124,556 | $2.54 M | 4.18% | 1.88% |
| DE LISLE PARTNERS LLP | 08/09/2024 | 110,838 | $2.25 M | 0.00% | 1.67% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 87,280 | $1.78 M | 42.44% | 1.31% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 82,195 | $1.68 M | 14.29% | 1.24% |
| BLACKROCK INC. | 08/13/2024 | 77,640 | $1.59 M | 1.45% | 1.17% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 76,175 | $1.56 M | 9.13% | 1.15% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 66,698 | $1.36 M | 72.24% | 1.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 63,890 | $1.30 M | 7.48% | 0.96% |
| PINNACLE HOLDINGS, LLC | 08/13/2024 | 59,206 | $1.21 M | -0.10% | 0.89% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 39,947 | $815,718 | 13.16% | 0.60% |
| ROYAL BANK OF CANADA | 08/14/2024 | 36,611 | $748,000 | 0.00% | 0.55% |
| EJF CAPITAL LLC | 08/14/2024 | 35,985 | $734,814 | 2.81% | 0.54% |
| NORTHERN TRUST CORP | 08/14/2024 | 31,639 | $646,069 | -0.48% | 0.48% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 22,507 | $459,593 | 39.48% | 0.34% |
| STATE STREET CORP | 08/14/2024 | 21,196 | $432,822 | 2.42% | 0.32% |
| HOLDCO ASSET MANAGEMENT, LP | 08/13/2024 | 20,804 | $424,818 | 0.00% | 0.31% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 18,104 | $369,684 | -18.53% | 0.27% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/14/2024 | 17,305 | $353,368 | -24.12% | 0.26% |
| MORGAN STANLEY | 08/14/2024 | 15,996 | $326,638 | -22.20% | 0.24% |
| LSV ASSET MANAGEMENT | 08/06/2024 | 15,900 | $325,000 | 0.00% | 0.24% |
| JANE STREET GROUP, LLC | 08/15/2024 | 14,406 | $294,170 | -67.10% | 0.22% |
| INVESCO LTD. | 08/13/2024 | 13,811 | $282,021 | 1.04% | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 12,845 | $262,295 | -72.31% | 0.19% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 11,756 | $240,066 | 0.00% | 0.18% |
| QUADRATURE CAPITAL LTD | 08/14/2024 | 11,302 | $228,639 | -12.50% | 0.17% |
| LOGAN CAPITAL MANAGEMENT INC | 08/14/2024 | 4,951 | $101,099 | 0.00% | 0.07% |
| CITIGROUP INC | 08/12/2024 | 4,776 | $97,526 | -50.78% | 0.07% |
| JPMORGAN CHASE & CO | 08/12/2024 | 4,285 | $87,500 | 306.16% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 2,052 | $41,902 | -84.03% | 0.03% |
| STATE OF WYOMING | 08/14/2024 | 1,028 | $20,992 | -16.56% | 0.02% |
| FMR LLC | 08/13/2024 | 865 | $17,663 | 0.00% | 0.01% |
| UBS GROUP AG | 08/14/2024 | 607 | $12,395 | 44.87% | 0.01% |
| COPPELL ADVISORY SOLUTIONS LLC | 08/15/2024 | 400 | $8,168 | 100.00% | 0.01% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 208 | $4,248 | -98.78% | 0.00% |
| NORTHWEST FINANCIAL ADVISORS | 08/13/2024 | 100 | $2,042 | 0.00% | 0.00% |
| INNEALTA CAPITAL, LLC | 07/29/2024 | 47 | $959 | 100.00% | 0.00% |
| FIRST UNITED BANK & TRUST | 08/12/2024 | 11 | $225 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| BARCLAYS PLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| MACQUARIE GROUP LTD | 08/09/2024 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| PARK CIRCLE CO | 08/02/2024 | 0 | $0 | -100.00% | 0.00% |
First United Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of FUNC shares?
During the previous two years, 61 institutional investors and hedge funds held shares of First United Corporation. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 372,330
Fourthstone LLC: 339,228
VANGUARD GROUP INC: 308,612
GENDELL JEFFREY L: 178,352
BASSWOOD CAPITAL MANAGEMENT, L.L.C.: 155,485
Huber Capital Management LLC: 124,556
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What percentage of First United Corporation stock is owned by institutional investors?
37.07% of First United Corporation stock is owned by institutional investors.
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How much institutional buying is happening at FUNC ?
Institutional investors have bought a total of 2.65 M shares in the last 24 months. This purchase volume represents approximately $78.97 M in transactions.