First United Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FOURTHSTONE LLC | 11/14/2024 | 441,143 | $13.16 M | 30.04% | 6.82% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 383,675 | $11.45 M | 3.05% | 5.93% |
| VANGUARD GROUP INC | 11/13/2024 | 305,160 | $9.11 M | -1.12% | 4.72% |
| GENDELL JEFFREY L | 11/14/2024 | 178,352 | $5.32 M | 0.00% | 2.76% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 11/14/2024 | 153,540 | $4.58 M | -1.25% | 2.37% |
| HUBER CAPITAL MANAGEMENT LLC | 11/13/2024 | 124,556 | $3.72 M | 0.00% | 1.93% |
| DE LISLE PARTNERS LLP | 11/14/2024 | 120,838 | $3.62 M | 9.02% | 1.87% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 98,595 | $2.94 M | 19.95% | 1.52% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 87,280 | $2.60 M | 0.00% | 1.35% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 81,170 | $2.42 M | 100.00% | 1.25% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 79,288 | $2.36 M | 18.88% | 1.23% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 77,381 | $2.31 M | 1.58% | 1.20% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 63,971 | $1.91 M | 0.13% | 0.99% |
| PINNACLE HOLDINGS, LLC | 11/12/2024 | 59,206 | $1.77 M | 0.00% | 0.92% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 40,139 | $1.20 M | 0.48% | 0.62% |
| EJF CAPITAL LLC | 11/14/2024 | 35,985 | $1.07 M | 0.00% | 0.56% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 26,730 | $825,957 | 54.46% | 0.41% |
| CITADEL ADVISORS LLC | 11/14/2024 | 25,742 | $768,141 | 100.00% | 0.40% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 23,713 | $707,596 | 5.36% | 0.37% |
| HOLDCO ASSET MANAGEMENT, LP | 11/13/2024 | 20,804 | $620,791 | 0.00% | 0.32% |
| EAM INVESTORS, LLC | 11/13/2024 | 20,559 | $613,481 | 100.00% | 0.32% |
| ROYAL BANK OF CANADA | 11/14/2024 | 20,516 | $612,000 | -43.96% | 0.32% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 19,752 | $589,400 | 9.10% | 0.31% |
| STATE STREET CORP | 11/14/2024 | 19,596 | $584,745 | -7.55% | 0.30% |
| MORGAN STANLEY | 11/14/2024 | 17,667 | $527,200 | 10.45% | 0.27% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 17,286 | $515,814 | 100.00% | 0.27% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 15,940 | $475,650 | 7,563.46% | 0.25% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 15,900 | $474,000 | 0.00% | 0.25% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 15,431 | $460,461 | 20.13% | 0.24% |
| RITHOLTZ WEALTH MANAGEMENT | 10/10/2024 | 15,412 | $459,882 | 100.00% | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 13,880 | $414,179 | 100.00% | 0.21% |
| INVESCO LTD. | 11/12/2024 | 13,865 | $413,732 | 0.39% | 0.21% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 11,757 | $350,828 | 0.01% | 0.18% |
| MARSHALL WACE, LLP | 11/14/2024 | 7,572 | $225,949 | 100.00% | 0.12% |
| SEACREST WEALTH MANAGEMENT, LLC | 10/16/2024 | 6,766 | $201,897 | 100.00% | 0.10% |
| LOGAN CAPITAL MANAGEMENT INC | 12/06/2024 | 4,951 | $147,738 | 0.00% | 0.08% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2024 | 4,793 | $143,023 | 100.00% | 0.07% |
| BARCLAYS PLC | 11/19/2024 | 4,218 | $126,000 | 100.00% | 0.07% |
| 11/13/2024 | 3,733 | $111,393 | 100.00% | 0.06% | |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 11/14/2024 | 3,249 | $96,950 | 100.00% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 2,120 | $63,260 | 3.31% | 0.03% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 1,216 | $36,000 | 100.00% | 0.02% |
| STATE OF WYOMING | 11/14/2024 | 1,020 | $30,437 | -0.78% | 0.02% |
| FMR LLC | 11/13/2024 | 965 | $28,796 | 11.56% | 0.01% |
| COPPELL ADVISORY SOLUTIONS LLC | 11/14/2024 | 400 | $11,896 | 0.00% | 0.01% |
| UBS GROUP AG | 11/14/2024 | 398 | $11,876 | -34.43% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 252 | $7,520 | 100.00% | 0.00% |
| NORTHWEST FINANCIAL ADVISORS | 11/13/2024 | 100 | $2,984 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 11/08/2024 | 66 | $1,969 | -98.46% | 0.00% |
| FIRST UNITED BANK & TRUST | 10/15/2024 | 0 | $0 | -100.00% | 0.00% |
First United Corporationinstitutional Ownership - FAQ's
During the previous two years, 63 institutional investors and hedge funds held shares of First United Corporation. The most heavily invested institutionals were:
Fourthstone LLC: 441,143
DIMENSIONAL FUND ADVISORS LP: 383,675
VANGUARD GROUP INC: 305,160
GENDELL JEFFREY L: 178,352
BASSWOOD CAPITAL MANAGEMENT, L.L.C.: 153,540
Huber Capital Management LLC: 124,556
42.18% of First United Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 2.95 M shares in the last 24 months. This purchase volume represents approximately $100.48 M in transactions.