Recent Quarter Total Invested
$15.73 M
Recent Quarter Institutional Ownership Percentage
16.05%
Total Invested of Last Quarter
$23.39 M
Ownership Percentage of Last Quarter
16.82%
Union Bankshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 08/13/2024 | 215,190 | $4.62 M | 2.74% | 4.72% |
| VANGUARD GROUP INC | 08/13/2024 | 144,984 | $3.11 M | 0.12% | 3.18% |
| CARDINAL CAPITAL MANAGEMENT | 07/12/2024 | 64,629 | $1.39 M | 17.38% | 1.42% |
| SPEARS ABACUS ADVISORS LLC | 08/12/2024 | 42,940 | $922,351 | 0.00% | 0.94% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 39,315 | $844,699 | 2.04% | 0.86% |
| LPL FINANCIAL LLC | 08/07/2024 | 33,629 | $722,354 | 2.27% | 0.74% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 30,924 | $664,248 | 10.40% | 0.68% |
| TRUST CO OF VERMONT | 07/09/2024 | 30,428 | $653,594 | 0.00% | 0.67% |
| NORTHERN TRUST CORP | 08/14/2024 | 25,893 | $556,182 | -4.32% | 0.57% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 20,662 | $443,820 | -19.02% | 0.45% |
| BLACKROCK INC. | 08/13/2024 | 17,070 | $366,663 | 1.83% | 0.37% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 16,390 | $352,057 | 0.00% | 0.36% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 14,032 | $301,407 | 7.67% | 0.31% |
| STATE STREET CORP | 08/14/2024 | 10,091 | $216,755 | 2.02% | 0.22% |
| MORGAN STANLEY | 08/14/2024 | 9,955 | $213,841 | -6.92% | 0.22% |
| CITIGROUP INC | 08/12/2024 | 4,026 | $86,478 | -29.85% | 0.09% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 3,770 | $80,978 | -78.33% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 3,403 | $73,096 | -16.51% | 0.07% |
| UBS GROUP AG | 08/14/2024 | 2,458 | $52,798 | 104.15% | 0.05% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 07/17/2024 | 875 | $20,318 | 0.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 679 | $14,585 | -5.96% | 0.01% |
| CLEAN YIELD GROUP | 07/10/2024 | 450 | $9,666 | 0.00% | 0.01% |
| 1620 INVESTMENT ADVISORS, INC. | 07/23/2024 | 120 | $2,578 | 100.00% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2024 | 75 | $2,000 | 200.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2024 | 31 | $666 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2024 | 5 | $107 | 0.00% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 2 | $42 | -99.98% | 0.00% |
| COMMUNITY FINANCIAL SERVICES GROUP, LLC | 07/25/2024 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
Union Bankshares, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of UNB shares?
During the previous two years, 41 institutional investors and hedge funds held shares of Union Bankshares, Inc.. The most heavily invested institutionals were:
FMR LLC: 215,190
VANGUARD GROUP INC: 144,984
Cardinal Capital Management: 64,629
Spears Abacus Advisors LLC: 42,940
GEODE CAPITAL MANAGEMENT, LLC: 39,315
LPL Financial LLC: 33,629
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What percentage of Union Bankshares, Inc. stock is owned by institutional investors?
16.05% of Union Bankshares, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at UNB ?
Institutional investors have bought a total of 979,224 shares in the last 24 months. This purchase volume represents approximately $25.95 M in transactions.